Brokerage AI Profitability Audit

Find where leads, deals, time, or money get stuck.

Take the five-minute audit. I will test the answers with you on the call and pick one small workflow to discuss.

Find the biggest weak step

Check your best guess on the call

Pick one small workflow together

Get that small workflow built free

$10k+ in client-confirmed commission while the system supported the pipeline
70% more automation reported by the client in about a month
Miami real estate brokerage case study

Free case study

Miami case study: how Barcelo Realty stopped losing leads between tools.

This is the kind of problem the free audit finds. Leads fall through the cracks when follow-up, contact records, and manual checks do not talk to each other. Here is how one Miami brokerage fixed it.

Miami case study

The leak the audit found.

Barcelo Realty already used Google Sheets, GoHighLevel, Gmail, GMass, CloseBot, VAPI, Make.com, and PDF.co. The real problem was simple: no single screen could show who needs attention now, how to reach them, and what to stop because the lead already wrote back.

01

The spreadsheet and the inbox did not match.

A row could say "time to follow up" while Gmail already had a reply. Sending again made the team look like they were not paying attention.

02

The CRM changed, but the workflow did not notice.

A CRM is where contacts are tracked. A lead could change in GoHighLevel while the sheet still showed old info, so the system had to check both.

03

The owner needed one screen, not ten tabs.

The useful output was a daily list: leads to contact, leads for a human to check, hot deals, offers to send, contracts to prep, and leads to leave alone.

What changed

MLS rows became one daily action list.

Now the system connects each MLS listing to its GoHighLevel contact, checks Gmail and GMass for the last real reply, decides if a person or automation should act next, and sends ready leads into the right workflow.

Some things stayed manual on purpose. Hot deals, offers, contracts, closings, and special cases stayed with Barcelo Realty. Automation only moved after reply status and lead ownership were checked.

Find the leak in my brokerage
$10k+

client-confirmed commission earned while the system supported the Miami pipeline.

9

MLS workflows routed after each lead's status was checked.

70%

client-reported jump in automation across the brokerage in about a month.

Put this case study to work

The audit finds your first leak worth fixing.

If leads are slipping through

The audit checks if the problem is slow response, unclear ownership, missed replies, or old contact records.

If agents ignore the CRM

The audit checks if your main contact system is confusing or if agents do not trust what it shows.

If contracts wait on someone to prep them

The audit checks if contract drafts can start from data you already have, with a human review before anything important goes out.

If you keep checking everything yourself

The audit checks which daily task list would take you out of the middle.

Take the free audit first

Your brokerage audit

Answer the audit questions before you book a call.

The Miami case study shows what can happen after the right weak step is found. Finish the audit, then book a call. Everyone who finishes can book. I will test the answers with you and pick one small workflow to build free after the call.

Start the free automation audit