The Custom Home Page serves as a centralized hub, consolidating essential agent tools into a single, intuitive interface. Agents can track production goals, manage profit sharing, and monitor real-time alerts alongside tasks, transactions, and client insights. By integrating business planning, lead management, and support features into one location, the platform eliminates the fragmented experience of the past.
A proprietary task management application for the Coordination Team to replace a sunsetted third-party platform. This strategic transition eliminated 100% of licensing fees while introducing a fully customizable environment that optimized workflows and provided the infrastructure necessary for seamless scaling.
A custom agent billing application to replace a manual, spreadsheet-based system. This automation reduced billing processing time by over 95%, dropping from three days to less than one hour, and eliminated the need for a full-time hire. By simplifying the interface to allow any team member to execute the process, I removed a single-point-of-failure risk and created a truly scalable financial workflow.
Boomstick is both an app and a custom page that is ultimately the UI for updating the project templates in our project system and completing updates to agent databases by staff with little to no technical background. By making this available to non-technical staff, projects were completed faster and updates were not delayed resulting in a more efficient and time saving process.
Sherlock is a custom page created for the brokerage's File Review Team to use in order to reduce time in verifying the client source for transaction economics. With this page, the verification process was automated and not only reduced error and saved time but allowed a way to capture history for each file for reporting and auditing purposes.
The ISA Queue is a lead distribution and management app that centralizes high-volume lead intake into a high-density, "availability-aware" workspace. By utilizing metadata-driven status toggles and streamlined in-line editing, the app eliminates administrative friction, automates real-time omnichannel engagement, and ensures that leads are instantly routed to active associates for maximum conversion potential.
BOB or Book of Business, is a proprietary, transaction management platform that centralized brokerage accounting into a single-pane interface. By architecting an integrated communication hub and status-triggered email automation, the system eliminated manual reporting bottlenecks and provided real-time, company-wide visibility into the deal pipeline.