From 4 disconnected tools to one operating system running 200+ properties
211 assets · 87 projects · 24/7 ops
Live in production, single source of truth
The mess we walked into
- Israeli investors buying in the US. Every deal touched LLC formation, US bank, sourcing, due diligence, closing, construction, rental, BRRRR refinance — 6 stages, 5 jurisdictions.
- Operations lived in Sheets, Drive folders, WhatsApp groups, and a CRM that handled marketing but not the real-estate ops.
- Every new investor = manual folder creation, manual WhatsApp group setup, manual SOW spreadsheet duplication, manual status updates across systems.
- Asset data lived in Zillow. Project data lived in Monday. The two never talked.
What we built
A Monday-centric operations layer connected to Make, Drive, WhatsApp, and an external dashboard. 10 Monday boards modeling the full investor lifecycle. 24 Make scenarios automating every handoff. One mega-scenario (175 modules) takes a new lead and produces a fully configured client + project + 6 stage subitems + Drive folder tree + WhatsApp group — in under a minute. A browser extension pipes Zillow listings straight into the Assets board, deduped. Stage-filtered views with column visibility per phase keep the team focused on what matters now, not on every column in every row.
211
Properties tracked
87
Active projects in production
85
Clients managed
24
Make scenarios automating ops
175
Modules in the onboarding mega-flow
10
Monday boards, one source of truth
Projects board — the operations cockpit
Assets board with stage-filtered view
Call-center performance metrics
Leave your details for a free consultation and discovery
Tell us what's broken.
We'll tell you how to fix it.
Free 30-minute call. No pitch, no obligation. Just a clear picture of what's possible.