Trained Executive Assistants for CRE Leasing, Sales, Property Management, and Construction

We pair CRE leasing, sales, property management, and construction teams with trained Executive Assistants who run your systems, processes, and reporting, so you can focus on the work only you can do.

Illustration of an upward growth trend with a rising bar chart
30-42 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 management.
Pipeline that moves
Deal tracking, reporting, and sending follow-ups.

Commercial Real Estate Teams 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
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Built for Property Management Teams.

Assistant Property Managers use our systems to run tenant coordination, maintenance tracking, and owner reporting, so you spend your time on the properties, not the paperwork.

  • Free your time: delegate scheduling, tenant calls, and admin work
  • Systematize your business: your assistant helps build workflows so things get done automatically
  • Focus on your properties, not paperwork: spend time on owners and tenants, not the back office
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Systemized Execution. Built for the Job Site.

Automate the backend of your construction projects with a real human who tracks budgets, billing, and reporting like you would.

  • 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
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Built for CRE Sales Brokers.

Sales brokers use our systems to run listing prep, buyer outreach, offer tracking, and data rooms, so you spend your time with sellers and buyers, not buried in paperwork.

  • Free your time: delegate listing prep, buyer outreach tracking, and offer logging
  • Systematize your business: your assistant runs a playbook built around your sale process
  • Close more, not just work more: spend your hours on seller meetings and negotiations, not admin
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What Can Your Assistant 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.

Tenant & Vendor Coordination

Handles maintenance requests, vendor scheduling, and tenant communication.

Budget & Change Order Tracking

Keeps project budgets, change orders, and subcontractor billing current.

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

Autopilot Is Earned

Your assistant starts by following your SOPs under your review, then earns more independence as trust builds. Most clients end up reviewing exceptions, not every task.

  • 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
TemplatesCreated from scratch, every timePreloaded templates customized by your VA
Document DraftingStep-by-step manual coordinationAutomated based on your templates and SOPs
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, voice notes, written instructions, and mailbox reviews, configure tools and permissions, and train your assistant on your processes and needs. Week 3 your assistant goes live and you receive a daily or weekly report, your choice. Timelines vary with scope and access.

Do I need to train the assistant?

No. We train every assistant on CRE before day one, then learn your processes in weeks one and two from Looms, voice notes, or written instructions. Week three, your assistant goes live.

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 or weekly report.

What happens during onboarding?

Weeks 1 to 2: we get access to your email, CRM, calendar, and files, collect your existing SOPs and templates, build any missing ones from Looms, voice notes, or written instructions, and configure tools and permissions. Week 3: your assistant goes live with production work and you start receiving a daily or 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 a daily or 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 a daily or weekly report by email, your choice. We can hold a standing weekly call if helpful.

Do you support property management software like AppFolio, Buildium, or Yardi?

Yes. We work inside your existing property management software and configure it to your portfolio, we don't require you to switch tools.

Can you track construction budgets, change orders, and subcontractor billing?

Yes. Your assistant keeps budgets, change orders, and pay applications current inside the project management and accounting tools you already use.

Do I need a different assistant for leasing, sales, property management, and construction?

No. We train assistants specifically for your industry, whether that's CRE leasing, CRE sales, property management, or construction, and match you with one who already knows your world.

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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