INTRODUCTION: For those who don't know me, here’s a quick background: I’ve been in Real Estate Production for over 10 years, licensed in two states. Before that, I spent 30 years as a Director in Information Technology, managing large software development and support teams. When I transitioned full-time into real estate, I realized my tech background and passion could be a big asset. In my first year as an agent, I became a CRM instructor at my brokerage. Now, I still sell while also helping agents and teams implement Lofty..


One thing I've learned is that a CRM (Customer Relationship Management) system is crucial in real estate. Learning to use one effectively and efficiently can dramatically grow your business.


Benefits of adopting a CRM in your RE Business:

  • Manage client interactions and deepen your relationships

  • Manage client interactions, deepen your relationships

  • Streamline processes so you can automate and delegate

  • Improve relationships with your clients 

  • Automate tasks to save you time
  • Track leads so they get a quick response and don't fall through the cracks 
  • Gain valuable insights; where leads come from, who is ready to buy or sell
  • Stay organized so you can stay focused on activities that will close deals.



Lofty Mastery Class

Intense 8 hour training program over 4 weeks with real actions to be taken between sessions to integrate Lofty into your business.

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Lofty Website & CRM Implementation

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Personal Coaching on Lofty

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Reviews from Agents


Deanna Chavez *****

"She is absolutely aMaZiNg to work with. Super patient and had great answers. Helped me trouble shoot and get my CRM in an actual functional status. Highly highly recommend"



Jacquelyn Waters *****

"Jacs was an absolute life saver for me in my transition over to Real Broker. When I first reached out to inquire about her services, she responded right away. I booked a discovery call and knew immediately that she was going to be well worth the (affordable) fee to get my CRM & website up and running. I am fairly tech savvy and MIGHT have been able to get a basic structure set up on my own.... eventually, with lots of frustration & trial/error. Even so, it would not have been anywhere near as functional, (or beautiful) as what she has created for me. In addition to an amazing final product, the process of working together was an absolute delight! I will definitely be booking follow up sessions to learn more!"