Real estate
Brokerage operations / CRM
A mid-size brokerage ran its sales cycle across four disconnected tools, with deals stalling on paperwork and leads worked by arrival order. SDEN consolidated the cycle into Real Estate in five months.
- Client
- A mid-size real-estate brokerage
- Sector
- Brokerage operations / CRM
- Duration
- Approximately five months end-to-end
The premise
A brokerage's sales cycle leaks at the seams between tools. The CRM does not know what the listings spreadsheet knows; the e-signature tool does not know what the document store holds; the agent reconciles all of it from memory. Leads get worked in the order they arrived rather than by how likely they are to close, and transactions stall whenever a document has to move between systems.
Real Estate puts the whole cycle in one case file. This case covers consolidating a brokerage onto it.
Four tools, deals stalling on paperwork
The brokerage ran a CRM, a listings spreadsheet, an e-signature tool, and a separate document store. Nothing was connected, so the agent was the integration layer, tracking each transaction's state in their head. Leads were worked by arrival order because there was no scoring to tell anyone which were worth the time, and transactions stalled every time paperwork had to cross a tool boundary.
With per-agent isolation absent, the brokerage also had no clean way to onboard or offboard an agent without untangling their personal spreadsheets.
One case file, scored leads, matched buyers
Real Estate brought CRM, lead scoring, buyer-to-property matching, and e-signature with document tracking into a single per-tenant-isolated case file. The consolidation was sequenced so agents kept working throughout.
Phase 1: Pipeline and data mapping
Three weeks. Mapped the brokerage's transaction stages and migrated lead and listing data out of the spreadsheets into the CRM, with per-agent tenant isolation defined up front.
Phase 2: CRM, scoring, and matching
Six weeks. Real Estate's CRM deployed with lead scoring and automatic buyer-to-property matching, so agents worked the highest-fit leads first instead of by arrival order.
Phase 3: E-signature and document tracking
Five weeks. E-signature and document tracking folded into the same case file, so a transaction's paperwork stopped crossing tool boundaries and stalling.
One product, one case file, agents working the right leads
Four tools collapsed into one product. Transactions no longer stall when a document moves, because the document, the signature, and the case are the same record. Lead scoring and buyer-to-property matching put agents on the highest-fit opportunities first.
Per-tenant isolation means an agent can be onboarded or offboarded cleanly, without anyone untangling a personal spreadsheet.
4 → 1
tools per agent, consolidated into one case file
Scored + matched
leads worked by fit, not arrival order
99.98%
platform uptime
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