01
Entry-level
Jumpstart Sprint
In 7 days, we remove your #1 bottleneck with one live workflow your team can actually use.
Workflow automation for CRE teams
Kill the bottlenecks slowing your deals.
Practical workflow fixes that give your team back 10-15 hours a week. Built on the tools you already use. No platform to learn, no rip-and-replace.
What We Do
Focused builds with measurable operational impact.
Not a generic chatbot. Not a rip-and-replace platform. We build practical workflow fixes that move deals.
02
Scale
Custom builds
Multi-workflow systems, dashboards, and reliability upgrades as your operation grows.
03
Integrate
Built on your stack
We integrate with your current tools. No platform migration, no rip-and-replace.
Who We Help
Built for teams where deals depend on coordination, documentation, and follow-up.
High-volume brokers who lose deals to slow CRM follow-up, manual pipeline updates, and document chaos.
Good fit
- Industries: Real Estate & Finance
- Focus: CRE brokerages, mortgage brokerages & lenders
- Firm size: 5-50 (sweet spot 8-30)
- Revenue: $1.5M-$50M+
- Decision-maker: Founder, CEO, MD, or Principal
Not a fit if
- No CRM or active tech stack is in place yet.
- The team is not ready to grant access to the tools a workflow depends on.
- 50+ employees with multi-department needs should ask about a Custom Build.
Common Bottlenecks
Every firm has a different #1 bottleneck. These are the most common.
Document collection & follow-up
Less chasing, fewer missing items, faster to ready.
Pipeline / status visibility
Clear status, fewer missed follow-ups.
Deal onboarding / intake
Fast, consistent intake that doesn't live in inboxes.
Underwriting / info gathering
Less time assembling packages and tracking conditions.
Reporting / stakeholder updates
Automate repetitive reporting and status updates.
Coordination across people
Clear next steps so fewer tasks fall through.
Outcomes that matter
A commercial lender reduced document collection from 12 days to 5 after a Jumpstart Sprint.
Smart document collection, down from 12-15 days.
Saved by removing repetitive admin and follow-up work.
Fewer chaser emails when reminders run automatically.
Other common wins: weekly reporting in minutes, first response under 5 minutes, and fewer stage-stuck deals.
Integrations We Build On
Zero rip-and-replace. Built on your existing tools.
Google Workspace / Drive
Microsoft 365 / SharePoint
HubSpot
Salesforce
Pipedrive
Sheets / Notion
Calendly
DocuSign
Make
Zapier
Gmail / Outlook
SMS / voice (optional)
See The Jumpstart Sprint
One bottleneck. Seven days. A live workflow your team can actually use.
A 90-second look at how a focused build clears the work that slows your deals down.
Jumpstart Sprint
One bottleneck. Seven days. A live workflow.
$2,999 flat
Founding rate. Full payment via Stripe before Day 1.
30-day risk-free guarantee tied to agreed acceptance criteria.
Book a 15-min auditEnd-to-end build
Built on your current stack, tested for edge cases, deployed to production.
Training & handoff
60-minute recorded training, SOP and admin runbook, handoff checklist.
Adoption support
Week-2 email support, up to 2 hours, for the delivered workflow.
What success looks like
The bottleneck no longer blocks deals.
Less time on follow-up and admin.
Clearer status, faster deal movement.
Custom builds
Scaling across your operation.
- Multi-workflow automations across the deal lifecycle.
- Document collection and update workflows.
- Pipeline dashboards and status normalization.
- Reliability hardening and manual fallback paths.
- SOPs, training, runbooks, and access controls.
We start with one high-impact workflow. If it delivers, we expand and compound the savings.
Email to inquireFlagship Partnership
For larger firms looking for a deeper strategic relationship across operations, automation, and growth systems.
Email to inquireBook A Call
Book a call with our founder.
In 15 minutes, we identify your biggest bottleneck and best next step.