Summit Realty Closes 40% More Deals
How a 10-agent mountain real estate team replaced fragmented lead and transaction tools with one platform — and significantly increased their closing rate.
The Challenge
Summit Realty specialized in mountain and resort properties, attracting buyers from across the country. But Sierra Interactive captured website leads that went cold because agents had no automated nurture sequences, and DocuSign sat completely separate from their CRM — adding friction at the most critical moment.
Out-of-state buyers needed more hand-holding, but agents had no way to segment and personalize outreach at scale. Transaction coordination was manual, and deals stalled waiting for signatures because the contract process wasn't integrated into the workflow.
- Website leads going cold without automated nurture sequences
- DocuSign disconnected from CRM, adding friction at contract stage
- No segmentation for out-of-state vs. local buyers
- Transaction coordination entirely manual with email-based checklists
The Solution
Summit Realty transitioned to Dewx in two weeks, starting with lead management and quickly layering in transaction coordination and client communication.
GTM Hub — Lead Nurturing
Automated drip campaigns segmented by buyer type, location, and property interest with lead scoring.
Portal — Buyer Comms
Unified SMS, email, and in-app messaging so agents never lose a conversation thread.
CX Hub — Transaction Mgmt
Digital transaction checklists with milestone tracking, document management, and e-signature integration.
Dew AI — Property Matching
AI matches buyers to listings based on preferences, budget, and browsing behavior.
The Results
40%
More closings year over year
65%
Faster contract-to-close cycle
3 hrs
Saved per agent per week
2 → 1
Tools consolidated into Dewx
Timeline
Imported leads from Sierra Interactive; configured GTM Hub with buyer segmentation and drip campaigns.
Set up CX Hub transaction management and Portal unified communications for all agents.
Activated Dew AI property matching; launched automated nurture sequences for out-of-state buyers.
Measured 40% increase in closings compared to the same period prior year.
“Our out-of-state buyers need extra nurturing — they're buying a dream, not just a house. Dewx lets us personalize every touchpoint and close deals faster because transactions and communication are all in one place.”
Features That Made the Difference
Lead Nurturing
Automated drip campaigns by buyer segment.
Unified Messaging
SMS, email, and in-app in one conversation.
Transaction Management
Digital checklists with e-signature integration.
AI Property Matching
Match buyers to listings by preference and behavior.
Commission Tracking
Automated splits and disbursement per deal.
Agent Performance
Closing rates and pipeline metrics per agent.
Ready to Close More Deals?
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