Technology + Automation Management

In a profession where personal touch is as valuable as operational efficiency, our Technology + Automation Management services are designed to enhance, not replace, the human element that lies at the heart of real estate. We offer innovative solutions that streamline operations and enrich client management, with your level of comfortability at the forefront.

If you have been needing a Director of Technology, this is for you

Understanding that each real estate agent brings their unique flair to the table, we specialize in creating technology solutions that enhance your strengths:

  • Tech Setup: We will setup and build out your tech systems that not only manage your operations but also serve as a tool to enhance your personal interactions with clients.

  • CRM Migration + Setup: Transition smoothly to a more efficient system with our migration services, ensuring your relationships and data remain intact and more accessible than ever.

  • Tech Stack Audit: Whether you have an existing functional tech stack, or just have a list of logins from you brokerage, let us audit and assess your current situation. We will tell you where we see gaps and areas of improvement to perfect your workflow and save you time in your calendar.

For the real estate agent who wants to know how to better utilize technology to enhance productivity and streamline their business operations.

  • Analyze your current tech stack

  • Identify inefficiencies and uncover underutilized resources.

  • Receive a thorough report with tailored recommendations.

  • Get a strategic action plan to enhance your tech setup.

For the real estate agent who needs a seamless, expert setup of all their technology to ensure smooth and efficient operations from day one.

  • Includes current tech audit

  • Includes tech recommendations

  • Includes setup of all brokerage provided systems

For the real estate agent who needs a seamless, expert transition of their technology to ensure smooth and efficient operations to new systems.

  • Migration to new CRM Platform

  • Includes all tech setup services

  • Export / Backup existing CRM data

  • Data Migration

  • New CRM Setup

  • Existing Tech Audit

  • Additional Tech Setup

Here’s what you can expect:

  • Expert Guidance: With our deep understanding of both technology and the real estate market, we’re here to ensure that your tech solutions perfectly complement your business approach.

  • Enhance Efficiency, Not Replace Humanity: Our aim is to automate your administrative tasks and streamline processes, so you have more time to focus on what truly matters—building relationships and closing deals.

  • Future-Ready Yet Personal: As the real estate landscape evolves, we keep you at the forefront with the latest technology, ensuring you’re equipped to provide a service that’s both modern and distinctly human.

Your Partner in Blending Technology with Personal Touch

We believe that technology should amplify your unique strengths, not overshadow the personal connections that are crucial to real estate success. From your first CRM setup to optimizing a comprehensive suite of tech tools, we’re dedicated to ensuring that every technological enhancement we provide serves to elevate the human experience at the core of your business.

Begin your Journey Today

Start by scheduling a discovery call where we'll explore your goals and determine which service is fits your business needs.