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.

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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 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 brokerage

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 work with someone who lives in real estate.

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

What we build for your brokerage.

Two of our offers live here — The Hub and your SEO website. The third is a managed Google Business Profile, which gets you found in the markets you serve. Each is a standalone deliverable (see pricing →).

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)

$2,495

one-time setup · $497/mo — Fully managed — reasonable-use updates & changes included

Explore The Hub See it in action access code demo

04 — Web Presence

Website + Local SEO

Homepage with brokerage story & brand

Buyer and seller lead capture pages

Agent roster & agent recruiting page

About / why join us section

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 your CRM.

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

$2,997

one-time setup · $349/mo — Hosting, SSL, updates & ongoing Local SEO included

Explore Website + Local SEO

See full pricing

Where Brokerages Start

Start with one. Add the rest when you're ready.

A managed Google Business Profile, The Hub — the branded portal your team runs on — and an SEO website. Each stands on its own, and you own everything from day one.

Free audit