About the Role
We are seeking an experienced Real Estate Investor Virtual Assistant who has a proven background generating and researching motivated-seller opportunities for U.S. real estate investors.
This is not a general administrative VA position and we are not looking for the normal basic VA applicant.
We are looking for someone who understands how real estate investors find opportunities before they become obvious to the general market.
The primary responsibility will be to consistently identify potentially motivated property owners, thoroughly research the owner and property, organize the information, qualify the opportunity, and deliver actionable leads to the investor.
The investor will primarily handle:
- Seller negotiations
- Offers
- Contracts
- Deal analysis
- Closings
The VA's responsibility is to create a reliable pipeline of well-researched, qualified motivated-seller opportunities.
Our primary focus is single-family residential properties in Florida.
2. TARGET LEAD TYPES
The VA should have experience identifying and researching opportunities involving:
- Pre-foreclosures
- Lis Pendens filings
- Foreclosure cases
- Probate properties
- Inherited properties
- Estate-owned properties
- Divorce-related property situations
- Absentee owners
- Vacant properties
- Tired landlords
- Problem tenants
- Eviction-related situations
- High-equity owners
- Free-and-clear properties
- Long-term property owners
- Tax-delinquent properties
- Tax certificates
- Tax deed situations
- Code violations
- Unsafe structures
- Municipal liens
- Properties needing major repairs
- Failed listings
- Expired listings
- Withdrawn listings
- For Sale By Owner properties
- Out-of-state owners
- Owners with multiple distress indicators
- Properties with judgments or liens
- Owners approaching foreclosure auction
- Owners who may need a fast or uncomplicated sale
The goal is not simply to build huge lists.
The goal is to find homeowners who have a reasonable probability of needing or wanting to sell.
3. PRIMARY RESPONSIBILITIES
The VA will be responsible for:
Lead Generation
Identify motivated-seller opportunities using public records, investor databases, real estate websites, court records, property records, municipal records and other legally available sources.
Property Research
Research each potentially distressed property and create a complete property profile.
Owner Research
Determine:
- Current owner
- Owner mailing address
- Ownership structure
- Individual versus LLC/trust ownership
- Length of ownership
- Homestead status
- Possible absentee ownership
- Possible inherited ownership
- Previous transfers
Distress Research
Identify evidence of possible seller motivation including:
- Foreclosure
- Probate
- Liens
- Judgments
- Delinquent taxes
- Code violations
- Vacancy
- Absentee ownership
- Long-term ownership
- High equity
- Failed listing activity
- Estate ownership
- Landlord fatigue
- Property condition problems
Skip Tracing
Locate accurate contact information for property owners when appropriate, including:
- Phone numbers
- Email addresses
- Mailing addresses
- Possible additional authorized contact information
Lead Organization
Enter and maintain complete information inside the company's CRM or lead-tracking system.
Lead Qualification
Determine which opportunities deserve immediate investor attention.
Daily Reporting
Provide a concise daily report separating:
- Hot leads
- Warm leads
- Follow-up leads
- Newly discovered opportunities
- Leads requiring additional investigation
4. FLORIDA PUBLIC-RECORD RESEARCH SKILLS
This is one of the most important areas of the position.
The VA must already understand—or demonstrate the ability to quickly learn—how to navigate Florida county government databases.
Because Florida records are decentralized, the candidate must be comfortable learning different county systems.
Clerk of Court Research
The VA should be able to locate and interpret information relating to:
- Foreclosure filings
- Lis Pendens
- Probate cases
- Estate cases
- Judgments
- Liens
- Civil cases
- Final judgments
- Mortgage foreclosure actions
- Personal representatives
- Executors
- Administrators
- Court case status
The VA should understand that simply finding a case is not enough.
They must be able to determine:
- Who owns the property
- Who controls the estate
- Whether foreclosure is active
- Where the foreclosure is in the process
- Whether there is a scheduled sale
- Whether the owner appears to still have time to sell
Florida Courts:
https://www.flcourts.gov/
Property Appraiser Research
The VA should be comfortable researching:
- Current owner
- Ownership entity
- Owner mailing address
- Property address
- Assessed value
- Just/market value
- Taxable value
- Sale history
- Previous purchase price
- Previous owners
- Homestead exemption
- Property type
- Square footage
- Lot size
- Year built
- Bedrooms
- Bathrooms
- Legal description
- Parcel ID
- Property characteristics
The candidate should understand that the Property Appraiser's value is not necessarily current market value.
Tax Collector Research
The VA should be able to investigate:
- Current property taxes
- Delinquent taxes
- Unpaid taxes
- Tax certificates
- Tax deed status
- Tax sale information
- Payment history
Code Enforcement Research
The VA should understand how to look for:
- Open code violations
- Unsafe structures
- Overgrown properties
- Unpermitted work
- Nuisance violations
- Municipal liens
- Accumulated fines
- Vacant-property registrations
- Property-maintenance violations
These can be strong signs of owner distress.
5. MUST-HAVE SKILLSA. U.S. Real Estate Investor Experience
Preferred minimum:
2+ years working directly with U.S. real estate investors, wholesalers, flippers, landlords, acquisitions teams or investment companies.
The candidate should understand investor terminology including:
- ARV
- Comps
- Equity
- LTV
- Mortgage balance
- Assignment
- Wholesale
- Cash purchase
- Distressed property
- Motivated seller
- Absentee owner
- Pre-foreclosure
- Probate
- Lis Pendens
- Skip tracing
- Lead stacking
- Seller motivation
B. Motivated-Seller Lead Generation
The candidate should demonstrate actual previous experience producing motivated-seller leads.
Ask candidates specifically:
What types of motivated-seller lists have you personally generated?
A qualified candidate should be able to discuss several of the following without needing them explained:
- Probate
- Pre-foreclosure
- Absentee owners
- Tax delinquency
- Code violations
- Vacant properties
- Failed listings
- Expired listings
- FSBO
- High equity
- Long-term ownership
- Tired landlords
C. Public-Record Investigation
The candidate should be comfortable researching information manually instead of relying entirely on one software platform.
Excellent researchers should know how to verify information across multiple sources.
D. Skip Tracing
Experience with platforms such as:
- PropStream
- BatchLeads
- DealMachine
- PropertyRadar
- REISift
- BeenVerified
- Investor databases
- Public records
The candidate should understand that skip tracing is about accuracy, not simply producing phone numbers.
E. List Stacking
The VA should understand how to identify owners appearing across multiple distress lists.
Example:
Absentee owner + code violation + 18 years ownership + 75% estimated equity
should receive substantially higher priority than:
Absentee owner only
6. DESIRED LEAD-SCORING ABILITY
The VA should be capable of using a scoring system such as:
Distress IndicatorPointsActive foreclosure+5Probate/inherited+5Tax delinquent+4Vacant property+4Code violation+3Municipal lien+3Out-of-state absentee owner+350%+ estimated equity+3Owned 15+ years+2Failed/expired listing+2Tired landlord+3FSBO+2Multiple properties owned+1Suggested classifications
10+ points: HOT
7–9 points: Priority
4–6 points: Nurture
Below 4: Low priority unless other information indicates motivation
The exact scoring system may change over time based on actual results.
7. BASIC PROPERTY ANALYSIS SKILLS
The VA should be able to perform preliminary property analysis.
They should understand how to estimate:
- Market value
- ARV
- Estimated equity
- Approximate mortgage balance
- Comparable sales
- Price per square foot
- Potential investor purchase range
They should know the difference between:
- Active listings
- Pending properties
- Closed sales
- Automated valuations
- Tax-assessed values
- True comparable sales
They do not need to make the final investment decision.
Their job is to determine whether the property deserves closer review.
8. CRM EXPERIENCE
Strong CRM skills are mandatory.
Experience with one or more of the following is preferred:
- REsimpli
- Podio
- InvestorFuse
- GoHighLevel
- Follow Up Boss
- HubSpot
- Airtable
Every lead should contain:
- Property address
- Owner
- Mailing address
- Phone
- Email
- Lead source
- Distress indicators
- Property characteristics
- Estimated market value
- Estimated equity
- Mortgage information
- Seller notes
- Last contact date
- Next action
- Follow-up date
- Lead priority
- Motivation
- Timeline
- Asking price if known
9. GOOGLE SHEETS / EXCEL SKILLS
Candidates should be proficient with:
- Filtering
- Sorting
- Removing duplicates
- Data cleanup
- CSV files
- VLOOKUP
- XLOOKUP
- Matching records
- Conditional formatting
- Basic formulas
- List stacking
- Lead scoring
- Data importing
- Data exporting
Test this during the hiring process.
10. COMMUNICATION SKILLS
If the VA will communicate with property owners, require:
- Excellent spoken English
- Excellent written English
- Professional phone presence
- Ability to build rapport
- Ability to listen
- Ability to ask follow-up questions
- Ability to recognize seller motivation
- Calm personality
- Persistence without being aggressive
Spanish fluency is a significant bonus for Florida.
11. SELLER QUALIFICATION SKILLS
If the VA will speak with sellers, they should be able to uncover:
Motivation
Why might the owner consider selling?
Property Condition
What repairs or updating does the property need?
Timeline
When would the seller like to sell?
Price
Does the seller have a price in mind?
Decision Makers
Who must agree to the transaction?
Occupancy
Is the property:
- Owner occupied
- Tenant occupied
- Vacant
- Family occupied
Mortgage
Does the owner have:
- A mortgage
- No mortgage
- Delinquent mortgage payments
- Unknown balance
12. ABILITY TO RECOGNIZE MOTIVATION
An experienced VA should recognize potentially important seller comments such as:
- "I inherited the house."
- "We don't know what to do with it."
- "I'm behind on the mortgage."
- "The tenants stopped paying."
- "I'm tired of being a landlord."
- "The house needs too much work."
- "I live in another state."
- "My parents owned it."
- "We need to settle the estate."
- "The property has been vacant."
- "I don't want to put more money into it."
- "The Realtor couldn't sell it."
- "I need to sell quickly."
These are situations requiring further qualification—not automatic assumptions that someone will sell.
13. AI SKILLS
The VA should be comfortable using AI tools such as ChatGPT to increase productivity.
Potential uses include:
- Summarizing court records
- Organizing probate information
- Categorizing leads
- Cleaning data
- Preparing research summaries
- Reviewing property information
- Drafting follow-up communications
- Creating property research reports
- Converting public-record information into structured CRM notes
The candidate should understand that AI output must be verified.
14. IDEAL CANDIDATE PROFILE
The ideal candidate would have:
- 2+ years U.S. real estate investment VA experience
- Experience working with wholesalers or acquisitions teams
- Florida real estate research experience
- Probate research experience
- Foreclosure research experience
- Public-record research experience
- Skip tracing experience
- List stacking experience
- Property research experience
- Basic comp experience
- CRM expertise
- Strong Excel/Google Sheets ability
- Strong written English
- Strong spoken English
- ChatGPT/AI skills
- High attention to detail
- Strong investigative mindset
Major Bonus Qualifications
- Spanish fluency
- Florida-specific experience
- REsimpli experience
- PropStream experience
- BatchLeads experience
- REISift experience
- InvestorFuse experience
- Acquisitions experience
- Prior wholesaling-company experience
30. DAILY EXPECTATIONS
An experienced VA might ultimately research:
50–100 initial records per day
but quality should come before volume.
From those records, the goal may be to identify approximately:
10–20 higher-quality opportunities
depending upon the source.
The investor should ideally receive only the opportunities deserving closer attention.
31. DAILY INVESTOR REPORT
The VA should provide something similar to:
HOT LEADS123 Main Street, Sarasota
Owner: John Smith
Lead type: Probate
Ownership: 21 years
Estimated value: $450,000
Estimated mortgage: $75,000
Estimated equity: $375,000
Occupancy: Vacant
Distress indicators:
- Probate
- Vacant
- Out-of-state heir
- Code violation
Seller situation:
Inherited from parent and reportedly does not want to maintain the property.
Recommended action:
Investor call immediately.
32. WEEKLY KPI REPORT
Track:
KPIWeekly ResultNew records reviewedQualified propertiesOwners identifiedOwner contacts foundConversationsMotivated sellersAppointmentsOffersContractsCost per qualified leadCost per appointmentCost per contract
The ultimate measurement should be:
COST PER CONTRACT
Not:
Hours worked
and not:
Number of calls made
33. COMPENSATION PHILOSOPHY
I would prioritize talent over hourly cost.
Consider a structure including:
Base compensation
Competitive enough to attract an experienced U.S. real estate investor VA.
Performance bonus
Possible bonuses for:
- Qualified seller leads
- Appointments
- Accepted offers
- Closed transactions
However, structure incentives carefully so the VA is rewarded for quality, not simply creating large numbers of poor-quality leads.
Pay: ₹40,000.00 - ₹70,000.00 per month
Work Location: Remote
