Lead source leakage
We review how Google Ads, Meta, website forms, referrals, and imports enter the system, where attribution drops, and whether qualified leads are separated from noise before follow-up begins.
Brokerage stack audit
Find the holes in your real estate lead and operations stack.
A 30-minute working audit for broker-owners, team leads, and ops leaders. We map your lead sources, CRM, follow-up, transaction handoffs, and reporting, then show what to fix first.
- Built for independent brokerages and teams under 50 agents.
- Covers lead response, CRM, sphere, transactions, marketing, and reporting.
- You leave with the first three fixes, not a generic software demo.
Pick a time
30 minutes. See the workflow and ask questions.
Prefer to book from your phone?
Opens your text app with the demo request ready to send.
+1 8774588581
Live in production with indie brokers
TC
Tallent Co.
Colorado14 agents
LR
Luxe Realty
Florida6 agents
What we audit
Most brokerages do not have one broken tool. They have small breaks between tools: paid leads that do not become appointments, CRM notes nobody trusts, transaction work that starts from scratch, and reports that arrive too late to change anything.
Follow-up and CRM gaps
We look at routing, speed to lead, saved contacts, activity history, reminders, AI drafts, and handoffs so the team can see what happened and what needs action next.
Transaction and reporting handoffs
We trace how a prospect becomes a contact, appointment, seller workflow, CMA, presentation, transaction, and reporting record without forcing your team to rebuild context.
Best fit for this audit
- You run or operate an independent brokerage, team, or agent group.
- You have leads, tools, or automations already, but the system still feels disconnected.
- You want a prioritized fix list before buying another CRM, ad vendor, or automation project.