Your CRM Isn’t the Problem. Your System Is.

Your Brokerage has a team of agents. You have leads. You have a CRM. You’re lacking a system that brings it all together.

I’ll turn your tools into a streamlined process that boosts follow-up, agent adoption, and more closed sales.

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How It Works

As a Broker, Does This Sound Familiar?

“We have leads, but no real system to manage them.”
“We’re sitting on leads, but there’s no process.”
“We’ve tried CRMs before but they never work for us.”
“I’m too busy to fix it, but I need a solution.”
“I’m tired of paying for tools we’re not using.”

  • Every growing brokerage hits this point.
  • Your tools aren’t working together.
  • Your agents aren’t following the same playbook.
  • Your processes live in different places or in someone’s head.
Results don’t come from the CRM alone, they come from the automation behind it. For nearly a decade I’ve built and refined automated systems to expedite the sales process for teams eager to thrive!

How the System Works

In 6–8 weeks we’ll implement a streamlined system designed to unify your tools, team, and processes into one predictable, scalable structure.
  • Fully designed and organized CRM database
  • Custom segmentation, pipelines and smart lists
  • Clean contact list migration (when applicable) and segmentation
  • Opt-in forms and lead capture setup
  • 2 Automated workflows (Opt-in Welcome & Open House)
  • Branded newsletter template
  • Tagging and follow-up pipeline logic
  • Step-by-step team training and documented playbook

One system. One process. One way forward for your entire team.

Invest in a System That Elevates Your Business

Two payments of $3,250

Your business should run on structure, not only effort or guesswork.
The eSWIFT Automation System is clear, automated, and built to optimize your sales potential.

Want Ongoing Support?

After we’ve launched the eSWIFT Automation System, optimize it with monthly support.

Growth Support Package Includes:

  • Continued training support
  • 2 Monthly strategy calls
  • 1 new campaign/month
  • CRM updates & automation tweaks
  • Check-ins & best practice alerts

$600/month or
prepay 3 months for $1,620 (10% off)

Results You Can Expect

  • You’ll stop losing track of leads
  • Your agents will actually use your system
  • Agents can easily prioritize high ticket leads with clear next steps
  • Follow-up becomes consistent and visible
  • Everything finally lives in one place
  • Your CRM will stop being a “tech expense” and start being a revenue driver

Most brokers already spend more than they realize on scattered tools, lost leads, and manual work.

The eSWIFT Automation System replaces all of that with one structure your business can rely on.

Let’s Build Together

Unsure if the eSwift Automation System is the right fit for your Brokerage?
Let’s walk through what’s working (and not working) in your current setup and explore what a simple, automated system could look like for you.
  • 30-minute discovery call
  • No pressure, just clarity
Book Your Consult