levrly Standard Operating Procedures
CREA

Certified Real Estate Assistant

The full SOP curriculum for the Certified Real Estate Assistant program. Every workflow a real estate VA executes — listings, transactions, CRM, buyer ops, marketing, compliance, showing coordination — plus the universal VA foundations (inbox, calendar, end-of-day) required for a professional placement.

115 SOPs · 2 industries
Enroll in the Certified Real Estate Assistant course

Universal

Calendar Ownership & Time Block Protection
How you own and manage your executive's calendar — not as a scheduling coordinator, but as the person who protects how their time is spent. The VA handles auditing the calendar weekly for conflicts, g…
SchedulingDailyInternal
CREAREI
+ Client Edition
SOP-CEA-CAL-01
Meeting Scheduling & Confirmation Protocol
The complete scheduling workflow — from initial request through confirmation, reminder, and conflict resolution. The VA handles processing all incoming scheduling requests through the time-block frame…
SchedulingOn DemandClient-Facing
CREAREI
SOP-CEA-CAL-02
Inbox Zero & Email Triage System
The daily inbox triage process — the system that turns a chaotic, high-volume email inbox into a controlled, low-stress environment where your executive only sees what needs them and everything else i…
AdminDailyClient-Facing
CREAREI
SOP-CEA-CAL-03
Email Label & Folder Organization Standards
The folder and label structure used to organize your executive's inbox so that any email can be found in under 30 seconds when needed. The VA handles setting up the folder/label structure in Week 1, f…
AdminDailyClient-Facing
CREAREI
SOP-CEA-CAL-04
Meeting Follow-Through & Action Item Tracking
The complete meeting lifecycle — with special focus on what happens after a meeting ends. The VA handles preparing meeting briefs 24 hours before external meetings, sending pre-meeting confirmations t…
Follow-UpOn DemandClient-Facing
CREAREI
SOP-CEA-CAL-05
Professional Email Writing Standards
The written communication standards every EA is expected to apply across all professional channels — email, Slack, and text. The VA handles writing all internal communications (updates, summaries, esc…
CommunicationOn DemandClient-Facing
CREAREI
+ Client Edition
SOP-CEA-COMM-01
Morning Check-In Message Protocol
The daily morning check-in message — the brief, structured communication sent to your executive each morning before beginning reactive work. The VA handles sending the morning check-in every work day,…
CommunicationDailyClient-Facing
CREAREI
SOP-CEA-COMM-02
Ghostwriting in Your Executive's Voice
The process of writing emails, messages, and other communications that sound as if your executive wrote them — a practice known as ghostwriting. The VA handles drafting routine and recurring emails yo…
CommunicationOn DemandClient-Facing
CREAREI
SOP-CEA-COMM-03
Representing Your Executive — Third-Party Communications
How you communicate with external parties — clients, vendors, partners, prospects, and other contacts — on behalf of your executive. The VA handles scheduling and rescheduling requests from any contac…
CommunicationOn DemandClient-Facing
CREAREI
SOP-CEA-COMM-04
Handling Difficult Conversations — Four-Step Framework
How you handle emotionally charged, high-stakes, or sensitive communications — whether with external parties (clients, vendors, prospects) or within your working relationship with your executive. The …
CommunicationOn DemandClient-Facing
CREAREI
SOP-CEA-COMM-05
Confidentiality & Sensitive Information Protocol
The absolute confidentiality standard every EA is required to maintain throughout their engagement — and after it ends. The VA handles identifying when information is confidential and treating it acco…
AdminDailyClient-Facing
CREAREI
SOP-CEA-COMM-06
EA Role Identity & Leverage Framework
The foundational identity and operating philosophy of the Executive Assistant role. The VA handles defining your daily work through the lens of the Three Categories of Value (Section 3), applying proa…
CoordinationDailyInternal
CREAREI
SOP-CEA-FOUND-01
Understanding Your Executive — Profiles & Trust Building
How you build a working understanding of the solo business owner you support — their operational reality, psychological profile, working style, and stress points. The VA handles conducting your own on…
ProcessingOn DemandClient-Facing
CREAREI
SOP-CEA-FOUND-02
Daily Priority Sweep & Task Hierarchy
The daily priority sweep — the 10–15 minute orientation process performed every morning before any reactive work begins. The VA handles executing the daily priority sweep every morning, without except…
ProcessingDailyClient-Facing
CREAREI
SOP-CEA-FOUND-03
New Executive Onboarding — First 30 Days Protocol
The first 30 days of a new EA placement — the most critical window for establishing trust, understanding the executive's world, and building the foundation for a long-term effective working relationsh…
AdminOn DemandClient-Facing
CREAREI
+ Client Edition
SOP-CEA-FOUND-04
Escalation Judgment & Capacity Management
Two of the most judgment-intensive skills in the EA role: knowing when to act vs. The VA handles making prioritization decisions using the task hierarchy [SOP-CEA-FOUND-03] without needing direction, …
CoordinationOn DemandClient-Facing
CREAREI
SOP-CEA-FOUND-05
SOP Writing & Documentation Standards
How you write, format, and maintain Standard Operating Procedures (SOPs) for the business you support. The VA handles writing SOPs for any recurring task you perform or have learned, documenting your …
ProcessingOn DemandInternal
CREAREI
SOP-CEA-OPS-01
SOP Maintenance & Version Control
How you maintain, update, and version-control the SOP library over time. The VA handles updating SOPs when you discover a process has changed, flagging SOPs for review when a tool or platform changes,…
ProcessingQuarterlyInternal
CREAREI
SOP-CEA-OPS-02
Project & Task Management Protocol
How you set up, maintain, and manage the task and project management system for your executive's business. The VA handles setting up and maintaining the task management system, adding all known tasks …
AdminDailyInternal
CREAREI
SOP-CEA-OPS-03
File Organization & Naming Convention Standards
How files are named, organized, and maintained in the business's digital environment. The VA handles establishing and applying the naming convention to all new files, maintaining the folder structure …
ProcessingDailyInternal
CREAREI
+ Client Edition
SOP-CEA-OPS-04
Cloud Storage Structure & Access Management
How you manage your executive's cloud storage environment — the permissions, sharing settings, access controls, and structural integrity of the digital infrastructure that holds their business's files…
AdminOn DemandInternal
CREAREI
SOP-CEA-OPS-05
Proactive Support — 48–72 Hour Horizon Planning
The habit and practice of proactive support — the discipline of looking ahead at what's coming and acting on it before it arrives. The VA handles executing the daily three-step look-ahead during your …
CoordinationDailyClient-Facing
CREAREI
SOP-CEA-STRAT-01
Executive Briefing Preparation Protocol
How you prepare briefing materials that make your executive look and feel thoroughly prepared — for meetings with new contacts, prospects, existing clients, partners, and any other external interactio…
AdminOn DemandClient-Facing
CREAREI
SOP-CEA-STRAT-02
Research & Decision Support Protocol
How you conduct research and present it to support your executive's decision-making. The VA handles conducting targeted research using publicly available sources, synthesizing research into a clean, u…
ResearchWeeklyClient-Facing
CREAREI
SOP-CEA-STRAT-03
Executive Focus & Energy Protection System
How you protect not just your executive's time, but their energy and focus — the two resources that determine the quality of their most important work. The VA handles enforcing the time-block framewor…
AdminDailyInternal
CREAREI
SOP-CEA-STRAT-04
Weekly Planning & Debrief Session
The weekly planning and debrief rhythm — the recurring structure that keeps you and your executive aligned, catches anything that fell through the cracks, and ensures the coming week is set up well. T…
ProcessingWeeklyClient-Facing
CREAREI
+ Client Edition
SOP-CEA-STRAT-05
EA Technology Stack Setup & Management
How you assess, set up, master, and manage the technology tools in your executive's operational environment. The VA handles auditing and confirming access to all required tools in Week 1, mastering th…
AdminQuarterlyInternal
CREAREI
SOP-CEA-TOOLS-01
Password & Access Management Protocol
How credentials, system access, and account security are managed throughout your engagement. The VA handles receiving credentials through secure channels and storing them in the approved password mana…
AdminOn DemandInternal
CREAREI
+ Client Edition
SOP-CEA-TOOLS-02
Confidentiality & Professional Boundaries Standards
The professional standards that apply to the EA role beyond specific technical skills: confidentiality, conflict of interest, professional boundaries, and ethical judgment. The VA handles maintaining …
AdminOn DemandInternal
CREAREI
SOP-CEA-TOOLS-03
Sensitive Information Handling Protocol
The specific operational practices for handling sensitive information — beyond the general confidentiality standard in SOP-CEA-TOOLS-03 and SOP-CEA-COMM-06. The VA handles applying secure handling pra…
ProcessingOn DemandInternal
CREAREI
SOP-CEA-TOOLS-04
Professional Development & CEA Maintenance
How you maintain and grow your professional capability as a Certified Executive Assistant. The VA handles investing in your own professional development without needing to be prompted, staying current…
AdminOn DemandInternal
CREAREI
SOP-CEA-TOOLS-05
Calendar & Scheduling Management
Manages a client's calendar and all scheduling activity on their behalf. The client opens their week on Monday morning with a clean, conflict-free calendar, a prep note for every external meeting, and…
SchedulingWeeklyClient-Facing
CREAREI
+ Client Edition
SOP-CORE-CAL-01
Email Inbox Management
Manages a client's email inbox. The client opens their inbox each morning to a clear, organized view — everything labeled, urgent items flagged, and draft responses ready for any emails awaiting their…
CommunicationDailyClient-Facing
CREAREI
+ Client Edition
SOP-CORE-EMAIL-01
VA Daily Shutdown / End-of-Day Wrap-Up
Closes out each workday: completing a structured wrap-up, filing open items, communicating a status summary to the agent, and leaving the workspace ready for the next morning. The VA handles completin…
AdminDailyInternal
CREAREI
+ Client Edition
SOP-CORE-EOD-01

Real Estate

Buyer Intake & Onboarding
Sets up a new buyer client in all systems — CRM, file storage, MLS saved search, and agent calendar — from the moment the agent confirms a new buyer relationship through the buyer's first active appoi…
ProcessingOn DemandClient-Facing
CREA
+ Client Edition
SOP-RE-BUY-01
Buyer Consultation Prep
Prepares everything the agent needs for a buyer consultation — research, materials, logistics, and post-consultation readiness, so the agent walks in prepared and the buyer's experience starts strong.…
ResearchOn DemandClient-Facing
CREA
SOP-RE-BUY-02
MLS Saved Search Setup & Management
Sets up, activates, and manages a buyer's MLS saved search, so the buyer receives timely, relevant listing alerts that match their confirmed criteria, and the VA stays on top of any search updates thr…
ResearchWeeklyClient-Facing
CREA
SOP-RE-BUY-03
Buyer Showing Tour Coordination
Coordinates buyer showing tours — from the moment the buyer identifies properties to see through the end of the tour and post-tour CRM updates, so the agent can focus entirely on the client while the …
SchedulingOn DemandClient-Facing
CREA
SOP-RE-BUY-04
Offer Preparation Checklist
Prepares a complete, accurate offer package — every required document assembled, every field in the purchase agreement verified, so the agent can review and submit with confidence that nothing is miss…
AdminOn DemandClient-Facing
CREA
SOP-RE-BUY-05
Offer Submission & Communication Protocol
Submits a buyer's offer to the listing agent, tracks delivery confirmation, manages the response, and handles counter-offers — from the moment the agent approves the offer package through acceptance, …
AdminOn DemandClient-Facing
CREA
SOP-RE-BUY-06
Multiple Offer Situation Protocol
Supports the agent and buyer through a competitive multiple-offer situation — preparing strengthening documents with speed and accuracy so the agent can focus entirely on strategy and buyer communicat…
ProcessingOn DemandClient-Facing
CREA
SOP-RE-BUY-07
Counter-Offer Document Management
Manages counter-offer documents through every round of negotiation — from immediate receipt through final execution, so the agent negotiates from a clean, accurate, version-controlled file. The VA han…
ProcessingOn DemandClient-Facing
CREA
SOP-RE-BUY-08
Fair Housing Marketing Compliance Review
Reviews every piece of real estate marketing for Fair Housing Act compliance before it is published. The VA handles running the Fair Housing review checklist (Section 7) on every outgoing marketing as…
AdminOn DemandClient-Facing
CREA
SOP-RE-COMP-01
MLS Rules & Advertising Compliance
Ensures every MLS action and every piece of outgoing marketing complies with the agent's board rules, state advertising law, NAR policy, and brokerage standards. The VA handles running the VA Review P…
ResearchOn DemandClient-Facing
CREA
SOP-RE-COMP-02
Disclosure Compliance Checklist (State Adaptable)
Tracks and verifies that every required disclosure is collected, signed, and delivered on every transaction. The VA handles maintaining the state-specific disclosure matrix for each agent (Section 4b)…
ProcessingOn DemandClient-Facing
CREA
+ Client Edition
SOP-RE-COMP-03
Do Not Call / TCPA Compliance Protocol
Handles Do Not Call (DNC) compliance and Telephone Consumer Protection Act (TCPA) requirements, so the agent's outreach never contacts a number that should not be contacted, and the agent is never exp…
CommunicationOn DemandClient-Facing
CREA
SOP-RE-COMP-04
New Lead Intake & CRM Setup
Intakes every new lead into the CRM — from any source — and gets them set up with complete data, correct tagging, duplicate-check, pipeline stage, and sequence enrollment within 24 hours of arrival. T…
Follow-UpOn DemandClient-Facing
CREA
+ Client Edition
SOP-RE-CRM-01
Lead Source Tracking & Tagging
Tags every lead with its source at the moment the lead enters the CRM, and produces the monthly source-performance report the agent uses to decide where to invest their marketing budget. The VA handle…
ReportingMonthlyClient-Facing
CREA
SOP-RE-CRM-02
Online Inquiry Response Protocol
Responds to every online inquiry — Zillow message, Realtor.com lead, website form, direct email — within minutes, not hours. The VA handles monitoring the inquiry channels during VA working hours (Zil…
AdminMonthlyClient-Facing
CREA
SOP-RE-CRM-03
Open House Lead Follow-Up Sequence
Follows up with every attendee of an open house — from the moment the sign-in sheet arrives to either a confirmed client relationship or a hand-off into the long-term nurture plan. The VA handles ente…
Follow-UpOn DemandClient-Facing
CREA
SOP-RE-CRM-04
Long-Term Lead Nurture (33-Touch Plan)
Implements and maintains the 33-Touch Plan — 33 planned touchpoints per database contact per year, mixing automated messages (email, text) with personal ones (phone calls, handwritten notes, pop-bys).…
Follow-UpMonthlyClient-Facing
CREA
+ Client Edition
SOP-RE-CRM-05
Past Client Anniversary & Milestone Follow-Up
Tracks key milestone dates for past clients and executes timely follow-up touches, so the agent stays connected with closed clients at meaningful moments and earns referrals long after the transaction…
Follow-UpOn DemandClient-Facing
CREA
SOP-RE-CRM-06
Sphere of Influence Monthly Touch Campaign
Maintains a consistent touch cadence with the agent's Sphere of Influence (SOI), so the agent stays top-of-mind with the people who already know, like, and trust them, without requiring the agent to m…
Follow-UpMonthlyClient-Facing
CREA
+ Client Edition
SOP-RE-CRM-07
Referral Tracking & Management
Tracks every referral, prompts timely acknowledgment, and coordinates recognition at key moments, so the agent knows exactly who is sending their business and can invest appropriately in those relatio…
ProcessingOn DemandClient-Facing
CREA
SOP-RE-CRM-08
Database Segmentation & List Management
Maintains a clean, organized, and correctly segmented CRM database, so the agent can find any group of contacts instantly, run targeted campaigns without cross-contaminating segments, and make data-dr…
AdminMonthlyClient-Facing
CREA
SOP-RE-CRM-09
Buyer Lead Pre-Qualification Intake
Conducts initial intake with a new buyer lead — gathering the information the agent needs to assess the lead's readiness, prioritize follow-up, and enter an informed first conversation. The VA handles…
Follow-UpOn DemandClient-Facing
CREA
SOP-RE-CRM-10
Listing Coordination Master
How a Virtual Assistant manages the full listing coordination workflow for a real estate agent. The VA handles review and file the signed listing agreement per Listing Agreement Review & Filing, enter…
ProcessingOn DemandClient-Facing
CREA
+ Client Edition
SOP-RE-LIST-01
Pre-Listing Appointment Prep
How a Virtual Assistant prepares everything an agent needs before walking into a pre-listing appointment with a potential seller. The VA handles pull CMA data from the MLS (active, pending, and sold c…
SchedulingOn DemandClient-Facing
CREA
SOP-RE-LIST-02
Listing Agreement Review & Filing
Reviews, extracts, and files a listing agreement once the agent receives a signed copy from the seller. The VA handles reviewing the document against the completeness checklist in Section 4, extractin…
ProcessingOn DemandClient-Facing
CREA
SOP-RE-LIST-03
Property Intake & Data Collection
Builds the complete property data profile for a new listing — gathering, verifying, and organizing every piece of factual data the agent needs before MLS input begins. The VA handles pulling property …
ResearchOn DemandClient-Facing
CREA
SOP-RE-LIST-04
Seller Disclosure Request & Document Collection
Requests, tracks, receives, and files the seller disclosure documents required before a listing goes active. The VA handles identifying which standard disclosure documents apply based on property type…
ProcessingOn DemandClient-Facing
CREA
SOP-RE-LIST-05
Vendor Scheduling (Photography, Staging, Sign, Lockbox)
Schedules, confirms, and coordinates all pre-listing vendors — staging, cleaning, photography, sign installation, and lockbox placement, so every vendor arrives at the right property, at the right tim…
CoordinationOn DemandClient-Facing
CREA
SOP-RE-LIST-06
MLS Data Entry & Listing Input Standards
Enters a new listing into the MLS — accurately, completely, and in the correct order, so the agent can review and activate with confidence that every field is correct before the listing goes public. T…
ResearchOn DemandClient-Facing
CREA
SOP-RE-LIST-07
Listing Photo Review, Sequencing & Upload
Receives a photographer's delivery, reviews every photo for quality and content, sequences them in the correct order, and prepares them for MLS upload, so the listing launches with professional photos…
ProcessingOn DemandClient-Facing
CREA
SOP-RE-LIST-08
Coming Soon Campaign Management
Manages the Coming Soon phase — from MLS status setup through the day-by-day pre-launch countdown, so that when the listing goes active, maximum buyer interest has already been built. The VA handles c…
CoordinationOn DemandClient-Facing
CREA
SOP-RE-LIST-09
Listing Launch Day Checklist
Executes the listing launch — from the morning the listing goes active through the end of Day 1, so the property receives maximum exposure in the critical first 24 hours. The VA handles running the pr…
CoordinationDailyClient-Facing
CREA
SOP-RE-LIST-10
Open House Coordination
Coordinates a fully promoted, logistically prepared open house — from the moment the agent confirms the date through the post-event lead entry into the CRM. The VA handles creating the MLS open house …
Follow-UpOn DemandClient-Facing
CREA
SOP-RE-LIST-11
Showing Coordination & Scheduling
Receives, processes, confirms, and logs every showing request for an active listing, so no showing falls through a scheduling gap, no seller is caught off guard, and the agent has a clean record of ev…
ProcessingOn DemandClient-Facing
CREA
SOP-RE-LIST-12
Showing Feedback Collection & Reporting
Collects showing feedback after each completed showing, logs it systematically, and surfaces patterns to the agent, so the agent and seller have the market intelligence they need to make informed pric…
CommunicationWeeklyClient-Facing
CREA
SOP-RE-LIST-13
Weekly Seller Update
Compiles, drafts, and delivers a weekly seller update, so the seller receives consistent, professional communication throughout the listing period without the agent having to manually write each repor…
ReportingWeeklyClient-Facing
CREA
SOP-RE-LIST-14
Price Reduction Process
Executes a price reduction — accurately, promptly, and with all downstream marketing updated — after the agent instructs the change. The VA handles confirming the written instruction from the agent be…
ProcessingOn DemandClient-Facing
CREA
SOP-RE-LIST-15
Listing Extension Process
Processes a listing extension — updating the MLS expiration date, executing all associated paperwork, and keeping the listing's public presence accurate — when a seller and agent agree to extend an ac…
ProcessingOn DemandClient-Facing
CREA
SOP-RE-LIST-16
Expired / Withdrawn Listing Protocol
Handles the administrative closure of a listing that has expired without selling or been formally withdrawn by the seller, so all records are updated, the property is correctly reflected in the MLS, m…
ProcessingOn DemandClient-Facing
CREA
SOP-RE-LIST-17
Brand Style Guide Creation & Maintenance
Creates and maintains the agent's Brand Style Guide — the single reference document that governs every visual and written marketing decision, so every piece of content looks, sounds, and feels like it…
AdminOn DemandClient-Facing
CREA
+ Client Edition
SOP-RE-MKT-01
Listing Marketing Campaign (Pre-Launch through Just Sold)
Executes the full listing marketing campaign — from the day the listing agreement is signed through the Just Sold announcement after closing, so every piece of marketing goes out on time, on brand, an…
CoordinationOn DemandClient-Facing
CREA
+ Client Edition
SOP-RE-MKT-02
Just Listed Campaign (Social + Email + Postcard)
Executes the Just Listed announcement across all channels on launch day, so the listing reaches the agent's database, social following, and surrounding neighborhood simultaneously, in a coordinated ca…
CoordinationOn DemandClient-Facing
CREA
SOP-RE-MKT-03
Just Sold Campaign (Social + Postcard + Email)
Executes the Just Sold campaign — converting every closed transaction into a market proof point and a listing lead generation opportunity across social media, email, and direct mail. The VA handles bu…
CoordinationOn DemandClient-Facing
CREA
SOP-RE-MKT-04
Open House Promotion Campaign
Executes a systematic 5-day open house promotion push, so every open house is promoted across every channel before the first buyer shows up. The VA handles building all open house promotional graphics…
CoordinationOn DemandClient-Facing
CREA
SOP-RE-MKT-05
Social Media Content Calendar Management
Builds and maintains a monthly social media content calendar, so the agent shows up consistently on every platform without having to think about it week to week. The VA handles building the monthly co…
SchedulingDailyClient-Facing
CREA
+ Client Edition
SOP-RE-MKT-06
Property Description Writing Standards
Writes property descriptions that attract buyers, reflect the agent's brand voice, and comply with Fair Housing law, so the agent never has to write a description from scratch. The VA handles drafting…
ResearchOn DemandClient-Facing
CREA
SOP-RE-MKT-07
Property Flyer & Brochure Creation
Creates a professional, on-brand property flyer for every listing, so the agent always has a polished printed and digital leave-behind without spending an hour in Canva. The VA handles building the fl…
CoordinationOn DemandClient-Facing
CREA
SOP-RE-MKT-08
Single Property Website Setup
Sets up a single property website for a listing — a dedicated page that gives buyers a deeper look at the property than the MLS allows, captures contact information from interested buyers, and continu…
AdminOn DemandClient-Facing
CREA
SOP-RE-MKT-09
Video Tour Upload & Distribution
Receives a video tour from the videographer and distributes it to every relevant platform, so the video reaches buyers on YouTube, MLS, social media, the property website, and email without the agent …
ProcessingOn DemandClient-Facing
CREA
SOP-RE-MKT-10
Monthly Email Newsletter Management
Produces the agent's monthly email newsletter — the highest-frequency automated touch in the 33-Touch Plan (Long-Term Lead Nurture (33-Touch Plan)). The VA handles preparing the monthly content plan 1…
Follow-UpMonthlyClient-Facing
CREA
+ Client Edition
SOP-RE-MKT-11
Monthly / Quarterly Market Update Email
Compiles, writes, and sends a monthly or quarterly market update email, so the agent is consistently positioned as the local market expert in their database's inbox. The VA handles pulling market stat…
ResearchMonthlyClient-Facing
CREA
SOP-RE-MKT-12
Paid Social Media Ad Management
Sets up, monitors, and reports on paid social media advertising, so listings reach beyond the agent's organic following, and lead generation campaigns run within an approved budget without requiring t…
ReportingOn DemandClient-Facing
CREA
+ Client Edition
SOP-RE-MKT-13
Google Business Profile Management
Manages the agent's Google Business Profile — keeping it complete, current, and active so the agent appears in local search results and accumulates reviews that build credibility with buyers and selle…
AdminMonthlyClient-Facing
CREA
SOP-RE-MKT-14
New Client Onboarding (Buyer or Seller)
Onboards a new buyer or seller client from the moment the agent confirms the engagement through the client's first appointment. The VA handles creating and populating the client record in the CRM with…
SchedulingOn DemandInternal
CREA
+ Client Edition
SOP-RE-OPS-01
Commission Invoice & Tracking
Tracks every commission from the moment a transaction goes under contract through the moment the commission is received and reconciled. The VA handles extracting commission terms from every executed c…
ProcessingOn DemandInternal
CREA
SOP-RE-OPS-02
Monthly Business Metrics Report
Produces a one-page monthly business metrics report for the agent — a clear, consistent snapshot of lead flow, pipeline health, closed business, and marketing performance without requiring the agent t…
ReportingMonthlyInternal
CREA
SOP-RE-OPS-03
Agent Bio & Profile Updates
Manages the agent's professional bio and ensures it is consistently accurate and current across all platforms where it appears, so the agent never has a stale headshot on Zillow, a bio that lists a br…
ReportingOn DemandInternal
CREA
SOP-RE-OPS-04
Review Request & Reputation Management
Manages the agent's review request process and ongoing online reputation, so the agent consistently accumulates reviews after every closing, negative reviews are handled promptly and professionally, a…
ReportingWeeklyInternal
CREA
SOP-RE-OPS-05
Testimonial Collection & Publication
Collects written testimonials from past clients and publishes them across the agent's marketing channels, so that social proof appears consistently in the agent's website, social media, and marketing …
Follow-UpOn DemandInternal
CREA
SOP-RE-OPS-06
Vendor Relationship Management
Maintains the agent's vendor network, so that every contractor, inspector, photographer, stager, and service provider the agent works with is organized, accessible, and ready to recommend when a clien…
CoordinationAnnualInternal
CREA
SOP-RE-OPS-07
Transaction Coordination
Manages a real estate transaction from executed contract through post-closing. Every deadline met. Every party informed before they have to ask. No surprises at the closing table.
Follow-UpOn DemandClient-Facing
CREA
+ Client Edition
SOP-RE-TC-01
Earnest Money Deposit & Escrow Opening
Handles the two most time-sensitive tasks in the first 24 hours after contract execution — tracking and confirming the earnest money deposit (EMD) and formally opening escrow with the title company. T…
ProcessingOn DemandClient-Facing
CREA
SOP-RE-TC-02
Inspection Scheduling & Report Management
Schedules the home inspection, coordinates property access, receives the inspection report, and manages the inspection contingency deadline, so no contingency expires by accident and the agent has eve…
ReportingOn DemandClient-Facing
CREA
SOP-RE-TC-03
Repair Request & Negotiation Documentation
Prepares a repair request addendum, manages the submission and response cycle with the listing agent, documents all versions through negotiation, and files the final repair agreement, so the outcome o…
ProcessingOn DemandClient-Facing
CREA
SOP-RE-TC-04
Appraisal Coordination & Support Packet
Confirms the appraisal is ordered, coordinates property access, prepares the appraisal support packet (for seller-side transactions), follows up on status, and escalates the results the moment the rep…
ReportingOn DemandClient-Facing
CREA
SOP-RE-TC-05
Lender Communication & Loan Monitoring
Establishes lender contact on Day 0, follows up weekly (and daily in the final week), relays document requests to the buyer, monitors for red flags, confirms the clear-to-close, and ensures the Closin…
Follow-UpDailyClient-Facing
CREA
SOP-RE-TC-06
Title Review & Issue Resolution
Confirms title search initiation, tracks receipt of the preliminary title report, reviews it for flaggable items, escalates any issues to the agent, and documents the resolution through to written con…
ReportingOn DemandClient-Facing
CREA
SOP-RE-TC-07
HOA Document Review & Management
Requests HOA documents, tracks the review deadline, reviews the documents for flaggable items, escalates any concerns to the agent, and ensures the buyer's HOA review period is not allowed to expire w…
ProcessingOn DemandClient-Facing
CREA
SOP-RE-TC-08
Contingency Removal Management
Tracks every contingency deadline in the transaction, prepares removal forms in advance, delivers them to the listing agent on or before deadline, and manages any extensions or cancellations, so no co…
ProcessingDailyClient-Facing
CREA
SOP-RE-TC-09
Settlement Statement Review Protocol
Reviews the draft settlement statement (ALTA) when it arrives from the title company — line by line against the executed contract and amendments, so any errors are caught and corrected before they rea…
ReportingOn DemandClient-Facing
CREA
SOP-RE-TC-10
Final Walkthrough Coordination
Schedules the final walkthrough, prepares the agent with the reference documents they need to verify contract compliance, and supports any issue resolution if problems are found. The VA handles schedu…
AdminOn DemandClient-Facing
CREA
SOP-RE-TC-11
Closing Day Protocol
Manages closing day — from the morning check-in with the lender and title company through deed recording confirmation and post-closing system updates. The VA handles morning check-in with lender and t…
AdminOn DemandClient-Facing
CREA
SOP-RE-TC-12
Failed Transaction / Cancellation Protocol
Executes a clean, documented transaction cancellation — from preparing the cancellation agreement through archiving the closed file, so all parties are protected, all records are preserved, and the ag…
ProcessingOn DemandClient-Facing
CREA
SOP-RE-TC-13
Post-Closing Client Follow-Up
Manages the post-closing period — from the day of closing through long-term client enrollment, so a closed transaction becomes the beginning of a long-term referral relationship, not an ending. The VA…
Follow-UpOn DemandClient-Facing
CREA
SOP-RE-TC-14
MLS Profile Setup & Management
Sets up and maintains an agent's MLS profile — the agent-facing business card that cooperating agents see when viewing any listing, offer, or search result. The VA handles auditing the current MLS pro…
ResearchAnnualInternal
CREA
SOP-RE-TECH-01
Transaction Management System Setup
Creates and configures a transaction record in the agent's transaction management system (TMS) on Day 0 of every new transaction. The VA handles creating the new transaction record in the TMS, populat…
ProcessingOn DemandInternal
CREA
SOP-RE-TECH-02
E-Signature Template Management
Builds, maintains, and deploys reusable e-signature templates — the base documents an agent uses over and over (listing agreement, buyer representation agreement, offer package, disclosure request, co…
ProcessingOn DemandInternal
CREA
SOP-RE-TECH-03
CRM Setup & Configuration (New Agent)
Sets up and configures a Customer Relationship Management (CRM) system for a new Levrly client — either an agent who has not yet implemented a CRM, or one migrating from one platform to another. The V…
Follow-UpOn DemandInternal
CREA
SOP-RE-TECH-04
Zillow & Realtor.com Profile Optimization
Sets up, maintains, and optimizes the agent's profiles on Zillow Premier Agent and Realtor.com, so the agent's presence on the two most-visited real estate consumer portals is complete, accurate, and …
ReportingMonthlyInternal
CREA
SOP-RE-TECH-05
Digital Asset Library Management
Organizes and maintains the agent's digital asset library, so that every photo, graphic, video, template, and brand file is findable in under 60 seconds, no asset is ever re-ordered because the origin…
ProcessingDailyInternal
CREA
SOP-RE-TECH-06
Showing Platform Setup & Management
Sets up and manages the agent's showing platform, so that showings are scheduled efficiently, the seller is kept informed, and showing instructions are followed correctly for every appointment. The VA…
ProcessingOn DemandInternal
CREA
SOP-RE-TECH-07
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