The 2026 Brokerage Audit: 5 Questions to Ask About Your Deal Flow

The 2026 Brokerage Audit: 5 Questions to Ask About Your Deal Flow

You’ve likely invested in a CRM, a prospecting tool, and a marketing platform. But if your team is still manually re-typing property data and hunting through email chains for deal updates, your "tech stack" is actually a "tech tax."

According to the 2026 DNA of #CRE report, the highest-earning brokers are twice as likely to use integrated systems. Why? Because they’ve eliminated the manual hand-offs that slow down deals and frustrate marketers.

Join Jordan Hanna and Kelly Stevens on March 18th at 1 PM CT for a 30-minute Workflow Audit. We’ll move past the tech jargon to analyze the 5 core stages of the deal lifecycle.

The 5 Workflow Questions We’ll Audit:

1. The "Data Re-Entry" Leak: Are you re-typing property details from your prospecting tool into your CRM and then again into your flyers?
2. The Collaboration Gap: Are your brokers and marketers operating from the same "Source of Truth," or are you wasting time on "Where are we on this?" emails?
3. Passive vs. Active CRM: Does your database update automatically based on your marketing and deal activity, or is it a "digital filing cabinet" that’s always out of date?
4. The "Blank Page" Bottleneck: Are you using AI to turn raw property data into marketing collateral instantly, or is your team still building every BOV and flyer from scratch?
5. Pipeline Integrity: Does leadership have real-time visibility into deal profitability, or does reporting require hours of manual spreadsheet reconciliation?

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Hosts: Jordan Hanna & Kelly Stevens