Novalith for Real EstateIndustrial & ManufacturingB2B Media & Events
For brokerages, agent teams, and agent-led businesses

Scale the business, not the admin.

Built for agent-led businesses where brokerage, mortgage, insurance, and property management might all run under one roof. CompanyBrain handles lead response, transaction coordination, compliance and filings, and multi-entity bookkeeping. Your team gets back to closing.

Book a 2-week assessment → See live operations
Built for brokerages, agent teams, and multi-entity agent businesses.
11 days
faster close per file
8.3% → 1.7%
missed-deadline rate
82%
referral revenue captured
$2,400
saved per miss avoided
Native to the systems your business already runs on
BoldTrailFollow Up BossDotloopQuickBooksGmail
Why teams switch to Novalith

Pick the package built around your job.

Each one wraps the blueprints that move the needle for that part of the business. Buy one. Stack them as you grow.

Growth Engine

For agents who want more pipeline and better follow-up.
  • Inbound lead response and qualification (BoldTrail and FUB native)
  • Sphere of influence and referral engine
  • Brand voice capture and tune
  • Content cadence (blog, social, video, listing triggers)
Anchors on the cost of an ISA or marketing assistant.

Deal Desk

For agents with deal volume and operational leakage.
  • Transaction coordination (180 tasks per file)
  • Deadline management and vendor coordination
  • Buyer-broker agreement administration
  • Showing coordination and post-close handoff
Anchors on the cost of a TC plus $2,400 average per missed deadline at 8.3% miss rate manually.

Back Office

For agents with multiple entities, complex operations, or too much admin.
  • Compliance and filings (NMLS, MLS, NAR, license renewals, CE)
  • Multi-entity bookkeeping (QuickBooks Online)
  • Communication triage across inboxes and channels
  • Chief of staff and KPI dashboard
Anchors on the cost of an ops assistant plus the avoided cost of missed filings.
Operations in production

Four operations live in real estate today.

Each one starts with a 2-week assessment. Same outcomes, measured against the metrics that matter to your business.

GROWTH ENGINE · OPERATION 01

Inbound lead response.

Pulls inbounds from your site, MLS, Zillow, Facebook, and referrals. Classifies by ICP. Nurtures. Hands off to the right agent. Full audit log on every touch. CRM-agnostic: the same blueprint runs on BoldTrail and Follow Up Boss without rebuilding.

First-touch time
hours → under 5 min
Qualified-to-agent
+40%
Inbound. Today.
BoldTrail + FUB. Scored. Routed.
ZL
Marcus Reed
Zillow. Buyer. $640k. Austin TX.
Qualified 2m ago
FB
Sara Patel
Facebook ad. Seller. 2BR condo. Boston.
Needs human 4m ago
WS
James Liu
Website form. Buyer. $1.2M. Seattle.
Nurturing 6m ago
RF
Ana Cruz
Referral. Sphere match. Anniversary touch.
Following up 11m ago
ML
D. Park
MLS inquiry. Buyer. $890k. Denver CO.
Qualified 14m ago
DEAL DESK · OPERATION 02

Transaction coordination, 180 tasks per file.

180 distinct tasks run through every residential transaction. Dotloop and SkySlope cover documents and e-signature, but explicitly not the coordination layer. CompanyBrain sits on top: deadlines tracked, vendors coordinated, signatures chased, every step audit-logged. The highest single-blueprint ROI in the brokerage.

Missed-deadline rate
8.3% → 1.7%
Closing day
11 days earlier
Saved per miss avoided
$2,400
142 Maple Ave. Closing in 11 days.
File #TX-2104 · 142 of 180 tasks
✓
Purchase agreement received
Auto-parsed. 14 fields extracted into Dotloop.
Done
✓
Disclosures sent to buyer
eSign routed. 3 of 3 returned.
Done
✓
Inspection scheduled and confirmed
Thursday 2:00 PM. Vendor coordinated.
Done
4
Lender approval. Awaiting docs.
2 outstanding. Auto-reminder sent.
In progress
!
Earnest money. Needs broker sign-off.
$10k threshold. Routed to broker.
Your action
GROWTH ENGINE · OPERATION 03

Sphere of influence and referral engine.

82% of real estate transactions are referrals. 88% of clients say they would use their agent again. Only 12% actually do. The gap is follow-up. Life events, anniversaries, market triggers, refinance signals. Every reason to reach out, surfaced and acted on, in your voice.

Past-client reactivation
+3x
Referral revenue captured
+35%
Sphere engagement. This quarter.
Past clients + sphere.
Sphere database
1,840
Across 6 agents
Triggers fired
312
Anniversaries, life events, market
Conversations opened
108
35% reach-back rate
Referral closings
9
Avg deal $612k
BACK OFFICE · OPERATION 04

Multi-entity bookkeeping and reporting.

QuickBooks Online plus categorization, reconciliation, and reporting. Multi-entity logic for agents who run brokerage plus mortgage plus insurance plus property management. One CompanyBrain. Separate P&Ls. Clean books, every month.

Books closed by
Day 5/month
Entity P&L visibility
Daily
Multi-entity dashboard. November.
QuickBooks Online. 4 entities.
STEP 01
Brokerage
$184k
Revenue. 38 closings.
STEP 02
Mortgage
$62k
Revenue. 11 loans funded.
STEP 03
Insurance
$18k
Revenue. 24 policies.
STEP 04
Property mgmt
$24k
Revenue. 47 units managed.
Blueprints

The full blueprint library.

Thirteen blueprints across three packages, all native to BoldTrail and Follow Up Boss, QuickBooks Online, Dotloop, and the systems you already use. Each is scoped, deployable, and measured.

GROWTH ENGINE

Inbound lead response

Classify, nurture, handoff. BoldTrail + FUB native.

 GROWTH ENGINE

Sphere and referral engine

Life events, anniversaries, market triggers, refinance signals.

 GROWTH ENGINE

Brand voice capture and tune

Done once per agent. Powers every other blueprint.

 GROWTH ENGINE

Content production cadence

Blog, social, video, listing triggers, monthly market updates.

 DEAL DESK

Transaction coordination

180 tasks per file. Deadlines, vendors, signatures tracked.

 DEAL DESK

Buyer-broker agreement admin

Draft, populate, send, track. NAR-settlement compliant.

 DEAL DESK

Showing coordination

Beyond ShowingTime. Feedback synthesis. Seller report.

 DEAL DESK

Vendor coordination

Lenders, inspectors, title, attorneys. Transaction-level.

 BACK OFFICE

Compliance and filings

NMLS, license renewals, MLS dues, NAR/state/local, CE.

 BACK OFFICE

Multi-entity bookkeeping

QuickBooks Online. Brokerage, mortgage, insurance, PM.

 BACK OFFICE

Communication triage

Multi-inbox, multi-channel. Approve-first by default.

 BACK OFFICE

Chief of staff

Three-touchpoint daily cadence. Calendar, email, tasks.

 BACK OFFICE

Reporting and KPI dashboard

Business performance, pipeline, P&L by entity, by agent.
Operational ROI Assessment

Start with the package closest to where your business is losing the most time.

Two weeks. One package mapped end-to-end. A written assessment with the deployment plan, business case, and what to defer. Whether or not you move forward.

  • ✓ The highest-leverage starting point, ranked by business impact
  • ✓ A business case tied to your real cost, speed, and capacity metrics
  • ✓ A deployment plan with scope, timeline, and guardrails
  • ✓ An honest view of what to automate now and what to defer

Two-week assessment

No cost. No commitment. A Novalith co-founder will reach out within 24 hours.
We'll be in touch within 24 hours.