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.
Tools & Software Skills
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.
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
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.
LET'S WORK TOGETHER
