Lead Intake & Follow-Up
Route inbound inquiries, apply approved tags, schedule follow-up tasks and use broker-approved messages across your CRM and lead portals.
Hire a real estate virtual assistant for approved CRM, lead, listing, marketing and transaction-administration workflows. VA Force matches the role to your systems and hours while your broker or licensed owner retains required approvals and regulated activities.
Role, access, platform experience and approval limits confirmed first
A real estate virtual assistant is a remote administrative, marketing or operations professional who supports agents, brokers, investors and property teams. The role can cover recurring CRM, lead, listing, marketing, transaction-file and reporting tasks without replacing the licensed professional responsible for advice, negotiation, representation and final approval.
Choose the administrative workstreams you need covered, then document permissions, approval points, licensed-activity boundaries and escalation rules.
Route inbound inquiries, apply approved tags, schedule follow-up tasks and use broker-approved messages across your CRM and lead portals.
Prepare approved listing data, photos, descriptions, status changes and open-house details when brokerage, MLS and local rules permit.
Maintain contact records, lifecycle stages, pipeline updates, tasks, tags, notes and activity logs under a documented data standard.
Prepare approved property posts, email campaigns, market updates, neighborhood content and branded assets for review and scheduling.
Organize approved documents, update checklists, track dates, request missing items and coordinate signatures without interpreting contracts.
Support calling and lead-nurture workflows using client-approved scripts, lawful lists, configured systems and documented consent and do-not-call procedures.
Log tenant requests, coordinate approved vendors, track lease dates, update rent-roll records and prepare owner reports under manager supervision.
Gather approved property, comparable-sale, market and neighborhood data for review by the licensed agent, broker or investment owner.
The match should reflect your role, market, systems, licensing environment, volume, working hours and supervision model.
For licensed agents who need recurring CRM, inquiry routing, listing-preparation, scheduling and marketing-production support.
For teams and brokerages that need documented admin, transaction-file, reporting and marketing workflows across assigned owners.
For investment and property teams that need research, database upkeep, vendor coordination, inquiry logging and portfolio reporting.
Set the cadence, owner, approval point and escalation rule for each queue. Actual capacity depends on volume, complexity, systems and review requirements.
Use the consultation to estimate volume, separate licensed from administrative work, select the right systems experience and define measurable outputs.
Book Free Consultation →Confirm the exact platform, version, workflow, permissions and required experience before placement. Tool names below are examples, not blanket proficiency claims.
Review candidates against the workstreams, systems, communication requirements and schedule defined for the role.
Provide lawful lists, approved scripts, dialer settings, consent and do-not-call procedures, escalation rules and monitoring.
Create named accounts, limit permissions and follow brokerage, MLS, CRM and transaction-platform access rules.
Start from three hours per day and adjust approved queues or hours as listing, lead or transaction volume changes.
MLS and platform access depends on local rules, brokerage approval and available individual-user permissions. Never share credentials where separate accounts are required.
Book Free Consultation →Final scope depends on verified experience, local law, broker supervision, platform permissions and your documented procedures.
An unlicensed VA should not negotiate, interpret contracts, provide real estate or legal advice, show property, discuss material terms or represent a party unless properly licensed and authorized. Marketing and outreach require broker approval and applicable Fair Housing, consent, do-not-call and platform compliance.
Define the role, verify the match, configure controls and review a supervised pilot.
Review workstreams, volume, systems, schedule, licensed-activity limits, brokerage rules and measurable outputs.
Review a candidate against the required tasks, platforms, communication needs, hours and supervision model.
Create individual accounts and train on SOPs, privacy, MLS, Fair Housing, calling, approval and escalation rules.
Test assigned cases, review accuracy and escalation behavior, then expand queues or authority only after approval.
Common questions from agents, brokers, and investors about hiring a real estate virtual assistant.
Book a consultation to review your queues, systems, volume, required experience, working hours, approvals and licensed-activity boundaries.