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Why Real Estate Agents Needed a Virtual Assistant.

  • Writer: Elysium Virtual
    Elysium Virtual
  • Jul 16, 2023
  • 2 min read

Updated: Sep 19, 2023

(A simple case study about a Real Estate agent and his Virtual Assistant.)


Meet Carl; he has been in the real estate industry for four years. Carl decided to pursue a profession in real estate after becoming a parent to benefit from the flexibility and availability of his family.

Carl's real estate agent business took off! Consequently, before he realized it, he "literally couldn't digest the amount of business I had churning" (he said!).

Ironically, Carl's firm was doing so well, but he soon realized he needed the flexibility he hoped for with real estate. He was losing out on quality time with his family and what is commonly referred to as "work-life balance" as a result.

We first collaborated when he was rushing to close sales, develop leads, and investigate new marketing options for his expanding company.

Real estate has many moving components, making managing difficult for one individual.

As my working relationship with Carl progressed, I discovered no industry norms or standard operating procedures (SOPs) for how real estate agents should manage their businesses. This is because real estate brokers are effectively independent contractors who work for themselves. As a result, agents typically need systems and processes to keep the business organized and expanding.

Any firm must follow up with leads and previous customers to expand, but Carl needed more systems to manage this area of the company.

Social networking is now the mainstay of lead generation in the real estate industry. Most agents are too busy, need more skills, or must know how crucial it is to expand their firm to build and maintain a presence.

To maximize activities like showing homes and producing leads instead of dealing with paperwork and inboxes, real estate agents must also prioritize how their time is spent.

Demand for a real estate agent's time and availability rises as they sell more properties. Managing client interaction simultaneously with all the other moving aspects of a successful real estate firm would be exhausting.


In Carl's situation (and almost every agent's case), he had been handling things independently every day for four years before our meeting. He initially found it daunting to think of teaching someone how to perform the same task he had been performing. And he had undoubtedly been dealing with these "pain points": a lack of processes, managing his social media presence, having trouble following up, prioritizing the proper duties, and coping with fatigue brought on by such a fast pace.


We established mechanisms to streamline procedures and delegate work to the VA, freeing him to sell more homes and expand his business. This was possible as we found our workflow. And above all else, give him his life back.

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