Real Estate virtual assistants

Speed-to-lead and database nurture

Real Estate ISA and Lead Follow-Up Assistant

Respond while buyer and seller interest is fresh, keep long-term leads in a real cadence and hand agents conversations that meet their criteria.

The ISA follows the brokerage's scripts, licensing boundaries, fair-housing procedures and appointment rules. Agents retain agency, representation, advice, negotiation and transaction decisions.

Who this role is for

A defined owner for recurring work

  • Agents buying leads that wait while they are in showings
  • Teams with large databases but inconsistent nurture
  • Brokerages whose agents use different qualification and follow-up practices
  • Teams that need appointment setting without a rotating call center

Signals the workflow needs an owner

  • New internet leads wait more than the target response time
  • CRM stages do not match the latest conversation
  • Old leads receive no useful follow-up after the first week
  • Agents cannot see why an appointment was set
  • Opt-outs and contact preferences are not applied consistently

Buyer decision summary

When should a business choose a real estate isa and lead follow-up assistant from THC?

Choose THC when the work needs one accountable owner and you want matching, onboarding support, performance review and continuity planning included around the role.

Best for
Respond while buyer and seller interest is fresh, keep long-term leads in a real cadence and hand agents conversations that meet their criteria.
Operating model
One dedicated virtual assistant supported by a THC Client Manager, not a rotating task queue.
Starting price
$700 per month for up to 20 hours per week
Matching
THC targets an initial match within 48 hours when the required combination is available on the bench. Specialized requirements can take longer and are confirmed after role review.
Client responsibility
The VA does not perform licensed real estate activity, advise on properties or financing, negotiate, present agency relationships, draft offers or make fair-housing judgments.

Review the supporting facts and anonymized engagements in the THC evidence and claims register.

Responsibilities and operating scope

The role is built around a queue, service standard, documentation rule and escalation path. It is not an unbounded list of miscellaneous tasks.

Monitor approved lead sources and create complete CRM records
Make the first response through approved phone, text and email channels
Ask brokerage-approved questions about timing, location, property needs and next step
Set consultations or calls within agent routing rules
Record conversation notes, source, stage, tags and next action
Run assigned short-term and long-term nurture cadences
Re-engage database segments using approved campaigns
Escalate ready, urgent or sensitive conversations to the correct licensed agent

How the work moves

  1. 01

    Respond

    Contact new leads against the team's service-level target and record every attempt in the CRM.

  2. 02

    Understand

    Use approved discovery questions without advising on property, financing, contracts or representation.

  3. 03

    Route

    Book the correct agent or warm-transfer according to geography, language, price band and urgency rules.

  4. 04

    Nurture

    Keep non-ready leads on a useful cadence and update stage based on actual engagement, not assumptions.

Inputs from the client

  • Lead sources and response-time standard
  • Scripts, qualification fields and prohibited language
  • Agent territories, calendars and routing rules
  • Nurture cadences and contact-consent procedure
  • Licensed-agent escalation contacts

Handoffs and approvals

  • Property advice, representation and market opinions go to licensed agents
  • Financing questions go to approved lending resources or agents
  • Offers, contracts and negotiations remain agent-owned
  • Fair-housing, complaint and consent exceptions escalate immediately

Systems and tools

  • Follow Up Boss, Chime, kvCORE, BoomTown or Salesforce
  • Approved phone, SMS and email platform
  • Lead portals and calendar tools
  • CRM dashboards and nurture automation

KPIs that reveal operating health

The starting scorecard is agreed during onboarding and adjusted to the client's baseline, volume and control requirements.

  • Median first-response time by source
  • Lead records with complete stage and next action
  • Conversation and appointment-setting rate
  • Appointment attendance rate
  • Nurture leads contacted within assigned cadence

Scope boundary: The VA does not perform licensed real estate activity, advise on properties or financing, negotiate, present agency relationships, draft offers or make fair-housing judgments.

Relevant client engagement

A four-agent real estate team

problem
Lead follow-up, listing marketing and database work became inconsistent whenever agents were occupied with active transactions.
delegated
CRM upkeep, lead follow-up, listing support, campaign coordination and administrative reporting.
implementation
A dedicated VA worked in the team's systems using the team's approved messages, routing rules and agent handoff criteria.
result
The team established consistent follow-up and marketing operations while agents focused on conversations, showings and closings. No role-specific conversion rate was recorded.
timeframe
The engagement continued beyond the initial implementation; a precise result period was not recorded.

Results from an anonymized client engagement. The client's identity is withheld for confidentiality.

Onboarding, management and continuity

THC maps volume, permissions, working hours, service levels and exceptions before access is granted. The client approves the match, supplies procedures and reviews early work. The Client Manager supports onboarding, KPI reviews, issue resolution and continuity planning. Process documentation is kept current so coverage or replacement does not require rebuilding the role from memory.

Choose the staffing model you want to manage

ModelBest fitOperating tradeoff
THC managed VAA team that wants a dedicated role owner plus matching, Client Manager support, documented onboarding and continuity planning.The client still owns policies, approvals, permissions and professional decisions. Plans start at $700 per month.
Independent freelancerA team ready to source, assess, train, supervise and arrange backup coverage directly.The client carries recruiting, quality management and continuity risk.
Local employeeWork requiring physical presence, local employment or broad onsite responsibilities.The employer carries salary, benefits, recruiting, workspace, leave coverage and replacement.
Rotating serviceSimple transactions where relationship context and accumulated workflow knowledge matter less.Rotation can weaken ownership, exception handling and continuity across a multi-step process.

Frequently asked questions

How quickly can THC place a real estate ISA?

Most matching begins after a 15-minute strategy call and a documented scope. THC typically presents a match within 48 hours, subject to the required experience, working hours and system needs.

Is the assistant dedicated to our account?

Yes. The role is assigned to your account and learns your procedures, systems, priorities and exception patterns. It is not a rotating task queue.

Who manages quality and continuity?

The client owns business rules and approvals. A THC Client Manager supports onboarding, performance reviews, issue resolution, documentation and continuity planning.

What is outside the real estate ISA scope?

The ISA handles approved outreach, administrative qualification and scheduling. Licensed agents own representation, advice, property opinions, negotiations, offers and contracts.

How does pricing work?

Plans start at $700 per month. Final pricing depends on approved hours and role requirements, not a fee for every individual task. THC confirms scope before matching begins.

See whether this role fits your workflow.

Tell us what is waiting, who owns it now, your systems, volume, working hours and approval rules.

After you submit, THC reviews the workflow, confirms scope and pricing, and schedules a fit conversation. If the role is appropriate, matching begins against the skills and hours you approved.

Discuss This Role