Technology Outcomes
$0.0B

in real estate portfolio value optimized

0 mo

average payback period on technology investment

0%

user adoption rate achieved within 90 days

We make real estate technology actually work.

From CRM migrations that stop leaking leads to data warehouses that collapse twelve spreadsheets into one dashboard — for brokerages, operators, and PE-backed portfolios.

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CRM Migration
Lead Pipeline Architecture
Data Warehouse Build
Platform Consolidation
Adoption Engineering
Tech Stack Audit
Integration Strategy
Reporting Infrastructure
CRM Migration
Lead Pipeline Architecture
Data Warehouse Build
Platform Consolidation
Adoption Engineering
Tech Stack Audit
Integration Strategy
Reporting Infrastructure
Case Study 01
CRM Cleanup

The CRM That Was Hemorrhaging Leads

A 400-unit multifamily operator

Three years of uncleaned data, two brokers using the same contact records, and a follow-up sequence nobody had touched since 2021. The leasing team was manually reconciling leads from Zillow, their website, and walk-ins into a shared spreadsheet — because nobody trusted the CRM.

"We were paying $1,800 a month for software that made our team's jobs harder. Half our leads were duplicates. The other half had wrong phone numbers. We stopped using it and just kept the spreadsheet."

The Intervention
Week 1–2: Diagnostic

Audited 14,000 contact records. Found 6,200 duplicates, 1,800 invalid emails, and three disconnected lead sources feeding into separate pipelines with no deduplication logic.

Week 3–5: Architecture

Rebuilt the CRM schema around the actual leasing workflow — not the default template. Mapped every lead source to a single intake form with automated routing by property and unit type.

Week 6–8: Migration & Training

Migrated clean data, ran three role-specific training sessions, and installed a 30-day adoption monitoring dashboard so the operations director could see usage without asking.

91%
Outcomes
91%

reduction in duplicate records

$0

additional software spend — same platform, rebuilt

34%

increase in lead-to-showing conversion in 60 days

Result

The firm cancelled two redundant tools they'd been paying for alongside the CRM. Total annual savings: $38,400. The CRM became the single source of truth it was always supposed to be.

"
Six weeks in, our leasing director said she finally trusted the numbers. That's not a software win — that's an operational shift.
— Operations Director, Multifamily Operator
Case Study 02
Full-Stack Integration

Six Platforms. Zero Handshakes.

A 12-office commercial brokerage

The brokerage was running a property management system, a deal pipeline tool, an accounting platform, an email marketing suite, a document signing service, and a reporting dashboard — none of which spoke to each other. Every Monday, two analysts spent four hours copying data between systems.

"We had a VP of Technology title on the org chart with no one in it. Every vendor said their platform integrated with everything. What that actually meant was: they had a Zapier template from 2022 that broke every time someone updated a field name."

The Intervention
Month 1: Integration Mapping

Documented every data flow across all six platforms — 47 distinct data handoffs identified. Categorized by frequency, business criticality, and whether a failure would be visible or silent.

Month 2–3: Build

Built a lightweight middleware layer connecting the core four platforms via their native APIs. Replaced Zapier with deterministic, monitored pipelines. Retained the reporting dashboard but fed it from a single normalized data source.

Month 4: Decommission & Stabilize

Retired two platforms that were fully redundant once integrations were live. Installed monitoring with Slack alerts for any pipeline failures. Documented everything so their eventual in-house hire could own it.

8 hrs
Outcomes
8 hrs

of manual data entry eliminated per week

2

platforms decommissioned — $54K annual savings

99.6%

pipeline uptime in first 6 months post-launch

Result

The brokerage hired a junior analyst to own the system six months later — the first internal tech hire they'd ever made with confidence, because the infrastructure was documented and stable enough to hand off.

"
We finally have one version of the truth. Our Monday morning meeting used to start with twenty minutes of "which number is right." Now it doesn't.
— Managing Director, Commercial Brokerage
Case Study 03
Enterprise Data Infrastructure

Twelve Spreadsheets. One Dashboard. One Source of Truth.

A PE-backed property management firm (3,200 units)

Ahead of a Series B close, the firm's CFO needed to present portfolio-wide occupancy, NOI, and maintenance cost data to investors — consolidated, real-time, and defensible. The data existed across twelve property management systems, four regional spreadsheet trackers, two accounting platforms, and a custom-built lease abstraction tool nobody fully understood.

"The investor asked for a 90-day trailing NOI by asset class. My team spent two weeks pulling it together and we still weren't sure it was right. We can't go into a Series B with 'we think' as the answer."

The Intervention
Sprint 1–2: Data Archaeology

Catalogued every data source, schema, and ownership path. Identified the lease abstraction tool as a critical single point of failure — undocumented, built by a contractor who had left the firm.

Sprint 3–6: Warehouse Architecture

Designed and built a cloud data warehouse with normalized schemas for occupancy, financial, and maintenance data. Rebuilt the lease abstraction logic in documented, testable SQL. Connected all twelve source systems via scheduled ETL pipelines.

Sprint 7–8: Dashboard & Governance

Delivered an investor-grade reporting layer with role-based access — board view, operations view, asset manager view. Established data governance documentation so the firm could onboard future systems without starting over.

12→1
Outcomes
12→1

data sources consolidated into single warehouse

4 hrs

to generate any board-level report, down from 2 weeks

$2.3B

portfolio value presented with full data confidence at close

Result

The firm used the data infrastructure as a competitive differentiator in the Series B process — demonstrating operational maturity that peers at the same AUM could not match. The round closed at the top of the target range.

Free Resource

PropTech Readiness Checklist

The eight questions we ask every client in the first thirty minutes. If you can answer yes to fewer than five, your stack has structural gaps that are costing you more than you think.

Single source of truth for contact and deal data
Lead source attribution tracked end-to-end
All platforms integrated — no manual data transfer
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5 items obscured — download to see all 8

Download the Checklist

No sales sequence. One follow-up email with the PDF.

Your information is used only to send the checklist. We do not sell or share contact data.

What We Do

The full scope of a technology engagement

Every engagement begins with a diagnostic. What we build depends entirely on what we find — not a pre-packaged service tier.

CRM Architecture & Migration01
Lead Pipeline Engineering02
Platform Integration & Middleware03
Data Warehouse Build04
Reporting Infrastructure05
Technology Adoption Programs06
Tech Stack Consolidation07
Data Governance Documentation08
30-Minute Diagnostic Call

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No pitch. No deck. Thirty minutes to map your stack, identify the highest-cost gaps, and determine whether an engagement makes sense.

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