Signature Offer · System to Scale

Strategic backend partnership for real estate agents and teams ready to grow.

We run the operational backend so you can scale with structure, focus, and freedom.

✓ Full‑service backend
✓ Transaction coordination
✓ systems and workflows

Systems & Setup

CRM, intake, templates, automations, and SOPs for repeatable growth.

Transaction Flow

Listing to close managed end-to-end with proactive milestones.

Support for Teams

Shared workflows, role-based access, and seamless team coordination.

Compliance & QA

Deadlines, file accuracy, and brokerage requirements handled.

How It Works

A clear, repeatable path—from first touchpoint to fully supported backend.

Onboard & Align

We get grounded in how you work—your deal flow, team structure, and systems. Within 14 days, service begins and we start running your backend in alignment with what matters most.

Step 1

Stabilize Your Backend

We implement clean workflows, smart templates, and milestone‑driven checklists. You stay client‑facing while we manage the backend from intake to close.

Step 2

Scale with Structure

With consistent support in place, we meet quarterly to review volume, spot bottlenecks, and adjust your tier if needed. You grow with confidence—we keep your backend clean and scalable.

Step 3

System to Scale

System to Scale is our signature backend partnership—designed to support solo agents and growing teams who are ready to operate at a higher level. We integrate systems, transaction management, and ongoing admin support so your business moves cleanly from lead to close—with less chaos and more control.

What’s Included

  • Full transaction and listing management

  • Compliance file setup and oversight

  • Unlimited offer prep

  • Administrative execution and recurring task support

  • Backend system setup and maintenance

  • Access to branded templates, checklists, and workflows

Structured Communication

Clear milestones, consistent communication, and smooth closings—so you stay focused on clients, not check-ins.

Between-Deals Support (Spotlight)

✓ On-going administrative support to assist you between deals

✓ Lead follow-up tracking and next-step prompts

✓ Template upkeep: emails, texts, and checklists

✓ CRM cleanup: tagging and deal stage updates

✓ Compliance refreshes and brokerage reminders

✓ Client touchpoint scheduling (birthdays, reviews, referrals)

Schedule a brief discovery call to explore whether System to Scale aligns with your goals and backend needs.

Tiers & Pricing

Choose the right level of backend support for your current volume. We review quarterly to keep your plan aligned.

1–2 agents

$2,500/mo

Solo / Micro

Up to 6 files/month

  • Designed for independent agents or small partnerships

  • Consistent monthly volume

  • Streamlined systems that support sustainable growth

3–4 agents

$4,000/mo

Small Team

Up to 12 files/month

  • Designed for tight‑knit teams with growing backend needs

  • Shared workflows and multi‑agent oversight

  • Unified systems and consistent compliance

5–9 agents

$6,500/mo

Growing Team

Up to 20 files/month

  • Structured to support multi‑agent operations with rising complexity

  • Advanced workflow coordination

  • More hands, more files—without more chaos

Larger Team

10+ Agents

Custom scope and pricing. We calibrate coverage to team structure, markets, and target volume.

Quarterly Pre-Pay

Save 5% when you pre‑pay your plan quarterly.

Prefer to pay in advance? All System to Scale tiers are eligible for a 5% discount when fees are pre‑paid on a quarterly basis.

Plan-Wide Terms

These policies apply across all System to Scale tiers to ensure consistency, clarity, and flexibility as your business grows.

  • Auto-renew applies to all plans unless canceled prior to the next billing cycle.

  • Quarterly reviews are included to ensure you remain in the best-fit tier based on volume and needs.

  • Large one-off projects (e.g., CRM migrations, rebranding rollouts) are scoped and billed separately.

  • Work beyond monthly tier limits—including transactions, listings, or compliance files—is billed at standard overage rates.

Full details are included in the Services & Pricing Guide and Proposal, with full terms formalized in the Service Agreement upon onboarding.

Behind the Closings, There's Partnership

What agents say about working with structured support.

“I never want to work in real estate without her.”

Shannon is extremely organized, exceptionally professional, and always pleasant. The many referrals I’ve sent speak for themselves.

Yolanda Martin • Atrium Realty

“Handles your deals as if she works exclusively for you.”

Extremely professional, on point, and detail-oriented. I’ve been thoroughly pleased with her work and recommend her without hesitation.

Horace Ridley • Keller Williams Atlanta Classic

“Reliable, detail-oriented, and excellent with communication.”

Shannon ensures deadlines are met and all parties stay informed.

Michael Vigdorov • All Square Homes / Virtual Properties Realty

“She gives me peace of mind—everything’s always in compliance and on time.”

Shannon shows up every time. I never have to worry—she handles everything professionally and promptly.

Ashley Sellers • Watson Realty Co

Meet the Founder

Shannon is the founder of The Leverage Suite and the creator of System to Scale—a structured backend support model built for agents and teams who are serious about sustainable growth.

With years of hands-on experience managing transactions and backend operations, she’s worked behind the scenes of hundreds of deals—refining systems, reducing friction, and creating clarity where agents needed it most.

System to Scale is the result of that work. It’s designed to deliver consistent, high-level support to agents who are ready to scale—and want the backend to match.

FAQs

  • We manage the operational backend of your real estate business—primarily transaction coordination, listing and compliance file management, and recurring admin tasks that keep your systems tight between deals. Depending on your tier, this includes a set number of transactions, listings, and files per month, along with ongoing support that brings structure, consistency, and scalability to your workflow. We're not just checking boxes—we're acting as your backend partner so you can stay focused on clients and growth.

  • System to Scale isn’t just a closing service or assistant. We operate as your backend partner—bringing consistent systems, scalable support, and strategic coordination that grows with your business. It’s a structured, full-coverage model designed for agents and teams who are building for scale.

  • Service begins within 14 days of onboarding. We stabilize first, then optimize—so you’re not just getting help, you’re getting structure that holds.

  • We review every partnership quarterly to confirm you’re in the right tier. Whether your deal flow increases or slows down, we adjust accordingly.

  • Each tier includes a set number of transactions, listings, or compliance files per month. If you exceed that limit, additional files are billed at a flat, consistent rate. We’ll notify you before any overage is applied, and we recap volume in your weekly summary so you always know where things stand.

  • We can operate as your backend team or work alongside in-house staff. Our model is built to scale up or down depending on your infrastructure—and to bring consistency no matter how your team is structured.

  • We plug into the systems you're already using—whether that’s Follow Up Boss, kvCORE, Dotloop, DocuSign, SkySlope, or your brokerage’s internal compliance platform. For teams using ClickUp, Trello, or similar tools, we can work directly inside those as well. If you don’t have systems in place yet, no problem—we provide a structured client portal and streamlined workflows to keep everything moving. Our goal is simple: meet you where you are and keep your backend running smoothly without disruption.

  • No. We coordinate directly with clients and vendors to keep files moving, but we don’t log into or manage your email or communicate as you. You stay in control of your inbox—we handle the backend workflow that supports it.

  • Yes—there are a few things outside our scope. We don’t manage lead gen, ad campaigns, or sales activities, and we don’t perform any services that require a licensed agent. Creative and marketing work isn’t included, but large one-off projects (like CRM migrations or rebrands) can be scoped separately when needed.

  • Yes. We support agents across different brokerages and adapt to brokerage-specific compliance requirements and market nuances. At this time, our services are available to agents licensed in Georgia and South Carolina, with plans to expand into additional markets as we continue to grow.

  • All plans are month-to-month with no long-term commitment required. You can pre-pay quarterly and receive a 5% discount. Plans auto-renew, and we conduct quarterly reviews to ensure you’re in the right tier based on your current volume.

    A one-time onboarding fee is required to initiate service and is non-refundable. However, your first active monthly service payment is eligible for a full refund if canceled within the first 14 days of service.

Services & Pricing Guide

A clear, comprehensive look at how System to Scale is structured—what’s included, how the tiers work, and what to expect in your first 30 days.

If you’re exploring backend partnership, this guide is the best place to start.

What’s Included:

✓ Overview of the full scope of service provided across all tiers

✓ Breakdown of tier structure and overage policy, based on monthly file volume

✓ Step-by-step onboarding and active service timeline, so you know exactly what to expect

Let’s See If We’re the Right Backend Partner

If you're ready to bring structure, consistency, and strategic support to your business, let’s talk.