For Real Estate Brokerages & Teams
Stop running your brokerage — or your team — out of your inbox.
Whether you run an independent brokerage or lead a team inside a larger one, the operations problem is the same. Agent onboarding, lead routing, transaction tracking, and visibility — all in one stack you actually own.
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 brokerage and real estate team that reaches out to us — independent or not. It's not a people problem. It's a systems problem, and it has a specific fix.
Let's talk about your brokerageWhat 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.
The Stack
Four products. One brokerage.
Every piece is a standalone deliverable — buy what you need most, then layer in the rest. Or take it all together in our Run My Team tier (see pricing →).
01 — Platform
Nomad OS
01 — Platform
Nomad OS
Your business runs on our white-label GoHighLevel platform — purpose-built for service operations, team management, and lead follow-up. Every other product plugs directly into it. Examples below configured for a real estate brokerage; we configure pipelines to your industry.
- Buyer lead pipeline
- Seller lead pipeline
- Agent recruiting pipeline
- Transaction tracking pipeline
- Past client database
Includes unlimited agent seats
02 — Done-For-You Build
CRM in a Box
02 — Done-For-You Build
CRM in a Box
A complete GoHighLevel system deployed within a week — pre-built pipelines, automations, email sequences, and SMS templates configured for your business from day one. Real-estate–tuned out of the box; non-RE customers should pick Foundation Build instead.
- 5 pre-built pipelines (Buyer, Seller, Recruiting, Transaction, Past Client)
- 12 automations ready to activate
- 47 email templates — buyer, seller, recruiting, and nurture
- 18 SMS templates for immediate follow-up
- Broker dashboard with pipeline visibility
one-time · Platform subscription begins at handoff
03 — Team Portal
The Hub
A branded web portal that lives on your domain — the single link every team member bookmarks on day one. Tools, training, contracts, vendors, marketing requests — all in one place. Fully managed after launch — unlimited updates and content changes included in the monthly.
- Agent directory
- Document upload & sharing (OneDrive)
- ShowingTime integration link
- MLS / listings portal
- Transaction management (Dotloop)
one-time setup · $397/mo — Fully managed — unlimited updates & changes included
04 — Web Presence
Website + Local SEO
04 — Web Presence
Website + Local SEO
A professional business website built on WordPress with full local SEO setup so you show up when people search for what you do in your market. Lead forms wire into Nomad OS.
- Homepage with brokerage story & brand
- Buyer and seller lead capture pages
- Agent roster & agent recruiting page
- About / why join us section
- Mobile-optimized, fast-loading design
one-time setup · $199/mo — Hosting, SSL, updates & Local SEO included
Three Steps for Your Brokerage
Buy it all together, save on setup.
Same products, same prices — bundled into 3 tiers that build on each other. Most brokerages start at Run My Team (the full stack with Hub + industry automations) and save $3,485 on setup.
Tier 01
Get Found
- Website + Local SEO (managed)
- Google Business Profile setup + ongoing management
- Hosting, SSL, security & plugin updates
- Local SEO maintenance (posts, reviews, citations)
Tier 02
Get Organized
- Everything in Get Found
- Nomad OS CRM platform (unlimited seats)
- CRM in a Box — for real estate
- or Foundation Build — for other industries
Tier 03
Run My Team
- Everything in Get Organized
- The Hub — branded team portal on your domain
- 4 industry-specific automations built for you
- Priority support + monthly strategy call
See the full breakdown — what's included, FAQ, change-tier policy
Real Estate Add-Ons
Automations built for the way brokerages work.
These run on Nomad OS and ship as part of Run My Team for real-estate clients — or buy any of them individually if you already have a CRM you're happy with.
Listing Launch Automation
New listing fires a sequence automatically — social post drafts, email blast to database, SMS to buyers in search criteria. Set it and forget it.
Agent Recruiting Funnel
Dedicated landing page + CRM pipeline + drip sequence for recruiting agents to your brokerage.
Transaction Coordination Pipeline
Contract-to-close milestone tracking with automated notifications to agents, buyers, sellers, and title. Replaces a $300–$500/transaction TC cost.
Past Client Nurture System
Anniversary emails, market update campaigns, and referral ask sequences. Keeps your agents' databases warm on autopilot all year.
Included in Run My Team when configured for a real-estate brokerage.
Want to see if your brokerage is a fit?
Free 30-minute call. If we're aligned, the audit is also free.