Leads die on the vine.
Inquiries pour in from Zillow, the website, and open houses into a shared inbox. Speed to lead decides who wins, and yours sit unanswered until an agent gets around to them.
CRM CUSTOM CRM · REAL ESTATE BROKERAGES
A CRM THAT WORKSTHE WHOLE TRANSACTION.
Portal CRMs capture leads and stop there. We build the whole brokerage in one system: lead to showing to under contract to closed, with agent splits and compliance in the same place, and AI qualifying inquiries the moment they land.
01 THE PROBLEM
SOUND
FAMILIAR?
Transactions live in checklists.
Inspection, appraisal, and financing deadlines sit in a paper checklist per deal. Miss the contingency date and the earnest money conversation gets ugly.
Compliance is a scramble.
Disclosures, signed agreements, and commission approvals get chased at closing instead of collected along the way. Broker review becomes a last-minute fire drill.
Agent performance is a mystery.
Who is converting, who is sitting on stale leads, and what the pipeline is worth this month all live in separate spreadsheets, if anywhere.
02 WHAT WE BUILD
YOUR WORKFLOW.
YOUR SYSTEM.
- Lead capture and routing Portal, website, and open-house leads into one queue, deduped and routed to the right agent by area, price band, and round-robin rules.
- AI lead qualification Inbound inquiries answered and qualified instantly by text and email: timeline, budget, and financing status captured before an agent picks up.
- Transaction pipeline Every deal from listing to under contract to closed with its parties, dates, and documents in one board the whole brokerage shares.
- AI deadline tracking Contract dates parsed from executed agreements: inspection, appraisal, financing, and closing contingencies tracked and escalated before they lapse.
- Compliance and document desk Required disclosures and signed agreements collected as the deal moves, so broker review is a click at closing, not a scramble.
- Agent management and splits Rosters, commission plans, caps, and splits calculated per closing so payouts are right without a spreadsheet.
- Nurture and past-client marketing Automated drip and past-client touches that keep agents in front of their sphere without manual list building.
- MLS and tool integration Sync with your MLS, e-sign, and marketing tools so the CRM ties the transaction together instead of adding another login.
AI, SUPERVISED The AI layer qualifies leads, reads contract dates, and drafts follow-ups. Your agents and broker make the deal and compliance calls. Every action is logged for the file.
03 HOW IT WORKS
WE COME IN.
We map how your business actually runs: who touches what, where the hours go, and which problems are the expensive ones.
WE BUILD IT.
A fixed bid, then a working system in weeks. Your stages, your fields, your rules, with the AI integrations doing the paperwork.
YOU OWN IT.
The code, the database, the accounts: yours. No per-seat pricing, no lock-in, and we stay on for iteration if you want us.
05 COMMON QUESTIONS
How is this different from Follow Up Boss or kvCORE?
Those are lead-nurture CRMs priced per seat and shaped around an average team. We build the full brokerage workflow, transactions, compliance, and splits included, around how your office actually runs, and you own the code and the data outright.
Can it handle our transaction compliance?
Yes. We model your required disclosures, agreements, and broker-review steps into the pipeline so documents are collected as the deal progresses, with a full audit trail for each file.
Does it connect to our MLS and e-sign?
Yes. We integrate with your MLS, e-sign, portals, and marketing tools instead of forcing a migration. The CRM becomes the connective layer across the tools your agents already use.
What does a brokerage CRM cost?
Fixed bid, quoted before we start, based on scope. Builds start at $7,500. You know the number up front, and there is no per-agent pricing after go-live.
How long until agents are using it?
We scope a first working version around a 21-day build, then extend it while your agents already work leads and deals in it. Value shows up in weeks, not a full season.