I’m a real estate virtual assistant and transaction coordinator with hands-on experience supporting agents and brokers across Utah, Florida, Virginia, Oklahoma, and Los Angeles since 2021.
I specialize in managing CRMs, coordinating transactions from contract to close, and helping agents stay organized and responsive. My goal is simple: to help you close more deals while I handle the backend work efficiently and accurately.
Core Services
Transaction Coordination
- Contract to close management
- Document review and compliance
- Timeline tracking and deadline management
- Coordination with title, lenders, and clients
-File organization and audit preparation
CRM Management
- Setup and optimization of pipelines
- Lead tagging, segmentation, and tracking
- Automation and drip campaigns
- Daily follow-ups and task management
Lead Management & ISA Support
- Responding to new leads
- Appointment setting
- Database cleanup and nurturing
- Follow-up systems implementation
Marketing Support
- Canva graphics for listings and social media
- Email campaigns and newsletters
- Facebook/Meta ads setup and monitoring
- Listing promotions
CRM & Tools I Use
- KW Command
- kvCore / BoldTrail
- Chime / Lofty
- Follow Up Boss
- ReChat
- Canva
- Meta Business Suite
Experience Highlights
- Supported multiple real estate teams across different US markets
- Managed CRM systems with hundreds of active leads
- Coordinated transactions ensuring all deadlines were met
- Helped improve lead response time and follow-up consistency
- Maintained accurate and compliant transaction files
Sample Workflow (Transaction Coordination)
1. Review contract and create file
2. Send introduction email to all parties
3. Track contingency deadlines
4. Coordinate inspections, appraisal, and documents
5. Ensure all paperwork is complete before closing
6. Final file audit and submission
Why Work With Me
- Detail-oriented and highly organized
- Proactive communication with clients and teams
- Familiar with US real estate processes and timelines
- Able to work independently with minimal supervision
- Focused on helping agents save time and scale
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