Operations VA × Real Estate
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Operations VA for Real Estate

For agents, teams, and brokerages, a Operations VA plugs into the contract execution to close — taking on sop creation and process automation so team leads and producing agents stop carrying the work themselves. They work inside the same tools you already run on, including Zapier and Make alongside Follow Up Boss, and inherit the SOPs your team has already documented.

Why a Operations VA fits Real Estate

Every Operations VA we place in real estate works against broker compliance and state disclosure requirements. We solve the day-to-day pain agents, teams, and brokerages feel most: agents stuck behind a laptop instead of in front of clients. They onboard onto your real estate stack (typically Follow Up Boss, kvCORE, Dotloop) inside the first week, with your SOPs as the source of truth.

What ships in the first 30 days

In the first 30 days, your Operations VA for Real Estate ships the sop library updated (weekly) and the automation health check (weekly), plus the recurring work that defines the role: document sops for every recurring process with screenshots and loom walkthroughs, and build and maintain zapier or make automations across your tool stack. Your account manager runs a weekly review against the role's SOP and the real estate-specific checklist so quality is measured, not assumed.

Tools we work in

ZapierMakeNotionAirtableSlackGoogle WorkspaceFollow Up BosskvCORE

Sample responsibilities

Document SOPs for every recurring process with screenshots and Loom walkthroughs
Build and maintain Zapier or Make automations across your tool stack
Manage vendor onboarding, contracts, COIs, and renewal calendars
Run weekly internal ops reporting — KPIs, dashboards, and exceptions
Maintain internal wiki, org chart, and policy documentation
Coordinate cross-team requests and triage operational incidents
FAQs

Operations VA × Real Estate — common questions