WELCOME
TO MY
PORTFOLIO


Caterina Jackson


Real Estate Virtual Assistant


About Me

Hi, I'm Caterina Jackson,

Real estate virtual assistant, I handle the back office so you can focus on the deal.

With over 3 years of dedicated experience in real estate administration, I've built a career on one core principle: freeing real estate agents to do what they do best, closing deals. I've coordinated over 100 transactions and maintained a 98% client satisfaction rate by combining meticulous attention to detail with a proactive, solutions-oriented mindset.

I specialize in streamlining the operational chaos that comes with managing a real estate business. From lead generation and CRM management to transaction coordination and calendar optimization, I handle the administrative burden so agents can focus on relationships and sales. My approach is systematic, transparent, and results-driven.

I'm proficient in HubSpot, Follow Up Boss, Google Workspace, and a suite of real estate-specific tools. I understand the unique challenges agents face, tight deadlines, complex transactions, competing priorities, and I've developed workflows and systems to navigate them efficiently.

Whether you're a solo agent looking to scale or a team needing operational support, I'm committed to becoming an extension of your business. My goal is simple: help you close more deals, reduce stress, and grow your business with confidence.

Feel free to explore my work, and let's connect when you're ready to take real estate operations off your plate.

Services offered
Real Estate Admin & Operations
  • CRM Setup & Management
  • MLS Listing Management & Updates
  • Document Creation & Management
  • Lead Generation & Database Management
  • Bookkeeping Support
  • Transaction Coordination (Contract to Close)
  • Email & Calendar Management




Social Media & Marketing
  • Real Estate Content Strategy
  • Property Marketing Graphics (Canva/Adobe)
  • Instagram / Facebook / TikTok / LinkedIn Management
  • Caption Writing & Video Editing
  • Monthly Analytics Reporting
  • Email Marketing Automation
Systems & Automation Set-up
  • Go High Level CRM Build-Out
  • AI-Powered Lead Follow-Up Sequences
  • Zapier & Email Marketing Automation
  • ClickUp / Asana / Trello / Notion
  • Real Estate Workflow Automation
Daily Responsibilities & Impact
Transaction Coordination

Manage the full contract-to-close process, tracking deadlines, coordinating with lenders, title companies, and vendors to ensure every deal closes on time without agent involvement in the details.

CRM & Lead Management

Build and manage CRM pipelines in Follow Up Boss, KVCore, and Go High Level — ensuring every lead is nurtured, followed up, and moved through the pipeline with zero gaps.

AI & Automation

Implement AI tools and Zapier automations specific to real estate operations, from automated lead follow-up sequences to smart scheduling systems that run 24/7 without manual input.

Property Management Support

Coordinate tenant communication, maintenance scheduling, and administrative workflows using Buildium and AppFolio, keeping property operations running smoothly for investors and property managers

Lead Nurturing & Follow-Up

No lead gets left behind. I manage the full follow-up process for every prospect in the pipeline — ensuring consistent, timely, and personalised communication that moves leads from cold to closed.

Tools & Software Skills






Skill Set
Education
ALX ACADEMY

Virtual Assistance


DigifyPro Africa

Digital Marketing


University Of Nairobi

Bachelor Of Commerce( Finance)


Strathmore University

Certified Public Accountant (CPA)


My Finance and Accounting background means I don't just manage your operations, I understand the numbers behind your deals, your ROI, and your portfolio growth.

My Work
Project Management

I oversee project timelines, assign tasks, manage deadlines, and
ensure smooth team collaboration across platforms. I act as the
point of contact between stakeholders, keeping everyone aligned
and focused on deliverables.

Tools: ClickUp, Asana, Trello, Notion, Slack, Google Workspace

Email Management

Organize your inbox with a systematic folder and label structure, create and maintain professional email templates for common scenarios, manage daily email responses with prioritized urgency levels, and log all important communications in HubSpot for complete interaction history.

Tools: Gmail/Outlook,Folders & Labels, Email Templates, HubSpot Integration

Calendar Management

Coordinate all appointments including showings, client meetings, and follow-ups, implement a proven double-booking prevention system using color-coded calendars and cross-verification, manage time zones for remote clients, and block strategic time for high-value administrative tasks.

Tools: Google Calendar, Calendly, Outlook

CRM & Pipeline Management

Build and maintain targeted lead lists from multiple sources, execute multi-channel outreach through cold calling, social mediManage buyer and seller pipelines with organized deal tracking, update property details and transaction status in real-time, create and assign follow-up tasks for showings and inspections, track communication history with clients and prospects, and generate pipeline reports to forecast closings and identify bottlenecks.

Tools: Follow up Boss, HubSpot

Click here to view more.

Lead Generation

Build and maintain targeted lead lists from multiple sources, execute multi-channel outreach through cold calling, social media, and email campaigns, and implement systematic follow-up sequences to nurture prospects through the sales pipeline.

Tools: LinkedIn Sales Navigator, Apollo.io, Hunter.io, Email Marketing.


Quickbooks Online

I am a Quickbooks Online Certified ProAdvisor


Social Media Management

Create and schedule engaging content across social platforms, build brand presence and community engagement, manage client interactions and inquiries, track performance metrics and optimize content strategy, and leverage social media to generate leads and showcase listings.

Tools: Canva, Buffer, Meta Business Suite, Later, Google Analytics

Click here to view more


Transaction Coordination

Manage the entire transaction lifecycle from contract to closing, coordinate with title companies and lenders to ensure timely document delivery, track inspection and appraisal deadlines, prepare and organize all closing documents, communicate status updates to buyers and sellers, and troubleshoot issues to keep transactions on schedule.

Tools: Dotloop, Google Drive,DocuSign

Click here to view more.


Core Strengths
Highly Adaptable

Excels in changing, high-pressure environments, maintaining composure and effectiveness.

Confidentiality & Professionalism

Upholds the highest standards of confidentiality and professionalism with sensitive information.

Efficiency Focus

Dedicated to enhancing process efficiency and maximizing executive productivity.

Testimonials


LET'S WORK TOGETHER



CONTACT ME

Phone

+254715912667

Email


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