Individuals, Agent, & Team Services
From: $45.00 one time
Designed for agents who want their time back—without sacrificing control. Agent & Team Services focuses on building practical, customized systems that support the day-to-day realities of real estate. From client intake and transaction tracking to task management and internal communication, we create streamlined workflows that replace scattered processes with clarity and consistency—all without introducing unnecessary complexity.
Each solution is tailored to how you or your team actually operate, using intuitive Jotform forms and apps that are easy to adopt and scale. The result is better visibility into active deals, fewer missed details, and systems that quietly handle the operational load in the background. You stay in control, your clients experience a smoother process, and your business runs with more confidence, efficiency, and intention.
Features
Custom-built workflows designed around how individual agents and teams actually operate.
Centralized tracking for clients, transactions, tasks, and key milestones in one place.
Streamlined client intake and internal handoffs that reduce manual follow-ups and errors.
Flexible systems that scale easily as production increases or team structures change.
Clear visibility and control over every active deal without adding unnecessary tools or complexity.
What’s Included
- Discovery and workflow review to understand your current processes and goals.
- Custom-built Jotform forms and apps tailored to your agent or team structure.
- Centralized dashboards for tracking clients, transactions, and active tasks.
- System setup, configuration, and testing prior to launch.
- Personalized training to ensure confident adoption and daily use.
- Ongoing support options to keep your system running smoothly as your business evolves.
FAQs
This service is designed for both solo agents and small-to-mid-sized teams. Each system is customized to fit your structure, whether you’re operating independently or coordinating across multiple people.
No. We build around the tools you already use whenever possible, using Jotform forms and apps to enhance and organize your workflows without forcing a full tech overhaul.
Most agent and team systems are designed, built, and ready to launch within a few weeks, depending on complexity and responsiveness during the discovery process.
Training is included with every build, and ongoing support options are available if you want continued assistance, updates, or refinements as your business grows.
