Step 1
Write down what your assistant owns
Make two lists. The first is work your assistant owns from start to finish, such as booking vendors, updating the CRM, and preparing documents. The second is work they prepare and you finish, such as anything with advice, price, or terms. An unlicensed assistant can't do licensed work, and the line differs by state, so check your state's rules before you write the lists.
You do
- Deciding what's theirs and what stays with you
Hand off
- Keeping the two lists current as work moves
Step 2
Give every listing and every deal one channel
Open one channel or group thread for each listing and each deal, and put everyone who works on it there: you, your assistant, and the vendors who need updates. When something is said somewhere else, such as a call or a text, post it there too. Then anyone can see where things stand without asking you.
You do
- Posting what you learn on calls and at showings
Hand off
- Opening the channel for each new listing or deal
Step 3
Hand off in bullets: what, who, and by when
Every hand-off is a short list: what needs to happen, who does it, by when, and where the answer goes. A paragraph in a voice note gets half-done. Three bullets get done. Ask for the answer in the same place, so the next person can find it.
You do
- The decision behind each hand-off
Hand off
- Turning a voice note or a long message into bullets with an owner and a date
Step 4
Tag the person who acts
A post nobody is tagged on is a post nobody reads. Tag the one person who acts on it, and make sure that person is in the channel, because a tag doesn't reach someone outside it.
You do
- Choosing who owns each kind of post
Hand off
- Tagging the right teammate on each post
Step 5
Keep a vendor list and confirm every booking in writing
List each vendor you use: photographer, stager, cleaner, inspector, locksmith, title company, and lender. For each one, write the contact, what they need from you, how far ahead to book, and how they confirm. Confirm every booking in writing in the listing's channel, so the date is on the record.
You do
- Choosing the vendors you trust
Hand off
- The booking and confirmation emails to each vendor
- Status checks with the title company and the lender
Set it up once
Send Reddy this message once, in your own words. Reddy saves it as a playbook and follows it each time that work comes up. You can read and change it in the Workspace.
When I hand off a task in a listing's channel, write it back as bullets: what needs to happen, who does it, and by when, and tag the person who does it. If they aren't in the channel, add them. When I book a vendor, draft the confirmation email with the date and what they need from us.
Where Reddy fits
Reddy works in your team's Slack. Ask it to tag the right teammate on each post, and it does. It posts each call it answers to the Slack channel you pick for calls. A routine can open a Slack channel when a new email or a call matches a check you confirmed.
It writes each vendor email as a draft in your own mailbox, and you or your assistant send it. It can call the title company, the lender, or the escrow officer for a status after you approve the purpose and the questions. It doesn't put dates on a calendar. Your assistant keeps the judgment calls, and you keep the clients.
Questions agents ask
What does a real estate assistant do?
An assistant runs the admin that keeps your listings and deals moving: booking vendors, updating the CRM, preparing documents, answering routine messages, and keeping files current. You keep the advice, the price, and the terms.
What can an unlicensed real estate assistant do?
Admin work such as scheduling, data entry, document preparation, and open house support. An unlicensed assistant can't negotiate or advise a client, and the exact line differs by state, so check your state's licensing rules.
How do I delegate tasks to my real estate assistant?
Write each hand-off as a short list: what needs to happen, who does it, by when, and where the answer goes. Post it in the listing's or the deal's channel, and tag the person who acts.
What should be on a real estate vendor list?
Each vendor you use, such as your photographer, stager, cleaner, inspector, locksmith, title company, and lender, with the contact, what they need from you, how far ahead to book, and how they confirm.
Can AI replace a real estate assistant?
Not the judgment. AI such as Reddy takes the repeat work: drafting the vendor emails, tagging the right teammate, and checking a status with the title company or the lender. Your assistant keeps the people and the calls that need a decision.