Answer 9 quick questions and we’ll generate a personalized estimate of what data modernization could be worth to your real estate business — by specialty, revenue range, and the tools you already use. Takes about 3 minutes.
Question 1 of 9
What best describes your real estate business?
Select the one that best fits how you primarily work.
🏡 Residential Sales Agent
🏡 Buyer's Agent
👥 Real Estate Team Lead
🏢 Property Management
🏢 Commercial Real Estate
🔨 Investor / Fix & Flip
Other
Question 2 of 9
What’s your approximate annual revenue?
A rough range is fine — this is what drives the savings estimate.
$300K – $750K
$750K – $1.5M
$1.5M – $3M
$3M – $5M
$5M – $10M
$10M – $20M
$20M – $50M
$50M+
Question 3 of 9
How many agents or team members do you have?
Count everyone on your team, including assistants and coordinators.
Solo agent (just me)
2–4 team members
5–10 team members
11 or more
Question 4 of 9
Which CRM or platform do you use to manage clients and deals?
Select your primary tool — if you use more than one, pick the main one.
Follow Up Boss
kvCORE / BoomTown
Wise Agent
Salesforce
Google Sheets or Excel
No formal CRM at all
Other
Question 5 of 9
How do you currently track your business performance?
Be honest — there’s no wrong answer here.
I use the built-in reports in my software
I build spreadsheets myself
I mostly check my bank account
I don’t have a formal method
Question 6 of 9
Do you have a transaction coordinator or assistant?
This helps us understand who would use the daily dashboard day-to-day.
Yes — full-time transaction coordinator or assistant
Yes — part-time
No — I handle everything myself
Question 7 of 9
What's your biggest operational headache right now?
Pick the one that keeps you up at night.
Knowing which leads actually convert to clients
Staying consistent with follow-up and nurture
Seeing my full pipeline and deal status at a glance
Knowing which marketing channels are actually working
Honestly, all of the above
Question 8 of 9
Do you use any marketing or CRM tools to track leads or clients?
This tells us where the data gap in your acquisition funnel is.
Yes — I use a CRM or marketing tool
No — it’s mostly referrals and word of mouth
We run Google or digital ads but track nothing
Question 9 of 9
Last step — how should we reach you?
We’ll send your results and have a specialist follow up within one business day.