Modeled Example · Not a Client Engagement
$124,600 in Findable Waste: a Mid-Atlantic Commercial Real Estate Brokerage
Picture a commercial real estate brokerage with 160 brokers and support staff across four Mid-Atlantic offices, carrying approximately $700,000 in annual software spend. The software line item has grown alongside an 85% revenue increase over three years, driven largely by two regional office acquisitions. Here is what a review typically finds at a company matching this profile.
What a Review Like This Finds
Duplicate CRM Platforms
Each of the two acquired offices kept its original CRM running alongside the parent brokerage's system. Three platforms, one job.
$28,400/yr
Duplicate Property Listing Syndication Tool
One of the acquired offices brought its own listing syndication contract, fully overlapping with the firm's existing one.
$19,500/yr
Dormant Market Intelligence Platform
An enterprise-tier license purchased for a due-diligence push during the acquisitions was never downgraded afterward.
$24,600/yr
Duplicate E-Signature Tools
Corporate paid for an enterprise e-signature plan. One acquired office was still paying for its own separate tool.
$11,800/yr
Fragmented AI Subscriptions
Individual brokers across all four offices had signed up for AI tools for transaction summaries and listing copy, instead of one firm-wide plan.
$16,900/yr
Video Conferencing Over-Tier
All 160 brokers and staff were on a Business tier. The majority only needed Pro.
$9,400/yr
Cloud Storage Overbilling
Auto-renewed enterprise storage tier with usage well within the business plan ceiling.
$7,200/yr
Billing Error Recovery
One of the acquired offices' contracts had never been re-rated after headcount dropped post-acquisition.
$6,800 (one-time)
Total Identified in This Example
$124,600
Modeled first-year savings, ~17.8% of annual software spend. In a real engagement, our contingency fee applies only to savings you confirm and action.
What That Money Buys Back
For a brokerage this size, $124,600 a year covers sign-on packages for two new broker hires in its newest office.
The pattern behind this example: every acquired office arrives with its own CRM, its own listing tools, and its own everything, and nobody ever goes back to clean it up.
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