100+ Virtual Services

What can a virtual assistant do to help you in your real estate business?

Scroll down to see examples of how we can help you in these areas of your business: Accounting, Database, E-Mail Organization, Marketing, Website Maintenance, Social Media, Listings, Contract 2 Close & Misc. Assistance.


· Add Expenses/Income to Accounting Software

· Prepare Monthly or Quarterly Profit/Loss Statements

· Setup and Update Spreadsheets

· Create and Send Invoices

· Basic Bookkeeping


· Add Contact Information into CRM

· Basic Data Entry CRM

· Create Letter on Letterhead

· Create Mailing List

· Create Labels / Mail Merge

E-Mail Organization

· Organizing E-mail Inbox

· Flagging Important Messages

· Deleting Spam

· Replying to Common Questions

· Creating Labels & Archiving E-mails Handled


· Create and Order Just Listed/Just Sold Postcards

· Create Embedded E-mail for E-mail Campaign

· Create Flyers

· Create Brochures

· Create Business Cards

· Create Marketing Presentations

· Create Slideshows

Website Maintenance – WordPress Sites

· Managing Backups

· Adding New Pages

· Update Plugins

· Add/Edit Information

If you use a different type site…we may be able to assist, just ask.

Social Media

· Blog Post

· Facebook

· YouTube Videos

· Pinterest

· LinkedIN

· Twitter

· Instagram

· Setting Up New Pages and/or Groups

· Creating Accounts

· Promoting New Post

· Keep Your Conversation Going

· Reply to Comments and Messages


· Prepare CMA’s

· Enter Listing in your multiple listing service (s)

· Turn in listing documents to your paperless office system

· Upload documents to Multiple Listing Service

· Create Virtual Tour

· Add listing to client’s website – when it does not auto-feed

· Schedule Agent Caravan and/or Open House

· Order Home Warranty

· Send seller weekly updates until home is under contract

· Create creative remarks & captions for your listing

· Call Agents for Feedback

· Assign code in Voicepad

· Assign lockbox and setup Showing Feedback website

· Locate listing on REALTOR.com-verify information

· Trulia: claim your property or manually enter it

· Zillow: claim your property and verify information

Contract 2 Close

· Upload contract documents to your office via paperless system

· Submit commission breakdown details to your office

· Note all deadlines and special stipulations in the contract and send reminder sheet to Client

· Verify pre-qualifying letter has been received and loan application has been made, appraisal ordered, etc.

· Attempt to obtain homeowner’s association covenants and restrictions and HOA contact information

· Oversee all contingencies and stipulations are met on a timely basis

· Order home warranty

· Schedule closing and coordinate and notify all parties

· Check status with Lender and Closing Attorney and forward updates to all parties weekly

· Confirm that all amendments are properly executed and received by the Closing Attorney

· Send closing confirmation checklist to co-op Agent and/or Buyer (includes directions to Closing Attorney’s office and notes all necessary items at closing)

· Notify all parties that we are the central point of contact for all details pertaining to the closing and that we are assisting the Agent, thereby freeing Agent from constant phone calls and emails

· Set advance reminders for Client for all upcoming deadlines and ensure that deadlines are met via Agent online calendar

· Schedule home inspection and notify all parties

· Provide Client with utility sheet

· Upon request: Schedule final walk-through and notify all parties

· Obtain copy of preliminary settlement statement and forward to Agent for their review

· Assist agent in preparing documents that are missing upon compliance review such as buyer brokerage, listing agreement, ABA, if applicable etc…

· Assist agent in preparing amendments throughout the contract as needed and as requested.

· Assist agent with email request for additional docs needed or required by lender and/or attorney

· Send documents out via Docusign, Dotloop or Fmls esign to appropriate parties for electronic signatures.

· Process closing paperwork and inform Agent if anything is missing

· Upload to Agent office via paperless system

· Change status to sold in GAMLS, if you are listing agent

· Fill out FMLS 118 and send with HUD to FMLS

· Review documents for missing documents, signatures, initials… to be in compliance with your office requirements and GREC

· Update status in Fmls and Gamls

Misc. Assistance

· Sending Cards – gifts, thank you, holidays, etc…

· Requesting and Entering Online Reviews

· Managing Online Calendar / Schedule

· Booking Appointments

· Online File Management

· Creating Reports

· Generating Forms

· PDF Conversions, Splitting, Merging, Editing

· Drafting Letters & E-mails

· Preparing Agendas For Meetings

· Lead Follow-Up

· Lead Organization

· Referral Follow-Up

· Referral Tracking

· Lead Tracking

· Marketing Tracking