Real-World Case Studies and Customer Success Stories with Brivity Valuations

Brivity helped Royal Realty automate tasks and manage up to 70 transactions at once. Nick Schauble used Brivity’s Auto Plans... to reduce manual work and improve client communication. The brokerage grew 2X to 5X annually without hiring more staff. Automated follow-ups and reporting dashboards made business tracking easier. Brivity’s tools supported launching a new brokerage and boosted client reviews through automated requests.
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Brivity helped the Jason Matt Team streamline operations by replacing multiple platforms with one system. Automation features enabled systematic follow-up,... reducing lost leads and increasing efficiency. The team doubled their outreach and saw 15-20% year-over-year growth without adding staff. Brivity's daily task lists and integrated dialer improved productivity. Jason credits Brivity for better team management and business visibility.
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Brivity helped Heather Gossen Real Estate Group cut technology costs by at least 30%. Heather used Brivity to bring all... her contacts and workflows into one platform. She automated event lead capture, email marketing, and direct mail campaigns. Brivity’s CRM and marketing tools saved her time and made her business more efficient. Heather added hundreds of new contacts from each event using Brivity’s features.
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Brivity helped Fred Sed Group double its sales volume and gross commission income. The team grew from two to 20... agents using Brivity’s all-in-one real estate platform. Brivity automated lead follow-up, transaction management, and client communications. The platform enabled a hybrid team with in-house and virtual assistants. Fred credits Brivity for supporting over $120M in annual sales and $3M in GCI. Automated workflows improved client satisfaction and agent training.
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Brivity helped Bob Walsmith, Jr. , a solo agent at Berkshire Hathaway HomeServices in Santa Barbara, automate his real estate...business. He replaced multiple platforms with Brivity’s integrated CRM and website, solving tech challenges and enabling flexible site customization. Automation features let him follow up with prospects instantly and launch open house ads in minutes. Brivity VA provided project support, freeing Bob to focus on clients. As a result, Bob grew his gross commission income from $200k to over $2M.
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Brivity helped The Amanda Pohlman Team scale their real estate business fast. They grew from 6 to 23 team members... in under two years. Transactions doubled from 130 to 262. Revenue jumped from $30 million to $80 million. Brivity’s CRM and automation tools made team communication and client management easy. Amanda now spends more time growing the business, not just handling deals.
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Brivity helped Dow Realty Group, led by Adam Dow, streamline real estate operations. The team used Brivity's platform to automate... seller feedback and task management. This allowed them to delegate work, improve efficiency, and scale their business. Virtual assistants could work more effectively with clear task dashboards. Brivity's market reports helped the team connect with prospects in a meaningful way. Adam credits Brivity for enabling business growth and better client engagement.
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Brivity Platform helped Bob Walsmith, Jr. , a solo real estate agent, grow his GCI from $200k to over $2M....He struggled with multiple platforms and lack of automation before switching to Brivity. Brivity's automation and integration features let him follow up with prospects faster and run open house ads easily. Brivity VA gave him support for projects, letting him focus on clients. Bob says Brivity's tools and support team help him deliver top service and stand out from competitors.
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Brivity helped The Amanda Pohlman Team scale their real estate business fast. In less than two years, they grew from... six to 23 team members. Transactions jumped from 130 to 262. Revenue rose from $30 million to $80 million. Brivity's CRM, automation, and virtual assistant features made team communication and client management easy. Amanda says Brivity gave her team the leverage they needed to grow.
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Brivity helped Heather Gossen Real Estate Group cut technology costs by at least 30%. Heather used Brivity to combine lead... generation, CRM, and marketing into one platform. She automated event registrations, email marketing, and direct mail campaigns. Brivity's features saved her time and made her marketing more efficient. All contacts now stay in one database from first touch to close.
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Brivity Platform helped Royal Realty automate tasks and manage up to 70 transactions at once. Nick Schauble used Brivity to... double to 5X annual growth without extra hires. Automation reduced manual work and improved client communication. The platform's dashboards replaced Google Sheets for tracking business stats. Automated review requests boosted five-star client feedback and referrals.
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Brivity helped Jason Matt Team cut technology costs and streamline operations by replacing multiple platforms with one system. Automated follow-up plans... and integrated dialer features doubled their client outreach. The team saw a 15-20% year-over-year growth without adding staff. Brivity enabled better team management and improved client retention. Jason credits Brivity for making his business more efficient and scalable.
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Brivity helped Fred Sed Group double their team's sales volume and gross commission income. The team grew from 2 to... 20 agents using Brivity's all-in-one real estate platform, lead generation, and virtual assistant solutions. Brivity streamlined operations, improved agent training, and enabled fast, consistent lead follow-up. The group now generates over $120M in sales and $3M in GCI annually. Brivity's automation and support allowed Fred Sed Group to scale efficiently and boost client satisfaction.
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Brivity Platform and Brivity VA helped Dow Realty Group scale operations and improve efficiency. Adam Dow used Brivity's auto plans... to automate workflows and delegate tasks, freeing up time for revenue-generating activities. The platform enabled seamless collaboration with virtual assistants and improved client communication with automated seller feedback and market reports. Adam credits Brivity for proven processes, increased efficiency, and strong customer support.
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Brivity Platform helped the Shonna Key Team become the number one real estate team in Montana. Shonna replaced multiple systems... with Brivity for CRM, lead generation, and transaction management. The team achieved a 98% close rate with home sellers and improved client satisfaction to over 90%. Brivity generated nearly 700 leads in six months and cut advertising costs by 50%. In 2021, the team earned $1.2 million in gross commission income and is on track for $2 million in 2022.
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Brivity helped the Williams Team relaunch their real estate business after a break. Before Brivity, they struggled with multiple platforms,... manual processes, and poor automation. Brivity's platform centralized their operations, improved communication, and enabled automated client follow-up. The team tripled their daily calls, reaching 300-400 dials and 60-90 contacts in a few hours. Brivity VA allowed them to quickly add three experienced virtual assistants, saving costs and boosting efficiency. The Williams Team now delivers better customer service and operates more smoothly.
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Brivity helped the Gene Arant Team streamline operations by replacing multiple systems with one platform. The team automated 75% of... daily tasks, saving time and reducing manual work. Brivity's lead generation tools delivered instant ROI, with a five-to-one return in seven months. The platform improved client communication and boosted the team's online reviews to five stars. Agents now focus more on building long-term client relationships.
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Brivity helped the Lutz & Cruz Group, a Silicon Valley real estate team, grow in a down market. They used Brivity... CRM, Brivity Lead Gen, and Brivity VA to solve problems with automation, staffing, and lead generation. The Brivity Platform made it easy for agents to stay organized and accountable. Their Brivity VA took over admin tasks, saving over $700 per transaction. Even with a 30% market drop, the team kept their sales volume steady by working more efficiently with Brivity.
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Brivity helped Coalition Properties Group manage over 300 real estate transactions a year. Before Brivity, the team used many platforms... and lacked transparency and reporting. Brivity gave them one system for transaction management, lead generation, and business tracking. The dashboard lets them see team and business goals and track KPIs. Market reports and listing alerts help agents engage clients. Training and support from Brivity improved team performance and reduced agent anxiety.
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Brivity helped the Christin Kingsbury Group solve technology and staffing problems. Christin replaced two full-time admin employees with one Brivity... VA, cutting costs. She used Brivity’s all-in-one platform to manage marketing, CRM, and client communication. Her sales volume grew from $16 million to $42 million per year. Client satisfaction increased with automated updates and transparent processes.
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Adam Dow, from Dow Realty Group, wanted to grow his real estate business. He needed better processes. He found Brivity... at a conference in 2015. Brivity's CRM helped him automate tasks and improve efficiency. It allowed his team to work better with virtual assistants. Adam's favorite feature is the market reports. They help him connect with clients. Brivity's support and commitment to customers impressed him. Adam also learned from Brivity's leadership, inspiring him to give back to charity.
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Coalition Properties Group needed a system to manage their growing real estate transactions. They chose Brivity for its robust transaction... management and transparency features. Brivity helped them integrate lead generation and tracking metrics in one place. This allowed them to manage over 300 transactions a year efficiently. The team also benefited from Brivity's training and support, which improved their operations and client engagement.
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Louis and Nicole Williams, after semi-retiring from real estate, decided to relaunch their business. They faced challenges with multiple platforms... and lack of automation. By adopting the Brivity Platform, they streamlined operations and improved communication. The platform allowed them to triple their call volume and efficiently manage client interactions. They also quickly added three virtual assistants to handle administrative tasks, significantly ramping up their business. The Brivity Platform helped them fulfill their mission of providing excellent customer service.
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Shonna Ruble moved to Montana in 2018 and needed technology to scale her real estate business. She implemented the Brivity... Platform to streamline operations and improve communication. This led to her team becoming the number one real estate team in Montana. Brivity helped generate nearly 700 leads in the first half of 2022, and the team achieved a 98% close rate with home sellers. The Shonna Key Team's profit margins increased, and they are on track to reach $2 million in gross commission income in 2022.
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The Gene Arant Team faced challenges with multiple technology platforms for CRM, lead generation, and project management. They chose Brivity... to streamline operations and automate tasks. With Brivity, 75% of daily tasks are automated, and the team no longer duplicates processes. The lead generation program helped close a transaction in the first month, covering the platform's cost. After seven months, they achieved a five-to-one return on investment. Brivity improved client communication and increased positive reviews, enhancing the team's focus on long-term client relationships.
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Christin Kingsbury, from Northern Arizona, faced challenges with high overhead costs and managing multiple software solutions for her real estate business. She turned to... Brivity, an all-in-one platform, to streamline her operations. With Brivity, she reduced expenses by replacing two full-time administrative employees with a Brivity VA. This change helped her increase her sales volume from $16 million to $42 million per year. Christin values the support and updates from Brivity, which have significantly improved her business efficiency and client satisfaction.
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Jason Matt, a real estate professional, faced challenges with multiple platforms and high technology costs. After hearing about Brivity, he... decided to try it. Brivity's cohesive system allowed him to eliminate redundant programs, saving time and increasing efficiency. By using Brivity's automated processes, Jason was able to systematically follow up with clients, preventing lost deals. This led to a 20% year-over-year growth without increasing headcount. Brivity also helped Jason double his outreach and manage his business more effectively.
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Fred Sed, a third-generation REALTOR®, faced challenges using multiple platforms for his real estate business. He needed a solution to... manage the entire consumer lifecycle. Brivity provided an all-in-one platform that simplified operations, improved communication, and supported team growth. With Brivity, Fred expanded his team from 2 to 20 agents and achieved over $120M in sales annually. The platform's features, like market reports and transaction management, helped streamline processes and enhance client satisfaction.
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Heather Gossen, a solo real estate agent, faced challenges with fragmented lead generation and high technology costs. She used multiple... platforms for her operations. Heather switched to Brivity, which provided an all-in-one platform. This allowed her to streamline her marketing and client management. With Brivity, she automated lead capture and email marketing, saving time and money. Heather found Brivity to be 30% cheaper than other options, with more advanced features.
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Bob Walsmith, Jr. , a solo real estate agent, faced challenges with multiple platforms and inflexible websites. He adopted Brivity...for its integrated platform and automation features. This allowed him to automate follow-ups and improve client interactions. As a result, Bob increased his gross commission income from $200k to over $2M. Brivity's tools helped him focus on client relationships and stand out in the competitive real estate market.
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Amanda Pohlman needed a structure to scale her real estate team in Northeast Ohio. She chose Brivity, a CRM platform,... to help. In less than two years, her team grew from six to 23 members. Their transactions increased from 130 to 262, and revenue grew from $30 million to $80 million. Brivity's tools and systems helped them communicate better and manage transactions efficiently.
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Nick Schauble, a real estate agent and broker from Peoria, Illinois, used Brivity to grow his business. Before Brivity, he... struggled with multiple platforms and a lack of automation. After adopting Brivity, he developed hundreds of automations to manage tasks and improve client satisfaction. This allowed him to handle up to 70 transactions at once and achieve 2X to 5X annual growth without extra hiring costs. Brivity's tools also helped him launch his own brokerage, Royal Realty, and create a high-touch concierge system for clients.
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Robert Cruz joined the Lutz & Cruz Group to improve efficiencies in their real estate operations. They faced challenges with... finding the right tools, automation, and staffing. By using the Brivity Platform, they improved software adoption and accountability. The Brivity Lead Gen team helped them create targeted buyer campaigns, leading to a steady flow of leads. They also used a Brivity VA to handle administrative tasks, saving costs on transaction coordination. Despite a 30% market downturn, they maintained their sales volume, thanks to increased efficiency with Brivity.
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Brivity helped Christin Kingsbury Group grow sales from $16M to $42M while cutting overhead. Christin replaced two full-time admin staff... with a Brivity virtual assistant, saving costs. The all-in-one platform unified CRM, marketing, and client communication. Automated updates improved client satisfaction and trust. Brivity’s support team and regular updates made scaling easy for Christin’s real estate business.
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Brivity helped The Amanda Pohlman Team scale their real estate business fast. They grew from 6 to 23 team members... in under two years. Transactions doubled from 130 to 262. Revenue jumped from $30 million to $80 million. Brivity’s CRM and automation tools made team communication and client management easy. Amanda now spends more time on business growth, not just transactions.
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Brivity helped the Lutz & Cruz Group, a Silicon Valley real estate team, maintain sales volume despite a 30% market downturn. The team used... Brivity Platform, Brivity VA, and Brivity Lead Gen to automate tasks, improve accountability, and drive targeted lead generation. Their Brivity VA took over administrative and transaction coordination duties, saving significant costs. The team credits Brivity for enabling higher productivity without increasing work hours. They achieved these results while using only 30-40% of Brivity’s features.
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Brivity helped Fred Sed Group double its sales volume and gross commission income. The team grew from 2 to 20... agents using Brivity’s all-in-one real estate platform. Brivity automated lead follow-up, transaction management, and client communications. The platform enabled a hybrid team with in-house and virtual assistants. Fred credits Brivity for supporting over $120M in annual sales. Automated plans improved client satisfaction and agent training.
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Brivity helped Bob Walsmith, Jr. grow his real estate business from $200k to over $2M in GCI. He used Brivity... to automate follow-ups, streamline client service, and integrate his CRM and website. Automation let Bob focus on building client relationships and closing deals. Brivity's open house tools and Facebook ad integration saved time and improved lead capture. Bob credits Brivity for giving him a competitive edge and supporting his solo agent business.
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Brivity helped the Jason Matt Team streamline operations by replacing multiple platforms with one integrated system. Automation features enabled systematic... follow-up, reducing lost leads and increasing efficiency. Jason saw a 15-20% year-over-year growth without adding staff. The platform doubled his outreach and improved team management. Brivity's real estate-focused tools allowed Jason to focus on revenue-generating activities.
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Brivity helped the Gene Arant Team streamline real estate operations by replacing multiple systems with one platform. The team automated... 75% of daily tasks, saving time and reducing manual work. Brivity’s lead generation tools delivered a five-to-one ROI in just seven months. Automated client updates boosted the team’s online reviews to five stars. Agents now focus more on building long-term client relationships.
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Brivity helped Dow Realty Group streamline real estate operations. Adam Dow used Brivity’s CRM and auto plans to automate seller... feedback and task assignments. The platform enabled his team to scale by delegating work and improving workflow efficiency. Virtual assistants could work across time zones using Brivity dashboards. Adam credits Brivity’s market reports for better client engagement. The team values Brivity’s customer commitment and real estate-focused innovation.
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Brivity helped Royal Realty automate tasks and streamline operations. Nick Schauble used Brivity’s Auto Plans to manage up to 70... transactions at once. The brokerage grew 2X to 5X annually without extra hiring. Automation reduced the need for more staff and improved client communication. Brivity’s dashboards replaced manual tracking and supported business growth.
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Brivity helped the Shonna Key Team become the number one real estate team in Montana. Shonna Ruble used Brivity to... unify lead generation, CRM, and website tools, replacing multiple platforms. The team achieved a 98% close rate with home sellers and improved client satisfaction to over 90%. Brivity generated nearly 700 leads in six months and cut advertising costs by 50%. In 2021, the team earned $1.2 million in gross commission income and is on track for $2 million in 2022.
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Brivity helped Coalition Properties Group grow from 165 to over 300 real estate transactions a year. The team replaced multiple... platforms with Brivity’s all-in-one system for transaction management, lead generation, and reporting. Brivity’s dashboard lets them track business and team goals daily. Agents use Market Reports and Listing Alerts to engage clients and stay in touch. Training and support from Brivity improved team performance and reduced agent anxiety.
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Heather Gossen Real Estate Group used Brivity to unify all client data and marketing in one place. Before Brivity, Heather... managed leads and transactions across many platforms, which was costly and inefficient. Brivity’s CRM and marketing tools automated event signups, email campaigns, and direct mail, saving Heather time and money. She added hundreds of new contacts from each event and reduced technology costs by at least 30%. Brivity helped Heather deliver a high-touch client experience and grow her business.
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Brivity helped the Williams Team relaunch their real estate business after a break. They replaced multiple platforms with Brivity’s all-in-one... solution, improving automation and team communication. In the first 90 days, they tripled their daily calls, reaching 300–400 dials and 60–90 contacts in a few hours. Brivity VA enabled them to quickly add three experienced virtual assistants, streamlining marketing and transaction processes. The team now delivers better customer service and operates more efficiently.
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