Case study · US residential brokerage
One operating system for a 40-agent brokerage
A 40-agent residential brokerage ran on Follow Up Boss, Dotloop and SkySlope — three tools that never agreed. We unified them into one operating system for deals, dates and coordinators.
- Follow Up Boss
- Dotloop
- SkySlope
- Claude

Before and after
Deal visibility
BeforeDeal status scattered across three tools and a spreadsheet
AfterOne record per deal, synced across Follow Up Boss, Dotloop and SkySlope
Missed deadlines
BeforeContract dates tracked by memory and calendar reminders
AfterEvery date tracked automatically, with nudges before anything slips
Coordinator hours
Before[X] hours a week reconciling tools by hand
After[Y] hours a week — the rest is automated

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