EXECUTIVE ASSISTANT

One of your three key hires to running a Multi-Million Dollar Business

An EXECUTIVE ASSISTANT is one of your Empire Builders- the CFO. Our EA’s have a minimum of 3 years of experience running the operations for a real estate team. If your business requires a virtual assistant who can cover all of the tasks from Prospecting, Administrative and Marketing, this is the perfect hire for you. This EA can hire, train and manage your team of VA’s. Yes, this hire is a little more expensive but this VA is for the established agent who has some systems and models in place and looking to scale their business rather quickly.

  • Call expired listings to set up appointments for new seller leads
  • Use RedX/Vulcan7 system to facilitate calls and tracking
  • Calling neighborhoods around just listed / just sold houses to prospect for more potential sellers
  • Calling our agents’ spheres with information of value and asking for referrals
  • Calling our geographic farms to prospect for sellers
  • Once we are able to make contact with leads, the ISA will then qualify and determine if to set an appointment or put on a touch/drip campaign. Once an appointment is set, the ISA will contact an agent for the appropriate next steps
  • Check with agents at least once a day on the status of their respective leads, as this will help the agents do their follow ups with their respective leads
  • Track all leads that we have currently in contract with as well as those leads that we have closed files and submit a lead conversion report at the end of the month, this will enable us to measure the success rate of our lead generation efforts
  • Report numbers daily for calls, conversations, and appointments (by email)
  • Hand off HOT calls that need additional conversion to your Team whenever possible
  • Taking incoming seller calls and web inquires then turning them into appointments
  • Provide Administrative support to the business owners.
  • Manage calendars: Keep owners appraised of calendar, action items, messages and relevant business issues, both internal and external.
  • Make appropriate, informed decisions regarding owners available time
  • Check with agents at least once a day on the status of their respective leads, as this will help the agents do their follow ups with their respective leads
  • Track all leads that we have currently in contract with as well as those leads that we have closed files and submit a lead conversion report at the end of the month, this will enable us to measure the success rate of our lead generation efforts
  • Screen incoming calls & email correspondence. Determine the priority and respond appropriately. Make recommendations as needed regarding appropriate action and follow-up.
  • Gather voicemail messages and phone messages, taking initiative on appropriate action or routing to appropriate person.
  • Make travel arrangements as needed
  • Create and format documents electronically including letters, emails, marketing materials, status reports, spreadsheets (Excel), and other related documents
  • Electronically file, and track a variety of business documents
  • Coordinate meetings including scheduling, agenda creation & logistics
  • Ensure smooth operation of systems for sellers, buyers, lead generation, contact database management, and back office support. Ensures that all systems and processes run efficiently, making revisions as needed
  • Be able to pull up a record of which properties were shown the previous day and call the showing agents to solicit feedback. VA will be provided with a list of questions to ask as well as some scripts and suggestions on gathering the appropriate information. If the showing agent can’t be reached they will leave a message and request a call back and attempt to call the agent 2-3 more times during the following 2 days in order to gather the feedback. When they speak to the agent they will type the feedback into our online showing feedback form so that the feedback can be reviewed by the listing agent
  • Responsible for keeping owners informed regarding any problems or issues that need to be handled
  • Maintains and helps build Operation manual that documents all systems and standards
  • Be able to enter contacts, running queries, exporting data, launching plans and activities, maintaining listings, closings, referrals, create/update templates in Top Producer or similar database/CRM.
  • Provide Administrative support to the business owners.
  • Manage calendars: Keep owners apprised of calendar, action items, messages and relevant business issues, both internal and external.
  • Make appropriate, informed decisions regarding owners available time
  • Check with agents at least once a day on the status of their respective leads, as this will help the agents do their follow ups with their respective leads
  • Track all leads that we have currently in contract with as well as those leads that we have closed files and submit a lead conversion report at the end of the month, this will enable us to measure the success rate of our lead generation efforts
  • Screen incoming calls & email correspondence. Determine the priority and respond appropriately. Make recommendations as needed regarding appropriate action and follow-up.
  • Gather voicemail messages and phone messages, taking initiative on appropriate action or routing to appropriate person.
  • Make travel arrangements as needed
  • Create and format documents electronically including letters, emails, marketing materials, status reports, spreadsheets (Excel), and other related documents
  • Electronically file, and track a variety of business documents
  • Coordinate meetings including scheduling, agenda creation & logistics
  • Ensure smooth operation of systems for sellers, buyers, lead generation, contact database management, and back office support. Ensures that all systems and processes run efficiently, making revisions as needed
  • Be able to pull up a record of which properties were shown the previous day and call the showing agents to solicit feedback. VA will be provided with a list of questions to ask as well as some scripts and suggestions on gathering the appropriate information. If the showing agent can’t be reached they will leave a message and request a call back and attempt to call the agent 2-3 more times during the following 2 days in order to gather the feedback. When they speak to the agent they will type the feedback into our online showing feedback form so that the feedback can be reviewed by the listing agent
  • Responsible for keeping owners informed regarding any problems or issues that need to be handled
  • Maintains and helps build Operation manual that documents all systems and standards
  • Be able to enter contacts, running queries, exporting data, launching plans and activities, maintaining listings and closings, referrals, create/update templates in Top Producer or similar database/CRM.
  • Manage, review and gather documents (all but not limited to):
    • Listing Agreement
    • Previous MLS
    • Property Details
    • Property Photos
  • Create a new MLS entry each time there is a new property assignment
  • Update the following information in MLS:
  • List Price
    • Listing Status
    • Expiration Date
  • Navigate and update information on Client’s MLS
  • Upload a copy of the MLS to Client’s online database portal
  • Upload listing info to website, social media sites, and enhance listings on Realtor.com, Zillow, Trulia, etc.
  • Build Flyer for property for Flyer box and open house
  • Build Virtual tour and post to website, social media and YouTube.
  • Gather the following:
    • MLS of the subject available
    • Property Details
    • Neighborhood Profile
    • CMA
    • 3 Comparable sales
    • 3 Comparable listings
    • Exterior Photos
    • Interior Photos
    • HOA Information
    • Agent Visual Inspection Disclosure (AVID)
  • Determine what type of BPO is needed
  • Include Subject Property Data, Narrative comments about local market conditions, Immediate neighborhood characteristics, analysis of three current listings, and three recent sales of comparable properties, adjustments to the comparable, photographs of the property and estimate of repairs
  • The result is a BPO report with the broker’s opinion of a subject property’s value and anticipated sales price

Manage Social Media sites like Facebook, Twitter, Linked In, YouTube, Pinterest and more
Content curation, aggregation and gathering to edit, create, update and manage your blog
Engage prospects within the Company’s Social Media Network, including commenting on posts and replying to comments or tweets
Responsible in expanding Social Media Network – gaining Twitter followers, FaceBook fans, Pinterest, and LinkedIn connections
Research content and post on all social media pages daily
Create materials to syndicate on social media networks

Create posting template for ads and posting these ads on sites like Craigslist, Backpage, etc
Design, layout and create flyers
Design, layout and create direct mail campaigns like postcards

Manage contents of drip campaigns and process leads into appropriate campaigns
Manage and implement basic SEO strategies (update web content, virtual tours, update listings
Update Real Estate newsletter, whether it’s the online copy or hard copy