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Virtual Assistant – Real Estate Marketing, Transaction Coordination & CRM (Residential & Commercial) Remote | Part-Time (with growth potential) I am a growing real estate professional specializing in both residential and commercial real estate (office, retail, flex). I am seeking a highly organized, proactive, and detail-oriented Virtual Assistant to support marketing, transaction coordination, and CRM management. This is a long-term opportunity for someone who understands real estate operations and wants to grow alongside a high-performance real estate business. Role Overview This role sits at the intersection of: Marketing and Lead Generation Transaction Coordination (Contract to Close) CRM and Systems Management (BoldTrail / kvCORE) ZipForms and Contract Support You will play a key role in ensuring leads are converted, clients are supported, and transactions move smoothly from start to finish. Key Responsibilities CRM & Pipeline Management (BoldTrail / kvCORE) Manage and organize all contacts, leads, and pipelines in BoldTrail Ensure proper tagging, segmentation, and lead tracking Set up and optimize drip campaigns for buyers, sellers, tenants, and investors Monitor lead activity and ensure timely follow-ups Maintain clean, accurate, and actionable CRM data Marketing & Content Execution Assist with content creation across Instagram, Facebook, and LinkedIn Design graphics and marketing materials (Canva or similar tools) Edit and publish short-form videos (Reels, TikTok, YouTube Shorts) Schedule and manage posts across platforms Support listing marketing (residential and commercial), including flyers, brochures, and email campaigns Transaction Coordination Manage transactions from contract to close Coordinate with clients, lenders, title companies, and agents Track key deadlines and ensure compliance Maintain organized transaction files Ensure a smooth and professional client experience throughout Contracts & ZipForms Support Prepare and manage contracts using zipForm Plus Assist with purchase agreements, lease agreements, disclosures, and addenda Ensure all documents are complete, accurate, and properly executed Support document organization and compliance Email & Client Communication Draft and manage email campaigns Assist with client follow-ups and nurturing sequences Maintain a professional, responsive, and client-focused tone Support inbound lead responses when needed Research & Administrative Support Research properties using MLS, LoopNet, Crexi, and Zillow Compile market data and comparable properties Assist with listing preparation and pricing support Provide general administrative support as needed Ideal Candidate Prior experience in real estate (residential or commercial) is required Strong familiarity with BoldTrail (kvCORE) or similar CRM systems Experience with ZipForms and real estate contracts Understanding of real estate transactions and workflows Strong written and verbal communication skills (English required; bilingual is a plus) Highly organized, detail-oriented, and proactive Ability to manage multiple tasks and deadlines efficiently Experience with Canva, automation tools (Zapier, Make, etc.), and Google Workspace is a plus What I Am Looking For I am not just looking for task execution. I am looking for someone who: Thinks strategically about growing a real estate business Helps improve systems, workflows, and efficiency Identifies inefficiencies and proposes solutions Takes ownership of responsibilities Is interested in a long-term working relationship and growth Opportunity Part-time to start, with potential to increase hours Remote position Flexible schedule, with expectation of reliability and responsiveness Opportunity to gain experience in both residential and commercial real estate transactions Potential to grow into a lead operations or transaction manager role How to Apply Please include: Your experience in real estate (residential or commercial) Your experience with CRM systems (especially BoldTrail/kvCORE) Your experience with ZipForms or transaction coordination Examples of marketing content (posts, videos, graphics) Examples of systems or workflows you have built A brief explanation of why you are a strong fit for this role
Project ID: 40367148
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As a highly experienced virtual assistant, I'm adept in all aspects of real estate administration and operations required for this role. My background in property management, understanding of compliance-heavy transactions, and familiarity with various CRM systems (including BoldTrail/kvCORE) make me an invaluable asset to your business. Having successfully supported various real estate professionals, I am highly skilled in managing CRMs to ensure leads are tracked, organized and converted effectively. Moreover, I bring a proactive mindset which means I don't just execute tasks but identify areas where efficiency can be improved. This spirit is what fuels my interest in a long-term collaboration with the aim of helping you scale your business operations. Your ideal candidate, as mentioned, should have a keen eye for detail - I excel in this area. I understand the weight of ensuring documents are complete, accurate and properly executed for smooth transaction coordination. Furthermore, my versatility in content creation utilizing applications like Canva can effectively complement your marketing efforts across multiple platforms.
$5 USD in 40 days
5.6
5.6

Hello! As a seasoned real estate virtual assistant with over 9 years of experience spanning residential and commercial transactions, I specialize in bridging marketing, transaction coordination, and CRM systems like BoldTrail/kvCORE. I think strategically about growing your business, not just checking tasks off a list. Here's how I can help: - Manage BoldTrail/kvCORE: lead tagging, pipeline tracking, drip campaigns, and clean data for buyers, sellers, tenants, and investors - Handle transaction coordination from contract to close using ZipForms, including deadlines, compliance, and client/title/lender coordination - Create marketing content (Canva graphics, short-form Reels/TikToks) and schedule posts across Instagram, Facebook, LinkedIn - Support listing marketing for residential and commercial (flyers, brochures, email campaigns) and property research via MLS/LoopNet/Crexi I bring systems thinking, proactive communication, and a long-term growth mindset. Quick questions: What's your current monthly lead volume? Do you have existing drip campaigns in BoldTrail I'd be refining or building from scratch?
$8 USD in 40 days
5.0
5.0

Hi, Your role sits exactly where real estate businesses either scale smoothly or break—between lead flow, systems, and execution—and that’s where I add the most value. I’ve worked across CRM-driven environments similar to kvCORE, focusing on pipeline hygiene, lead segmentation, and automated follow-ups that actually convert. My approach is not just to manage data, but to structure it so every lead moves through a defined journey—from inquiry to closing—without gaps. On the transaction side, I understand the full contract-to-close lifecycle, including coordination with agents, lenders, and title, plus document handling through zipForm Plus. The priority is always deadline control, compliance, and a frictionless client experience. For marketing, I combine consistent content execution with intent-driven messaging—property highlights, short-form video, and email sequences that nurture both residential and commercial leads. I also look for inefficiencies in workflows and streamline them using automation where possible. What differentiates my work is ownership. I don’t just complete tasks—I refine systems, improve response times, and ensure your CRM, marketing, and transactions operate as one cohesive engine. If helpful, I can outline how I’d structure your pipeline and workflows in the first 30 days to improve lead conversion and operational clarity. Warm regards, Tara Devi
$5 USD in 40 days
5.1
5.1

As a passionate and highly skilled data analyst, I bring a wealth of expertise that will translate seamlessly to your real estate business needs. Not only do I possess the technical skills required for this role, but I also have invaluable experience in web scraping, product listing, and more – fundamentals in maintaining accurate and organized CRMs, just like BoldTrail/kvCORE. Beyond executing tasks, I'm committed to improving systems, workflows, and providing efficiency enhancement proposals that align with your long-term growth objectives.
$5 USD in 40 days
4.9
4.9

\\Versatile Real Estate Virtual Assistant Needed\\ Dear [Hiring Manager], I am excited to apply for the Virtual Assistant role supporting your real estate business. With hands-on experience in real estate marketing, transaction coordination, and CRM management, I bring a well-rounded skill set tailored to both residential and commercial operations. I have worked extensively with CRM systems like kvCORE, managing pipelines, automating drip campaigns, and ensuring accurate lead tracking. My experience also includes coordinating transactions from contract to close, handling documentation via ZipForms, and maintaining compliance with deadlines. On the marketing side, I create engaging social media content, design visuals using Canva, and manage posting schedules to enhance brand visibility and lead generation. I am highly organized, proactive, and committed to improving workflows and efficiency. I am eager to contribute long-term and grow alongside your business while delivering consistent, high-quality support. Sincerely, RUBEL UDDIN
$5 USD in 40 days
4.2
4.2

Hi, I have experience supporting real estate operations across CRM management, lead tracking, and transaction coordination. I’ve worked with systems similar to BoldTrail/kvCORE, managing pipelines, setting up follow-ups, and keeping data clean and actionable. I’m also familiar with contract workflows and organizing documents to ensure smooth transactions from contract to close. I can support marketing (Canva posts, short-form videos, scheduling), CRM optimization, and admin tasks while improving workflows and efficiency. I focus on taking ownership, staying organized, and helping scale operations long-term. I’m a strong fit because I combine real estate process understanding with execution and system improvement. Thanks
$8 USD in 40 days
4.5
4.5

Hi there, I noticed that your real estate business is looking for a versatile virtual assistant to support marketing, transaction coordination, and CRM management. As a video editor with experience in motion graphics and animation, I may not seem like an obvious choice for this project at first glance. However, my skills can be transferred to create engaging marketing content such as short-form videos, social media posts, and graphics that will help drive lead generation. In addition to creating visual content, I'm confident that my organizational skills and attention to detail will enable me to effectively manage CRM data, coordinate transactions from contract to close, and ensure compliance with all necessary documents.
$2 USD in 1 day
4.8
4.8

Hi, I have hands-on experience supporting real estate professionals with CRM management, transaction coordination, and marketing across both residential and commercial segments. I’ve worked with systems like BoldTrail/kvCORE for pipeline management, tagging, and drip campaigns, and I’m comfortable handling contracts, document organization, and coordination from contract to close. I also create marketing content (Reels, posts, flyers) using Canva and manage social media scheduling and engagement. I focus on keeping systems clean, improving workflows, and ensuring no lead or deadline is missed. I’m proactive, detail-oriented, and interested in growing long-term into a key support role within your business. Happy to share examples of my work and systems I’ve built. Farah.
$5 USD in 40 days
3.8
3.8

I understand you need a highly organized Virtual Assistant who can manage real estate CRM operations, transaction coordination, and marketing execution across residential and commercial properties while keeping systems clean, efficient, and growth-focused. I can support you with structured real estate operations management combining CRM handling, marketing execution, and transaction coordination support to help streamline your pipeline and improve conversion flow. Using my experience with CRM workflows (including lead tagging, segmentation, and drip campaign setup), Canva-based marketing design, and content editing for short-form platforms, I’ll ensure your BoldTrail/kvCORE pipelines stay updated, leads are consistently followed up, and marketing content is scheduled and optimized for engagement. I’ll also assist in organizing transaction documents, tracking deadlines, and maintaining clear communication flow between all stakeholders to ensure smooth contract-to-close execution. My approach is systems-first: I focus on removing inefficiencies, improving workflow clarity, and keeping every stage of your real estate process organized and actionable so nothing is missed. Let’s connect so I can understand your current setup and immediately start tightening your CRM, marketing, and transaction workflow for better performance.
$5 USD in 40 days
3.7
3.7

Hi, I understand the need for a versatile Real Estate Virtual Assistant to support marketing, transaction coordination, and CRM management. With experience in real estate operations, CRM systems like BoldTrail/kvCORE, and content creation across various platforms, I assure professional quality and efficient task handling. Approaching the project, I would focus on meticulous CRM & Pipeline Management, engaging Marketing & Content Execution, and seamless Transaction Coordination. I am keen on optimizing systems, ensuring timely client communication, and providing reliable administrative support. I invite you to review my portfolio: https://www.freelancer.com/u/laibaamir1 Let's discuss how I can contribute to your high-performance real estate business. Feel free to message me for further details or samples related to your niche. Thank you, and I look forward to working with you. Best regards, Laiba
$5 USD in 40 days
3.1
3.1

Hi there, I’m a highly organized Virtual Assistant with strong experience in real estate operations, CRM management, marketing, and transaction support. I understand both residential and commercial workflows and can confidently support your business from lead generation through contract-to-close. I have hands-on experience with CRM systems including pipeline management, lead tagging, segmentation, and drip campaign setup to ensure consistent follow-ups and improved conversions. I’m also comfortable maintaining clean, accurate data and optimizing systems for efficiency. On the transaction side, I can support document preparation, organization, and tracking, ensuring deadlines are met and communication with clients, lenders, and title companies remains smooth and professional. For marketing, I use Canva to create engaging property flyers, social media content, and listing materials. I can also schedule posts, manage email campaigns, and support short-form content distribution across platforms. What sets me apart is that I don’t just execute tasks—I improve workflows, identify gaps, and bring structure to growing systems. I’m reliable, fast-learning, and committed to long-term collaboration. Best regards, Enock Isaboke
$5 USD in 40 days
2.9
2.9

Hi, I am very interested in this role and I believe I am a strong fit. My Real Estate Experience: I have been working as a real estate VA for over 7 years. My experience includes finding motivated sellers, foreclosure, tax delinquent properties, skip tracing, comparative market analysis, MLS and Social media management, proofing closing documents. CRM Experience: I have worked with Podio, ReiReply, BatchLeads and idiCORE. I am confident I can quickly adapt to BoldTrail and kvCORE. ZipForms & Transaction Coordination: When working for a broker I reviewed Seller's Real Property Disclosure, prepared transaction timelines, communicated with agents and prepared documents including J-1, J-3, Supplemental Addendum and Unseen Addendum etc. I sent documents to other agents for signature through ZipForms and verified all documents were fully signed by all parties. Marketing: I have posted listings on MLS and managed social media posting. Workflow I Built: I collected leads from foreclosure, probate and divorce cases, found distressed properties, skip traced owners, passed warm leads to cold callers and managed follow ups inside Podio. Why I Am A Strong Fit: I bring 7 years of hands on real estate VA experience. I understand the full cycle from lead generation to closing and I am reliable, detail oriented and ready to grow long term with your business. Best regards, Mahedi H
$6 USD in 25 days
3.0
3.0

Hello, I have hands-on experience in real estate support including CRM management (kvCORE/BoldTrail), transaction coordination from contract to close, and creating marketing content, and I can help you stay organized, convert leads, and run smooth operations while improving your systems over time. I am detail-oriented, proactive, and comfortable with tools like ZipForms, Canva, and social media platforms, and I truly enjoy supporting growing real estate businesses like yours for long-term success. Could you please share which area you’d like me to focus on first, CRM optimization, marketing, or transaction coordination? Best regards, Aklima Khatun
$5 USD in 40 days
3.5
3.5

My previous experience in web development and software design position me as an ideal candidate for your real estate assistant role. Over the past decade, I have honed my skills in adopting digital solutions to streamline business operations. As such, I have a deep understanding of CRM management, an area that your project greatly emphasizes. I am particularly experienced in working with CRM systems, and your preferred tool, BoldTrail/kvCORE, is already within my skill set. My familiarity extends to ZipForms which will also be crucial for this project. What sets me apart from other candidates is my capacity to think strategically, identify inefficiencies and propose effective solutions. This approach aligns perfectly with the kind of working relationship you desire—one where creativity and ownership are encouraged. Indeed, your job description goes beyond mere task execution to focusing on someone who can actively contribute to improving systems within the business operation. Finally, as a top 2% global freelancer known for exceeding expectations, my goal is to offer you exceptional service aligned with your business goals. Choosing me for this role means getting a proactive, detail-oriented professional who understands real estate operations profoundly. I am ready to embark on a long-term journey with you, one marked by growth and efficiency.
$5 USD in 40 days
2.4
2.4

Hi There there, I see you're looking for a virtual assistant to help with various aspects of your growing real estate business, including marketing, transaction coordination, and CRM management. I can bring my experience in real estate operations and CRM systems like BoldTrail to ensure that your processes run smoothly and efficiently. My background includes managing leads, optimizing marketing content across social media platforms, and coordinating transactions from contract to close. I'm detail-oriented and proactive, so I can help improve your workflows and keep everything organized. I’m excited about the opportunity to support your business and grow alongside you. I believe my skills align well with your needs, and I’m ready to take ownership of responsibilities to contribute to your success. Best regards, Muhammad Hammad.
$5 USD in 40 days
2.2
2.2

Hi, I know how much goes into managing a real estate business, from keeping leads organized to ensuring transactions move smoothly from contract to close. That’s exactly where I support. I’ve worked with real estate professionals including Peter Pfann, Navdeep Arora (commercial), and Satnam Arora (residential), handling CRM management, marketing support, and transaction coordination. I have hands-on experience with BoldTrail (kvCORE) and Lofty (Chime), managing pipelines, tagging and segmenting leads, setting up drip campaigns, and ensuring consistent follow-up so no opportunities are missed. I also keep CRMs clean and structured so they’re actually usable. On the transaction side, I support document organization, deadline tracking, and communication between all parties to keep deals moving smoothly. I also assist with marketing, Canva designs, listing promotion, and email follow-ups tied directly to CRM activity. Beyond tasks, I focus on improving systems and workflows so the business runs more efficiently. Send me a message. I’d be glad to support your growth.
$6 USD in 40 days
2.2
2.2

Dear Hiring Manager, I’m very interested in this role because it goes beyond basic VA tasks, it’s about building systems, managing workflows, and supporting business growth, which is exactly how I work. While I’m growing into the real estate space, I already have strong experience in administration, CRM organization, client communication, and content support, which directly apply to this role. I’m confident in managing structured workflows and keeping operations running smoothly from start to finish. What sets me apart is my proactive mindset, I don’t just follow tasks, I look for ways to improve systems, reduce gaps, and keep everything moving efficiently. I’m highly organized, reliable, and committed to long-term growth. I’m also quick to learn tools like ZipForms and real estate workflows. I’d be happy to share Canva samples and discuss how I can support your operations effectively. Hourly Rate: $5/hr Availability: Flexible, part-time with room to grow Best regards, Mabel
$5 USD in 40 days
1.7
1.7

Hello, I’m very interested in this opportunity and believe I can add strong value to your growing real estate business. I have experience supporting real estate professionals with CRM management, marketing, and transaction coordination, ensuring smooth operations from lead generation to closing. I’m excited about the opportunity to grow with your business and contribute to both residential and commercial operations. Looking forward to discussing further. Best regards, Abdus Samad
$3 USD in 40 days
1.4
1.4

With my solid content creation and marketing skills, I perfectly align with the essence of your Versatile Real Estate Virtual Assistant project. Since your project demands someone proactive, detail-oriented, and familiar with BoldTrail/kvCORE CRM systems – I’m happy to claim that too. Having worked in both residential and commercial real estate, I am well-acquainted with the dynamics and demands of the industry. My proficiency in Canva will help me create aesthetic marketing materials tailored to different platforms. Also, my high adaptability and quick learning ability make it easier for me to learn any new tools or software that your project may require. Being a believer in continuous improvement and efficient processes, I am keen on identifying inefficiencies and proposing better solutions.
$5 USD in 40 days
1.0
1.0

As an artisan of both creativity and logic, I believe I have the perfect blend of skills to enhance your real estate business. I have extensive proficiency in various platforms, including CRM systems, such as the ones you mentioned - BoldTrail (kvCORE), which would facilitate a seamless transition. The knowledge about web development harnesses me with creative advantage facilitating graphic design and video editing tasks.
$5 USD in 40 days
1.0
1.0

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