Real Estate Brokerages
Give every inquiry an owner—and your team a process they can follow.
Marketing, CRM and communication support for real estate brokerages.
New inquiries reach the office, individual agents and several different inboxes. Some get answered quickly; others wait because nobody is sure who owns the next step. Standard 78 helps real estate brokers and office leaders build a more consistent process across their team, from initial interest to long-term client relationships.
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A clearer path through the customer journey.
For a brokerage, a better customer journey depends on what happens between people as well as what happens in the software. BEAR—Bring Them In, Engage, Assist and Reconnect—helps connect the office's marketing, agent response and ongoing client communication.
Select an underlined service to explore how it could help. Browse the other services in the panel without leaving the page.
BRING THEM IN
How do we turn brokerage marketing into inquiries the team can use?
Your office may offer several specialties and cover multiple areas. Prospective clients need to understand where your team fits, without searching through individual agent profiles to work out whom to contact.
A can explain your services, introduce the team and route visitors toward the right conversation. can answer questions about the areas and transaction types your office actually handles.
gives your office a consistent presence alongside individual agent activity. can support a seller event or buyer consultation campaign, while connects a specific message to that inquiry path when you want to invest in more opportunities.
ENGAGE
How do we stop leads getting lost between agents?
A shared inbox alone does not establish responsibility. Each inquiry needs an owner, a visible next action and a way for the office to notice when a response is overdue.
collect the client's need and preferred area. A shared gives authorized team members the history needed to pick up the conversation without asking the client to start over.
make the difference between unassigned, contacted, appointment booked and active opportunity visible. gives agents a repeatable way to continue the conversation after that first response.
can assign an inquiry according to agreed rules and flag a missed next step. An can collect office inquiries and prepare a handoff when the person a caller needs is unavailable.
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How do we get agents to follow the same process?
Consistency is easier when the process is simple enough to use during a busy day. Agents need to know which details to record, what happens next and when someone else takes over.
can present the consultation options and calendars your office chooses. keep meeting instructions consistent, while gives the assigned team member a clear place to handle practical changes.
helps new and existing agents practice the actual steps: claim a lead, record the conversation and set the next action. We can document the handoff to a coordinator so the client experience does not depend on an informal message between colleagues.
RECONNECT
How do we keep relationships from disappearing after a transaction?
A completed transaction should not erase the context your team has built. An ongoing communication plan can keep the brokerage and the responsible agent connected to clients while making ownership clear.
can deliver office updates, useful homeowner information and event invitations to relevant groups. can revisit inactive relationships with an assigned person ready to handle the response.
helps the office organize requests and responses after completed transactions. We help decide how the brokerage and agent are represented so the communication feels consistent with the client's experience.
Practical setup. Continued support.
can help you see which inquiry sources produce appointments and where next actions are being missed, using the information your systems capture. Our helps maintain the workflows and content as team responsibilities change.
Questions you may be working through
Can we see which leads have not been contacted?
We can help define what counts as contacted, choose the fields that record it and create a useful view for the office. The reporting is only as complete as the activity recorded or available through the connected tools.
Can inquiries be assigned by area or agent availability?
We can design rules around your office's priorities and check what your CRM supports. The plan should also say who handles exceptions and how an unanswered inquiry gets reassigned.
What if our agents already use different tools?
We start by identifying which information the office needs to share and where it lives now. Then we assess supported connections and agree on a workable team process before recommending a change.
Do you help train new agents on the system?
Yes. Training can use the same inquiry, follow-up and handoff steps agents will use in their daily work. Ongoing support can help refine the process when repeated questions reveal a gap.
Where does follow-through break down across your team?
Bring an example of a missed handoff, an unanswered inquiry or reporting you cannot rely on. We will look at how the process could work more consistently.
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