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Foundations service

Realtor Tech Stack Setup

One clean, connected set of tools for your whole business: CRM, website, email, calendar, files, e-signature and phone, set up once and set up right.

Starting prices on this pageNo lock-inReviewed 2026-10-06

What Realtor Tech Stack Setup means for you

A realtor tech stack is simply the handful of apps that run your business day to day. We choose them with you, connect them so data moves on its own, and write down how everything works so nothing lives only in your head.

Most agents collect tools one shiny subscription at a time. A year later there are three places for contacts, two calendars that disagree and a stack of logins nobody remembers. A planned stack costs less, breaks less and lets you hand work to an assistant or a new teammate without a week of explaining.

Problems this fixes

  • Contacts split across a phone, a spreadsheet and two CRMs
  • Paying for apps that overlap or that nobody opens
  • Lead sources that never reach your CRM
  • Logins saved in browsers and shared by text
  • No written list of what you own, what it costs and who can access it

What you get

  • A one-page map of every tool, its cost and its owner
  • Right-sized choices for CRM, email, calendar, files, e-signature and phone
  • Connections between your lead sources, CRM and calendar
  • A shared password manager with sensible access rules
  • Cancelled duplicates and a trimmed monthly bill
  • A short video-and-checklist handover so you can run it yourself

Tools we commonly work with

Follow Up BosskvCOREHubSpotGoogle WorkspaceMicrosoft 365DotloopDocuSign1Password
Target: a documented stack live within two weeks of kickoff, with every lead source tested end to end before we hand over.

The first 30 days

In week one we gather access, confirm goals and take a snapshot of your current setup. In week two we build and test. In week three we train you and fix anything you notice in daily use. In week four we review results together and decide what, if anything, to adjust. By the end, realtor tech stack setup should feel like part of the way you already work rather than something extra to remember.

Is realtor tech stack setup right for you?

If you are losing leads to slow replies, losing hours to repetitive admin or worrying about scams, realtor tech stack setup is worth a look. It tends to help commercial brokers, individual realtors and luxury agents most, but the same principles apply to any agent who sells from a phone. A free consultation will tell you quickly whether it makes sense for you.

What realtor tech stack setup costs

One-time setups start from $750 and ongoing per-agent plans start from $89 per month, with team pricing for larger groups. For realtor tech stack setup, the final figure depends on how many agents, devices and tools are involved. You receive a written fixed-scope quote after a free 30-minute consultation. Prices are in Canadian dollars, plus 5% GST, with a 10% launch discount and no lock-in. See the full pricing page for plan details.

How we measure success

Good tech has measurable results. For realtor tech stack setup we agree a few simple measures at the start, such as response time, completed automations, backup test results or the number of accounts protected. Target: a documented stack live within two weeks of kickoff, with every lead source tested end to end before we hand over. We review those numbers with you during your quarterly check-in and adjust if your goals change.

Works with the tools you already use

We rarely ask you to start over. For realtor tech stack setup we commonly work with Follow Up Boss, kvCORE, HubSpot, Google Workspace, Microsoft 365, Dotloop, DocuSign and 1Password, and we connect them to your CRM, calendar, email and signing tools so information moves on its own. If a tool does not fit your needs we explain why and offer alternatives, but we never push you toward something just because we resell it. We do not resell software.

Keeping client information safe

Every tool we set up for realtor tech stack setup starts with safe defaults: strong sign-in, limited sharing and clear ownership. We avoid putting client data into unmanaged apps, and we document how long records are kept and who can access them. That makes it easier to meet your duties under PIPEDA, BC PIPA and your brokerage's own policies.

How Realtor Tech Stack Setup works with us

Every realtor tech stack setup project begins with a free 30-minute consultation. We ask what you sell, how leads reach you, which tools you already pay for and what keeps you up at night. A short audit follows, then a fixed-scope plan with a price and timeline. Work happens in focused sessions around your showings, and you see each change before it goes live. We finish with a handover, a written summary and a follow-up check a week later. Target: a documented stack live within two weeks of kickoff, with every lead source tested end to end before we hand over.

Realtor Tech Stack Setup in your city

We deliver this service remotely across Canada, with dedicated local pages for twelve major British Columbia cities.

Lower Mainland

Realtor Tech Stack Setup in Vancouver

Scope, pricing and local notes for Vancouver agents and teams.

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Lower Mainland

Realtor Tech Stack Setup in Surrey

Scope, pricing and local notes for Surrey agents and teams.

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Lower Mainland

Realtor Tech Stack Setup in Burnaby

Scope, pricing and local notes for Burnaby agents and teams.

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Lower Mainland

Realtor Tech Stack Setup in Richmond

Scope, pricing and local notes for Richmond agents and teams.

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Lower Mainland

Realtor Tech Stack Setup in Langley

Scope, pricing and local notes for Langley agents and teams.

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Fraser Valley

Realtor Tech Stack Setup in Abbotsford

Scope, pricing and local notes for Abbotsford agents and teams.

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Okanagan

Realtor Tech Stack Setup in Kelowna

Scope, pricing and local notes for Kelowna agents and teams.

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Vancouver Island

Realtor Tech Stack Setup in Victoria

Scope, pricing and local notes for Victoria agents and teams.

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Vancouver Island

Realtor Tech Stack Setup in Nanaimo

Scope, pricing and local notes for Nanaimo agents and teams.

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Thompson-Nicola

Realtor Tech Stack Setup in Kamloops

Scope, pricing and local notes for Kamloops agents and teams.

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Lower Mainland

Realtor Tech Stack Setup in Coquitlam

Scope, pricing and local notes for Coquitlam agents and teams.

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Lower Mainland

Realtor Tech Stack Setup in North Vancouver

Scope, pricing and local notes for North Vancouver agents and teams.

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Quick answers

Do you resell software?

No. We are a consulting and support team, so recommendations follow your needs. You buy and own your own subscriptions and domains, and we manage them for you if you wish.

How much does realtor tech stack setup cost?

One-time setups start from $750 and per-agent monthly plans start from $89, plus 5% GST. A 10% launch discount applies for new clients. Teams are quoted by headcount, and there is no lock-in.

What does realtor tech stack setup include?

A realtor tech stack is simply the handful of apps that run your business day to day. We choose them with you, connect them so data moves on its own, and write down how everything works so nothing lives only in your head. The exact scope is written down in a fixed-price plan after a free 30-minute consultation, so you know what is included and what is not.

Who owns the accounts you set up?

You do. Domains, CRM accounts and cloud storage are created under your name or your business, and we document the logins in a password manager you control.

Do I have to switch tools?

Usually not. We build on what you already use where it makes sense, and recommend changes only when they save money, reduce risk or remove manual work.

Keep exploring

Ready for tech that just works?

Book a free 30-minute consultation. No forms, no pressure, and a fixed price before any work starts.

Call (604) 632-4959EmailBook free call