Operations infrastructure for brokerages, developers, and property managers.
Real estate runs on relationships and closes on paperwork. We build the layer between the two: lead routing that gets a buyer to an agent in minutes, a pipeline and commission tracker the brokerage trusts, transaction coordination that does not live in email, and owner and tenant communication that runs on a rhythm.
The problems we keep seeing in growing real estate operations
Leads go to whoever grabs them
Portal leads, sign calls, and website inquiries land in a shared inbox or a round-robin nobody maintains. Response time decides the relationship, and it is left to chance.
Commissions tracked in three spreadsheets
Splits, referrals, team overrides, and pending closings reconcile at month end by the person who knows the history. Disputes are the cost.
Transaction coordination in email
Contract to close is a hundred emails, and the status lives with the coordinator. When they are out, the deal stalls.
Owners and tenants hear from you when something breaks
Rent, renewals, maintenance, and owner statements run on the calendar of whoever is least busy. Retention suffers quietly.
What we build for real estate operations
- Speed-to-lead routing — every lead scored, assigned, and in front of an agent in minutes, with follow-up that runs when the agent is showing.
- Pipeline and commission tracking — listings, buyers, and closings as a real pipeline, with splits and referrals calculated in the system rather than reconciled at month end.
- Transaction coordination workflow — contract to close as a tracked process with tasks, documents, and status visible to everyone on the deal.
- Owner and tenant communication — renewals, maintenance, and owner statements on a schedule, in the brand's voice, with a human on every exception.
- Brokerage and portfolio reporting — lead source to closing, agent production, and portfolio performance in one view leadership steers by.
Proof from adjacent operations work
Lead formatter for reliable CRM uploads
Consistent lead imports without manual rework or import failures.
Read case →Salesforce activity hygiene and call logging
Cleaner activity data and pipeline reviews leadership could trust.
Read case →Attribution and forecast dashboard refresh
Capital and ops decisions tied to current revenue reality—not stale reporting.
Read case →Anonymized engagements from adjacent, lead-driven and document-heavy businesses. We scope your build against your stack and your numbers.
Built for the brokerage, and for the platforms consolidating them
Property-management and brokerage roll-ups inherit a different CRM and a different commission spreadsheet with every acquisition. We standardize routing, pipeline, and reporting across a platform's offices so agents are comparable and leadership sees one number. If you are acquiring rather than operating, see how we work as an outsourced operating partner.
How we work with systems your revenue runs on
Your customer list, your lead flow, your billing — these run the business, so the engagement machinery is built for transparency: a named account lead and assigned engineer as your direct contacts, a shared workspace logging activity, decisions, and change orders, checkpoint sessions with written recaps, and milestone billing — you pay on delivered checkpoints, not on faith. We take only the access the work requires. The full delivery machinery is laid out in the method.
The low-risk way in
AI Adoption Audit
Where automation and AI actually pay back across your intake, follow-up, delivery, and reporting — with hour and dollar estimates, the data and process prerequisites you're missing, and a prioritized build roadmap with fixed pricing. Credited toward a build that starts within 60 days.
Real Estate FAQ
We use Follow Up Boss / kvCORE / AppFolio. Do we have to switch?
No. We build on the systems you run and connect them to the phones, the website, and the reporting. If a tool has genuinely been outgrown, we say so in scoping with your data, not by default.
Can you handle commission tracking with our splits?
Yes. Splits, caps, referrals, and team overrides are modeled once in the system so a closing calculates itself. Month-end becomes a review, not a reconstruction.
What does a real estate operation usually start with?
Lead routing and the pipeline, because that is where deals are won or lost. Then commissions and transaction coordination, then reporting. Scoped as a project you own, with an optional managed retainer. Start with a free Business Checkup or a scoping call.
Scope the operating layer your deals are missing.
Book a scoping call and we'll map where leads leak, where closings stall, and what to build first.