The Platform
$537/mo for IBBA Benefit Partners.
- •Full CRM setup and configuration
- •Listings, deals, and contacts in one system
- •Buyer and seller automation
- •AI CIM Builder and Secure Data Room
- •Weekly office hours and Deal Studio University
We work with brokers as a strategy partner, a build team, and an ongoing support layer. The work is built around your operation, but the outcome is the same: more of the right deals, less of the daily noise.
Stop chasing follow-ups and let the system carry the rhythm of every deal.
Walk into every listing conversation already trusted, already educated.
Meet buyers who have already reviewed the CIM, signed the NDA, and shown up ready.
Send a listing to market already researched and positioned to stand out.
Keep relationships warm with past clients without ever having to remember to.
Scale the business without hiring people you would have to manage all day.
Get the exact tool your practice needs built for you, instead of working around one that was not.
Make every deal cycle feed the next one, instead of starting from zero each time.
Every engagement starts with us understanding a roadblock you're facing and ends with a system you can use to move past it. Below is the work we do most, in the order most brokers need it.
We map how your practice actually runs, from the first seller conversation through the close and the relationship after it, then design the system that supports each part without you having to hold it together personally.
Implementation specialists build the system inside your CRM, configure your CIM workflow, set up the buyer and seller automations, and turn the strategy into something running by the end of the engagement.
A working relationship with people who understand what you are building. Weekly office hours and Deal Studio University sessions, monthly strategy call, video library for you and your team.
Each one has its own page, with what is in it, how it gets built and where it connects. Start wherever the need is clearest.
The front door. Designed, built and wired into your CRM so an enquiry arrives as a contact with a history.
See the detailOne record for every relationship, with migration from whatever you are on now handled as part of the engagement.
See the detailThe positioning and growth strategy behind how the market sees you, for the broker and for the listing.
See the detailDealBuilder carries the CIM, the data room, the NDAs and the buyer workflow from deal won to deal closed.
See the detailWhen the thing you need does not exist yet, we engineer it on the same platform and the same data.
See the detailThe platform is a one-time setup plus a monthly subscription that scales with the number of seats you need. Project work is quoted from a starting point, because what gets built depends on the practice. Either way you have the number before anything is agreed.
Brokers start in different places. Whatever gets built first is built to connect to the rest.
Before any engagement, we sit down with you for a no-pressure conversation. We'll learn what your operation looks like today, what you're trying to build, and what's actually getting in the way.
At the end, we will tell you honestly whether Deal Studio is the right fit, with real direction either way. A clear read before you commit to anything.
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