Project Details

$6.00 Per Hour
31 Hours Per Week
12+ Months Duration


Full-time Cold Calling/Sales VA for Real Estate Company

Dear Virtual Latinos,

We’re looking to hire 1 VA in the next 7 days through this job that the Virtual Latinos Agency is publishing on behalf of a new client.

Client & Short Job Description:

The company calls the clients to purchase their properties, they are not selling a service. The company provides a list of property owners, and the VA will be in charge of calling the leads, build a relationship with them, and then signing a contract.

The client is looking for a detail-oriented VA with Fluent English and Spanish skills. See more “Requirements” below.

DEADLINE TO APPLY: You must apply by Sunday, January 17th, at 11:30 PM PT. Our team will set up interviews for the selected candidates for Tuesday, January 19th, 2021.

Tasks required for the job

1. Call & Qualify Leads
– They get a lead from the list, and be able to manage the relationship, and follow up. they usually need to touch base with the lead at least 8 times to get a successful reply
– Use VoIP phone (Dialpad, Google Voice, Nextivia, etc) to make calls and qualify leads
– Learn English and/or Spanish scripts to know what to say in order to qualify Leads
– Call leads generated through Social media, Reddit, Facebook Ad Campaigns, etc.
– Call and qualify leads from different sources like or
– Call and tag leads as “cold”, “warm” or “hot” based on their interest level
– Call or text potential leads over the phone and offer information about the loans that the company offers to find out who would be interested in working with the company
– Perform warm calls to verify information when the company receives an inquiry

2. Cold Calling
– In the beginning will transfer the lead at the beginning, find every detail about the property, and take notes on the CRM
– They will provide a daily update on how to manage the CRM
– Ideally, the client wants the VA to take over the whole process
– Cold call contacts gathered by lead generation or research
– Call distressed owners or people that may want to sell their house
– Call people interested in buying/selling their house
– Add call notes to a CRM system (as needed), and/or assign hot/interested leads to another team member for additional sales follow-up
– Call the owners of the houses offering to buy them if the house has the potential to be sold

3. Warm Calling
– Call potential leads over the phone and offer information about the services the company offers
– Perform outbound calls to past clients or existing leads the company already has
– Speak with each lead, take notes, and then add them to the CRM.
– Call leads and prospects to book demos and/or introductory calls manually or through online booking systems like Acuity
– Invite clients to events and ask for referrals

4. Follow-up with Leads & Clients
– Create follow-up email templates
– Follow-up leads by phone, email, or text message as necessary until they say “NO”
– Perform immediate follow-up after client books a call
– Follow-up with the client/lead to making sure they show up for the phone or in-person appointment
– Follow-up with prospects/leads that didn’t show up to an appointment and make sure they reschedule
– Ask clients to add reviews to the websites where they found the company
– Follow-up on clients that don’t answer and leave a voicemail or a text
– Follow-up with other realtors, share updates, and status of referred leads
– Follow-up with people who are losing their homes, or are inheriting a house
– Follow-up with people who said they didn’t have the money yet but might have it later or similar
– Send thank you cards (digitally) to the retail/clients who referred the company to others
– Send out contractual reminders via email/text 24-48 hours prior to the deadline or similar

5. Lead Gen & List Building
– Help to find local businesses by doing online research
– Build Excel/Google sheets with basic contact info
– Sort list that can be turned into a CSV file to upload on any CRM or email software
– Reach out to law offices that do real estate transactions who may be interested in partnering
– Reach out to title insurance companies who may be interested in partnering

6. Other General Sales Tasks
– Pre-screen new potential clients, and make sure they’re the right fit to be clients
– Speak to people over the phone, and turn leads into clients
– Outbound calling, e-mail communication, coordination and scheduling of real estate buying and selling opportunities, and overall management of sales pipeline
– Help with upselling additional services to existing clients
– Follow-up with existing clients to gather feedback and/or reviews
– Receive and track emails for new real estate deals in the company’s pipeline (buyers or sellers pipeline).

7. Manage CRM & Data Entry
– Help the company organize, clean, update, and maintain the client’s database
– Maintain all of the communications and client data up-to-date
– Add contacts, new clients & update existing ones into the CRM system
– Verify and update the contact’s info. Get missing emails or addresses
– Keep track of tasks using Trello or any other project management tool
– Export, consolidate, and gather data from different platforms like Trello, Facebook, FollowUpBoss, and others and manually save them
– Collect leads from different sources and put all the leads contacts in a single database or CRM sales pipeline
– If a CTE (commitment to excellence) system spreadsheet exists, add deals to it
– Update timeline information, commission, closing date, and sale price information into deal notes
– Get an inspection and appraisal dates filled into CTE
– Update CTE with all dates and contacts (escrow, lender, title, etc.) and terms
– Import leads into CRM via a CSV file or manually
– Input referrals into the CRM, and assign them one of the agents
– Save any notes from the calls into the CRM, after the lead books a call
– Tag contact and input call notes. Create follow-up tasks to call contact later

Later Into the Working Relationship (Tasks must ALSO be included in your proposal)
8. Contract Creation & Setup
– The VA will be in charge of the process from the start into the client
– Support realtors with creating an agreement for selling/buying houses
– Use ZipForms, Docusign or similar sites to prepare online forms, and send them to customers to get documents digitally signed
– Coordinate with HOA (homeowners association) to obtain necessary documents
– Ensure to receive a copy of all checks and a closing statement from the title company for transaction management using SkySlope or similar
– Make sure the company gets all executed documents including HOA (Homeowners association) and seller’s disclosure
– Prepare addendums/extensions for pending transactions being coordinated
– Provide disclosures to the agent(s)
– Setup & create agreements
– Track timelines for purchase & listing agreement(s)

9. Contract Management & Follow-up
– Contact the title officer to review the property’s title
– Request original house floor plans
– Schedule a team visit to measure the property’s square footage, measurements and interior rooms
– Schedule photographers and videographers
– Request and confirm seller’s current loan information
– Contact mortgage companies and loan officers & follow-up
– Request current appraisals, and review if available
– Research and order copy of homeowner association bylaws
– Research utility companies and phone numbers, and calculate average monthly bills
– Arrange for a yard sign installation

10. Create & Manage Real Estate Listings
– Write content for property listings: home description, specifications, details, etc.
– Complete “New listing checklist” if your team already has one, or design one
– Send email to seller/tenant with info about listing and how showings will be handled
– Create and add new/old listings, sales, and rentals to all sites like MLS, LoopNet,, or similar.
– Create listings with all the property details (address, size, info, photos, etc).
– Edit and change already posted listings as necessary
– Update property listing in CTE (Commitment to Excellence) system spreadsheet, DotLoop, SkySlope property listings, etc.

11. Other General Real Estate Tasks
– Perform clerical work and general admin tasks related to real estate
– Filling out property information sheets
– Help the client to set up a web-based phone or google voice
– Help to set up the Google calendar, and teach the owner of the company how to use it
– Coordinate retrieval of the lockbox for where the keys to the house were stored (if representing the seller).
– Coordinate someone to walk through the property to ensure everything is as expected
– Organize all clients’ files required for loan applications
– Gather and organize all necessary documents for a sales/purchase
– Track timelines for purchase & listing agreement(s)
– Customize letters using templates
– Order closing gifts. A gift for the buyer for closing the purchase of a house/property
– Prepare board packages
– Basic bookkeeping. Create quotes/invoices to send to the company’s leads & clients

(New) Personality Test:

If you haven’t,  take this  7-8 minutes test and add your personalized link to your proposal. You just need to take it once and use the same link for all future proposals:

NOTE: Please send your unique personalized URL/link, after finishing the test click on “Send my results by email” 

WRONG LINK TO SAVE: Generic personality link
CORRECT LINK TO SAVE (Sent by email): Your unique results link


All of our Virtual Latinos VAs must first have these 10 basic qualifications (click to read). Please review this first.

This client is also looking for these requirements:

Required Qualifications:
– Fluent English and Spanish (not an accent)
– Experience relationship management and cold calling
– Being very detailed with the notes, the client need the VA to take all the details
– Someone really good at asking questions, so that when the client takes over the lead, he knows what to do
– Not looking for an entry-level assistant

Ideal Requirements:
– Real Estate Experience (buying properties)
– Experience using CRM (experience with Airtable big plus)
– Experience building a CRM (of the VA has experience building a CRM from scratch but helping the client making improvements)
– Looking for someone who can grow with the company
– Interested in people based in Costa Rica as a plus

Work Details:

-Schedule: Starting at 8 am- 2:30 pm CST (during first month hours) 8 am-11 am will be dedicated to training.
-Hours: Starting with 31hrs/week moving forward into 40hrs/week within 1 month
Pay: $5-7/hr Full-time + Bonus: $250 minimum ( it can go up depending on the deal) per successful Lead that turns into a client. Rates are depending on your experience, determined by Virtual Latinos.


Interested in applying for the job? READ THIS CAREFULLY:

Acknowledgment Form
Make sure you have signed the acknowledgment form (click on the link), before submitting your proposal. You should have signed it before being an official VL member, if you haven’t, go ahead and do it now. We won’t schedule interviews with VAs that haven’t signed the form.

Important Communication Info:
If you are interested in applying to this position, make sure you are active on Telegram. It is the only means of communication between the Recruitment team in Virtual Latinos and the assistants to be called for an interview. Make sure you receive the good news! If you haven’t already, fill out this form to make sure we have a record of your Telegram username.
If you are not active on Telegram, your proposal will be dismissed.

How to send a good proposal? 

Please apply through this Virtual Latinos platform, and include:
1) 1-2 short paragraphs introducing yourself, where you’re from, what you studied, and general work experience, and explaining why you believe you meet the requirements of attitude and skills?

2) Provide us with specific details of your past experience and skills related to each of the tasks categories mentioned above. The format of this section should look like this:

Main Job Tasks Experience:
1. First task category name from above goes here
– I have worked with contacting leads/people for X amt of years, at X company. Here’s an example of how I worked, my process, and the results of it:
– Additionally, I’ve also done Y type of works, with Y company.
– Additional details
– Additional examples

2. Second task category name from above goes here
– I do/don’t have any experience with follow-up up with leads, for X amount of years while working with X company
– The types of tasks I’ve done while using X system for managing leads and potential clients include: Give examples
– Additional details
– Additional examples

3. Third task category…..
IMPORTANT NOTE: 40-50% of applicants do NOT read the instructions and send very poor proposals. If your proposal is one of those it WILL BE IGNORED.

Watch this video on how to create a GOOD PROPOSAL

Proposals (4)

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