Buying, renting, or selling properties is no small feat for the average person. And it’s no small feat for a real estate agent or broker either, which is why they will often need a virtual assistant to perform urgent tasks.
From marketing listings to managing client communication, a broker or agent’s to-dos can be a lot for one person. But by delegating some of the work to skilled professionals, they can be successful in closing valuable deals.
So what kind of work should an agent or broker delegate? Here are seven primary tasks a real estate virtual assistant can do.
7 Real Estate Virtual Assistant Tasks You Can Delegate Now
A real estate virtual assistant is one of the different types of virtual assistants that belong to an industry niche. There are tasks that overlap with specialized virtual assistants. But you will see the following require some understanding of the real estate industry. See what tasks a real estate virtual assistant can perform to support an agent or broker.
Management of the real estate professional’s CRM platform
Professionals in real estate typically rely on customer relationship management (CRM) platforms to keep tabs on crucial data. With CRM software, everything an agent or broker needs is found in one system. Leads, documents, relevant real estate metrics, client and customer correspondence, and other management tools are all there.
But while it can be a tool to boost productivity, managing a CRM platform can also result in extra work. Tracking and updating leads while instantly responding to messages while making sure a deal succeeds can prove to be too much for one person.
However, with a real estate virtual assistant, tasks of this nature become resolved in the background as the agent or broker handles matters directly affecting a sale.
Real estate is a competitive industry to get into, which means the last thing you want to do is fail to leverage resources that will help you understand the market better.
Market trends are a great lens through which you can glimpse the demands in the industry. They let you know what properties have the greatest value in certain areas, when it’s peak sale season, and which individuals are looking to buy, rent, or sell.
However, doing market research is a means to an end, and what a real estate professional needs are facts and figures already spelled out. Hiring a real estate virtual assistant will accomplish this task and is the smart move for real estate agents and brokers who are always on the go.
Looking for leads is a proactive way to find customers for your business. Whether you’re in real estate or retail, it’s important to identify which individuals might be interested in the product or service you offer.
However, because not all leads lead to closed deals, making a daily effort to find as many potential buyers and sellers as possible is the wise thing to do. Plus, you’ll need to organize them in a spreadsheet or database so you can effectively keep track.
Like with all the tasks on this list, it’s going to eat up an unnecessary chunk of your time, so having a real estate virtual assistant commit to this task can increase your profits and productivity.
Of course, you would also want potential buyers and sellers to reach out to you. So what you will need are avenues or channels where they can drop you a line.
When you hire a real estate virtual assistant, you can assign them various marketing-related tasks. These include:
- Setting up your real estate business’s social media accounts
- Scheduling and uploading content provided by your marketing team
- Sending out emails for a marketing campaign
As a professional in real estate, you’re going to have to meet up with a lot of people.
You could have multiple property viewings in a day. You might have to meet up with clients early in the morning. And property buyers or sellers might ask you to reschedule appointments out of the blue.
With everything you’re doing as the point person of a property transaction, managing and coordinating your calendar should be the least of your concerns. Instead of doing this task yourself, outsource it to someone who can do the work efficiently.
Delegate one of the most important tasks to a real estate virtual assistant so you can give clients what they need on time.
Keeping a record of transactions is a must for a broker. Investopedia says brokers can either be a person or a firm and have the same goals as a real estate agent, except they can work independently.
Because they work independently, brokers will need a dedicated assistant who can track their income and expenses every day. Not only will having a real estate bookkeeper for your business give you a clear look into your finances. You’ll also be taking the first step to ensure you’re complying with tax laws and standards.
Customer & client engagement
Last but definitely not the least, we have customer and client engagement. Responding to potential buyers and sellers immediately is essential for businesses, including those operating in the real estate industry. Whether you’re simply answering queries on social media or addressing concerns on the CRM, every exchange counts.
However, if you’re handling multiple properties, and therefore many sellers or interested buyers, you might leave your customers hanging. This is one of the scariest things you can do for your business. And is precisely why you should hire a real estate virtual assistant — because answering messages is one of their core responsibilities.
Where & How to Find a Real Estate Virtual Assistant
The next thing you must figure out is where and how to hire a virtual assistant who can support you as a real estate agent or broker.
You can find a ton of recruitment channels through a quick Google search. LinkedIn, Indeed, and Glassdoor are some of the top sites for hunting quality candidates. But there are also sites like Upwork or Fiverr that can connect you with freelance real estate virtual assistants.
Post an opening on these sites and you’re good to go. But if you want to speed up the recruitment process and not have to target each job search website, you can opt for outsourcing.
Outsourcing virtual assistant services can instantly pair your real estate business with qualified candidates capable of these main tasks.
The process of hiring a real estate virtual assistant becomes faster because your outsourced provider already has their own talent pool. Essentially, outsourcing is a viable option for agents and brokers who want to delegate both recruitment and virtual assistants tasks to the right professionals.
The seven main tasks you can outsource to a real estate virtual assistant are:
- Management of the real estate professional’s CRM platform
- Market research
- Lead generation
- Marketing support
- Schedule management
- Simple bookkeeping
- Customer and client engagement
If your goal is to have these tasks accomplished regularly and in no time, connect with an experienced virtual assistant for your real estate business today.
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