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Industry

Real Estate & Property

Leads responded to in minutes, deals tracked to close, properties managed without text threads.

We wire lead response, deal tracking, and property operations together so agents win the speed-to-lead race and managers stop losing maintenance requests.

What we build

What we build for real estate

01

Instant lead response

Portal and website inquiries get a reply in minutes.

02

Lead routing by criteria

Assign by zip code, property type, or round-robin.

03

Deal tracker with deadline alerts

Milestones, contingencies, and missing docs flagged.

04

Transaction document checklist

TC, agent, and client see what is outstanding.

05

Tenant maintenance portal

Requests submitted via form, tracked as work orders.

06

Vendor dispatch and tracking

Right vendor assigned, completion tracked, owner notified.

Our process

How we work

  1. 01

    Diagnose

    We audit how fast leads actually get touched, where deals stall between contract and close, and what falls through between agents, TCs, and property managers.

  2. 02

    Build

    We wire lead capture, auto-response, deal tracking, document checklists, and property operations into one connected workflow.

  3. 03

    Launch + Support

    We train agents on the pipeline, TCs on the deal tracker, PMs on maintenance, and leadership on the dashboard. We stay hands-on through the first full closing cycle.

FAQ

Common
questions

We already use Follow Up Boss and Dotloop. Do we have to switch?

No. We build the connective layer between tools you already have. Follow Up Boss handles leads, Dotloop handles transactions. We make them talk to each other so nothing gets lost between systems.

Can this work for a team that does both sales and property management?

Yes, and that is one of our most common setups. Agents see their pipeline and deals. PMs see tenant requests, leases, and maintenance. Ownership sees revenue across both.

What about vendor management for maintenance work?

We build a vendor roster with trade categories, service areas, and availability. When a work order is created, the system suggests the right vendor, sends the assignment, and tracks completion.

Do you integrate with MLS and IDX feeds?

We connect IDX listing feeds so leads captured from property pages flow directly into your CRM pipeline with the listing details attached.

Let's talk about tightening your lead response and deal flow.

We will measure your lead response time and map where deals stall between contract and close.

Get in Touch