How Brokers & Real Estate Teams can utilize a Virtual Executive Assistant

In this article, we’re going to take a closer look at how virtual assistants can become vital team members, and move the needle for real estate professionals in real, actionable ways. A real estate virtual assistant (VA) is a business admin who is your right hand. A real estate VA can offer a variety of business services in-person or remotely. The right VA can cover tasks like lead gen, database management, or finance and marketing.  A virtual executive assistant can help keep track of transaction timelines and alert you if anything is approaching a delay, for example. They can’t create a sales contract for you, but they can help file your paperwork and ensure that any outstanding documents are found or requirements are met

Here’s a list of tasks that can keep a busy real estate broker or team on task.

  1. Detox your inbox
  2. Scheduling
  3. Sales 
    • Research buyer & seller leads
    • Update your CRM with notes on leads
    • Prospecting and cold calling
    • Follow up with leads
    • Set appointments
    • Update sellers on weekly performance
  4. Updating your website
  5. Create email campaigns for future and existing clients
  6. Customer service
  7. Marketing 
    • Create buyer’s packets and PowerPoint
    • Send mailers to your spheres of influence
    • Graphic design for digital and print assets
    • Schedule (or even write) blog posts
    • Research content ideas
    • Update your website
    • Schedule email
    • SEO updates
    • Post, update, and advertise on social media
    • Track marketing analytics
  8. Coordinate travel plans
  9. Arranging closing and seasonal gifts
  10. Communications
  11. Assisting with your Crowdfunding
  12. Content writing
  13. Social Media posting
  14. Listing Marketing
  15. Data entry & CRM cleanup
  16. Research market trends
  17. Basic bookkeeping
  18. Assist with transactions

SAGE Executive Assistants have extensive real estate-specific experience or are provided training — meaning they can do a lot more than a general virtual assistant. In addition, SAGE’s virtual executive assistants are backed by an internal support team of experts who help your assistant get up to speed as quickly as possible.  Get started with a SAGE Real Estate Executive Assistant today!

Share this post