Here’s the deal. Last quarter I sat with a broker-owner in Tampa running a 22-agent team on a CRM that flat-out refused to talk to her accounting stack. Commission splits? Recalculated by hand every Friday. Vendor invoices lived in a separate inbox no one checked. Her bookkeeper was eight days behind. Every. Single. Month. After […]
Last fall, a friend of mine named Marisol — managing broker out of Houston — slid into my Slack with a message I’ve read about a hundred times by now. Her shop had jumped from 28 to 63 agents in 19 months. The CRM holding it together? A mid-market tool with three Zapier patches keeping
A buddy of mine runs a 14-agent team in Tampa. He called me last March, fuming. Twenty-two closings that month, six figures in GCI, and his bookkeeper was still copy-pasting commission splits into QuickBooks Online by hand. Two of those entries were wrong. One nearly cost him a 1099 mismatch with the IRS. Honestly? That’s
Last year a broker friend in Scottsdale called me. He was panicking. His team had jumped from 14 to 41 agents in 18 months, and the spreadsheet-plus-Gmail “system” they’d been running was bleeding leads like a busted pipe under the kitchen sink. His own count? About 32% of inbound buyer leads went cold inside 72
A buddy of mine runs a 14-agent team out of Tampa. Last March he pulled up his dialer logs over breakfast. 3,200 outbound calls in 30 days. 412 conversations. 38 listing appointments. His ISA crew was crushing it. Then I peeked at his CRM. Leads sat in a Google Sheet. Call notes lived in a
