verse.
JobsTrackerToolsLearnPricing
Jobs›Tracker›Tools›Learn›Pricing›Help›
verse.
JobsTrackerToolsLearnPricing
Jobs›Tracker›Tools›Learn›Pricing›Help›
verse.
JobsTrackerToolsLearnPricing
Jobs›Tracker›Tools›Learn›Pricing›Help›

Career skill · Pro

Real Estate VA.

Keep an agent's database honest, their leads answered in minutes, and their closings from falling apart in week three.

Premium course8 modules5h 42m of reading and doing8 portfolio pieces

Course content is based on active job listings and industry hiring patterns. These are practical guides, not formal certifications.

  • The job
  • Tools
  • Modules
  • Rates
  • First client
  • Quiz
  • Glossary
  • Red flags
  • FAQ

In plain words

US real estate agents drown in leads, paperwork and follow-ups — and pay well for a VA who keeps it all moving. This course teaches the vocabulary, the tools and the weekly rhythm of the job.

This is for you if

You’re reliable with follow-ups and detail, and you’re okay working US hours. No real estate background needed.

You walk away with

The transaction timeline by heart, lead follow-up scripts, CRM habits, and answers for the questions agents ask in interviews.

Real estate support is not one job, and pretending it is will cost you money. An admin VA, an inside sales assistant, a listing coordinator and a transaction coordinator do completely different work, get paid differently, and get fired for different reasons. The first thing this track makes you do is pick a lane.

What ties all of them together is that agents are terrible at follow-through. They are good at talking to people and bad at the eleven days between a signed contract and a missed inspection deadline. You are being hired for the boring middle, and the boring middle is where the commission actually survives.

Everything here runs on one fictional client: the Reyes Group, a three-agent team in Tampa with a Follow Up Boss account that has not been cleaned since 2023. You will fix their database, build their speed-to-lead system, launch a listing, run a contract-to-close board, and make a call report that tells the truth. Fictional addresses, fictional people, real workflow.

Also posted as
ISA, listing coordinator, transaction coordinator, real estate admin, acquisitions VA
Core loop
Lead in → responded fast → logged → nurtured → appointment → paperwork
Hours
Usually 20–40/wk, often anchored to one US time zone's business hours
Hardest part
Being measured on deals you do not control
Easiest way in
CRM cleanup and speed-to-lead response. Small, provable, immediately valuable.

What a shift actually looks like

  1. Shift start

    New lead sweep

    Anything that came in overnight gets a first response now, not after your coffee. Minutes matter here more than anywhere else in VA work.

  2. First hours

    Follow-up queue

    The CRM tells you who is due today. You work the list, log every touch, and set the next step before closing the record.

  3. Midday

    Listing and transaction admin

    Photos scheduled, documents chased, deadlines checked against the contract dates.

  4. Afternoon

    Database hygiene

    Duplicates, missing phone numbers, wrong stages, dead tags. An hour a day keeps the pipeline view honest.

  5. Blocked block

    Outbound calling, if that is your seat

    Usually one or two dedicated days a week. Around 100 dials in a four-hour shift is a normal load.

  6. Shift end

    Daily numbers

    Dials, connects, conversations, qualified leads, appointments set, and anything hot the agent has to touch tonight.

The tools, and why each one exists

Do not buy anything yet. Learn the free ones properly and use the client's licence for the rest — that is what everyone else is doing too.

The CRM will be one of these

  • Follow Up Boss

    Paid

    The most common team CRM in US residential. Free official training and admin guides exist, so learn it properly.

  • kvCORE / Lofty

    Paid

    Brokerage-issued platforms with lead routing, smart campaigns and landing pages baked in.

  • BoomTown / Top Producer / Wise Agent

    Paid

    Older but everywhere. Same concepts: contacts, stages, tasks, campaigns.

  • RESimpli / Podio

    Paid

    Investor and wholesaler side. Deal pipelines rather than buyer/seller pipelines.

Property, calling and paperwork

  • Zillow / Realtor.com / Redfin

    Free

    Public research you can do without MLS access. Good enough for most prep work.

  • PropStream / BatchLeads / DealMachine

    Paid

    Investor lead pulling and skip tracing. Know what the data actually is before you call it.

  • Mojo Dialer / Vulcan7

    Paid

    Dialers for expired and FSBO campaigns. Learn dispositions, not just how to press call.

  • Dotloop / SkySlope / DocuSign

    Paid

    Transaction platforms. Signature routing, document checklists, deadline tracking.

  • AppFolio / Buildium

    Paid

    Property management side. Maintenance tickets, tenant comms, rent ledgers.

Everything else you actually use daily

  • Google Sheets

    Free

    Lead imports, dedupe, call reports, pipeline dashboards. This is half the job.

  • Canva

    Free tier

    Listing flyers, buyer packets, open house signage, social graphics.

  • Calendly

    Free tier

    Showing and consultation booking without twelve texts.

  • Loom

    Free tier

    Show the agent what you changed in the CRM instead of writing a paragraph they will not read.

The eight modules

0 of 8 done

Progress is saved in this browser only. Nothing is sent anywhere.

  1. 01

    The industry map and where you legally sit

    You can name every seat on a real estate team, say which one you are applying for, and draw the line between admin support and licensed advice.RatesRed/green flags
    26 min
    • Agent, broker, investor, wholesaler, property manager. Four of those five make money in completely different ways, and it changes what they will ask you to do.
    • Inside the team there are seats: ISA chases and qualifies leads, listing coordinator gets a property to market, transaction coordinator gets a signed contract to closing, admin VA holds the database and calendar together.
    • You can gather, organise, schedule, follow up, prepare documents and communicate under the agent's direction. You cannot price a home, interpret a contract, advise on tax or negotiate terms. That is licensed work and the licence is not yours.
    • Compliance is not optional decoration. Do-not-call rules, TCPA restrictions on autodialling and texting, MLS access rules and brokerage policy all vary by market and your client is responsible for telling you theirs, in writing.
    • Never share or use MLS credentials casually. If the client wants MLS work done, ask whether their brokerage allows assistant access and get it set up properly.
    • Pick your lane before you apply. "Real estate VA" is a rate-lowering phrase. "Transaction coordination for a three-agent team" is a job with a number attached.

    Worked example — Same request, three different answers

    Before

    Agent: "Just tell the buyer what you think the house is worth, you've seen the comps."

    Agent: "Look at the contract and tell them if the repair request is reasonable."

    Agent: "Can you text this list of 400 numbers about our new listing?"

    After

    "I've pulled three comparable sales and put them in a sheet for you. Sending it now so you can give them the number."

    "I've highlighted the repair clause and the response deadline, it's Thursday 5pm. Your call on what's reasonable, I'll send whatever you decide."

    "Before I send, can you confirm these were scrubbed against DNC and that they've opted in? I'll do it the moment you confirm in writing."

    You never said no. You did the work up to the legal line and handed the decision back with everything ready. That reads as senior, not difficult.

    What this pays

    What real estate VA work pays

    Real estate pays above general admin because mistakes are expensive and deadlines are legal. The jump from admin to transaction coordination is the biggest single pay step available to you in this niche.

    Swipe the table sideways →

    ExperienceHourly (USD)Monthly (USD)What changes it
    Entry — admin / data entry$4–6$650–1,000CRM cleanup, listing data, scheduling. No client contact.
    Junior — listing + marketing coordinator$6–8$1,000–1,300You run listings end to end and produce the marketing.
    Mid — ISA (inside sales agent)$7–11 + bonus$1,150–1,800 + $25–100/apptYou call leads and set appointments. Bonus structure is where the real money is.
    Senior — transaction coordinator$9–14$1,500–2,300You own contract-to-close. Deadline discipline is the entire skill.
    Lead — ops manager for a team$13–20$2,100–3,200You run the CRM, the other VAs and the reporting for a whole brokerage team.
    This table has 4 columns and scrolls horizontally on small screens.

    Same skill, different client

    • Verse's job board (median)$5.40

      Across live real estate listings. Above the general VA median of $3.50.

    • Per-transaction TC work$250–500 per closed file

      How experienced TCs actually price. A good one runs 15–25 files a month.

    • ISA with appointment bonus$6–9 base + $25–100/appt

      Base plus bonus beats a flat rate once you're good. Negotiate for the bonus.

    • US client, direct$7–15

      The overwhelming majority of this market. Expect to work US hours.

    Sources: Verse's live board (n=2,081), OnlineJobs.ph real estate tiers, and US TC per-file rate norms. Real estate VAs work US timezones almost without exception — price the graveyard shift in.

    Red flag / green flag

    Spot the difference

    Same situation, two ways it can go.

    A lead asks you a question on a call

    Red flag

    "Based on what I'm seeing in the area, I'd say your house is worth about $450,000 and honestly you should list now before rates go up."

    That is a valuation and it is advice about a transaction. In most US states, doing that without a licence is illegal and it exposes your agent's licence, not just you. It is the fastest way to end this career.

    Green flag

    "I can't give you a value — I'm not licensed and I'd be doing you a disservice by guessing. What I CAN do is get [Agent] on the phone with you, and she does a proper comparative market analysis for free. She has Thursday at 2 or Friday at 10 — which works?"

    Names the boundary honestly, doesn't apologise for it, and converts the moment into an appointment. Your job is to route to the licensed person, and doing it confidently makes you sound more professional, not less.

    The job post says

    Red flag

    "Real estate VA needed. Cold call 300 numbers/day from our list, must have own dialer, commission only, unlimited earning potential! Will train the right person."

    Commission only means you carry all the risk and they carry none. 300 dials a day with no base is a churn model — they expect you to quit and they'll hire another one next month.

    Green flag

    "ISA for our 4-agent team. 100–150 dials/day from our CRM (we supply the dialer and the list). $7/hr base + $50 per appointment that shows. 30 hrs/wk, 8am–2pm EST. Scripts and 2 weeks' paid training provided."

    A base you can live on, a bonus that rewards the outcome, realistic dial volume, they supply the tools, and paid training. This is a team that intends to keep you.

    Do this

    Find eight live real estate VA job ads across OnlineJobs.ph, Upwork and LinkedIn. Sort them by which seat they are actually hiring for, ignoring the title.

    Hand in: A table of eight ads with the real seat, the tools named, the hours, the rate, and one line on whether the scope is defined or a grab bag.≈ 45 min

    Check before you call it done

  2. 02

    CRM hygiene and the pipeline nobody trusts

    You can take an eight-thousand-record database full of duplicates and hand back a pipeline the agent will actually open every morning.WorkflowToolsTime split
    40 min
    • A dirty database is not a cosmetic problem. Agents stop trusting the CRM, work from memory instead, and then wonder why leads evaporate.
    • Clean in this order: deduplicate, then fix required fields, then fix stages, then tags, then archive the dead. Tagging a duplicate twice just makes two wrong records.
    • Match duplicates on phone and email first, name last. Two people are called Maria Santos. One phone number is one human.
    • Stages must be mutually exclusive and defined in one sentence each. If two people on the team disagree about what "warm" means, the pipeline number is fiction.
    • Tags describe attributes, stages describe progress. Buyer, Seller, Investor, 33606, First-time, Sphere are tags. New, Attempted, Contacted, Appointment Set, Under Contract, Closed, Nurture, Dead are stages.
    • Never bulk-edit without a backup export first. Export, edit a copy, verify a sample of twenty, then import. A bad merge in a CRM is not always reversible.
    • Every record needs a next step with a date, or it is not in a pipeline, it is in a graveyard.

    Worked example — Reyes Group database, before and after

    Before

    8,214 records, 1,190 with no phone number

    412 obvious duplicates (same mobile, three spellings of the name)

    Stages in use: New, new lead, Hot, HOT!!, warm, Warm lead, Nurture, nurture, Closed, Past client, Dead, DNC, blank (2,900 records)

    Tags: 268 distinct, including 'zillow', 'Zillow', 'ZIllow lead', 'z'

    Last activity older than 12 months: 5,100 records

    After

    6,940 records after merging 412 duplicates and archiving 862 with no contact method at all

    8 stages, each defined in one sentence in a pinned doc

    31 tags, controlled list, source tags standardised to Zillow / Realtor.com / Open House / Sphere / Referral / Cold List

    Every active record has an owner and a next-step date

    5,100 stale records moved to a Long Nurture stage on a quarterly email, not deleted

    Backup export saved before every bulk action, dated, in a shared Drive folder

    The number that sells this to the agent is not 6,940. It is "you have 214 people who enquired in the last 90 days and were never called back". Always find that number.

    Workflow

    Weekly CRM cleanup

    Same time every week. A CRM nobody trusts is worse than no CRM.

    1. 1

      Find and merge duplicates

      Search by phone number first, then email, then name. Phone catches the most. Merge, never delete — you'll lose the history.

    2. 2

      Fix every record with no next action

      A lead with no task and no date is a lead that's gone. Either give it a next step or move it to a nurture list on purpose.

    3. 3

      Audit the stages

      Anything sitting in the same stage for 30+ days is lying to you. Either it moved and nobody logged it, or it's dead.

    4. 4

      Fix the bad data

      Missing phone numbers, dead emails, no lead source. Lead source matters most — it's how the agent decides where to spend money.

    5. 5

      Tag consistently

      Agree the tag list once and never freelance new ones. "Buyer-Hot", "buyer hot" and "HOT BUYER" are three tags and none of them work.

    6. 6

      Send the one-page pipeline summary

      Counts per stage, what moved, what went stale, what needs the agent. This is the deliverable — the cleanup is just the work behind it.

    Where this breaks: Cleaning silently. If you fix 400 records and don't report it, the agent thinks you did nothing that week. Always send the before/after count.

    Tool comparison

    Real estate CRMs and tools

    You will not choose the CRM — the agent already has one. Learn the concepts (stages, tasks, drips, smart lists) and any of them takes a week to pick up.

    Swipe the table sideways →

    ToolBest forLearning curveCostVerdict
    Follow Up BossLearn firstTeams that take lead follow-up seriously. The most VA-friendly of them.Easy — a few days$69+/user/mo (client pays)The one most worth learning first. Clean UI, brilliant smart lists, and it's named in a lot of job posts.
    kvCORE / BoldTrailBig brokerages. Website + CRM + IDX in one.Medium — bloatedBrokerage-providedClunky, but enormous market share. Knowing it is a genuine differentiator because most VAs avoid it.
    Chime / LoftyTeams that want AI lead scoring and built-in dialing.Medium$500+/mo teamGrowing fast. Worth a free trial walkthrough so you can say you've used it.
    Sierra InteractiveHigh-volume lead gen teams.Medium$500+/moStrong reporting. Less common, but the teams using it tend to pay above market.
    Dotloop / SkySlopeTransaction management and e-signatures.Easy — a dayBrokerage-providedLearn one of these the moment you touch transaction coordination. This is where the deadline discipline lives.
    Canva + CloudCMAListing flyers and comparative market analysis packets.Easy$10/mo + $30/moCloudCMA does in 3 minutes what agents spend an hour on. Offering this makes you instantly useful.
    This table has 5 columns and scrolls horizontally on small screens.

    Where the hours go

    Where a full-time real estate VA's week goes

    40 hrs/week supporting a small team with 3 active listings and 8 deals in the pipeline.

    Lead follow-up: calls, texts, emails 28%, Transaction coordination 22%, CRM hygiene and data entry 16%, Listing coordination and marketing 15%, Scheduling: showings, inspections, closings 11%, Reporting and agent comms 8%
    • Lead follow-up: calls, texts, emails28%

      The revenue engine. Most agents are terrible at it, which is why they hire you.

    • Transaction coordination22%

      Deadline chasing. Lumpy — quiet until three deals go under contract at once.

    • CRM hygiene and data entry16%

      Boring, constant, and the foundation everything else stands on.

    • Listing coordination and marketing15%

      Photos, MLS entry, flyers, social. Burst of work per new listing.

    • Scheduling: showings, inspections, closings11%

      Constant small interruptions. Batch where you possibly can.

    • Reporting and agent comms8%

      The daily huddle note. Small effort, keeps you employed.

    Half the week is follow-up and CRM. Agents think they're hiring you for marketing; they're actually hiring you because nobody called the lead back.

    Do this

    Build a messy 120-row lead sheet yourself with deliberate duplicates, inconsistent casing, missing phones and eleven versions of four stages. Then clean it in a copy.

    Hand in: Two tabs, Before and After, plus a short cleanup log listing every rule you applied and how many records each rule touched.≈ 80 min

    Check before you call it done

  3. 03

    Speed to lead and follow-up that does not die at touch two

    You can build and run a five-touch follow-up sequence, and respond to a new enquiry fast enough to actually matter.Workflow2 templates
    38 min
    • Speed to lead is the gap between an enquiry and a real human response. Minutes beat hours by an embarrassing margin, and this is the single easiest thing for a VA to be excellent at.
    • First response is short and asks one question. Not a brochure. "Hi Dana, saw your enquiry on 412 Palmetto. Are you looking to move in the next 90 days or just starting to look?"
    • Classify on first contact: buyer, seller, investor, renter, or not a real lead. Timeline, financing status and motivation are the three things you are listening for.
    • Most leads die because nobody touched them a fourth time. Build the sequence, put it in the CRM as tasks, and work the queue even when it feels pointless.
    • Log every attempt with a disposition code, even the no-answers. An unlogged call did not happen, and the pattern in the dispositions is what tells the agent their list is bad.
    • Escalate hot immediately by whatever channel the agent reads fastest, and agree what "hot" means before you start. Usually: ready in 30 days, pre-approved, or asking to see a specific property.
    • Never leave a record without a next step. Even Dead gets a date if the reason was timing.

    Worked example — A five-touch sequence for a Zillow buyer lead

    T+0 (within 5 min) — Call. No answer, leave a 12-second voicemail. Then text: "Hi Dana, Marco's assistant at Reyes Group, calling about 412 Palmetto. Are you free for a quick 2 min today?"

    T+0 (+1 hr) — Email with the listing link, three similar homes, and one question about timeline. No attachments, no PDF brochure.

    T+1 day — Call at a different time of day than touch one. People are habitual.

    T+3 days — Text with a genuinely useful item: a new listing in their price band, or a price drop on the one they viewed.

    T+7 days — Call, then a break-up email: "Are you still looking, or should I stop filling your inbox?" This one gets replies.

    No response after touch five — move to Long Nurture, monthly market email, revisit in 90 days.

    Vary the channel and the time of day. Five calls at 2pm on the same phone number is one touch repeated five times.

    Workflow

    Speed to lead: the first five minutes

    A new internet lead hits the CRM. The clock starts immediately.

    1. 1

      Call within 5 minutes. Not 30. Five.

      Conversion drops off a cliff after the first few minutes — the lead is on three other sites right now. Whoever calls first usually wins, regardless of who's better.

    2. 2

      If no answer, text immediately — before you leave a voicemail

      Text open rates crush voicemail. "Hi [name], [agent]'s office — you just looked at [address]. Is that the one you're after, or shall I send similar?"

    3. 3

      Then voicemail, then email

      All three within the first ten minutes. Different channels, same short message. You're trying to be present, not persistent yet.

    4. 4

      Log the attempt with a disposition code

      Every single time. An untracked call did not happen as far as the agent is concerned.

    5. 5

      Set the next touch before you close the record

      Never leave a lead without a scheduled next action. This is the rule that separates working CRMs from graveyards.

    6. 6

      Run the full cadence — 8+ touches over 30 days

      Most agents stop at touch two. The majority of conversions happen between touch four and eight. This gap is your entire value.

    Where this breaks: Giving up after two attempts because it feels like pestering. It isn't — they asked to see a house. Stop only when they say stop, and then honour it instantly and permanently.

    Copy-paste

    Steal these

    Swap the bracketed bits and send.

    The 30-day follow-up cadence

    Build this as an automation, but check it manually. A lead who replies to a drip and gets another drip will never talk to you again.

    NEW INTERNET LEAD — 30 DAY CADENCE
    
    DAY 0 (within 5 min)
      Call 1 → no answer → Text immediately → Voicemail → Email
      Text: "Hi [name], this is [you] with [agent]'s office. You just looked at [address] — is that the one, or want me to send a few similar? Happy to help either way."
    
    DAY 0 (evening, if no response)
      Call 2 — different time of day. Morning leads answer in the evening.
    
    DAY 1
      Text: "Morning [name] — sent over 3 homes like [address] to your email. Any of them close?"
      Email: 3 handpicked listings. Not an automated blast. Handpicked, with one line each on why.
    
    DAY 3
      Call 3 + text
      Text: "Quick one [name] — are you still looking, or did you find something? Totally fine either way, just don't want to keep bothering you."
      (This "permission to leave" text gets more replies than anything else in the cadence.)
    
    DAY 7
      Value email — no ask. Neighbourhood report, price trend, "3 homes that just dropped in price".
    
    DAY 12
      Call 4 + text
    
    DAY 18
      Text: "[name], last one from me for a while. If timing's off, no problem — want me to just send new listings in [area] once a week?"
    
    DAY 25
      Value email
    
    DAY 30
      Call 5. Then move to long-term nurture: monthly market email, quarterly call.
    
    RULES
    • The moment they REPLY, all automation stops and it becomes a human conversation
    • Stop instantly if they say stop. Tag "Do Not Contact" and mean it.
    • Vary the time of day. Five calls at 10am is one call, repeated.
    • Log every touch with a disposition code, no exceptions

    First-contact text scripts

    Short, human, easy to reply to. Never send a paragraph as a first text.

    NEW LEAD, PROPERTY-SPECIFIC
    "Hi [name], [you] here from [agent]'s office — you just checked out [address]. Is that the one you're after, or want me to send similar? Either way, happy to help."
    
    NEW LEAD, GENERAL SEARCH
    "Hi [name] — [you] with [agent]. Saw you were browsing homes in [area]. What's the timeline you're working with?"
    
    NO RESPONSE, DAY 3 (the permission-to-leave text)
    "Hi [name] — still looking, or did you find a place? Genuinely fine either way, I just don't want to keep texting you if you're sorted."
    
    SELLER LEAD
    "Hi [name], [you] from [agent]'s office. You asked about your home's value on [site]. [Agent] does a proper walkthrough valuation free — takes about 20 min. Want me to find a time this week?"
    
    REVIVING AN OLD LEAD
    "Hi [name] — [you] from [agent]'s office, we spoke back in [month] about [area]. Prices there have moved [up/down] about [n]% since. Want me to send an update, or has your situation changed?"
    
    RULES
    • Under 300 characters, always
    • One question, at the end
    • Use their first name once. Not three times.
    • No links in the first text — links look like spam and get filtered
    • Never text before 8am or after 8pm in THEIR timezone. This is a legal issue in the US, not a politeness one.

    Do this

    Write the speed-to-lead SOP for the Reyes Group and the full five-touch sequence for two lead types: an online buyer enquiry and an expired listing seller.

    Hand in: One SOP page plus two sequences with exact copy for every touch, and a disposition code list.≈ 70 min

    Check before you call it done

The rest of this course unlocks with Pro

5 more modules, the worked examples, the rate tables and every copy-paste template. Pro is ₱199 for 30 days and covers all 18 premium courses.

Unlock with ProBrowse the free courses

Free to start. No agency in the middle.

verse.

Built for Filipino virtual assistants who are done guessing what they’re worth.

Product

  • Job board
  • Application tracker
  • Cover letter builder
  • Resume builder
  • Interview prep
  • Follow-up writer
  • Rate check
  • Learn
  • Courses

Company

  • Pricing
  • About
  • Help
  • Privacy
  • Terms

© 2026 Verse