Fractional Operations Partnership
Why past management systems haven’t worked…
There are a lot of off the shelf deal management systems that work great for real estate teams yet, for one reason or another, often these systems simply don't work for teams. Some of these reasons prevent teams from being able to use off the shelf deal management systems:
Overly complicated
Not customizable or doesn't suit the needs of the team
It's not versatile enough
It's too expensive considering what you're getting
You have to pay extra for desired features
Long-term contracts
They don't provide adequate support
Most importantly, or what we see most often, is that many teams fail to adopt a system simply because it requires tedious manual input and updating and the team lead is too busy running the team and doing deals to maintain the system. Keeping your data structured and up to date can be very time consuming, let alone creating reports and getting more insights out of that data. Importantly, even if the system is "user-friendly", this type of work is often not enjoyable. Team leads know maintaining data on the business is important but it's not prioritized, as there's only so much time in a day given working with clients to close deals, supporting team agents, and recruiting are the driving force of the business.
The solution you’ve been looking for…
We offer more than a service—we provide a partnership. At Fallbrook Solutions, we invest significant resources in every team we work with, ensuring process improvements and creating value at every step of our collaboration. Below is an overview of the services we offer, tailored to meet the exact needs of each client since not all offerings are necessary for every team.
Our Complimentary Operations and Deal Management System streamlines your processes by including essential features such as transaction management, which covers client information, vendor contacts and company details, property data, lead sources, sales amounts, commission totals, splits, and more. The system also tracks lead sources, providing insights into counts, conversion ratios, price per lead, price per conversion, and additional key metrics. Business expenses are efficiently tracked, enabling detailed analysis and improved financial management. The Management Dashboard offers a comprehensive view of sales performance over time, segmented by agents, lead sources, and geographical regions, while also presenting team revenue, expenses, and profit trends. It includes metrics such as average commission per closing, take-home percentages, and listing performance across agents and over time. Additionally, the Agent Portal empowers individual agents by giving them access to their own sales stats, income reports, client lists, and vendor contact information, among other tools.
This system is designed as a template that will grow with your team, evolving as your needs change, making it more tailored and effective than any off-the-shelf product over time. Complimentary Management System Customization ensures the system adapts as your team evolves, becoming a precise fit for your operational requirements. This flexibility ensures that your system remains relevant and valuable as your business grows and changes.
To support your team, we offer comprehensive Team Training Sessions, including onboarding training, instructional videos, and personalized in-person or virtual one-on-one meetings. These resources are designed to ensure that your team can effectively utilize the system and gain the maximum benefit from it.
We provide Monthly Reports via email for management that details the team’s sales and financial performance for that month and offers a critical analysis of the results.
Additionally, we specialize in Resource Organization by collaborating with company and personal accountants to streamline the end-of-year tax process. We also offer various additional services to enhance operational efficiency and keep your business running smoothly.
With Fallbrook Solutions, you gain not only a comprehensive system but also a committed partner dedicated to helping your team thrive and achieve long-term success.