Brokers in conversation
Work with Deal Studio

Ready to build the brokerage you actually want?

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.

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The Outcome

Imagine if you could:

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.

What we do

We are partners with you in systems development, structure, and growth.

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.

  • Listing process design
  • CIM production workflows
  • Buyer and seller automation
  • Deal stage tracking
  • Pipeline reporting
  • Relationship management
  • Website and CRM integration
  • Team enablement
Broker working

Strategy & Systems

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.

Strategy session

Build & Implementation

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.

Implementation team

Ongoing Support

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.

Ongoing support
Investment

Clear pricing for each part of the work.

The 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.

The Platform

Setup, then monthly
From $597/mo
$4,900 one-time setup
Monthly scales with the number of seats.
$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

Website

Project
From $3,500
Quoted to the build.
One-time project fee, no monthly cost.
  • Brand Sprint to set positioning and messaging
  • Tailored design on the Deal Studio platform
  • Listings and lead capture wired to the CRM
  • Kept up by the design team after launch

Custom Solutions

Project
Quoted per build
Development fee plus monthly hosting and support.
Both agreed before we start.
  • A development fee, set once the build is defined
  • A monthly hosting and support fee
  • Built on the Deal Studio CRM, on your existing data
  • Maintained and extended as your practice changes

Marketing

Project scope
Priced per project
Scoped with a strategist to what the broker needs.
  • Market research and positioning
  • Paid ads, Google & Meta
  • Comparable-business research and a CIM built to sell
  • Listing distribution and promotion
  • Lead magnets, client guides, and pitch decks
  • Ongoing strategy planning

Brokers start in different places. Whatever gets built first is built to connect to the rest.

Before You Commit

Schedule a complimentary strategy call.

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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An advisor walking the floor with a business owner