Manage and maintain CRM platforms like MLOFLO daily, including campaign health, contact records, and lead routing.
Create professional marketing content using Canva or Adobe Express, and maintain social media calendars.
Deliver weekly and monthly reports on campaign performance and referral tracking.
A growing mortgage lending operation based in Plano, Texas, seeking a Virtual Assistant to manage their marketing technology stack and CRM platforms. They are a high-producing business focused on systems and output, working with a small team of two people.
Serve as a versatile back-office and executive support resource for a North Carolina Realtor, handling CRM, transaction coordination, and client follow-up.
Manage transaction and listing coordination, including document preparation, MLS entry, and vendor coordination.
Provide proactive executive support such as calendar and inbox management, follow-ups, and maintaining organized workflows.
20four7VA connects offshore independent contractors with clients worldwide, primarily in developed markets. It offers a vibrant community, free training, and constant support to its contractors.
Track mortgage payments and monitor rent payments across the rental property portfolio.
Manage the client's email inbox, calendar, and make phone calls with vendors.
Provide general executive assistant support across construction, property management, franchise acquisition, and recording studio.
The client is a real estate and construction business with a rental portfolio of roughly 50 properties. He is expanding with new-construction projects and a franchise acquisition, and is seeking his first support hire.
Conduct cold and warm outbound calls to client-provided leads using approved scripts and processes.
Manage CRM (Follow Up Boss) to update lead stages, notes, tasks, and follow-up activities.
Provide secondary support for Canva, social media scheduling, and email marketing via Mailchimp.
20four7VA connects offshore independent contractors with clients worldwide to deliver remote services. They offer competitive rates, weekly payments, free training, and a supportive community for contractors.
Prepare listing paperwork, enter property listings into Bright MLS, and manage transaction documents in Dotloop.
Coordinate prospecting schedules, organize client information, and track outstanding paperwork and follow-ups.
Assist with basic listing marketing materials, property descriptions, and monthly newsletter formatting.
20four7VA connects offshore independent contractors with clients worldwide to deliver remote business support services. The company offers a supportive community with free training, upskilling, and constant guidance.
Assist with real estate transaction paperwork and administrative tasks, ensuring documents, disclosures, and signatures are prepared and maintained accurately.
Manage transaction files in SkySlope, follow checklists, and monitor missing documents.
Communicate with clients via email, draft professional correspondence, and support MLS-related tasks.
20four7VA is a virtual assistant staffing company that connects offshore independent contractors with clients worldwide, primarily in developed markets. They are seeking a part-time Real Estate Transaction Coordinator for a California Realtor.
Follow up with new leads, schedule consultations, and collect borrower information to complete loan applications.
Send documentation requests and review files before submitting for pre-approval.
Manage the Mortgage Advisor's calendar and track lead activity in the CRM.
Better is an AI-native platform rebuilding home finance, having funded over $110B in loans and raised over $1.2B in equity capital. They operate at real scale with a focus on modernizing the mortgage industry.
Manage daily administrative tasks, maintain records, and assist with project coordination.
Handle customer inquiries, schedule estimates, and coordinate calendars.
Create invoices, track payments, and keep CRM data updated.
We are a growing residential painting company providing quality painting services to homeowners. We are a small, close-knit team that values organization, communication, and efficiency in our daily operations.
Manage guest communications across Airbnb, VRBO, and OwnerRez, and coordinate cleaners and vendors for property readiness.
Provide executive and administrative support including email, calendar, document organization, and task tracking across multiple businesses.
Implement and maintain SOPs using Notion, support CRM implementation, and optimize workflows to improve operational efficiency.
Andrienne manages a growing real estate portfolio including short-term rentals, long-term rentals, new construction, and property renovations. As a solo entrepreneur, she seeks a proactive virtual assistant to build systems and streamline daily operations.
Identify new customers and lending opportunities with property investors and referral partners, driving sales and building relationships.
Cultivate strong relationships with existing and new borrowers through in-person meetings, calls, and emails, serving as primary escalation point.
Stay current on industry trends, attend conferences, and leverage CRM to manage client database and meet monthly loan volume goals.
Anchor Loans is a private direct lender to residential real estate investors, specializing in bridge loans, ground-up construction, and single-family rental solutions. As part of Pretium Partners ($60B AUM), we have surpassed $10 billion in total fundings and foster a culture of teamwork, innovation, and accountability.
Provide daily administrative support to the founder and COO, managing complex calendars, travel, and correspondence.
Coordinate meeting logistics, prepare materials, and ensure leadership is fully prepared for all engagements.
Handle expense reports, confidential information, and special projects with discretion and follow-through.
Veta Virtual is a virtual staffing company that places high-quality executive assistants with fast-growing clients in the fintech and cryptocurrency industry. They foster a collaborative, high-trust culture and emphasize discretion and reliability from day one.
Manage the founder's calendar and inbox daily, prioritizing tasks with urgency to clear the queue.
Own each step of client transactions independently, from handoff to completion.
Handle polished communication with high-net-worth clients, using CRM (HubSpot) and spreadsheets.
Assist World is a company that provides virtual assistant services, including for a life insurance brokerage focusing on high-net-worth clients across Africa, the Middle East, and Europe. They emphasize a remote-first culture with no time trackers and value independence and precision.
Manage leads, maintain CRM, and schedule qualified appointments for a mortgage professional.
Conduct professional follow-up via phone, SMS, and email, and qualify leads with a personalized approach.
Organize CRM pipelines, track follow-ups, and support referral outreach and administrative tasks.
20four7VA connects offshore independent contractors with clients worldwide, focusing on developed markets like the US, UK, Canada, and Australia. They offer free training, support, and a vibrant community for contractors.
Build, document, and improve SOPs to ensure they are adopted across teams.
Track projects, manage follow-ups, and coordinate with vendors and team members.
Handle reporting, QA dashboards, and data reconciliation for operational reports.
Yokly is a company that provides remote operations support. They are a growing organization with a focus on process documentation and team coordination, offering a supportive culture with benefits like HMO and PTO.
Provide administrative and operational support to mortgage loan originators throughout the loan process.
Coordinate with processors, title companies, real estate agents, and customers to ensure deadlines are met.
Maintain organized loan files and verify completeness before forwarding to the processing team.
Our partner is a mortgage lending and financial services company. They offer a remote work environment with a collaborative culture and emphasize flexibility and growth.
Manage marketing listings across platforms like AppFolio, Zillow, and Facebook Marketplace, ensuring accuracy and timely updates.
Handle lead management, scheduling showings, and processing applications from lead to lease execution.
Support reporting and KPIs, including occupancy, days on market, and renewal rate, while assisting with investor updates and eviction administration.
Wing is on a mission to redefine the future of work for companies worldwide, offering a one-stop shop for building world-class teams and automating operations. They foster an inclusive culture with opportunities for career growth and upskilling.
Manage and maintain HubSpot CRM, ensuring data accuracy and organization.
Build and manage automations using Zapier and AI tools like ChatGPT.
Support operational processes, scheduling, and KPI tracking across the business.
Assist World provides virtual assistant services to growing consulting businesses. They are a remote-first company focused on automation and process efficiency, fostering a culture of ownership and proactive problem-solving.
You will maintain and improve marketing processes, workflows, and systems across client accounts.
You will support CRM and marketing automation setup, data management, and campaign workflows.
You will build and maintain dashboards and recurring marketing reports.
Byte&Kite is a digital marketing agency that helps clients grow through effective digital marketing. The company offers professional development and training opportunities and operates fully remote across US time zones.