Yes, we support New York agents remotely, and one of our recurring clients is in New York: the Faruqi Team at eXp Realty NY, led by Ambreen Faruqi, in NYC and Queens. This page is about what that work taught us regarding New York’s relationship-driven market, not a generic list of services.
In New York, the attorney is part of the deal
According to a HomeLight summary of state closing practices, New York requires a licensed attorney to conduct real estate closings, unlike California, Florida and Texas, where title or escrow companies typically run them. For agents, that creates a bigger cast of characters: your client’s attorney, the other side’s attorney, the lender, the title company and sometimes the co-op or condo board.
For admin work, the implication is a lot of communication with professionals who are busy and prefer concise updates. Keeping that communication organized in a CRM is more useful than it sounds. We do not give legal guidance, and details on contracts and disclosures should come from your broker or attorney.
Attorneys and title companies as referral sources
For the Faruqi Team, attorneys and title companies were not just closing partners. They were a referral channel. Estate attorneys and title companies tend to meet families dealing with probate and inherited property, which our case study identified as the highest-close-rate referral source for that kind of work.
So we built a B2B referral channel. It was a two-touch podcast outreach sequence, sent on Day 1 and Day 3, targeting title companies and estate attorneys. A VA can run that sequence, log who replied and hand the warm responses back to the agent, who builds the relationship from there.
What we did for the Faruqi Team
The team had a 14,000-contact database in BoldTrail that was not being activated, with the CRM half set up. We worked through it in order.
- Rebuilt the tagging structure from scratch. Without consistent tags, nothing else works.
- Segmented the 14,000 contacts by relationship type and recency.
- Ran the referral channel described above for title companies and estate attorneys.
- Ran a paid consumer channel. Meta lead-gen ads, under the Special Ad Category compliance requirements, fed the tagged CRM. One ad push produced 5 leads in 2 days at $15 per lead.
- Built a branded seller-lead email system in navy and gold, compatible with BoldTrail, which is ongoing.
- Added supporting work: YouTube video production, LinkedIn outreach and daily lead follow-up.
- Fixed email deliverability by setting up SPF, DKIM and DMARC for their domain.
The full story is in the Faruqi Team case study, and the post on managing a 14,000-contact database goes deeper on the database side.
Why consistency matters more than volume
A relationship market rewards the agent who follows up every time, not the one who sends the most. With a database tagged by relationship type, a past client gets a different message than an attorney, and a recent inquiry gets a different one than a contact from years ago. That is the practical payoff of the cleanup: your outreach starts to sound like it came from someone who knows the person.
What stays with you
A VA can send the first two touches. A VA should not be the person who sits down with an estate attorney, advises a family on an inherited property or negotiates a contract. Those relationships are yours, and in New York they are often the business. What we do is make sure you have time for them, and that nothing falls through the cracks between meetings.
Serving New York from a remote team
Our delivery team is remote, so we are not a New York office. We work inside your CRM and learn your market through your files and your process. If you have an older database that no one is working, our guide to cleaning and reactivating a database is a good place to start. For a contrast with a state where escrow companies close deals, see California.
For the BoldTrail side of this work, read about our BoldTrail virtual assistant service.