Real Estate & Property Operations
Stop losing leads to operational chaos.
Real estate runs on relationships, but relationships fail when operations can't keep up. Every lost lead, every delayed follow-up, every dropped handoff is a relationship that never had a chance.
The problem isn't usually a lack of leads—it's that leads enter a black hole of inconsistent processes, fragmented systems, and agent-dependent workflows. CRMs become graveyards. Automations break silently. Leads go cold while your team is busy chasing other leads.
Stratum brings structure to the chaos. We build operational systems that ensure every lead gets worked, every handoff happens, and every process runs the same way regardless of who's executing it.
Common Pain Points
Lead Fragmentation
Leads scattered across portals, CRM, spreadsheets, and email. No single view of pipeline. Duplicates everywhere.
Inconsistent Follow-Up
Different agents follow up differently—or not at all. No standardized timing, messaging, or cadence.
Agent-Dependent Processes
Top producers have their own systems. When they leave, their process leaves with them.
Manual Coordination
Showing schedules, offer management, and closing coordination all done manually through texts and calls.
No Pipeline Visibility
Leadership can't see where deals are stuck without asking. Forecasting is guesswork.
Scattered Documentation
Compliance docs, disclosures, and contracts live in different places. Finding things takes too long.
Mistakes We See Repeatedly
Operational Challenges in Real Estate
- —High volume of inbound leads with varying quality
- —Commission-based teams resistant to process standardization
- —Multiple lead sources that don't talk to each other
- —Compliance requirements that slow down operations
- —Seasonal fluctuations requiring flexible capacity
- —Remote or distributed teams hard to coordinate
The Transformation
Before
- -Leads slip through cracks—nobody notices
- -Each agent works leads their own way
- -Follow-up timing is inconsistent or manual
- -Pipeline status requires asking around
- -New agents take months to ramp
- -Lead sources can't be evaluated accurately
After
- +Every lead enters a defined workflow
- +Standardized process with consistent execution
- +Automated follow-up with qualification logic
- +Real-time pipeline visibility for everyone
- +New agents productive in weeks
- +Clear ROI attribution per lead source
This Is For You If...
This is for you if...
- +Brokerages with 10+ agents wanting operational consistency
- +Property management companies scaling past 200 units
- +Teams generating 100+ leads monthly but converting poorly
- +Operators preparing for growth, funding, or acquisition
- +Organizations that have "tried automation" but it didn't stick
- +Teams where the best agents have the worst CRM hygiene
Where Stratum Helps
Lead Intake & Qualification
Centralized lead capture with automated qualification scoring and routing to the right agent.
Follow-Up Orchestration
Automated, personalized follow-up sequences triggered by lead behavior and qualification status.
Pipeline Visibility
Real-time dashboards showing deal status, bottlenecks, and forecasts without manual reporting.
In Practice
Case Example
40-Person Commercial Brokerage
Situation
Generating 200+ leads monthly across 6 portals. 15 agents each with their own follow-up approach.
The Problem
Lead response time averaged 4 hours. 30% of leads were never contacted. Top agents had 3x conversion of average agents but couldn't explain why.
What We Did
Built centralized intake with qualification scoring, automated initial response under 5 minutes, and standardized follow-up sequences. Captured top agent patterns in the workflow.
Outcome
Response time dropped to 8 minutes. Lead contact rate hit 98%. Average agent conversion improved 40% in 90 days.
Typical Results
<5 min
Lead Response Time
From 4+ hours average
98%
Contact Rate
Up from 70%
35-50%
Conversion Improvement
Average agent performance
Is This Right For You?
Ideal For
- +Brokerages with lead volume exceeding team capacity
- +Property managers scaling operations
- +Teams with inconsistent agent performance
- +Organizations investing in growth
Not Ideal For
- -Solo agents or very small teams
- -Brokerages not ready to standardize processes
- -Teams without leadership buy-in for change
How We Work With Real Estate
Ready to get started?
Start with clarity. No commitment required.