You run a CRE brokerage or property-management firm in central Ohio. The business lives on relationships and deal judgment — but the day leaks into fielding every inquiry personally, triaging maintenance from a shared inbox, assembling deal packages by hand, and building owner reports from scratch every month. None of that closes deals, and all of it is recoverable.
The same four places, almost every firm: property inquiries landing as phone calls the principal fields personally — each one an interruption; tenant and maintenance requests sitting in a shared inbox with no ticket, no status, and someone hand-routing them; listing and deal packages assembled from scratch when the bones never change; and owner reporting rebuilt every month from spreadsheets and memory. That's a day a week, most firms.
Owner financials, tenant information, and deal terms stay confidential — so everything I recommend runs inside your systems and your logins. I configure; I never host, store, or export your data, and demos use synthetic data only. Your management agreements and your owners' trust stay exactly where they are.
An inquiry becomes a structured lead with the property, timeline, and callback logged — before anyone picks up a phone. A maintenance request becomes a tracked ticket with automatic status updates, so "did anyone see my email?" calls stop. A deal package starts eighty percent assembled. The monthly owner report builds itself from the data you already have. Same tools you have today, wired together.
One hour, evenings or weekends. You talk through how an inquiry, a work order, and an owner report actually move through the firm. You leave with a one-page plan: the three fixes ranked by payoff, what each saves and costs, one you can do yourself that week for free, and at least one thing I'd tell you to skip. See a sample review →
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