Real Estate Home

Our work with real estate companies involves building a CRM to manage property listings, streamlining client interactions, and coordinating sales and leasing processes more efficiently. Automation for lead tracking, appointment scheduling, contract management, and pipeline forecasting to reduce manual work and accelerate deals are just a few of the many things we’ve worked on. Integrating clients with MLS databases, marketing platforms, and document management systems helps ensure accurate data flow and seamless collaboration across teams. This connected ecosystem provides real-time visibility into listings, communications, and transaction status. Customized Salesforce solutions help real estate firms improve their contract closure and client experiences, and, as a result, grow their business.

1031 Exchange Intermediaries

Qualified facilitators managing tax-deferred property exchanges and secure real estate investments

Commercial Real Estate Agencies

Brokerages specializing in leasing and selling office, retail, and industrial spaces.

Coworking Space Operators

Companies providing shared, flexible office spaces and amenities for remote workers.

HOA Management Companies

Businesses handling administration, maintenance, and compliance for Homeowner Associations.

Home Inspection Services

Certified experts assessing property condition, safety, and structural integrity before purchase

Land Surveying Firms

Professionals measuring and mapping property boundaries and topography for development.

Mortgage Brokerages

Firms acting as intermediaries between borrowers and various lending institutions.

Multi-Family Housing Operators

Companies managing large apartment complexes, townhomes, and residential portfolios.

Private Real Estate Investors

Individuals or groups acquiring properties for portfolio growth and rental income

Property Auctioneers

Firms conducting live or digital auctions for foreclosures, land, and unique real estate.

Property Management Firms

Companies overseeing daily operations, tenant relations, and maintenance for real estate assets

Real Estate Appraisers

Certified professionals evaluating residential and commercial properties to determine market value

Real Estate Brokerages

Agencies representing buyers and sellers in residential or commercial property transactions

Real Estate Development Firms

Organizations acquiring land, financing projects, and constructing new residential or commercial properties

Real Estate Legal Services

Law firms specializing in property transactions, zoning, and landlord-tenant disputes.

Real Estate Marketing Agencies

Agencies providing branding, lead generation, and digital advertising for developers.

Real Estate Photography Services

Businesses providing professional photos, drone footage, and 3D tours for listings.

Real Estate Syndicators

Firms pooling capital from multiple investors to purchase large real estate assets.

Relocation Services

Companies facilitating corporate and personal moves, managing logistics, and transition planning

Self-Storage Facility Operators

Companies managing secure, rentable storage units for consumers and businesses.

Senior Housing Developers

Firms specializing in building active adult communities and assisted living facilities.

Short-Term Rental Management

Companies managing vacation homes and Airbnb/VRBO properties for investors.

Student Housing Operators

Companies managing purpose-built residential communities for university students.

Title & Escrow Companies

Third-party entities securing property titles, closing funds, and legal real estate documents

Vacant Land Developers

Firms purchasing raw land to subdivide, entitle, and prepare for future construction.
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Featured Customer Outcome

Integrated Realty Centralized Asset Data on Financial Services Cloud

Integrated Realty Advisors operates as a specialized real estate investment banking firm. The company focuses on securing capital for commercial real estate sponsors by structuring and sourcing joint venture equity, preferred equity, and debt. From its offices in Los Angeles, California, the advisory team manages competitive financing campaigns, leveraging extensive relationships with institutional investors, family offices, and high-net-worth individuals to provide comprehensive capital solutions for its clients.