Sound familiar?
The Challenges Real Estate Businesses Face
Lead and Pipeline Tracking Is Inconsistent
Leads come from Zillow, referrals, open houses, and social media. Without a real CRM, follow-up depends on individual agent habits. Leads go cold, deals get missed, and nobody knows what the pipeline actually looks like.
Property Management Is Reactive
Maintenance requests come in by text, email, and phone call. Work orders get forgotten. Vendors are called individually. Without a system, property management is constant firefighting instead of proactive operations.
Owner and Investor Reporting Takes Hours
Owner statements, rent rolls, and investor updates get assembled by hand from the accounting system, the lease file, and someone's memory. It takes hours every month, and the numbers are already stale by the time they go out.
Lease and Transaction Tracking Is Fragmented
Lease expirations, renewal dates, inspection deadlines, and transaction milestones live in different places. Things get missed. A late renewal or missed inspection can cost far more than the administrative overhead of tracking it properly.
No Visibility Into Portfolio Performance
Brokers and portfolio owners have no real-time view of vacancy rates, revenue by property, deal pipeline value, or team performance without manually pulling data from multiple systems. Decision-making is based on gut instinct, not facts.
Onboarding New Clients and Tenants Is Slow
New buyer, seller, and tenant onboarding happens through a patchwork of DocuSign links, emails, and phone calls. The experience is inconsistent, the process takes longer than it should, and first impressions matter in this industry.
How We Help
What We Build for Real Estate Businesses
Every system is built around your business model, whether you run a brokerage, manage a rental portfolio, or invest, not a generic real estate template.
CRM and Deal Pipeline
A custom CRM that captures every lead from Zillow, referrals, open houses, and your website, assigns it to an agent, and moves it through your pipeline from first contact to closing. Automated follow-up reminders mean no lead goes cold because someone forgot to call back.
Property Management Operations
A property and unit database with maintenance requests that come in through a form, get routed to the right vendor, and are tracked to completion. Work orders, vendor contacts, inspection schedules, and tenant communication all live against the property they belong to.
Owner and Investor Reporting
Monthly owner statements and investor reports generated automatically from live rent, expense, and occupancy data. Vacancy rates, revenue by property, and portfolio performance are visible on a dashboard at any time, so month-end reporting takes minutes instead of days.
Lease and Transaction Tracking
Every lease expiration, renewal window, inspection deadline, and transaction milestone tracked in one place with automatic reminders to the responsible person. Contract dates, contingencies, and closing tasks are checklists tied to the deal, so nothing gets missed because it lived in someone's inbox.
Client and Tenant Portal
A branded portal where buyers and sellers see where their transaction stands and sign or upload documents, and where tenants submit maintenance requests, view lease details, and get updates. Consistent onboarding for every client and tenant, without a patchwork of emails and DocuSign links.
Acquisitions and Investment Tracking
A deal tracker for investors and flippers that follows each property from sourcing through underwriting, offer, due diligence, and close. Purchase price, rehab budget, projected returns, and actual costs sit side by side, so you can compare deals and see portfolio performance without rebuilding a spreadsheet for every property.
The Tools We Use
Platforms We Implement for Real Estate
We're platform-agnostic and not tied to any single real estate CRM or property management tool. We recommend what fits your team, your portfolio, and your budget, connect it to the tools you already use, and make sure every lead, lease, and deal flows through one system.
See All PlatformsCustom databases for tracking listings, deals, leads, leases, properties, and client communication. Flexible enough for brokerages, property managers, and investors alike.
Deal and transaction management built around real estate workflows. Tasks, deadlines, agent assignments, and client approvals all in one place.
Branded portals where buyers, sellers, and tenants can view transaction status, submit maintenance requests, access documents, and communicate with your team.
Workflow automation that connects your CRM, DocuSign, accounting, and tools like Follow Up Boss, Buildium, or AppFolio, so a new lead, a signed lease, or a closed deal updates every system without anyone re-entering it.
An Airtable alternative with strong built-in reporting. A great fit for larger brokerages or property managers who need portfolio-level dashboards across many properties or agents.
AI embedded in your platforms to draft owner statements and listing descriptions, summarize tenant and client communication, and surface portfolio insights like upcoming lease expirations and underperforming properties.
Working with Shannon and her team at SMV Virtual Consulting was and is by far the best consulting decision ever made. There are many intricacies and nuances to building exactly what we needed in Air Table. SMV captured the vision, created the wire frame, and helped us to build out a very productive system of automation. Countless operational hours are saved and our efficiencies have already increased. From concept to design and implementation, Shannon and her team have been stellar.
Common Questions