We already have a CRM. Does this replace it?
No. The CRM holds contacts and campaigns. The gap is usually transaction coordination and follow-up discipline — the checklist and the SLA — which most teams never document even with a CRM in place.
Real Estate Teams
Transaction and Pipeline Systems for Real Estate Teams
A transaction has forty moving parts and one deadline that does not move. Real estate teams rarely lose deals on price — they lose them in the gaps between steps.
Diagnosis
Sound familiar?
- Transaction steps live in one coordinator's head and stop when they are out
- Follow-up depends on whoever remembers, so leads go cold silently
- Listing status is tracked in three places that disagree with each other
- A new agent gets a login and a hope, not a documented first 30 days
- Nobody can say which deals are at risk until the week they fall apart
Scope
What we build for this sector
Delivered as branded Sheets, Docs and Notion pages in your own workspace.
- Transaction checklist: contract to close, with owners and hard dates
- Listing pipeline tracker with stage, days-on-stage and risk flags
- Buyer and seller follow-up SOPs with a stated response SLA
- Agent onboarding pack covering the first 30 days without shadowing
- Weekly deal review snapshot showing what is at risk and why
FAQ
Real Estate Teams: common questions
How does this help with agent onboarding?
A documented first 30 days means a new agent produces without a senior agent losing a week. The onboarding pack is built from your actual process, not a generic brokerage template.
Can you build this around our brokerage's required forms?
Yes. The checklist wraps whatever compliance steps your brokerage mandates rather than competing with them.
Services
The surfaces this usually draws on
Pipeline · Status · SLA
Client & Job Trackers
One source of truth for who is in the pipeline, what stage they are at, what is owed and what is overdue — with status pills, deadlines and a weekly snapshot view.
SOP · RACI · HandoffsSOPs & Workflows
Owner knowledge translated into step-by-step processes — roles, checklists, decision points, handoffs. The kind of document a new hire can run on day one.
Notion OS · Templates · PolicyDocumentation Hubs
One home for every process, policy, template and asset. Searchable, versioned and structured so the business stops living in the owner's head.
Next move
Fifteen minutes. One operational area. One clear next step.
No pitch and no slides. Tell us the part of the business that frustrates you most and you get a straight answer on what to fix first.