Services

What I can set up for you.

Three things, all built from how I run my own deals. Every one starts with a free 30-minute call, where we figure out what fits your business.

  1. 01

    Custom workflow integration

    Describe what’s slowing you down. I’ll tell you plainly whether a tool, a connection between the tools you have, or a better process is the fix, and then I’ll build it.

    Who it’s for
    Operators with a step that eats hours every week: lists you clean by hand, leads that sit in an inbox, a buyers list in your phone, or tools that don’t talk to each other.
    What’s included
    • A conversation about how you work today and where the time goes.
    • A short written plan you approve before anything gets built: what it does, what it won’t do, and how we’ll know it works.
    • The build: an integration, an automation, a small tool or a website, tested on your real work.
    • Plain-language notes on how it works, so you aren’t stuck calling me for every change.
    How it starts
    Book a call and tell me what’s slowing you down. If software isn’t the answer, I’ll say so.

    It isn’t only real estate. Before Keystone, I took a clinic from paper sign-ups to a website, a CRM, online booking and telehealth.

  2. 02

    Your own CRM and buyer matching, set up for your business

    The CRM I run my deals on, set up with your stages, your fee and your buyers, with buyer matching that tells you who fits a deal and why.

    Who it’s for
    Wholesalers and small investor teams juggling leads in a spreadsheet, a CRM built for some other industry, and buy boxes that live in their head.
    What’s included
    • Today, Pipeline, Buyers and Deals: who to call today, where every lead stands, and every deal with its matched buyers.
    • Your vocabulary and defaults, like stage names, labels and your assignment fee, kept in your own settings rather than in the code.
    • Your buyers and their buy boxes entered, so a new deal shows confirmed fits, possible fits and buyers missing information, each with the reason.
    • Your records kept separate from anyone else’s.
    How it starts
    Book a call. I’ll show you how I run a deal on it and we’ll talk through how you work.
  3. 03

    Wholesaler’s Toolkit

    In pilot

    The deal side of the system on your phone: address in, comps and a value range, photos to a repair estimate, an offer range and a buyer shortlist. In pilot, and not for sale yet.

    Who it’s for
    Wholesalers who size up deals in the field and want the numbers and the buyers in one place.
    Where it stands
    • Built and tested on my own deals first.
    • Join the list and I’ll let you know when there’s room in the pilot.
    How it starts
    Join the list by email, or ask about it on a call.

Let’s talk.

Have a deal, a process that’s slowing you down or a question? I’d like to hear it.