How Mountain Real Estate Added 74 Deals and $65M by Fixing Their Follow-Up
Discover how Mountain Real Estate partnered with GoToCalls to streamline their CRM, automate lead follow-up, and boost sales by $65M in just over two years.
Client
Mountain Real Estate Team
Project
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End-to-End CRM & Lead Automation
Project Description
Mountain Real Estate isn’t just another brokerage. With 47 successful years in Summit County, they’ve accumulated over $400 million in lifetime sales, proudly serving over 1,088 clients. Recognized among the Top 0.5% nationally, they’ve built an unmatched reputation. Yet, scaling success brought new challenges until GoToCalls stepped in.
Services Provided
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CRM Pipeline & Automation
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Persona-based Drip & Nurture
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Rapid Lead Response & Call Handling
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Integrated BatchLeads & Zapier Automation
The Challenge
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Mountain Real Estate faced an overwhelming volume of 60-80 new leads weekly, with no streamlined method for prioritization.
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Their average first call lagged at 53 minutes, far from competitive in today’s real estate market.
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With only two outdated drip emails, leads were slipping through unnoticed.
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The agents were bogged down, and leadership lacked clear, actionable reporting.
Our Solution
Leveraging the power of Lofty, we re-engineered their CRM for maximum efficiency and clarity:
7-stage pipeline with urgency scoring and live dashboards.
18 persona-based drip campaigns, tailored to buyers, sellers, owners markets, and seasonal demographics.
Full-time ISA team from GoToCalls: Ensured rapid response, with first calls under 5 minutes, through a structured 6-touch, 21-day outreach cadence.
Consistent bi-weekly KPI reviews and coaching sessions for constant improvement.
Business Impact
The collaboration quickly bore fruit, contributing significantly to Mountain Real Estate’s distinction as the “Best of Summit 2023” #1 Real Estate Team and helping secure their induction into the RE/MAX Hall of Fame. Even in a challenging, flat market, they achieved a remarkable 10.5% increase in year-over-year production.
Agents reclaimed precious hours previously lost to admin tasks, allowing them to focus on core activities: showings and negotiations. The brokerage’s competitive edge sharpened further with an average listing sales price 4% higher than the Summit County average.
Awards & Recognitions:
RE/MAX Chairman’s Club, Platinum Club, and 500 Club
RE/MAX Lifetime Achievement Award
The Takeaway
Automated speed-to-lead, sophisticated persona-driven, targeted, and data-driven drip campaigns aren’t just buzzwords, they’re proven growth accelerators.
Curious about your hidden opportunities?
Contact us today for a complimentary 15-minute “Speed-to-Lead” audit. Discover the untapped potential in your database, and stop leaving deals on the table.
