Real Estate VA: CRM, Listings & Appointment Setting

What you'll learn

Everything covered in this course, section by section.

How agents work

What a real estate agent needs help with
The language of listings and leads
Tools agents expect you to know

The CRM

Keeping a contact database clean
Logging calls, notes and next steps
Pipelines and follow-up sequences

Listings and admin

Entering a listing without errors
Preparing documents and disclosures
Coordinating viewings and access

Talking to people

Appointment setting by phone
Follow-up scripts that do not annoy
Handling an angry or impatient caller

Tools: CRM

Follow Up Boss, step by step
kvCORE, step by step
Zoho CRM, step by step
HubSpot CRM, step by step

Tools: Listings

The MLS, step by step
Zillow, step by step

Tools: Scheduling

Calendly, step by step
Google Calendar, step by step

Tools: Phone

Google Voice, step by step
RingCentral, step by step

Tools: Communication

Slack, step by step
Zoom, step by step

Tools: Documents

DocuSign, step by step
Google Workspace, step by step

Tools you'll learn

14 tools you will be able to use by the end of this course.

CRM

Follow Up Bossreal estate CRM
kvCORE
Zoho CRM
HubSpot CRMfree tier

Listings

MLSlisting entry
Zillow

Scheduling

Calendlyviewings
Google Calendar

Phone

Google VoiceUS number
RingCentral

Communication

Slack
Zoom

Documents

DocuSigndisclosures
Google Workspace

Interview preparation

189 practice questions based on real interview assessments

Every topic concludes with a short assessment drawn from the situations employers present to candidates. You will be asked what to do when a system fails, which figure to verify first, and how to respond to the customer. These are not revision exercises. They are preparation for the questions that determine whether you are offered the position.

Complete the practical work in each tool and sit every assessment. Candidates who can answer these questions aloud, and explain their reasoning, are the candidates who receive offers.

26 topics, each concluding in an assessment
189 questions in total
Covering all 14 tools taught in this course
Every assessment may be retaken without limit

This course includes

10.8 hours of on-demand video
26 lessons across 10 sections
1 free preview lesson
189 interview practice questions
Full lifetime access
Access on mobile and desktop

Course content

10 sections · 26 lessons · 10hr 46min total length

How agents work3 lessons · 21min

What a real estate agent needs help withPreview7min
The language of listings and leads7min
Tools agents expect you to know7min

The CRM3 lessons · 25min

Keeping a contact database clean9min
Logging calls, notes and next steps8min
Pipelines and follow-up sequences8min

Listings and admin3 lessons · 23min

Entering a listing without errors8min
Preparing documents and disclosures8min
Coordinating viewings and access7min

Talking to people3 lessons · 18min

Appointment setting by phone6min
Follow-up scripts that do not annoy6min
Handling an angry or impatient caller6min

Tools: CRM4 lessons · 2hr 47min

Follow Up Boss, step by step44min
kvCORE, step by step42min
Zoho CRM, step by step40min
HubSpot CRM, step by step41min

Tools: Listings2 lessons · 1hr 20min

The MLS, step by step39min
Zillow, step by step41min

Tools: Scheduling2 lessons · 1hr 29min

Calendly, step by step45min
Google Calendar, step by step44min

Tools: Phone2 lessons · 1hr 17min

Google Voice, step by step38min
RingCentral, step by step39min

Tools: Communication2 lessons · 1hr 16min

Slack, step by step39min
Zoom, step by step37min

Tools: Documents2 lessons · 1hr 10min

DocuSign, step by step38min
Google Workspace, step by step32min

Requirements

A laptop and a stable internet connection
A quiet place to work and a headset
Confidence speaking on the phone in English