Your Brokerage Is Paying for Tools Nobody Uses.
Three CRMs, two transaction management platforms, and a lead routing system that sends half your prospects to voicemail. Sound about right?
Get a Second Opinion on Your TechWhat I See in Redding Real Estate Firms
CRM Sprawl
The brokerage has one CRM. Your top agents each have their own. Nobody's data matches, leads fall through cracks, and you're paying three subscriptions for a job one tool should handle.
MLS Integration Is Broken (or Manual)
Listings should flow from your MLS to your website, your CRM, and your marketing tools automatically. If someone is copy-pasting listing data, you have a fixable problem.
Transaction Management Is a Paper Trail
From offer to close, your transaction coordinator is chasing signatures, tracking deadlines in spreadsheets, and hoping nothing slips. Modern TC platforms automate 80% of this - if they're set up right.
Lead Routing Is a Black Hole
Web leads come in from Zillow, Realtor.com, your website, and social ads. Where do they go? Who responds first? If you can't answer that in 10 seconds, you're losing deals.
What the Audit Covers
I audit your brokerage's technology end-to-end - not from a generic IT checklist, but from the perspective of deals closed and dollars saved.
CRM & Lead Pipeline
Map every lead source, every CRM, every routing rule. Identify where leads die and where agents are duplicating effort.
MLS & Marketing Integrations
Audit the flow from MLS to your website, social feeds, and email campaigns. Find the manual steps that should be automated.
Transaction & Compliance Workflow
Review your offer-to-close pipeline. Identify where deadlines slip, where signatures stall, and where your TC is doing robot work by hand.
SaaS Audit & 90-Day Roadmap
Every subscription, every overlapping tool, every unused license - quantified in dollars. Plus a prioritized plan to fix it all in 90 days.
Close More Deals. Spend Less on Software.
The audit typically identifies $10K-$30K in annual savings and shows you exactly where deals are dying in your pipeline.
Book the Real Estate Audit