Real Estate
You're tracking deals in Excel, coordinating transactions through text messages, and re-typing every contract into your systems by hand. It works until it doesn't, and then a deal falls through because something slipped. We fix the system before the next one does.
Speak With UsReal Estate
Your deals sit in a Google Sheet that's always slightly out of date. Several people edit it, there's no automation, and you're never quite sure what's current.
Contracts, disclosures, inspection reports, closing statements, all PDFs that someone has to open, read, and re-key into your systems by hand. It's slow, and that's where mistakes creep in.
Coordinating between buyers, sellers, lenders, and title companies happens through email chains that are impossible to track. Something always gets missed.
You don't know your average days-to-close, your conversion rates by source, or which agents are most effective. Decisions get made on feel instead of numbers.
How we solve it
Every deal tracked, every document turned into usable data, every transaction coordinated from one view, without adding headcount.
123 Oak St — $840K
Buyer: Martinez
88 Pine Ave — $1.2M
Seller: Cho
12 Elm Rd — $610K
Buyer: Patel
A pipeline with the stages, automations, and reporting that match how real estate actually works, not how a generic CRM was designed. You see every deal and where it stands.
Drop in a contract, disclosure, or inspection report and the system reads it, pulls the fields that matter, and files them in your operating system. No more re-keying PDFs by hand.
From offer accepted to closing, every step is tracked, every party is notified, and every deadline gets flagged before it turns into a problem.
Live dashboards showing deal value, conversion by source, average days-to-close, and agent performance, pulled straight from your CRM so the numbers are always current.
The brokerages building these systems now will handle more volume with the same team. Those still running deals through email keep hitting the same headcount ceiling.
Speak With UsReal Estate
You get a defined timeline at scoping, and we start with your deals and core workflows, then add document extraction, reporting, and transaction coordination. You don't wait months to see results.
Yes. This is one of the most useful things we build for real estate. The system reads contracts, disclosures, and inspection reports, extracts the fields that matter (parties, price, dates, contingencies), and files them into your operating system automatically. It turns hours of manual data entry into something that happens the moment a document arrives.
Not necessarily. We work with what you have, Follow Up Boss, HubSpot, KVCore, and others. If your current CRM is the right fit, we configure it properly. If it isn't, we help you migrate.
Yes. We work with individual agents, small teams, and brokerages. The scope adjusts to your size, a solo agent needs a simpler system than a team of ten, and we price accordingly.
We integrate with major real estate CRMs, MLS data feeds, DocuSign, Dotloop, Google Workspace, and most transaction management platforms. If you use it, we've likely connected it.
Let’s get to work
Right now your business runs on a stack of tools that don’t talk to each other. That’s the problem we solve. Tell us what’s slowing you down and we’ll show you what one system would look like for your firm.
