Your Next Listing Shouldn't Wait on Admin Work

CRE sales and capital markets brokers get a dedicated Executive Assistant who preps your listings, works your buyer lists, and keeps every offer and due diligence deadline moving, so you spend your time with sellers and buyers, not buried in paperwork.

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Illustration of an upward growth trend with a rising bar chart
Weekly Deal Report
Sample
4
Listings in prep
38
Buyer touches logged
3
Offers received
6
Deadlines this week
Buyer touches by day
38 this week
6
Mon
9
Tue
7
Wed
10
Thu
6
Fri
Calls, emails, and follow-ups logged to each buyer in the CRM.
Sample layout with illustrative figures, not client data.

Every Hour in the Data Room Is an Hour Off the Phone

A sale has dozens of moving parts: comps, rent rolls, OMs, buyer lists, offers, and deadlines. Atria VA pairs you with a trained Executive Assistant who runs them on documented SOPs, not a general assistant learning your business from scratch.

✓ Free your time: delegate listing prep, buyer outreach tracking, and offer logging.

✓ Systematize your business: your EA runs a playbook built around your sale process.

✓ Close more, not just work more: spend your hours on seller meetings and negotiations, not admin.

Where Your Executive Assistant Plugs In

Listing Prep

Pulls rent rolls and T-12s, builds comps, and drafts OMs and BOVs from your templates, ready for your review.

Buyer & Seller Outreach

Builds and works buyer and owner lists, researches ownership and loan maturities, tracks every touch, and reports results weekly.

Offers & Call for Offers

Logs every offer, builds side-by-side comparisons, and keeps buyers and sellers updated on your schedule.

Data Room & Due Diligence

Sets up and maintains the data room, tracks due diligence and 1031 deadlines, and moves the deal from LOI to close.

From Listing to Close, Your EA Is on It

Six stages, one playbook. Here is what your Executive Assistant handles at each one.

1
Prospect
Owner research, loan-maturity lists, and outreach tracking.
2
BOV
Comps, rent roll review, and BOV drafts for your edits.
3
Launch
OM and flyer production, plus Crexi and LoopNet postings.
4
Offers
Buyer follow-up, offer logging, and side-by-side comparisons.
5
Diligence
Data room upkeep and deadline tracking.
6
Close
Document checklist and handoffs to closing.

Runs Inside CoStar, Crexi, LoopNet, HubSpot, Salesforce, or Whatever You Already Use

No new CRM to learn. Your Executive Assistant works inside your existing tools, listing platforms, and data rooms from day one.

What Your Assistant Hands You

Clean, ready-to-review work product, built on your templates.

Offer Comparison
Sample
Buyer A
Buyer B
Buyer C
Price
$4.20M
$4.35M
$4.10M
Deposit
$100K
$150K
$75K
Diligence
30 days
21 days
45 days
Financing
Loan
Cash
Loan
Buyer Tracker
Sample
Buyer list built
Done
CA signed
Done
OM sent
Done
Follow-up call
In progress
Call for offers
Upcoming
Illustrative layouts with sample figures, not client data.

Autopilot Is Earned

You are never handed a black box. Your assistant earns more independence as trust builds, and most clients end up reviewing exceptions, not every task.

Stage 1
You review everything
In the early weeks, every document and update crosses your desk for approval.
Stage 2
You approve exceptions
Your assistant handles the routine and flags anything unusual for a decision.
Stage 3
Autopilot
The routine runs on your SOPs, and you get a daily or weekly report.
Illustrative. Your pace depends on your process and how fast trust builds.

Questions Sales Brokers Ask

Will this replace my analyst or transaction coordinator?

No. Your Executive Assistant clears the recurring admin work, CRM, comps, OMs, and outreach tracking, so your analyst and team stay focused on underwriting and getting deals to the finish line.

Can you build OMs and BOVs from my template?

Yes. We follow your brand templates and naming rules, and we can build new ones from your past OMs and BOVs. You review and approve every document before it goes out.

Do you manage the data room and track offers?

Yes. Your Executive Assistant sets up and maintains the data room, logs every offer, builds side-by-side comparisons, and tracks the due diligence and 1031 exchange dates you give us.

Can you work across multiple listings at once?

Yes. Every listing and buyer gets tracked in your CRM with its own stage and follow-up cadence, so nothing gets lost between offers.

Ready to Get Admin Off Your Plate and Into Your Next Listing?

Book a discovery call and we'll map exactly what your Executive Assistant can take off your desk in week one.

Book a Discovery Call
Book a Discovery Call