Investors, discover what you can hand off starting TODAY.
If a task can be completed remotely by phone or computer and you know your process and can document how you do it, then one of our trained dedicated virtual systems manager with BridgeVA can likely do it for you. Build your delegation plan here.
0handoff opportunities
Real Estate Investor Delegation Checklist
Check off the tasks you handle today, from lead management and offers to dispositions, rehabs, rentals and investor updates. You will get a digest of your handoff opportunities and a free advisory call with the BridgeVA team to plan which remote roles to add, and how many.
1Pick a handoff area and check your tasks
2Select your software
3Get your handoff plan and advisory call
0 of 217tasks identified
Explore all 16 areas
Handoff area 1 of 16
Marketing and lead generation
Select every task you handle today that you would consider handing off.
0identified
0 opportunities in this area
Handoff area 2 of 16
Lead management and follow-up
Select every task you handle today that you would consider handing off.
0identified
0 opportunities in this area
Handoff area 3 of 16
Deal analysis and underwriting
Select every task you handle today that you would consider handing off.
0identified
0 opportunities in this area
Handoff area 4 of 16
Offers and offer follow-up
Select every task you handle today that you would consider handing off.
0identified
0 opportunities in this area
Handoff area 5 of 16
MLS and on-market deal flow
Select every task you handle today that you would consider handing off.
0identified
0 opportunities in this area
Handoff area 6 of 16
Transaction coordination and closing
Select every task you handle today that you would consider handing off.
0identified
0 opportunities in this area
Handoff area 7 of 16
Dispositions and buyers list
Select every task you handle today that you would consider handing off.
0identified
0 opportunities in this area
Handoff area 8 of 16
Rehab and contractor management
Select every task you handle today that you would consider handing off.
0identified
0 opportunities in this area
Handoff area 9 of 16
Rental operations
Select every task you handle today that you would consider handing off.
0identified
0 opportunities in this area
Handoff area 10 of 16
Short-term rental operations
Select every task you handle today that you would consider handing off.
0identified
0 opportunities in this area
Handoff area 11 of 16
Funding, lenders and investor relations
Select every task you handle today that you would consider handing off.
0identified
0 opportunities in this area
Handoff area 12 of 16
Bookkeeping and finance
Select every task you handle today that you would consider handing off.
0identified
0 opportunities in this area
Handoff area 13 of 16
Entities, legal and compliance
Select every task you handle today that you would consider handing off.
0identified
0 opportunities in this area
Handoff area 14 of 16
Admin and executive support
Select every task you handle today that you would consider handing off.
0identified
0 opportunities in this area
Handoff area 15 of 16
Systems, data and reporting
Select every task you handle today that you would consider handing off.
0identified
0 opportunities in this area
Handoff area 16 of 16
Growth and brand
Select every task you handle today that you would consider handing off.
0identified
0 opportunities in this area
Match support to your software
Check every tool you use. This helps BridgeVA source talent ready for your systems and workflow.
CRM and deal management
Lists, data and skip tracing
Deal analysis and comps
Marketing
Dispositions
Transactions and documents
Rehab and project management
Rental management
Short-term rentals
Funding and investor relations
Bookkeeping
Phones and communication
Process and AI tools
Other
Build your handoff plan
Get your Delegation Handoff Plan
Tell us about your business. We use it with your task mix and software to design a Phase 1 hiring plan, your best first hire, a growth plan, and estimated savings.
Do you have a VA or remote team member now?
Planning to grow in the next 12 months?
0 handoff opportunities identified Select work you handle today.
