Get answers about Brivity consulting, custom Auto Plans, CRM setup, lead nurture, transaction workflows, and hands-on implementation for real estate teams.

Level Up Brivity Solutions is an independent Brivity consulting and implementation service that helps real estate agents, team leaders, and brokerages build more organized, efficient systems inside their existing Brivity platform.

Rather than offering generic CRM training, I focus on how Brivity supports your actual day-to-day operations. That includes lead management, follow-up, transaction coordination, team accountability, and client communication.

Whether you've been using Brivity for years or are still learning the platform, my goal is to connect the pieces so your technology works together, your processes are easier to follow, and fewer responsibilities depend on someone remembering the next step.

Level Up Brivity Solutions is operated by Level Up Biz Services LLC and provides remote Brivity consulting to real estate professionals nationwide.

I provide customized Brivity consulting, workflow design, and hands-on implementation for real estate agents and teams who want to get more value from their CRM and transaction management systems.

Services include Brivity Power Audits, custom Auto Plan development, transaction workflow setup, lead nurture optimization, Smart Lists, database organization, email and text templates, task delegation, and team workflow improvements.

Projects can focus on a specific problem, such as inconsistent lead follow-up, or a broader operational challenge, such as organizing how your entire team uses Brivity.

I look at your existing processes before recommending changes. The goal is not to create more automation for its own sake, but to build practical systems that reduce manual work, clarify responsibilities, and support a more consistent client experience.

No. Level Up Brivity Solutions is an independent consulting service operated by Level Up Biz Services LLC. It is not affiliated with, employed by, sponsored by, or endorsed by Brivity, PLACE, or their affiliated businesses.

My services focus on helping real estate professionals organize, customize, and implement workflows using the Brivity tools they already have access to.

Because I work independently, recommendations are based on your business processes, team structure, and operational needs rather than a prescribed software training program.

Level Up Brivity Solutions offers both guided Brivity training and hands-on system implementation, depending on how much you want to do yourself.

Traditional software training teaches you where to click and how individual features work. My approach goes further by helping you decide what should happen in your business, who is responsible for each step, and how to build that process into Brivity.

If you prefer to learn as we work, we can build workflows together during live sessions. If you would rather have the system configured for you, I can handle the agreed-upon implementation directly.

The result is more than understanding a feature. You leave with workflows, templates, and processes designed for your business and a clearer understanding of how to use them.

Yes. If you already have standard operating procedures (SOPs), checklists, or documented processes, I can translate them into customized Brivity Auto Plans that guide your team through the work.

A Brivity Auto Plan can include assigned tasks, reminders, email and text templates, role-based responsibilities, custom date milestones, and action prompts.

I also use layered workflows when appropriate, allowing you to maintain a consistent core process while accommodating differences between clients, transactions, or team members.

If your procedures are not fully documented, we can work from your existing checklists, templates, and day-to-day processes to identify what should be included.

The goal is to turn the process you already know into a repeatable workflow that your team can follow without relying on memory or constant supervision.

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Yes. I help real estate agents create more organized lead follow-up and long-term nurture systems inside Brivity so opportunities are easier to identify, manage, and revisit.

This may include reviewing lead sources, contact statuses, tags, Smart Lists, follow-up Auto Plans, and email or text templates. We can also develop different processes for new leads, active prospects, sphere-of-influence contacts, past clients, and longer-term opportunities.

One of the most common challenges is having contacts and follow-up tools in Brivity without a clear process connecting them.

My focus is to help your team understand who needs attention, what should happen next, and which activities can be supported by automation.

Communication templates are customized to reflect your voice, so follow-up remains personal rather than sounding like a generic automated campaign.

Yes. I help real estate agents and teams organize their contract-to-close processes inside Brivity Transactions using customized task workflows, Auto Plans, deadlines, and communication templates.

A well-designed transaction system should guide agents and administrative staff through the steps of a transaction, from contract acceptance through closing and post-closing follow-up.

Depending on your process, this may include contract milestones, earnest money reminders, inspection and financing deadlines, compliance checkpoints, document requests, lender and title communication, and client updates.

I can also build different workflows for buyers, sellers, listings, and other transaction types so your team is not repeatedly modifying the same generic checklist. Many of my clients have specialized processes for their specialty clients such as short sale or divorce listings.

The goal is to make Brivity Transactions a dependable operational system that improves accountability, deadline visibility, and consistency throughout the transaction.

Yes. A Brivity Power Audit is a structured review of your existing Brivity setup, designed to identify gaps, inefficiencies, missed automation opportunities, and workflows that are not supporting your business as intended.

I evaluate your system from both a technical and real estate operations perspective. Depending on the scope, the review may include Auto Plans, lead management, Smart Lists, contact organization, transaction processes, communication templates, and team task assignments.

I look for areas where your team is duplicating work, manually completing steps that could be streamlined, or operating without clear ownership of important tasks.

Following the audit, I help identify and prioritize practical improvements so you know what to keep, simplify, repair, or build next.

You do not need to start over to make Brivity more effective.

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You do not need to clean up your Brivity account before getting help. In fact, an incomplete or disorganized setup is often a good reason to begin with an assessment.

Many real estate professionals have accumulated unused Auto Plans, inconsistent tags, outdated templates, and partially implemented processes as their businesses have grown or changed.

Rather than recommending a complete rebuild, I begin by identifying what is already working, what your team actually uses, and where the biggest operational gaps exist.

From there, we can develop a practical order of operations that addresses the most important problems first.

The objective is to create a system that is easier to maintain and use consistently, not to add unnecessary complexity to an already busy business.

If you are paying for Brivity but using only a fraction of its features, you may be missing opportunities to simplify your daily work and improve follow-up consistency.

The solution is not always more training or a complete CRM overhaul. Often, the most valuable starting point is identifying which existing tools could solve problems you are currently handling manually.

For example, clearer Smart Lists may improve lead visibility, customized Auto Plans may reduce repeated administrative tasks, and better transaction workflows may help your team manage deadlines and responsibilities.

I help you prioritize the improvements that make sense for your business instead of trying to implement every feature available.

The goal is to make your Brivity investment more useful, manageable, and relevant to the way you operate.

For hands-on Brivity implementation, I generally need access to review your existing configuration and make approved changes.

Access is arranged through Brivity's available user or team-access methods, based on your account permissions and the scope of the project. You should never send me your personal password.

The level of access depends on the work being performed. For example, reviewing existing Auto Plans may have different requirements than configuring transaction workflows or managing team-level settings.

During our initial conversation, we can determine what access is necessary and establish the scope of changes before implementation begins.

Yes. My approach is to improve your existing Brivity setup whenever practical rather than replacing processes that are already serving your business well.

I begin by reviewing how your team currently manages leads, follows up with clients, assigns responsibilities, communicates, and handles transactions.

If you already have useful SOPs, email templates, checklists, or Auto Plans, those materials can provide the foundation for your improved workflows.

I can also help identify where Brivity should fit within your broader real estate operations, especially when your team uses additional transaction management, documentation, or administrative tools.

The objective is to create a more cohesive process, with clear responsibilities and fewer unnecessary steps between systems.

Yes. I help real estate teams improve Brivity adoption by creating clearer workflows, role-based assignments, task instructions, and repeatable processes.

Inconsistent CRM usage is not always a training problem. Sometimes the system itself does not clearly communicate what team members should do, when they should do it, or who owns the next step.

I address that through practical improvements such as customized task descriptions, team-specific Auto Plans, communication templates, and clearly assigned responsibilities.

Guided working sessions can also help agents, team leaders, and administrative staff understand how the new processes fit into their daily routines.

The goal is to make the system intuitive enough that team members can rely on it consistently, rather than requiring someone to continually remind them how the process works.

Yes. Level Up Brivity Solutions offers additional implementation sessions, follow-up reviews, guided training, and scoped ongoing support for real estate professionals who want to continue improving their Brivity systems.

Some clients need assistance with one specific Auto Plan or workflow. Others want continued help as they add team members, refine lead nurture, develop transaction processes, or expand their use of Brivity.

Support can be structured around your priorities and the work needed rather than requiring every client to commit to a large implementation project.

After the initial review or implementation, we can identify the next improvements that will provide the most operational value and determine the appropriate level of additional support.

You can get started by scheduling a complimentary 45-minute Brivity Audit conversation with Level Up Brivity Solutions.

During our conversation, we will discuss how you currently use Brivity, what is working, where you are experiencing frustration, and which parts of your system may need attention.

You do not need to prepare a detailed technical report or organize your entire account beforehand. Being able to describe what feels disconnected, repetitive, or difficult to manage is a useful starting point.

Based on your needs, we can determine whether a more detailed Brivity Power Audit, a focused implementation session, or a larger system improvement project makes the most sense.

The goal is to give you a clear direction for making Brivity work more effectively for your real estate business.

Schedule your complimentary Brivity Audit