Keystone Realty Boosts Conversions 45% with a Unified Platform
How an 18-agent residential brokerage connected lead capture to transaction close — and turned 45% more prospects into homeowners.
The Challenge
Keystone Realty used Chime for lead capture and CRM, and Dotloop for transaction management. When a lead became a buyer, agents had to manually recreate the contact in Dotloop, re-enter property details, and track the transaction separately from the original lead record.
The gap between systems meant follow-ups were inconsistent, transaction milestones were missed, and the managing broker had no single view of the pipeline from first inquiry to closing day.
- Manual data re-entry when moving leads to transaction management
- Inconsistent follow-up cadence across 18 agents
- No single pipeline view from lead capture to close
- Transaction milestone deadlines missed due to system gaps
The Solution
Keystone migrated all active leads and pending transactions to Dewx in three weeks, giving every agent a seamless flow from lead capture through closing.
GTM Hub — Lead-to-Close Pipeline
Unified pipeline tracking from first inquiry through offer, contract, and close with automated stage transitions.
Portal — Client Communication
Automated drip campaigns, showing notifications, and milestone updates through one unified inbox.
OPS Hub — Transaction Management
Document management, deadline tracking, and commission calculations tied directly to each deal.
Dew AI — Smart Follow-ups
AI-triggered follow-up reminders based on lead behavior, showing activity, and timeline milestones.
The Results
45%
Increase in lead-to-close conversions
0
Missed transaction deadlines since launch
2 hrs
Saved per agent per week on data entry
2 → 1
Tools consolidated into Dewx
Timeline
Imported lead database from Chime; configured GTM Hub pipeline stages and routing rules.
Migrated pending transactions from Dotloop; set up OPS Hub document management and deadlines.
Onboarded all 18 agents; activated Portal comms and Dew AI follow-up automation.
Conversions up 45%; zero missed transaction deadlines across 60+ active deals.
“The moment a lead walks in, Dewx tracks them all the way to the closing table. No handoffs, no re-entry, no dropped balls. Our conversion rate jumped 45% because nothing falls through the cracks anymore.”
Features That Made the Difference
Unified Pipeline
Lead capture to close tracked in one continuous flow.
Automated Drip Campaigns
Nurture sequences triggered by lead behavior and stage.
Transaction Deadlines
Automated reminders for every milestone and contingency.
AI Follow-up Triggers
Smart nudges based on showing activity and engagement.
Listing Integration
Property details linked to leads and transactions seamlessly.
Agent Performance
Leaderboards and conversion metrics per agent.
Ready to Close More Deals?
Join brokerages that track every lead from first click to closing day with Dewx.
Start Your Free Trial