Do you understand locating and referral fees?

Locating and referral fees are part of my own business: I co-own an apartment locating brokerage in Texas. The lease-end follow-up and the referral tracking here are the systems we built for it.

Does it work with our MLS or portal leads?

Portal leads arrive by email or API and are parsed into the CRM with their source. MLS integration depends on your board. The data read at the start confirms what connects.

Our agents each have their own CRM already.

Agents each running their own CRM is exactly the problem this setup solves. The brokerage account becomes the record. Agents can keep their tools for their own work, but every lead the brokerage pays for lands where the brokerage can see it.

Leads routed in seconds, nurtured for the months a buyer actually takes

Portal leads arrive at all hours and go stale in minutes. The ones that do not buy this month buy in nine, and by then nobody remembers them. Agents keep their own lists, and the brokerage owns none of it.

CRM setup for a brokerage, team or apartment locator in Southwest Florida: leads routed and texted within a minute, showing follow-up that runs itself, the nine-month nurture, and a database the brokerage owns, scoped in writing and live in your own account in two to four weeks.

Send me the situation How it works

Answered personally, usually the same day. If a CRM is not what you need, I will say so.

For brokerages, teams, apartment locators and property management groups.
An operator who has run a CRM inside this trade
Fields, stages and follow-up rules specific to it
Scoped in writing, priced before work starts

Twelve

companies operated, six of them his own

Two

CRM platforms run inside his own companies today, GoHighLevel and Zoho

3,984

inbound calls transcribed and graded to see what the CRM was missing

136,737

legacy contacts cleaned and loaded into working audiences

What the CRM has to hold in real estate

Routing that beats the portal timer

A new lead is assigned and texted within a minute, by rule: area, price band, round-robin, or whoever is on. The agent gets the alert with the lead's actual question, not a generic notification. The first-minute reply is the same mechanism as lead follow-up automation.

Showing follow-up that runs itself

After a showing, the CRM asks for feedback, logs it, and schedules the next touch. Agents do the showing. The system does the remembering. Showings themselves are booked through appointment booking automation.

The nine-month nurture

Buyers and renters who are not ready get a quiet sequence with real content, timed to their stated timeline. A locator client whose lease ends in March hears from you in January, automatically.

The brokerage owns the database

Every lead lives in the brokerage account. Agents work inside it. When an agent leaves, the leads and the history stay, which is the whole reason a brokerage should run a CRM. When the brokerage is moving off an agency-owned or agent-owned account, that is the agency handover.

Asked by real estate owners

Do you understand locating and referral fees?: Locating and referral fees are part of my own business: I co-own an apartment locating brokerage in Texas. The lease-end follow-up and the referral tracking here are the systems we built for it.
Does it work with our MLS or portal leads?: Portal leads arrive by email or API and are parsed into the CRM with their source. MLS integration depends on your board. The data read at the start confirms what connects.
Our agents each have their own CRM already.: Agents each running their own CRM is exactly the problem this setup solves. The brokerage account becomes the record. Agents can keep their tools for their own work, but every lead the brokerage pays for lands where the brokerage can see it.

Where to start

CRM setupYour CRM, on whichever platform fits, configured to how your business actually sells.Sales pipeline setupStages that match your real sales conversation, with a value and a date on every deal.Missed-call text-backA text within a minute of every missed call, with a way to book. Works from the truck.Lead follow-up automationA reply in a minute and a sequence that runs until they answer or say stop.

Other industries

Precious metalsDealers, refiners, buyers and private vaults.Luxury retailJewelers, watch dealers, galleries and boutiques.ConstructionGeneral contractors, roofers, pool and seawall companies, remodelers and specialty trades.Legal servicesSolo and small firms, practice groups, and the referral networks that feed them.

Tell me what is in the way.

One form. Read by the person who would do the work. If a CRM is not the answer, you will hear that first.

Send me the situation Email instead