Advice from people who run it every day.
We help brokerages and small businesses set up a better model, better systems and the right technology. It's the same playbook we built and proved in our own real estate brokerage.
Free call with Greg, 8am–5pm Pacific. Assessments start at $750. Remote or in person.
Who we work with
Brokers thinking about flat-fee or fee-for-service.
You want to offer it, or you already do and it's hard to make the numbers work.
Teams and brokerages that want their systems to run smoother.
Good people, too many manual steps.
Any small business ready to use technology and AI.
You know it could save time, but you're not sure where to start or what to trust.
The three ways we help
Flat-fee and fee-for-service brokerage consulting
Structure it, price it and run it, with less guesswork.
Flat-fee and fee-for-service can work well, but only when every step is efficient. We've built and run this model in our own brokerage. We help you design one that fits your market, your license and your team, and then help you put it in place.
- Review how you list and serve clients today, step by step, from first call to closing
- Help you choose your service levels, from self-service to full service, and what each one includes
- Lay out a pricing approach and package structure for you to decide on (you set your prices)
- Map the day-to-day workflow: checkout, intake, MLS paperwork, buyer calls, showings, offers and closing, and who does each step
- Point out compliance questions and seller expectations to check with your own broker and attorney
What you end up with: A written model you understand and can explain to sellers, packages that are simple to sell, and a team that knows who does what on every listing.
Starts with: Brokerage Model Assessment, starting at $1,500 ↓
Systems and process implementation
Our systems, set up in your business, with help after launch.
Software only helps if your team uses it. We map how your business runs, set up our systems to match, move your records over and train your team. Then we stay with you so it becomes how you work every day.
- Walk through your current steps, from first contact to finished job or closed deal, and note where work gets stuck or typed twice
- Set up Leveraged OS for your brand, your services and your workflow
- Move your client list and records over from spreadsheets or your old system
- Train your team and write step-by-step guides for each role
- Check in after launch and adjust as you grow (with a support retainer)
What you end up with: A configured system, your records in it, a trained team and written guides.
Technology and AI implementation
The right tools for your business. Not the most tools.
This isn't just for real estate. Whatever your business, we help you pick technology and AI tools that fit, roll them out safely and get your team using them. We start with one task, prove it by hand, then automate it. People stay in charge. When off-the-shelf tools don't fit, we also help with small custom tools. We built our own brokerage software with AI coding tools and a person reviewing every change, and we'll share how we plan, review and release it.
- Review where your team's time goes each week and which tasks repeat
- Check the tools you already pay for, and what they can already do
- Build a shortlist of tools that fit your budget, with plain pros and cons
- Write a rollout plan that starts with one workflow
- Set it up with a person approving anything that goes to a customer
- Train your team and write simple guides
- When nothing off the shelf fits, plan and build a small custom tool with AI, and share our playbook for planning, reviewing and releasing software with AI agents
What you end up with: Tools your team actually uses, AI that drafts while you approve, and a clear, safe way to build your own tools if you need them.
Services and pricing
No guessing. Here's every service we offer, what we do, what you get and how it's priced. The discovery call is free. Assessments have a starting price. Everything else is quoted in writing after your assessment, so you know the price before any work starts.
Assessment credit: if you go ahead with an implementation project or a Leveraged OS license within 60 days of the day of your assessment (the clock starts on the assessment day, not when the written plan is delivered), the full assessment fee is credited toward it.
Remote or in person: in person is available anywhere. Travel expenses are billed at cost.
Not included anywhere unless your quote says so:
- Software license fees, including a Leveraged OS license
- Third-party tool subscriptions
- Usage fees such as texts and calls
- Legal, tax or licensing advice
Free discovery call
FreeWhat it is: A short, no-pressure video or phone call with Greg.
Who it's for: Anyone curious whether we can help.
What we do: Listen to how you work today and what you'd like to fix. We'll tell you honestly whether we're a fit and which assessment makes sense, if any.
What you get: A clear next step and, if you want one, a written assessment proposal with the price.
How long: About 30 to 45 minutes.
Not included: Detailed recommendations or a written plan. That's what the assessment is for.
Each assessment is a fixed-fee project. You know the price before we start. You'll know exactly what's included, and the plan is yours to keep whether or not you work with us after.
Brokerage Model Assessment
Starting at $1,500What it is: A review of your brokerage and a written plan for a flat-fee or fee-for-service model that fits you.
Who it's for: Brokers starting a flat-fee or fee-for-service model, or fixing one that isn't working.
- Interview you and key staff.
- Walk through how a listing moves today, from first call to closing.
- Review your current services, packages and pricing.
- Compare that with how we run the model in our own brokerage.
- Draft the plan and go over it with you on a review call.
- A written plan with recommended service levels and what each includes
- A pricing approach and package structure for you to decide on
- A step-by-step workflow with who does each step
- A list of compliance questions to check with your broker and attorney
- A prioritized to-do list
Price notes: The price depends on your size and number of offices. Your exact price is in the proposal.
Not included: Legal or licensing advice. Setting up software. Doing the implementation (that's quoted separately).
Systems Review
Starting at $750What it is: A review of how work moves through your business and a written plan to fix the gaps with the right systems.
Who it's for: Brokerages, teams and small businesses with too many manual steps, spreadsheets or tools that don't talk to each other.
- Map your process from first contact to finished job or closed deal.
- List the tools you use and where information gets typed twice or lost.
- Show you whether and how Leveraged OS would fit.
- Draft the plan and go over it with you on a review call.
- A written map of your current process, with the problem spots marked
- A recommended setup, including what to move over and what to retire
- A step-by-step setup plan you can use with us or on your own
Not included: Configuring software, moving data or training. Those are part of Systems Setup, quoted separately.
Technology & AI Review
Starting at $750What it is: A practical look at where technology and AI could save your team time, and a written plan to start safely.
Who it's for: Any small business, in any industry, that wants to use AI but isn't sure where to start or what to trust.
- Interview you about your week and your team's repeat tasks.
- Review the tools you already pay for.
- Pick the tasks most worth automating.
- Research tools that fit your budget.
- Draft the plan and go over it with you on a review call.
- A written list of the best first tasks to automate
- A tool shortlist with plain pros and cons
- A rollout plan starting with one workflow, with a person approving anything customers see
- A build-or-buy recommendation if no off-the-shelf tool fits
Not included: Buying, setting up or building tools. That's the AI Pilot or Custom AI-Built Tool project, quoted separately. Tool subscriptions.
Price: Quoted after your assessment. Each project gets a written, fixed-price quote with a list of what's included. Your assessment fee is credited if you go ahead within 60 days of the day of your assessment.
Brokerage Launch or Reset
QuotedWhat it is: We put your new or reworked flat-fee or fee-for-service model into practice.
Who it's for: Brokers who've completed a Brokerage Model Assessment and want help carrying it out.
- Turn the plan into written packages and a client-facing description of each service level.
- Build the day-to-day workflow and checklists for your staff.
- Set up intake, paperwork and follow-up steps.
- Train your team.
- Check in through the first listings to adjust what isn't working.
- Finished packages and service descriptions
- Written workflows and checklists for each role
- A trained team
- Recorded training sessions (when held by video)
How long: Usually about 60 to 90 days, depending on scope.
- Legal or licensing advice, and broker supervision
- Software license fees
- MLS and association fees
- Travel (billed at cost)
Systems Setup
QuotedWhat it is: We set up Leveraged OS for your business and get your team using it.
Who it's for: Businesses moving onto our systems after a Systems Review.
- Configure the system for your brand, services and workflow.
- Move your client list and records over.
- Set up your team's logins and roles.
- Test everything before your clients see it.
- Train your team.
- A configured system with your records in it
- Written step-by-step guides for each role
- Recorded training sessions (when held by video)
- The Leveraged OS license, which is priced separately
- Usage fees such as texts and calls
- Cleanup of very messy old data beyond what's in your quote
AI Pilot
QuotedWhat it is: We set up AI on one workflow from your Technology & AI Review and prove it works before going further.
Who it's for: Businesses that want to try AI on one real task first.
- Do the task by hand with you first and write down the steps.
- Set up the tool.
- Add a person-approval step for anything customers see.
- Test it with real examples.
- Train the people who'll use it.
- One working, tested workflow
- A written guide
- A recorded training session (when held by video)
- A short write-up of what worked and what to try next
- Tool subscriptions and AI usage fees
- Additional workflows, which are quoted separately
Custom AI-Built Tools
QuotedWhat it is: When no off-the-shelf tool fits, we plan and build a small custom tool with AI coding tools, with a person reviewing every change.
Who it's for: Businesses with a specific need that existing software doesn't cover.
- Write down exactly what the tool must do.
- Plan the build in small steps.
- Build it with AI coding tools, with a person reviewing every change.
- Test it.
- Release it, with a person signing off.
- Walk you through our playbook for planning, reviewing and releasing software with AI agents.
- A working tool built to the written spec
- Plain-language documentation
- A walk-through of how it works and how to make safe changes
- A perpetual license to use your build
- Leveraged Digital owns the underlying platform and the reusable building blocks we use across projects.
- You get a perpetual license to use the tool we build for you.
- Anything built only for your business, unique to you, can be transferred to you on request.
- The details are set out in your written quote.
- Hosting and third-party service fees
- Large or complex software projects
- Ongoing maintenance, unless you're on a support retainer
- Ownership of our underlying platform or reusable building blocks
Team workshops and training
QuotedPrice: Quoted. Remote or in person; travel is billed at cost.
What it is: A half-day or full-day session for your team on your model, your systems or AI tools.
Who it's for: Teams that need everyone on the same page, during or after a project or on their own.
- Agree on the goals with you ahead of time.
- Run a hands-on session using your own workflows and examples.
- Answer questions as we go.
- Session handouts and written guides
- A recording when the session is held by video
- A short list of follow-up steps
Not included: Setting up or changing software during the session. Travel (billed at cost).
Price: Quoted after your assessment. 3-month minimum, then month to month.
Support Retainer
QuotedWhat it is: Ongoing help keeping your systems and tools working after launch.
Who it's for: Clients who've finished an implementation project and want someone on call.
- Fix problems
- Make small changes and updates
- Help new staff get set up
- Hold a monthly check-in call to review what's working
What you get: A set amount of support each month, listed in your quote, plus a short monthly summary of what we did.
- New projects (quoted separately)
- Software license fees and tool subscriptions
Advisory Retainer
QuotedWhat it is: Everything in the Support Retainer, plus regular planning time with Greg.
Who it's for: Brokers and owners who want a steady sounding board as they grow.
- Provide everything in the Support Retainer
- Hold planning calls twice a month
- Give priority replies
- Review new tools or vendors before you sign up
What you get: Regular planning calls with notes and next steps, plus the support listed in your quote.
- Legal, tax or licensing advice
- New implementation projects (quoted separately)
- Travel (billed at cost)
Prepaid hour blocks
QuotedWhat it is: A prepaid block of 10 hours for one-off questions and small tasks.
Unused hours: They don't expire at the end of the month. They roll over, and we ask that you use them within 12 months of purchase.
Who it's for: Clients who want occasional help without a monthly retainer.
What we do: Answer questions, review a plan or a vendor contract's tech side, or make small fixes. We track time against your block and tell you what's left.
What you get: Expert help when you need it, with a simple record of hours used.
Not included: Larger projects, which get their own fixed quote so you're not paying open-ended hourly. Legal advice.
After the free call, if an assessment makes sense, we send a short written proposal with what's included and the price. Nothing is charged until you say yes.
Why work with us
We run these systems ourselves.
Everything we recommend was built and proven in our own real estate brokerage, and it runs there every day.
Operators, not just consultants.
We've done the listings, the paperwork and the buyer calls. We know where things break.
A family team.
Leveraged Digital is a family business based in Bend, Oregon. You'll work with us directly.
Humans stay in charge.
We set up AI to draft and help, never to act on its own unless you say so.
Clear prices.
You see the assessment price up front and get a written quote before any other work starts.
FAQ
What exactly am I paying for in the assessment?
Our time reviewing your business and a written plan you keep. That includes the interviews, a walk-through of how your work moves today, a review of your tools, the written plan with prioritized next steps, and a review call to go over it. It doesn't include setting anything up; that's quoted separately. If you go ahead with implementation or a Leveraged OS license within 60 days of the day of your assessment, the assessment fee is credited toward it.
How much does consulting cost?
The discovery call is free. The Brokerage Model Assessment starts at $1,500. The Systems Review and the Technology & AI Review each start at $750. Implementation projects, workshops, retainers and hour blocks are quoted in writing after your assessment, so you know the price before work starts. Travel for in-person work is billed at cost.
Do I have to buy your software to work with you?
No. Consulting stands on its own, and your written plan is yours to keep. If our platform fits your business, we'll show you how. If it doesn't, we'll still help you find the right tools.
Is this only for real estate?
No. Brokerage model consulting is for real estate. Systems and technology and AI consulting work for any small business, from service pros to dealerships.
Do you work remotely or in person?
Both. Most work happens over video calls and screen sharing. In person is available anywhere, including at your office; travel expenses are billed at cost.
Do you work outside Oregon?
Yes. Brokerage rules differ by state. We share how we run our own model and what to look for, but we don't give legal or licensing advice; your attorney and your state's rules have the final say.
Can you help us build our own software with AI?
Yes, for small custom tools. We built our own brokerage software this way, with a person reviewing every change. We'll help you decide whether to build or buy, plan the work and set up a safe review and release process.
Is AI safe to use with my customers?
It can be, with the right setup. We start small, keep a person approving anything that goes out, and log what the tools do.
Let's talk about your business.
Book a free discovery call with Greg. Tell us what's working, what isn't, and where you want to go. We'll tell you plainly which service fits and what it costs.
Free call, 8am–5pm Pacific. Assessments start at $750. Remote or in person.
AI-powered software and automation for real estate and small businesses.
- [email protected]
- (503) 694-7020
- 63635 Johnson Road, Bend, OR 97703