From start to finish, we simplify every deal—whether you’re just starting out or growing fast.
We handle your paperwork and deadlines
Every transaction stays on track without the stress
You focus on building relationships and closing deals
13+ years of experience
Pre-Built System: Ready-to-use contact stages, custom fields, deal pipelines, email templates, and automations.
Custom Solutions: Tailored builds using your templates or custom creations.
Private Training: Hands-on sessions for you and your team.
Branded Email: We use your custom email.
FUB/OTC Management: Manage listings and transactions through your FUB or OTC.
Free ClarityNOW: Unlimited access for agents/staff to track financials (2 deals/year minimum).
Payment Flexibility: Pay at listing or closing.
Weekly Updates: Get weekly agent updates.
Pre-Built Features: Custom fields, email templates, task templates, and file storage.
Custom Solutions: Use your templates or get tailored builds.
Optimized OTC Setup: Streamlined organization for OTC.
API Sync: Sync with FUB, Dotloop, or Skyslope.
Private Training: Tailored sessions for you and your team.
Finding the right plan can make all the difference for your business. We’ve designed flexible options to fit where you are now and grow with you. Whether you're just starting out, growing your team, or running a big operation, we’ve got a plan that works for you.
Select Your Services
Choose the services that best fit your needs (you can pick multiple).
Complete Onboarding
Fill out our form to get started.
Sit Back & Relax – We Handle the Rest
We handle the rest, ensuring everything runs smoothly.
"She was always the one that stood out"
“I have had the fortune of working with Lisa in different capacities. She was always the one that stood out, the one that made a difference. Lisa's confidence and great ability to execute on a dime impressed me very much....... One of those individuals you know will do great things with the experience she has.”
- Alex Sung
"Great Work!"
"Great work!!! Lisa and her team really do a good job!
"
- Kim Robert Schieldknecht
"Simply Closed?! More like simply the best!"
"Simply Closed?! More like simply the best! They are truly amazing and recommend them to any realtors I come in contact with. 💟"
- Johnny Apple
I’m Lisa Vo, an Operations Consultant and Transaction Coordinator licensed in Colorado and Texas. Since 2012, I’ve helped real estate professionals streamline their operations with tech solutions, best practices, and efficient workflows. With decades of experience in hospitality, administration, and project management, I bring exceptional customer service and attention to detail to every transaction.
As a Follow Up Boss user since 2015, I specialize in listing and transaction management, integrating third-party tools to simplify deals. I’ve shared my expertise as a guest speaker at Follow Up Boss webinars, FUBCON, FUB Mastermind, and other industry events.
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