P-CPT-0025 Real Estate VA - For Pooling Purposes

REQUIRED SERVICE: Real Estate VA
REQUESTED EXPERIENCE TIER LEVEL: Any
MIN. HOURS/WEEK: 10–40 hours/week (Part-Time to Full-Time, client-dependent)
SHIFT TIME ZONE: Flexible
SHIFT HOURS: Flexible
SHIFT DAYS: Monday to Friday
NUMBER OF VAs: Pooling (Ongoing)

GENDER PREFERENCE: None
LANGUAGES SPOKEN/PREFERENCE: English (clear spoken and written communication required)
ACCENT PREFERENCE: Level A–B (native or near native accent required)
REGION PREFERENCE: Any

CLIENT INDUSTRY: Real Estate (Agents, Brokerages, Wholesalers, Investors, Property Services)

We are actively pooling Real Estate Virtual Assistants to support a wide range of real estate professionals, including licensed agents, brokerages, wholesalers, and real estate investors.

While business models may differ (agent-focused vs. investment-focused), the core support functions are similar:

administrative coordination, CRM management, lead follow-up, communication support, and transaction or deal pipeline organization.

This role is ideal for candidates who are organized, process-driven, comfortable with real estate terminology, and able to adapt to different client workflows using SOPs and training.

Prior real estate experience is a strong plus, but candidates with sales support, admin, customer service, or operations backgrounds are also encouraged to apply and can be trained.

To be considered for active Real Estate VA placements, candidates will complete a short, self-paced internal training provided by our company.

This training includes:

• Overview of Real Estate VA responsibilities

• Key differences between agent workflows and wholesaler/investor workflows

• Introduction to common real estate CRMs and lead pipelines

• Best practices for lead follow-up, data accuracy, and communication

• Understanding transaction vs. deal-sourcing processes

This ensures all Real Estate VAs enter client engagements with a baseline understanding of both sides of the real estate business.

• Maintain and update CRM records accurately

• Log calls, notes, tasks, follow-ups, and pipeline stages

• Keep lead databases clean and organized

• Support recurring follow-up workflows

• Assist with inbound and outbound lead follow-up

• Schedule appointments, showings, or discovery calls

• Communicate professionally with clients, agents, sellers, buyers, or partners

• Follow client-provided scripts and SOPs

• Support transaction coordination for agents (documents, timelines, updates)

• Support deal sourcing workflows for wholesalers/investors (research, outreach, qualification)

• Assist with organizing files, contracts, and property details

• Assist with drafting real estate related documents at clients request

• Manage calendars, reminders, and task lists

• Assist with marketing support (listing updates, simple outreach, email coordination)

• Follow structured SOPs and help maintain consistency across workflows

• Is highly organized and detail-oriented

• Comfortable working inside CRMs and pipelines

• Communicates clearly and professionally

• Can follow repeatable processes and scripts

• Adapts easily to different real estate business models

• Enjoys operational and administrative work

• Is proactive, reliable, and coachable

• Real Estate Assistant

• Transaction Coordinator

• ISA / Sales Support

• Customer Service or Call Center

• Administrative / Operations Assistant

• Experience in real estate, sales support, admin, or customer service roles

• Strong written and verbal English communication

• Comfortable using CRMs, calendars, and tracking tools

• Able to manage multiple tasks and follow deadlines

• Prior real estate experience is a plus but not required

• Willingness to learn agent-specific or investor-specific workflows

• CRM platforms (training provided; client-specific)

• Google Workspace (Docs, Sheets, Drive, Calendar)

• Task/project management tools

• Email and phone systems

• MLS / Zillow / property research tools (role-dependent; training provided)

• We are building an ongoing pool of Real Estate Virtual Assistants to support agents, wholesalers, investors, and real estate teams with administrative coordination, lead management, CRM support, and workflow execution.
• Candidates will complete a short internal training to understand real estate workflows across multiple business models before being considered for active placements.
• This role is ideal for candidates who enjoy structured, process-driven work and want long-term opportunities supporting real estate professionals.