As a passionate Virtual Assistant, I thrive on helping real estate professionals simplify their day-to-day operations. I bring a strong background in administrative support and a hands-on approach to managing client relationships, ensuring everything runs smoothly. I genuinely enjoy taking the weight off my clients’ shoulders, whether it’s streamlining processes, managing client communications, or tackling the details that make a big difference. My goal is to be the trusted partner who makes their business more efficient, so they can focus on what they love most—growing their business and connecting with clients.
1. Financial Preparation & Documentation:
Preparing Financial Assessment Forms: Creating detailed financial assessment forms of members, to present during Property and Strategy Sessions, ensuring they are well-prepared for decision-making processes.
Submitting Investment Documentation: Managing the submission of EOI (Expression of Interest) deposit screenshots to the Finance Team, facilitating smooth processing for investment property purchases.
2. Data Entry:
Management of Member's data: Entering member details in Hubspot and ensuring that they are updated at all times.
3. Client Communication & Scheduling:
Coordinating Client Appointments: Engaging with members via calls, emails, and text messages to schedule Property Sessions, Finance Strategy Sessions, and Contract Review Sessions, ensuring efficient and timely coordination of appointments.
