CRE ShopWorks Case Studies

Marketing and lead response

A website lead that became a listing in 11 days

Land sale listing, September 2026

The problem: A seller with a one-acre commercial parcel was interviewing brokers. She found me through the contact form on my website.
What the system did: Her inquiry arrived at 12:15 PM. The full reply went out at 12:45 PM: commission math at both fee levels, a candid market read and four contract terms buyers' counsel would raise. The lead was logged with how she found me.
The result: That afternoon she agreed to move the hard money date to the end of due diligence. Eleven days later I was the listing broker, working multiple offers.

Prospecting

Commercial foreclosure, September 2026

The problem: Commercial foreclosures post weeks before the sale, but most brokers never see them in time, and the lender is hard to reach cold.
What the system did: The monthly pull loaded each commercial posting into the CRM with borrower, lender and trustee, verified ownership at the appraisal district, and drafted an offer of a broker price opinion to the trustee's attorney.
The result: The attorney took the offer, and I delivered the BPO. That is a direct line to the lender before the property ever comes back to market. The same pull now runs every month.

Research and valuation

Valuation, September 2026

The problem: A deal record carried a prior-year appraisal district value presented as current, and it went out in an email under my name. The appraisal district shows several years, and the wrong column is the easiest mistake to make.
What the system did: I built a hard rule into every skill: no value, acreage, ownership or legal description goes out unless it was read from the appraisal district in the same session, with the source and tax year named next to it. CRM notes and old summaries are leads to check, never sources to quote.
The result: Every BPO, foreclosure record and owner letter now carries its source and tax year. Your shop gets the same rule on day one, rewritten for your counties.

Admin

Broker listserv, October 2026

The problem: I post listings to the broker listserv from a separate Gmail, because the list traffic used to bury my main inbox. That meant broker replies and requested items landed in a mailbox I never read.
What the system did: The mailbox is now watched on a schedule. Anything addressed to me, any buyer or tenant need that matches a listing, and any requested document comes back as a short alert.
The result: Broker replies get answered instead of sitting. Needs from the list get checked against every listing I hold the same day.

Marketing

Website inventory, October 2026

The problem: My website pulls listings from Buildout. Three listings were no longer on the market, but Buildout still showed them active, so the website would have kept marketing them.
What the system did: The inventory sync now compares the source against what I've confirmed and lists any disagreement for me to settle before the site updates.
The result: The site shows what is actually available. A buyer calling about a listing that closed months ago is a bad first impression for any shop.

Foundation

Setup, 2026

The problem: Connecting an AI app to the office Outlook required IT approval. Agents at larger and franchise shops hit the same wall.
What the system did: I built the system on a dedicated Google account and Drive, connected to Claude, the CRM, Blotato and Zapier. The same system runs from my Mac with Google at home and the Windows and Microsoft setup at the office.
The result: Nothing waits on IT, and nothing lives on one computer. For client shops, this path goes in only with the broker-owner's written approval, and transaction files stay wherever the shop's records policy requires.

Website and AI search

Website content, May through September 2026

The problem: Most broker websites hold a listings widget and an About page, so there is nothing for Google or an AI search tool to cite.
What the system did: Articles are drafted from my own market read and edited in my voice before they post. Ten submarket guides went up in one batch on September 20, covering the cities and property types I work.
The result: My site now carries 18 articles and four quarterly market reports. Search Console numbers from before and after the batch are being pulled now, and they will be posted here rather than guessed at.