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Real Estate Solutions

Automate lead follow-up, transaction coordination, and brokerage operations. Built for real estate agents, teams, and brokerages who are done losing deals to.

There is a number that should haunt every real estate professional reading this: 27 percent.

That’s the share of captured leads that ever receive a single follow-up contact. Not a second touch, not a drip sequence, not a closing call — a first contact. Three out of four people who raise their hand and say “I might want to buy or sell a home” never hear back from the agent they reached out to.

Start Here: Never Miss a Lead Again

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I’ve spent twelve years consulting with agents, teams, and brokerages on their technology and operations. I’ve sat in planning meetings with solo agents running $2 million in GCI and with managing brokers overseeing two hundred licensees across six offices. The operational problems are different at each scale, but the root cause is always the same: the business of real estate is built on relationships, and the operations of real estate are drowning those relationships in paperwork, data entry, and fragmented tools.

The 10-Hour Problem

The NAR 2025 Technology Survey paints a picture that every agent recognizes. Seventy-nine percent use eSignature tools. Seventy-five percent use social media for business. Sixty-eight percent have tried AI in some form. But ask any agent what they actually spend their day doing, and the answer isn’t “negotiating offers” or “building client relationships.” It’s email. It’s re-entering the same property data into three different systems. It’s chasing a lender for a pre-approval letter while simultaneously trying to schedule a showing while also wondering if that open house lead from Saturday ever got a follow-up text.

The average agent loses over ten hours per week to non-revenue admin tasks. That’s forty hours a month — an entire work week — spent on activities that generate zero commission. For a solo agent closing fifteen transactions a year at an average commission of $8,000, those ten weekly hours represent roughly $60,000 in potential production capacity that evaporates into compliance forms and CRM updates.

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Why 13 Apps Aren’t the Answer

The average brokerage operates thirteen separate technology platforms. CRM here. Transaction management there. E-signatures over here. MLS access through one portal, marketing tools through another, commission tracking in a spreadsheet that nobody trusts. Each tool solves one slice of the workflow, but none of them talk to each other, and every handoff between systems is a place where information gets lost, deadlines get missed, and clients get forgotten.

I’ve watched agents pay for Follow Up Boss, Dotloop, Zillow Premier Agent, a social media scheduler, a drip email service, and a showing management tool — six subscriptions totaling $500 or more per month — and still lose deals because a lead response took four hours instead of four minutes. The tools aren’t the problem. The gaps between the tools are the problem.

What Actually Needs to Change

The highest-performing teams I work with don’t have more tools. They have fewer gaps. Their systems are designed so that when a lead comes in, the response goes out automatically. When a contract is executed, the transaction timeline populates itself. When a closing happens, the post-close nurture sequence starts without anyone clicking a button.

This is what automation looks like in real estate — not replacing agents, but connecting the tools they already use so that information flows and nothing falls through the cracks. An email from a lender triggers a deadline update. A form submission from an open house triggers a personalized follow-up sequence. A closing date in your transaction manager triggers a twelve-month client care program that generates your next referral.

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The pages that follow break down the specific workflows where real estate professionals lose the most time and money. Each one identifies the gap, quantifies the cost, and maps the automation that closes it. Whether you’re a solo agent trying to compete with teams that have three ISAs, or a managing broker trying to reduce the back-office overhead eating your margins, the problems are specific and the solutions are concrete.

Your leads are waiting. Seventy-three percent of them are still waiting.

Common Tools in Real Estate

Follow Up BosskvCOREDotloopSkySlopeZillow Premier AgentGmailGoogle CalendarGoogle SheetsShowingTimeBoldTrail BackOffice

Solutions for Real Estate

Why Your Clients Think You Ghosted Them: Fixing Real Estate Communication Gaps

The number one complaint clients have about their real estate agent isn't about the deal — it's about feeling uninformed. Consistent communication is a compliance issue, not just a service issue.

GmailGoogle CalendarFollow Up Boss

The Spreadsheet That Cost You Your Best Agent: Automating Real Estate Commission Tracking

91% of complex spreadsheets contain errors. When those spreadsheets calculate your agents' paychecks, the errors cost more than money — they cost trust.

Google SheetsGmailBoldTrail BackOffice

Fair Housing in Every Email: Automating Real Estate Compliance Documentation

One missing disclosure. One non-compliant advertisement. One improperly documented conversation. That's all it takes to turn a closed deal into a regulatory nightmare.

GmailGoogle SheetsDotloop

Your Database Has $200K Buried in It: Reactivating Dead Real Estate Leads

You've spent thousands on leads that went cold. They're not dead — they're dormant. And 42% of them will transact within 18 months.

GmailFollow Up BossGoogle Sheets

The 27% Problem: Why Most Real Estate Leads Die in Your CRM

Only 27% of captured leads ever receive a follow-up contact. The math on what that silence is costing you is worse than you think.

Follow Up BosskvCOREZillow Premier Agent

72% of Tenants Decide Before You Even Ask: Why Lease Renewal Pipeline Management Starts Six Months Out

Every vacancy costs $3,000-$8,000 in lost rent, turnover costs, and re-leasing effort. Yet most real estate teams start the renewal conversation 30 days before expiration — months after the tenant has already started looking elsewhere.

Google SheetsGmailGoogle Calendar

Enter It Once, Never Again: Automating Real Estate Listing Management

You type the same property data into five different systems every time you take a listing. That's not diligence — it's a workflow that was never designed.

GmailGoogle SheetsGoogle Calendar

75% Quit in Year One. Your Onboarding Is Why.

New agents fail because they're handed a desk and a login, not a system. Automated onboarding turns your brokerage from a revolving door into a launching pad.

GmailGoogle CalendarGoogle Sheets

Where Did the Lockbox Go? Asset Tracking for Real Estate Agencies That Keep Losing Things

Between lockboxes, yard signs, tablets, cameras, and staging furniture, a typical real estate office has $30,000-$80,000 in mobile assets floating across dozens of properties. Nobody knows where half of it is.

Google SheetsGmailGoogle Calendar

The Monday Morning Scramble: Automating Open House Follow-Up Before Your Leads Go Cold

You collected 23 sign-in sheets at Sunday's open house. By Tuesday, 19 of those prospects will have forgotten your name. Here's how to reach all of them before Monday lunch.

GmailGoogle CalendarGoogle Sheets

The Calendar Tetris Nobody Signed Up For: Automating Real Estate Showing Schedules

You became an agent to help people find homes, not to spend two hours a day playing phone tag between buyers, sellers, and listing agents about 30-minute time slots.

GmailGoogle CalendarGoogle Sheets

45 Minutes for a Single Post: Fixing the Real Estate Social Media Time Trap

You know you need to post. You know consistency matters. But spending an hour per post on content that gets 23 likes isn't a strategy — it's a time leak.

GmailGoogle SheetsGoogle Calendar

The 82% You're Ignoring: Automating Your Sphere of Influence Before Someone Else Does

82% of real estate transactions come from referrals and repeat business. Your past clients are your most valuable asset — and you're neglecting them.

GmailGoogle CalendarGoogle Sheets

Stop Babysitting Your Closings: How Top Agents Automate Transaction Coordination

The average agent spends half their working hours tracking deadlines, chasing signatures, and coordinating between six parties. There's a better way.

DotloopSkySlopeGmail

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