Your CRM doesn't talk to your listings platform.
Your listings platform doesn't talk to your accounting.
Your accounting doesn't talk to your pipeline.
We fix the silence between your systems.
What your operation looks like before and after.
Every number below comes from a real client engagement. No estimates, no ranges — these are measured deltas from audits completed between Q1 2023 and Q4 2025.
| Operational Dimension | Before Engagement | After Engagement |
|---|---|---|
| Lead routing time | 4–6 hours (manual email triage) | < 4 minutes (automated via Follow Up Boss rules) |
| Listing syndication steps | 11 manual steps across 3 platforms | 1 publish action via MLS → Syndication API |
| Tenant communication channels | 5 disconnected channels (email, SMS, portal, phone, paper) | 1 unified inbox (AppFolio + Twilio integration) |
| Reporting lag | 7–10 business days (manual Excel consolidation) | Real-time (live Looker Studio dashboard) |
| Manual data entry hours/week | 22 hrs/week per coordinator | 3 hrs/week (automated field mapping) |
| Active system count | 14 tools with no API connections | 7 tools, fully integrated via Zapier + custom webhooks |
| Integration points | 0 (all data moved by hand) | 23 active integrations (CRM ↔ MLS ↔ Accounting ↔ Pipeline) |
| Agent onboarding time | 3 weeks (spreadsheet-based credential setup) | 2 days (automated provisioning via BrokerSumo + SSO) |
Free 45-minute diagnostic call. No obligation.
Exactly how an engagement works.
Four phases. Defined deliverables. Named output documents. No ambiguity about what you're getting or when you're getting it.
Audit
We map every system your team touches — every login, every export, every manual step between data entry and decision. Nothing is assumed; everything is documented.
- Full system inventory (all tools, licenses, owners)
- Data flow diagram across CRM, MLS, accounting, pipeline
- Manual process log with time-cost calculations
- Integration gap analysis with severity ratings
- Stakeholder interview summary (agents, coordinators, management)
Architecture
We design the integrated system your operation should run on — selecting tools, mapping API connections, and specifying every data field that needs to move between platforms.
- Target state system architecture diagram
- Tool consolidation recommendation (with cost delta)
- API connection specifications for each integration
- Data schema mapping (field-by-field, platform-by-platform)
- Migration risk register with mitigation steps
Migration
We build the integrations, migrate the data, and train your team — in parallel with your live operation, with zero forced downtime windows.
- All integrations built and tested in staging environment
- Historical data migrated and validated (zero data loss SLA)
- Automated workflows configured and documented
- Role-based training sessions for all user tiers
- Rollback protocol documented and tested
Optimization
We monitor system performance, identify new friction points as your operation scales, and refine automations as your tools release new capabilities.
- Monthly integration health dashboard (Looker Studio)
- Quarterly automation audit with performance metrics
- New integration recommendations as tools update
- Priority support SLA (4-hour response, 24-hour resolution)
- Annual architecture review with growth planning
We start every engagement with the Audit phase — no commitment required beyond that.
Request a Systems Audit
A 45-minute diagnostic call where we map your current stack, identify your three highest-leverage integration points, and give you an honest assessment of what an engagement would look like — and cost.
The Integration Gap Report: 2024 Real Estate Tech Stack Benchmarks
Based on data from 47 brokerage and property management audits completed between 2022 and 2024. If your operation is mid-market — 30 to 400 agents or 500 to 5,000 units — this is the only benchmark report built specifically for your scale.
Get the report. No audit required.
Not ready to talk yet? The benchmark data alone will tell you whether your operation is running at industry standard — or 40% below it.