Virtual Assistant for CRE Leasing

We pair CRE leasing agents with trained Executive level Virtual Assistants who understand your world and help you scale with the help of our customized CRE systems, processes, and automations.

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36 weekly hours off your plate
Stop doing administrative tasks and start growing your client base.
100% CRE Focused
Drafting leases, proposals, listing agreements, and CRM managements.
Pipeline that moves
Deal tracking, reporting, and sending followups.

Commercial Real Estate Leasing Experts Choose Atria VA.

We Speak CRE Leasing.

Atria VA was founded by former leasing agents who understand your world, and we built tools to help you scale.

  • Not just VAs: trained Executive Assistants built on our proven CRE SOPs.
  • Proficient in CoStar, CRE leases, drafting proposals, CRM workflows, and AI tools.
  • Our assistants speak your language and make your systems run smarter.

Built for CRE Leasing Agents.

Independent leasing agents use our Executive Assistants to manage your CRM, calendar, proposals, and email inbox, allowing you to focus on closing deals and growing your business.

  • Free your time: delegate scheduling, email, CRM tasks, and admin work.
  • Systematize your business: your VA helps build workflows so things get done automatically.
  • Focus on revenue: spend time closing deals, not managing the back office.
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Systemized Execution. Human Intuition.

Automate the backend of your CRE leasing workflow with a real human who thinks like you.

  • Autonomous Execution: your VA follows documented SOPs so tasks run without reminders.
  • No Micromanaging: reduce oversight and reclaim hours each week
  • Built-In Logic: we preload your process with templates, rules, and workflows
Learn How To Hire a VA; Start the hiring process now.

What Can Your VA Handle?

Calendar & Inbox

Keep your day flowing with proactive scheduling and inbox triage.

CRM Management

Maintain, update, and clean your CRM so no deal slips through.

Proposal Drafting

Create branded proposals and lease packages with zero hassle.

Prospecting Support

Source leads, conduct outreach, and track progress using proven workflows.

How Atria VA Works?

We don’t just hand you a VA; we build you a system. Here’s how we turn chaos into clarity in four simple steps.

Step 1

Book Your Discovery Call

We’ll discuss your current workflow, goals, and pain points to understand what’s draining your time.

  • Personalized walkthrough
  • No prep needed: just show up
  • Identify your top bottlenecks
Step 2

Map Your Workflow

We help you document what’s in your head using Loom videos, checklists, and process breakdowns.

  • No need to “train” your VA manually
  • Create SOPs from your existing process
  • Save time by capturing your logic once
Step 3

Build & Assign Your VA Team

We match you with a trained Executive Assistant and load them with your custom-built playbook.

  • We do the onboarding
  • You approve final workflow setup
  • Built for tools like CRM, email, proposal decks
Step 4

Run Your Business on Autopilot

Your VA begins executing tasks using the SOPs. You step out of the weeds and into real growth.

  • Tasks run without reminders
  • Updates and reports handled proactively
  • You focus on deals, not details
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Scale Without the Overhead

Your time is valuable. We give it back to you by pairing you with trained Executive Assistants who run your backend operations using documented SOPs, automation, and customized tools, so you can grow without expanding your to‑do list.

FeatureManual Oversight / Old WayAtria VA Systemized Approach
DelegationVerbal instructions, repeated remindersSOP-driven execution, documented workflows
Time ManagementJuggling tasks yourselfCalendar & inbox handled by trained EA
OwnershipCreated from scratch, every timePreloaded templates customized by your VA
Proposal DraftingStep-by-step manual coordinationAutomated based on deal tracker + Tour SOP
Task ConsistencyDepends on your daily involvement Runs on repeat with built-in logic
Growth PotentialLimited by personal bandwidthScalable with systems and process documentation

Why Systemized Delegation Works

Don’t just outsource tasks—build a machine. Here’s how Atria VA turns your time into long-term leverage.

🧠 Mental Bandwidth

Free your brain for high-level thinking.

Stop juggling details, your SOP-driven VA handles it all behind the scenes.

📈 Scalable Execution

Do more without adding headcount.

As your business grows, your systems and assistant scale with it.

📋 Consistency & Quality

Every task done your way, every time.

Documented SOPs ensure your VA executes exactly to your standards.

⏱ Time Freedom

Reclaim hours for revenue-driving work.

Your VA handles the backend so you can focus on clients, not coordination.

Your First 90 Days with Atria VA

We don’t just drop in a VA; we build your system from the ground up, step by step.

Month 1 – System Setup & Discovery

We map your current workflow, identify time-wasting tasks, and help you document key processes using Loom and checklists.

Month 2 – VA Onboarding & Delegation Begins

Your EA is onboarded, trained on your SOPs, and starts taking over calendar, CRM, and proposal tasks with your sign-off.

Month 3 – Optimization & Autopilot Mode

We fine-tune execution, introduce automation where possible, and set you up with systems that run without constant oversight.

Questions? We’ve Got Answers.

What CRMs do you support?

We work in HubSpot, Salesforce, Pipedrive, Zoho, Airtable, ClickUp CRM, and spreadsheets. We configure fields, pipelines, views, and reports. We perform weekly hygiene so your data stays usable.

How fast can we start?

Weeks 1 to 2 after signup we gain access to email, CRM, calendar, and files, collect existing SOPs and templates, create missing SOPs and templates from Looms or voice notes or written instructions and mailbox reviews, configure tools and permissions, and train your VA on your processes and needs. Week 3 your VA goes live and you receive daily reports and or a weekly report. Timelines vary with scope and access.

Do I need to train the assistant?

No. We train every VA on all things CRE before the start date. Weeks 1 to 2 after signup we train the VA on your processes and needs using Looms or voice notes or written instructions and mailbox reviews. Minimal client training is required. Week 3 the VA goes live and you receive daily reports and or a weekly report.

Can you draft proposals and LOIs?

Yes. We follow your brand templates and naming rules. We can build templates by reviewing past proposals in your mailbox and file system. We manage version control, track status, and link files inside your CRM for context.

Do you handle prospecting?

Yes. We build and maintain owner and tenant lists, enrich contacts, prepare outreach steps, and track follow ups. We update the CRM daily and include results in your daily report and or weekly report.

What happens during onboarding?

Weeks 1 to 2 access and goals, collect existing SOPs and templates, create missing SOPs and templates from Looms or voice notes or written instructions and mailbox reviews, configure tools, and train your VA on your processes and needs. Week 3 go live with production work and start daily reports and or a weekly report.

How do you ensure quality?

We use SOPs and templates that you approve. We monitor outputs and CRM hygiene. We track metrics like proposals sent, tours scheduled, and follow ups completed. We send daily reports and or a weekly report and keep a running improvements list that updates your SOPs and templates.

Will you work in ClickUp, HubSpot, or Salesforce?

Yes. We work in your preferred tools and help implement structures when needed.

Do you replace in house staff?

We operate as a force multiplier. We take on repeatable work so you and your team focus on revenue and client service.

How do you match me with the right assistant?

We match on portfolio type, tools, time zone needs, pace, and communication style. We use Enneagram tests to align personalities and working preferences.

What are your contract terms?

We agree on scope, rate, and start date. We bill monthly. You can scale up or down with notice. We maintain a shared record of tasks and outputs.

How do I measure ROI?

Track hours saved and outputs completed. Examples include proposals sent, CRM accuracy, pipeline follow ups, and tours scheduled. Compare the value of your time to the service cost.

Can you support lease administration and transaction coordination?

Yes. We track dates, documents, and handoffs from LOI through execution. We schedule tours and manage follow ups. We maintain SOPs and templates that document your process.

What if I do not have templates or SOPs yet?

No problem. Provide Looms or voice notes or written instructions. If approved, we mine your mailbox to extract examples and turn them into SOPs and templates. You approve, then we execute.

How do we communicate each week?

We keep it simple. You receive daily reports and or a weekly report by email. We can hold a standing weekly call if helpful.

Have Questions About Delegation or VAs?

Stop Doing It All Yourself. Start Delegating Like a Pro.

The most productive leasing agents aren’t doing more; They are doing less, better. Book your free discovery call and let us show you how to delegate everything that’s holding you back.

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Systems & Processes Quiz

Section 1: General Organization

1. How do you track your deals and pipeline?

2. Do you have a written SOP for how you handle new leads?

Section 2: Delegation & Team

3. How do you assign tasks to your assistant, team, or VA?

4. Do you have templated email responses or workflows for common client situations?

Section 3: Process Consistency

5. How often do you review and update your workflows and systems?

6. Do you have documented processes for onboarding new team members or assistants?

Section 4: Scalability Readiness

7. If you took 30 days off, could your business keep running?

8. How easy is it for you to see your current workload and priorities at a glance?

Section 5: Mindset

9. When you think about your business systems, how do you feel?

10. What best describes your daily/weekly routine?

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How Well Do You Delegate in Your CRE Business?

Discover if your current habits are helping you grow or keeping you stuck in the weeds.

1. When a new task comes up in your business, your first thought is…

2. How often do you find yourself re-doing or revising work after someone else has done it?

3. Do you have a centralized training library (videos, SOPs, Loom walkthroughs) for onboarding new team members or VAs?

4. How would you describe your current CRM, project management, or leasing workflow setup?

5. When you delegate a proposal, lease draft, or marketing item, what happens next?

6. Do you find time each week to focus on high-value, energizing work like closing deals, strategy, or networking?

7. Which best describes your team or support structure today?

8. What’s your current process for ensuring repeat tasks (proposals, lease drafts, collections, etc.) are handled consistently?