A brokerage virtual assistant from BridgeVA runs the systems behind the roster: transaction file compliance review, commission disbursement prep, agent onboarding and offboarding, license and renewal tracking, recruiting pipeline support, lead routing, brokerage marketing, and the production reporting a broker-owner needs every week. Trained inside Brokermint, Lone Wolf, dotloop, SkySlope, Paperless Pipeline, BoldTrail, and Follow Up Boss, and placed as a dedicated member of your operations team.
Last updated: October 2026See what you can delegate →In a residential brokerage, the back office is everything the broker-in-charge is responsible for that is not supervising a deal in progress: reviewing transaction files for compliance and missing documents, preparing commission disbursement authorizations, onboarding new agents through license transfer, MLS and board setup, E&O, and CRM access, tracking license renewals and continuing education, running the recruiting pipeline and setting appointments, routing and auditing lead distribution, producing brokerage marketing and agent-facing communications, and building the weekly production report. In most brokerages this work is split between the broker, an office manager hired for front-desk work, and whichever agent is most organized. BridgeVA places a trained Virtual Systems Manager who owns that back office so the broker can recruit, retain, and supervise.
We scope the seat first, then match a VA trained to it, and cross-train as your roster grows.
We support broker-owners, designated brokers, and managing brokers, including CRB designees, and the operations leaders who run their offices. Looking for support for an individual agent? See our agents and teams page.
Most brokerages break at the same spots. A trained VA takes the recurring operational load so the broker can lead.
Missing disclosures and signatures are caught the day before funding, and audits are a scramble.
License transfer, MLS, lockbox, CRM, and E&O setup are handled by whoever is free, so new agents sit idle.
A list of prospects exists, but calls, coffee invites, and nurture stop the moment the broker gets busy.
Per-agent units, volume, and pipeline are pulled by hand before every sales meeting.
Independent, franchise, cloud, or multi-office: we place VAs who already understand how brokerages run files, rosters, and recruiting.
Every file checked against the brokerage checklist in dotloop, SkySlope, or Paperless Pipeline, with missing items chased before the deadline.
Closed files archived to the retention standard, audit requests packaged, and exceptions reported to the broker.
CDAs prepared in Brokermint or Lone Wolf, splits and caps verified, and disbursements queued for broker approval.
License transfer, MLS and board setup, lockbox, E&O, CRM access, and welcome sequence handled on a checklist. Offboarding reversed the same way.
License expirations, CE deadlines, and board dues tracked with reminders to the agent and the broker.
Prospect lists built, outreach sent, follow-up run, and coffee or interview appointments booked on the broker's calendar.
Portal and website leads routed by your rules in BoldTrail, Follow Up Boss, or BoomTown, with weekly audits of response time and claim rates.
Office newsletters, listing promotion for the roster, recruiting content, and event promotion scheduled weekly.
Per-agent units, volume, pending pipeline, and lead conversion assembled weekly for sales meetings and monthly for ownership.
Pick the tasks that land on your desk today and get an instant handoff plan: your first VA role, a phased growth plan, and the weekly time it frees.
229 tasks across 16 areas · your handoff plan is instantWe place VAs who have already worked inside brokerage back office, transaction, and CRM platforms. No 90-day ramp on basic tooling.
Files, compliance, and commissions.
Where leads are routed and agents work their pipeline.
Everything around the roster.
Don't see your stack? We train VAs on the platform you run. Ask us →
AI handles the first pass; a trained VA owns accuracy before anything reaches an agent or the broker.
Documents scanned against the brokerage checklist so your VA chases only what is truly missing.
Splits and caps cross-checked against each agent's plan before the broker approves.
Personalized notes drafted from production data, edited and sent by your VA.
Response times and claim rates summarized weekly from your CRM.
Office updates drafted from the week's activity, polished to your voice.
Units, volume, and pipeline reports generated automatically and explained by your VA.
We map your compliance, commission, onboarding, recruiting, and reporting workflows. Hours, tools, KPIs.
You interview trained VAs and approve the one who fits your team.
We set up tooling access, SOPs, and the first 30-day plan.
Ongoing performance management, backup coverage, quarterly reviews.
Broker-owners running 10 to 150 agents without a full operations team.
Managing brokers and operations leaders running several offices to one standard.
eXp, Real, LPT, and team-centric models where leverage is the recruiting pitch.
Tell us where your time is going. We'll match you with the virtual assistant best suited to get it back.
