CPT-11611 Real Estate Investment Research & Administrative Virtual Assistant

• Research probate properties and other potential acquisition opportunities
• Identify properties that may fit wholesale, fix-and-flip, or fix-and-rent strategies
• Search PropStream, Stack, and similar platforms for property and ownership information
• Gather owner names, addresses, property details, and relevant public information
• Validate information across multiple sources when needed
• Flag properties that meet the client’s established acquisition criteria

• Input and maintain property and owner data in Excel or Google Sheets
• Clean and organize scraped or exported lead lists
• Remove duplicates and incomplete records
• Track research status and completed work
• Maintain consistent data formatting
• Prepare clean outreach lists for direct-mail or email campaigns

• Prepare and send approved letters through OpenLetter Connect
• Use established letter and email templates
• Maintain mailing records and outreach history
• Track completed outreach and future follow-up dates
• Assist with recurring administrative and executive-assistant tasks
• Handle occasional calls when required

• Use AI tools to improve productivity and research efficiency
• Conduct additional online property or ownership research
• Assist with data scraping from approved sources
• Follow documented research processes and templates
• Escalate unclear property or ownership information rather than guessing

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

• Executive assistant, administrative, research, or data-management experience required
• Strong Excel / Google Sheets skills required
• Online research and data-scraping experience strongly preferred
• AI tool familiarity preferred
• PropStream or similar property-data platform experience is a plus
• Direct-mail platform experience is a plus
• Real estate or construction experience is a plus, but not required
• Strong phone communication required for occasional calls

• Strong researcher with excellent attention to detail
• Comfortable working extensively in spreadsheets
• Reliable with repetitive, process-driven work
• Strong written and spoken English
• Technically comfortable and familiar with AI tools
• Able to work independently from templates and SOPs
• Comfortable learning real-estate-investment terminology after hire

• Microsoft Excel / Google Sheets
• PropStream, Stack, or Similar Property Research Platforms
• OpenLetter Connect
• AI Productivity Tools

• Contracted Hours per Week: 10 Hours
• Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
• Daily Working Time: Evening EST Hours - TBD

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

• Contractors will operate under a Master Services Agreement and a Statement of Work
• This is not an offer of employment; contractors are not employees of 20four7VA or any client
• All compensation is processed through 20four7VA according to the terms of the engagement

• REQUIRED SERVICE: Business Support
• REQUESTED EXPERIENCE TIER LEVEL: Entry, Junior, Senior Level
• Contracted Hours per Week: 10 hours/week
• Daily Working Time: Evening EST Hours - TBD
• Scheduled Working Days: Monday-Friday
• REPORTING TO/POC: To Be Determined
• Number of VAs: 1
• GENDER PREFERENCE: None
• LANGUAGES SPOKEN/PREFERENCE: English
• ACCENT PREFERENCE: Level A-B (Native or near-native English accent required)
• REGION PREFERENCES: Any