For Independent Brokerages

Stop running your brokerage out of your inbox.

Independent brokerages with 5–30 agents have a specific operations problem — and we've built a specific fix. Agent onboarding, lead routing, transaction tracking, and broker visibility, all in one stack you actually own.

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Sound familiar?

  • Agent onboarding takes two weeks of back-and-forth emails
  • Leads come in across three platforms and get routed manually (or not at all)
  • Transaction docs live in someone's Google Drive — or three someones'
  • You can't tell at a glance who's producing and who's slipping
  • The broker is doing admin instead of recruiting and coaching

This is the pattern we see in every independent brokerage that reaches out to us. It's not a people problem. It's a systems problem — and it has a specific fix.

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What changes after we build this.

  • New-agent onboarding runs as a sequence — contracts, training, CRM access — without the broker chasing it
  • Inbound leads route automatically by source, area, or agent assignment rules you control
  • Transaction tracking lives in one pipeline, with status visible to the broker at all times
  • A simple dashboard answers "who's producing?" without pulling reports
  • The broker spends time on people, not paperwork

Why this niche, and why us.

I run a bookkeeping practice with active real estate clients. I hold a real estate referral license. I'm not an outsider trying to translate the industry — I work in it. The result is a back-office build that reflects how brokerages actually operate, not how a generic CRM consultant thinks they should.

What's included in the brokerage build.

The exact deliverables are scoped on the audit call — every brokerage is different. The framework below is what a typical build covers.

Agent Onboarding Pipeline

Automated sequence from offer-accepted to first-day-active — contracts, training, CRM access, and welcome comms.

Lead Routing System

Inbound leads assigned by source, geography, or rotation rules. No manual forwarding. No leads lost to the void.

Transaction Tracking Pipeline

One place to see every active transaction, its stage, and what's needed to close. Visible to the broker at all times.

Broker Dashboard

Who's active, who's closing, who's slipping. Real numbers, no manual reports.

Nurture & Re-engagement

Automated follow-up for prospects who didn't convert and past clients who might refer.

Operations Documentation

SOPs for every process we build — so your admin or office manager can run it without you.

Exact pipeline counts, automation counts, and email/SMS volumes are defined in your audit deliverable. The above is representative — your build is scoped to what your brokerage actually needs.

Want to see if your brokerage is a fit?

Free 30-minute call. If we're aligned, the audit is also free.

Book the Brokerage Audit