Listing & Marketing Copy
Drafts listing descriptions, social posts and open-house emails from property facts, for an agent to review before publishing
Stays out: Seller personal details, showing instructions, access codes
REAL ESTATE BROKERAGES
Get Your Real Estate Brokerages Data AI‑Ready
The Real Estate Pack is how Small Biz Data works with residential and commercial brokerages, including those with a rental management arm.
Who It's For
Residential and small commercial brokerages with their own staff and affiliated agents. Their data sits across a CRM and lead tools, a transaction management system, the MLS, a commission back office and the books.
What We Measure
Company Dollar
Gross commission income minus agent splits and referral fees paid out
Where It Comes From: Commission back office and books
Company Dollar per Agent
Company dollar divided by active agents
Where It Comes From: Back office plus agent roster
Days From Closing to Commission Paid
Days between a closing and the agent's commission payment
Where It Comes From: Transaction and payment dates
Commission Disbursement Errors
Commission payments that had to be corrected after they went out
Where It Comes From: Back office adjustments log
Lead Response Time
Median time from a new lead arriving to its first personal reply
Where It Comes From: CRM
Lead-to-Close Rate by Source
Closed deals as a share of leads, for each lead source
Where It Comes From: CRM plus closed transactions
Cost per Closed Deal by Source
Paid lead and ad spend for a source divided by deals closed from it
Where It Comes From: Books plus CRM
Closings Missing From the Books
Closed transactions not yet recorded in the books at month end
Where It Comes From: Transaction system vs books
Rent Collected On Time
Share of rent due that is collected by the due date plus grace period
Where It Comes From: Property management system
Days to Turn a Unit
Days from move-out to a new lease start
Where It Comes From: Property management system
Days to Send Owner Statements
Days after month end until every owner statement goes out
Where It Comes From: Property management system
Aging Maintenance Requests
Maintenance requests older than 7 days
Where It Comes From: Property management system
Targets are set from your own history, never from industry averages.
AI Assistants We Set Up
Each assistant is a Claude Project set up on your own Claude Pro account with model training off, and drafts are always reviewed by a person.
Lead Replies
Drafts first replies and follow-ups to new buyer and seller leads, for the assigned agent to send
Stays out: Lead financial details, pre-approval letters
Agent Help Desk
Answers agent questions about office policy, forms and procedures
Stays out: Client files, commission statements
Owner Statements Summary (optional, property management)
Turns the month's owner statement export into a plain-language note for each owner
Stays out: Tenant personal details, bank account numbers
What Stays With You
Small Biz Data organizes and connects the firm's data. It does not give legal or licensing advice. Trust and escrow accounts stay in the firm's own accounting process and are never put into an AI tool, and every AI-drafted listing or ad is reviewed by a licensed agent before it is published.
How Ready Is Your Business?
Twenty yes-or-no statements written for Real Estate Brokerages. About five minutes, nothing to sign up for.
Other Industries
- Trades & Home Services
- Construction Contractors
- E-Commerce
- Restaurant Groups
- Property Management
- Financial Planning & Advice Firms
- Insurance Agencies
- Law Firms
- Accounting Firms
- Architecture & Engineering
- Marketing & Creative Agencies
- Staffing Agencies
- Higher Education
- Nonprofits
- Veterinary Clinics
- Industrial Equipment Sales
- Small Manufacturers
Ready to Make Your Data Actually Useful?
Book a free 30-minute assessment. We'll walk through your current data situation, spot the highest-leverage fixes, and give you a clear path forward — no commitment.
No commitment · No technical jargon · 30 minutes