You will get support for managing your Real Estate/Mortgage leads and clients
Project details
I am have experience as a real estate / loan assistant for over 4 years. I understand sometimes that Real Estate Agents and Loan Officers do not have time to answer all their leads and prospects when needing to focus on marketing to expand their business. That why I am here to offer my services as a Virtual Assistant to help take off the workload!
I will call your clients, ask questions, request documentation, and determine if they are able to qualified to purchase a home. I will also help take care of any clerical/administrative duties you would like me to complete for you such as organizing calendars, answering emails, creating notes in CRM, managing expenses, etc.
I am flexible on different work ethics and I am able to adapt to however anyone wants me to work. I take pride in my work and treat every client as my own. Let's set up a virtual meeting to discuss what you are looking for and how you want me to work with you!
I will call your clients, ask questions, request documentation, and determine if they are able to qualified to purchase a home. I will also help take care of any clerical/administrative duties you would like me to complete for you such as organizing calendars, answering emails, creating notes in CRM, managing expenses, etc.
I am flexible on different work ethics and I am able to adapt to however anyone wants me to work. I take pride in my work and treat every client as my own. Let's set up a virtual meeting to discuss what you are looking for and how you want me to work with you!
Purpose
BusinessIndustry
Financial Services, Marketing & Advertising, Real EstateLanguage
EnglishWhat's included
| Service Tiers |
Starter
$100
|
Standard
$150
|
Advanced
$250
|
|---|---|---|---|
| Delivery Time | 2 days | 3 days | 4 days |
Number of Outbound Calls | 10 | 20 | 30 |
Number of Email Sends | 10 | 20 | 30 |
Scriptwriting | - | - | |
Summary Report | |||
Lead List | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$50 - $70
Lead List
(+ 1 Day)
+$5
(Starter Add-on Only) Income Calc. Rental Properties
(+ 1 Day)
+$10About Katherine
Mortgage Loan Virtual Assistant & Real Estate Virtual Assistant
Ashburn, United States - 5:59 pm local time
I am licensed within the NMLS to legally perform as a Mortgage Loan Originator, therefore, I am able to speak to clients about interest rates and able to request for sensitive information and documentation. Ultimately, I keep my licenses renewed so I can stay as a Mortgage Loan Assistant. I can show proof of my licenses if necessary.
I am an expert in phone etiquette, customer service, data entry, proofreading, managing calendars, organizing and labeling computer files, collecting client/loan documentation, updating CRM databases, and analyzing income (personal and business). I am able to transcribe recordings and type them as notes at a speed up to 70 WPM.
I work with integrity and direct communication. I treat each file as if they were my own. Whether your business is big or small, I am able to help manage your workload so you can have more time on your hands to expand your business. I can offer the best quality work with very minimal supervision and deliver results on time.
If you would like me to be your VA for your personal use, mortgage, and/or real estate business, please send me a message and we can schedule a day and time to do a virtual meeting so we can discuss on the goals for what you are looking to achieve with my services.
Steps for completing your project
After purchasing the project, send requirements so Katherine can start the project.
Delivery time starts when Katherine receives requirements from you.
Katherine works on your project following the steps below.
Revisions may occur after the delivery date.
Message me first and tell me what you are looking for
We set up a virtual meeting to discuss further