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.
Sound Familiar?
- 01
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.
- 02
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.
- 03
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.
- 04
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.
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.
Three Moves, And The System Is Yours.
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We Come In
We map how your business actually runs: who touches what, where the hours go, and which problems are the expensive ones.
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We Build It
We scope it, then ship a working system built around your stages, your fields and your rules, with the AI integrations doing the paperwork.
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You Own It
The code, database and accounts belong to your business. You keep control, and we stay on for iteration if you want us.
Systems Like This, Live In Production.
No vertical-specific write-up yet for this industry, so here are two builds that prove the same muscle: document intelligence and an AI layer running at volume.
- Shehebar Law AI document intelligence for Shehebar Law.
- ReplyMagic An AI reply engine handling Instagram comments at scale.
Everything else lives in the work.
Before You Send A Brief.
How is this different from Follow Up Boss or kvCORE?
Those are lead-nurture CRMs 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.
How do you choose the first brokerage workflow?
We map the path from incoming lead to agent assignment and transaction handoff. Your team reviews the working flow before we add the remaining compliance, reporting, and office workflows.
How long until agents are using it?
We scope a first working version, then extend it while your agents already work leads and deals in it. You start seeing value early, not a full season.
The Deal Is The Business.Own The Pipeline.
Let’s Build What’s Next.
Bring the business problem. We’ll talk through what would make a difference and where to start.