Brokerage CRM Readiness Checklist
Who This Is For:
This checklist is for real estate brokerages and teams that manage shared lead flow and want consistency, accountability, and visibility across agents.
It’s especially useful if you:
- Route leads to multiple agents or ISAs
- Struggle with inconsistent follow-up
- Lack real-time insight into pipeline health
- Feel like your CRM exists, but doesn’t actually run operations
What You’ll Get
A practical readiness audit that shows whether your current CRM setup is structured to support growth-or quietly leaking leads and revenue.
You’ll get:
- Clear visibility into where your CRM breaks down operationally
- Insight into speed-to-lead, ownership, and accountability gaps
- A framework to standardize pipelines and workflows across agents
- Clarity on what must be fixed before adding more leads or agents
This is not a feature comparison.
It’s a structural check.
