Coastal Living Realty Increases Conversions by 55%
How a 15-agent brokerage replaced two fragmented platforms with one — and turned more leads into closed deals than ever before.
The Challenge
Coastal Living Realty specialized in beachfront and waterfront properties, attracting leads from across the country. But their technology was letting those leads slip away. kvCORE managed lead capture and CRM, while DocuSign handled transaction documents — but the disconnect between the two systems meant agents had no seamless path from lead to close.
Out-of-state leads needed fast, personalized responses, but kvCORE's automated drip campaigns felt generic. Agents had no insight into which leads were most engaged, and the transaction process required constant jumping between systems.
- Out-of-state leads receiving generic drip campaigns instead of personalized outreach
- No lead scoring to prioritize the hottest prospects
- Transaction documents managed separately from client records
- $4,500/month on kvCORE and DocuSign enterprise licenses
The Solution
Coastal Living Realty migrated all 15 agents to Dewx in three weeks, creating a unified journey from lead capture through closing.
GTM Hub — Lead Intelligence
Behavioral lead scoring, smart routing, and personalized nurture sequences tailored to each prospect.
Portal — Agent-Client Hub
Unified communication, document sharing, and transaction updates for buyers and sellers in one portal.
OPS Hub — Transaction Management
Contracts, disclosures, and e-signatures embedded in the deal pipeline with compliance checklists.
Dew AI — Personalized Outreach
AI-crafted property alerts and follow-up messages personalized to each lead's search behavior.
The Results
55%
Higher lead-to-close conversion
3x
Faster lead response time
$4,500
Monthly tool cost eliminated
2 → 1
Tools consolidated into Dewx
Timeline
Imported lead database from kvCORE; configured behavioral lead scoring and smart routing rules.
Launched AI-personalized nurture sequences and agent-client communication portal.
Set up transaction management with e-signatures and compliance checklists.
Lead-to-close conversion up 55%; agents responding to hot leads 3x faster.
“Our out-of-state leads need to feel like they have a local expert from the first contact. kvCORE sent generic drips — Dewx sends personalized messages based on exactly what they're searching for. Our conversion rate jumped 55% and we're closing more waterfront deals than ever.”
Features That Made the Difference
Lead Scoring
Behavioral scoring to prioritize hot prospects.
Client Portal
Unified hub for communication and documents.
Transaction Management
E-signatures and compliance in the pipeline.
AI Property Alerts
Personalized listings based on search behavior.
Pipeline Analytics
Brokerage-wide conversion and revenue tracking.
Agent Performance
Leaderboards and activity metrics per agent.
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