Approved 3+ yrs
Katherine G.
ESL Teacher , Real Estate Virtual Assistant
30 hrs/week available
Philippines-based Sales Progression support
Sales Progression Virtual Assistant Philippines
Hire a Sales Progression Virtual Assistant to keep UK estate-agency transactions moving after an offer is accepted. The VA can maintain milestone trackers, solicitor and client follow-up, document requests and CRM updates while negotiation, legal interpretation and agency decisions remain with local professionals.
What you can hand off
- Memorandum-Of-Sale Administration
- Buyer And Seller Follow-Up
- Solicitor And Conveyancer Status Chasing
- Mortgage Milestone Tracking
- Survey And Chain Status Updates
- CRM Progression Updates
ToolsReapitAltoStreet.co.ukMicrosoft 365Google Workspace
- Recruiter-vetted
- Your business hours
- You interview and choose
- 1Brief
- 2Your account
Hire a Sales Progression Virtual Assistant
Share a quick brief, and we will show you matching Filipino virtual assistants.
Approved talent
See all relevant talent Meet approved Sales Progression Virtual Assistant candidates
Compare candidates on sales progression, Reapit, schedule fit, and examples of work similar to memorandum-of-sale administration and buyer and seller follow-up.
Want us to narrow the list for you? Send a quick brief
Responsibilities
What can a Sales Progression Virtual Assistant take off your team’s plate?
Start with memorandum-of-sale administration, buyer and seller follow-up, and solicitor and conveyancer status chasing. Keep approvals, exceptions, and specialist judgment with the right internal owner while the Sales Progression Virtual Assistant handles the repeatable work.
Core Sales Progression support
Start by giving memorandum-of-sale administration and buyer and seller follow-up one owner, one source of truth, and a clear definition of done.
- Memorandum-Of-Sale Administration
- Buyer And Seller Follow-Up
- Solicitor And Conveyancer Status Chasing
Workflow and coordination
Document how mortgage milestone tracking and survey and chain status updates move between people and tools so handoffs do not disappear into chat.
- Mortgage Milestone Tracking
- Survey And Chain Status Updates
- CRM Progression Updates
Follow-through and visibility
Use document follow-up and client status update preparation to keep completed work, exceptions, and next actions visible to the team.
- Document Follow-Up
- Client Status Update Preparation
Not sure what to delegate? Start with the work that repeats every week.
Send a quick brief List the recurring tasks, bottlenecks, tools, response times, and approvals. That is usually enough to define the first version of the role.
How the role works
Set up the work before you hand it over.
For estate agencies and sales progression teams, the strongest Sales Progression setup is usually a defined operating role rather than a loose list of errands. The client owns the process and decisions; the Virtual Assistant owns the recurring execution that has been clearly delegated.
Anchor the role to the transaction, listing, property, or lead record your team already uses. Define response-time expectations and make every open item visible so follow-up is not trapped in personal inboxes.
Dates, contact details, property information, document status, and next actions need consistent checking. Real-estate admin works best when every handoff leaves a timestamped note and a clear owner.
Licensed representation, negotiations, trust-account activity, legal interpretations, and decisions reserved to agents, brokers, property managers, or other licensed professionals remain with them.
First 30 days
A practical onboarding plan for a Sales Progression Virtual Assistant
Keep the first month narrow enough to review properly. Add scope only after the original workflow is accurate and predictable.
- Week 1
Learn the workflow
Start with memorandum-of-sale administration, buyer and seller follow-up, and solicitor and conveyancer status chasing. Give the Virtual Assistant examples of good completed work, access only to the systems needed for those tasks, and a short daily check-in while the process is still new.
- Weeks 2-3
Add ownership
Once the basics are consistent, add mortgage milestone tracking and survey and chain status updates. Ask the Virtual Assistant to document recurring questions and turn repeat answers into a checklist or SOP instead of relying on chat history.
- Week 4
Review by outcomes
By the end of the first month, review whether memorandum-of-sale administration, buyer and seller follow-up, solicitor and conveyancer status chasing are running consistently, exceptions are recorded instead of hidden, and the remaining decisions that need your input are clearly documented.
Common hiring mistakes
Three mistakes that make this role harder than it needs to be
Do not combine memorandum-of-sale administration, buyer and seller follow-up, and unrelated specialist work into one role without setting priorities.
Do not hand over full Reapit access on day one. Give the minimum permissions memorandum-of-sale administration actually needs, and widen it as the work proves out.
Do not judge this role on activity counts. For Sales Progression work, accuracy on buyer and seller follow-up and the state of unresolved exceptions matter far more than hours logged.
Managing the role
Use a small scorecard instead of watching every click.
For the first month, review a few measures that tell you whether the work is dependable. The exact targets should come from your own workload and service standards.
- Memorandum-Of-Sale Administration: completed on time, with exceptions recorded instead of hidden
- Buyer And Seller Follow-Up: accuracy or rework rate based on a sample the manager actually reviews
- Solicitor And Conveyancer Status Chasing: turnaround time from a complete request to a usable result
- Open items: any memorandum-of-sale administration blocked past the agreed response window, with the blocker and next owner named
- Documentation: Reapit records current enough that someone else could pick up memorandum-of-sale administration tomorrow
Tools and skills
Hire for workflow fluency, not a software checklist.
Software familiarity matters, but process judgment matters more. Ask candidates to explain what they completed inside the tool, how they checked accuracy, and what they escalated.
ReapitAltoStreet.co.ukMicrosoft 365Google WorkspaceDocuSignestate agency CRM systems
Best-fit teams
Where Sales Progression Virtual Assistant support can create leverage
This role is most useful when estate agencies or sales progression teams need consistent UK estate agency sales progression and transaction administration. Define the systems, hours, response expectations, and escalation rules before comparing candidates.
Estate Agencies
Estate Agencies can use this role to keep memorandum-of-sale administration and buyer and seller follow-up moving consistently while higher-risk decisions stay with the appropriate manager or specialist.
Sales Progression Teams
Sales Progression Teams can use this role to keep buyer and seller follow-up and solicitor and conveyancer status chasing moving consistently while higher-risk decisions stay with the appropriate manager or specialist.
Independent Agents
Independent Agents can use this role to keep solicitor and conveyancer status chasing and mortgage milestone tracking moving consistently while higher-risk decisions stay with the appropriate manager or specialist.
Multi-Branch Property Businesses
Multi-Branch Property Businesses can use this role to keep mortgage milestone tracking and survey and chain status updates moving consistently while higher-risk decisions stay with the appropriate manager or specialist.
Write the role first
What to include in your Sales Progression Virtual Assistant job brief
A clear role brief makes candidate comparison easier because everyone is being evaluated against the same work, systems, schedule, and decision boundaries.
Responsibilities
List recurring tasks and the result the Virtual Assistant should own. Separate daily, weekly, and occasional work.
Tools and access
Name the systems used from week one and decide which permissions can be granted safely after onboarding.
Hours and overlap
State weekly hours, timezone, required live coverage, response expectations, and whether the schedule is fixed or flexible.
Decision boundaries
Explain what the Virtual Assistant may handle independently, what needs approval, and what should be escalated immediately.
Hiring process
How to hire a Sales Progression Virtual Assistant in the Philippines
Define the work first, then test candidates on the evidence and judgment that matter for that exact scope.
- Step 1
Define the work
Document responsibilities, tools, hours, budget, schedule, and the result the person should own.
- Step 2
Review relevant talent
Compare role experience, tools, communication, schedule, and work evidence rather than broad profile claims.
- Step 3
Interview with real scenarios
Use examples from your workflow to understand process, quality checks, judgment, and limits.
- Step 4
Confirm the hire
Agree on final rate, start date, hours, responsibilities, reporting, and onboarding before work begins.
Why the Philippines?
Hire for role fit, communication, and execution quality.
Philippines-based remote professionals work across international teams and common cloud tools, but location alone does not guarantee fit. Evaluate relevant experience, communication, work evidence, schedule, and judgment for the workflow you need.
VirtualAssistant.com.ph gives you a structured path from private role brief to approved profiles, candidate review, interview, and confirmed hiring terms.
Interview guide
Questions to ask Sales Progression Virtual Assistant candidates
Use practical questions to reveal process, judgment, quality checks, communication, and decision boundaries.
Walk me through how you would handle memorandum-of-sale administration from intake to completion.
Listen for: A concrete process, the information they need first, quality checks, documentation, and when they would ask for clarification.
How do you keep buyer and seller follow-up accurate and up to date?
Listen for: A repeatable checking method, source-of-truth discipline, clear ownership, and a way to surface exceptions instead of hiding them.
Which Sales Progression tools have you used most often?
Listen for: Practical depth in tools relevant to your stack, with examples of what they completed and how they checked the result.
What would you escalate instead of deciding on your own?
Listen for: Good judgment about permissions, client or customer risk, financial impact, compliance, unusual exceptions, and decisions outside the agreed scope.
Show me an example of work closest to UK estate agency sales progression and transaction administration.
Listen for: Evidence that resembles your workflow, plus a clear explanation of the candidate's contribution, quality checks, and result.
Frequently asked questions
Hiring Sales Progression Virtual Assistant talent in the Philippines
Common questions to resolve before you start interviewing.
What does a Sales Progression Virtual Assistant do?
Sales Progression Virtual Assistant work can include memorandum-of-sale administration, buyer and seller follow-up, solicitor and conveyancer status chasing, mortgage milestone tracking, survey and chain status updates. The right scope depends on your process, tools, decision boundaries, and the candidate's experience.
Can a UK business hire a Sales Progression Virtual Assistant from the Philippines?
Yes. VirtualAssistant.com.ph helps businesses compare Philippines-based virtual assistants by relevant skills, tools, experience, availability, communication, and role fit.
What tools should a Sales Progression Virtual Assistant know?
Common tools for this role include Reapit, Alto, Street.co.uk, Microsoft 365, Google Workspace, DocuSign. Require only the platforms your hire will use, then verify practical familiarity during the interview.
How much does a Sales Progression Virtual Assistant cost?
Rates vary with experience, specialisation, schedule, live-overlap requirements, technical depth, and how independently the person is expected to operate. Compare scope and evidence of fit, not only the lowest hourly rate.
How do I choose the best Sales Progression Virtual Assistant?
Start with the work the person must own. Then compare relevant experience, sales progression, stakeholder follow-up, deadline tracking, CRM discipline, communication, availability, and examples that show they can execute your workflow.
Can this role be part-time?
Often, yes. Define the workload, response-time expectations, and required schedule overlap first so candidates can tell you whether the hours are realistic.
Ready when you are
Build a Sales Progression Virtual Assistant role around the work you need done.
Tell us which parts of memorandum-of-sale administration, buyer and seller follow-up, solicitor and conveyancer status chasing you want delegated, plus the tools, hours, overlap, and decisions that must stay with your team. Your role brief is private and you can start without creating an account.
Private brief Human screening You choose who to hire