Brad Allen Shares His Real Estate Tech Stack and Scripts

The Real Estate Tech Stack can be a closely guarded secret in lead generation. Finding a winning combination can be a financial and time consuming drain for rookies and experienced vets alike. Experts know that automations and cross channel communication between software and systems is key to efficiency and increasing real estate production.

So thats why I was stoked to chat with Brad Allen who has sold more than 3500 homes, and is a Revaluate client. I asked him about what other systems and what scripts he recommends in conjunction with Revaluate on the latest installment of our Ask The Expert series.

The Real Estate Tech Stack

Brad shared his real estate tech stack on FB a while back, and I reposted it on the Revaluate FB page so you can see the whole post. But here’s the list.

CRM = Follow Up Boss (owned by Zillow)
Contract/Deal Management = Dotloop (owned by Zillow)
Compliance = Dotloop
Client Market Updates = Homebot (owned by ASG)
Web platform / Lead Gen = Curyator
Client Retention / AI = Revaluate
Email/Doc/Sheets = Google Suite
Buyer Home Search App = HomeStack
Agent Backoffice / Payment = Broker Sumo (owned by IRE / Genstar)

KPI for Growth

A KPI is a Key Performance Indicator. Brad says that above all he looks at won deals after an appointment. He expects a 35% closed won rate after an appointment. For buyer agency ought to close won rate at 65%.
According to Brad, 80% of agents fail and thats a problem. To help get his agents pointed in the right direction, and to empower his agents to reach this KPI, brads team created the Broker Manual.

“Agents that do 20 deals, have not made it.” Said Brad. “They need a path forward to larger growth.” “It’s a 2 year sphere building plan, It’s not fun.” he said. It’s a 160 page manual to give agents a path forward, and guardrails to keep them focused.

How To Leverage Revaluate for a Team

Automation. When a prospect passes the 80 score threshold, it pops a note in slack to the agent. “Your prospect Barbra has a Revaluate Score of 80, and is now more likely to be moving in the next 6 months. Reach out to her, but It needs to be genuine. So he helps them with conversation starters and a few short scripts. He also is using Revaluate to propel Pop-by conversations.
For march the marketing says “Have your peeps call my peeps” Brad has the agent pay for the peeps, and they pay a student a $1 per delivery to do the boots on the ground delivery if the agent is too lazy… er… busy to do so.

It’s this combo of technology, marketing and interpersonal relationship building that makes Brad’s team successful.

About Brad
“Brad Allen is the CEO of The ART of Real Estate, an independent boutique company that is client focused, yet uses a team approach to ensure an exceptional client experience, through leveraging 5 full time staff members for 21 agents. Brad began his career in 2006, and quickly teamed up with business partner Mary Lane Sloan. Since that time, Brad was named 30 under 30 for NAR in 2013, opened The ART of Real Estate in 2014, expanded their brand to several cities, opened The ART of Insurance in 2020, Align Mortgage in 2022 and continues to learn from every decision, mistake and win. Brad enjoys sharing his experiences with driven like minded company owners.”

You can connect with Brad @BradAllenSC or visit his real estate site The Art of Real Estate here.