Beyond Admin: 7 Roles Our VAs Quietly Master Behind the Scenes
When you hear the term Virtual Assistant, what’s the first thing that comes to mind?
For many real estate professionals and business owners, it's someone handling admin tasks — emails, scheduling, and maybe answering a few calls. At Summit VA Solutions, that’s just scratching the surface.
Our Virtual Assistants are trained to wear multiple hats. Behind the scenes, they help agents close more deals, keep clients happy, and run operations like a well-oiled machine. They’re not just assistants — they’re business multipliers.
Here are 7 roles our VAs quietly take on every day that go far beyond admin work:
1. Social Media Handler
Need to stay active on Instagram, Facebook, or LinkedIn but don’t have the time? Our VAs handle everything from post scheduling and graphic creation to basic video edits and comment replies — helping you show up consistently and professionally, without spending hours online.
2. CRM Manager
Your database is gold — but only if it's updated and organized. Summit VAs are trained to manage tools like Follow Up Boss, kvCORE, or LionDesk. They tag leads, update notes, track follow-ups, and keep your system clean, so you can focus on the conversations that count.
3. Transaction Coordinator
From contract to close, our VAs manage the details that keep deals moving. Whether it’s sending disclosures, tracking timelines, communicating with escrow or title, or checking in with clients — they help ensure nothing falls through the cracks.
4. Podcast & Content Assistant
Creating content? Our VAs assist with podcast scheduling, editing short clips, drafting show notes, organizing folders, or even helping with YouTube descriptions. If you’re building a personal brand, they’re the quiet engine behind the scenes.
5. Calendar & Time Block Manager
Time is your most valuable asset. Our VAs help prioritize appointments, build out time blocks, and make sure your calendar reflects what matters most — from listing appointments to lead gen time and yes, even personal breaks.
6. Lead & Client Follow-Up
You’re probably busier than ever — and follow-up is often the first thing to slide. Summit VAs step in with structured, timely communication. Whether it's warm lead check-ins, birthday messages, or follow-up touches, they keep the relationship warm until it's time to close.
7. Workflow & Systems Builder
VAs at Summit don’t just follow checklists — they improve them. Many help streamline repeat tasks, set up templates, or automate reminders. Over time, they help build a backend that supports your growth, not slows it down.
And that’s just the start.
Every Summit VA brings a unique blend of skills and experience. From light graphic design to email marketing, basic video editing, or even team coordination — they adapt to what your business needs most.
More Than Admin — They’re a Strategic Part of Your Team
A Summit VA brings stability, skill, and structure to your business. They learn your rhythm, support your goals, and quietly handle tasks that free up your most valuable resource: time.
If you’re looking for someone who’s trained, full-time, and able to support you like an in-house team member (without the overhead), we’d love to match you with your own Summit Virtual Assistant.
