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Free playbook

The Indie Broker AI Playbook

A field guide to score your brokerage on five core operations, see exactly what is slipping through the cracks, and fix it in 30 days.

Field guideBuilt from brokerage workflows

What is inside

  • A self-scoring scorecard that pinpoints which of five operations is leaking margin — and what to fix first.
  • The five plays: lead response, file coordination, sphere touches, post-close moments, and owner visibility.
  • One concrete before/after workflow and a first-7-days checklist you can run in your next ops meeting.

Who it is for

For solo agents, team leads, and boutique brokers under 50 agents.

If you are running a 500-agent operation with six figures a month in tech spend, this is not for you. Everything in the playbook assumes a lean team and a tight budget.

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Rather see it in action?

Book a 30-minute walk-through and I will show you every automation from the playbook running in a real brokerage.

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