01 · DISCOVERY
Map the brokerage.
Interviews with brokerage leadership, top agents, ops, marketing, and accounting. Architecture review of MLS, CRM, transaction systems, property mgmt. Current-state diagram of every copy-paste in your day.
2 weeks · Architecture doc
02 · AUDIT
Find the X.
The gap analysis. Where leads die in the CRM. Where listings go stale before they sync. Where commissions get miscalculated. The unknown variable, named and priced.
2–3 weeks · Gap report
03 · BUILD
Close the gap.
Integration layer built, automation wired, AI copilots tuned to your market. Staged rollout with one office or top-producing agent first.
7–10 weeks · Pilot live
04 · DEPLOY
Ship it. Monitor.
Brokerage-wide rollout, agent training, 30-day hand-on-the-wheel period, then a signed runbook and a support retainer, or full handoff. Your call.
3–5 weeks · Go-live + runbook