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Why Work With an Independent Brivity Implementation Specialist?
Brivity is one of the most powerful real estate CRMs available.
It can automate follow-up, structure transaction workflows, delegate tasks by role, track compliance, and manage your database. Whether you’re a solo agent or part of a large team, Brivity has the tools to save hours every week and keep your business running smoothly.
So why do so many agents still feel overwhelmed building it?
Brivity is a powerful CRM and transaction system. How do you know if you have it setup correctly?
My Brivity services are designed to help solo real estate agents and teams save time, stay organized, and maximize every opportunity and every tool in Brivity. Whether you’re just getting started, looking to optimize your nurture systems, or need a full audit of your current Brivity setup, I provide hands-on support to make the full system work for you, so you can focus on growing your business instead of managing technology.
My recommendations are grounded in hands-on Brivity implementation and real-world transaction management. I understand how lead follow-up, team accountability, compliance, communication, and contract deadlines need to work together because I have managed and supervised more than 1,000 closed real estate transactions since 2017. I understand to build a complete process where all of the moving parts give you a predictable business system you can trust.
Power Audit
Overview of Services
The Brivity Power Audit is a 45-minute comprehensive review of your existing Brivity setup to identify inefficiencies, broken automations, and missed opportunities. I pinpoint areas where your CRM could save more time, capture more leads, and keep your transactions and communications running smoothly.
Audit your current Brivity setup to uncover gaps and inefficiencies
Evaluate workflows, Auto Plans, and pipeline management for optimization
Review templates, task assignments, and milestone sequences for consistency
Recommend actionable improvements for time savings and increased ROI
Receive clarity and a roadmap to make your Brivity system run smarter, not harder, while ensuring you are using all of Brivity’s benefits.
Transaction System Buildout
An Overview of Services:
Brivity Transaction Auto Plan Setup provides real estate agents with structured, fully built transaction workflows designed for clarity, consistency, and scalability. I create layered, step-by-step Auto Plans to be used by a solo agent or a team of administrators that guide the transaction process from contract to close, ensuring deadlines, tasks, and communication points are clearly defined and highly repeatable.
Custom transaction Auto Plans are tailored to your process, your voice, and your clients
Task assignments by role (agent, admin, TC) for clear accountability
Layered task lists make it easy to track all types of contingencies
Milestone-based workflows aligned with your contract timelines
Structured reminders and task sequencing for consistency
Organized, ready-to-implement systems in Brivity, customized for you!
Walk away with a transaction process that runs predictably and gives you more mental space.
Nurture Contact Systems
Overview of Services
Optimized Nurture Contact Systems help real estate agents and teams turn their CRM contacts into engaged leads and repeat clients. I create automated, structured nurture campaigns that are personalized, timely, and consistent, ensuring no lead falls through the cracks and more deals are converted.
Automated drip campaigns for new leads, past clients, and sphere contacts
Segmented contacts for personalized follow-ups and targeted messaging
Templates for emails, texts, and task reminders aligned with your voice
Engagement monitoring and lead-conversion strategies
Find repeatable, automated nurture systems that strengthen relationships and generate business.
Looking for Transaction Management Support?
Need hands-on help with listings, contracts, compliance, deadlines, client communication, or closing coordination?
Level Up Real Estate Services provides transaction management and real estate operations support for Missouri agents.
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