CRE ShopWorks

Your best broker shouldn't be building flyers at 10 PM.

Most commercial shops still run on evenings and weekends: brochures, listing drafts, comps, lease redlines, renewal letters, follow-up. The deals get done, but the broker-owner is the back office.

CRE ShopWorks sets up the tools you already pay for so that work comes back drafted, branded and checked. Your agents review it, put their name on it and move on to the next client.

What's included

Five categories. Start with marketing, add the rest when you're ready.

01 THE LEAD OFFER

Marketing

Branded flyers, brochures and offering memoranda from your notes and phone photos. Crexi and LoopNet drafts. Listserv posts. Constant Contact campaigns with real headlines. Automated social posting through Blotato. Website and AI search visibility so sellers can find you, with listings synced from Buildout.

Sales and prospecting

A monthly commercial foreclosure pipeline loaded into your CRM with lender call sheets. Lease expiration lists. LinkedIn message sequences. Every inbound buyer and tenant need checked against every listing you hold. Listing pitch kits with net sheets.

Research and valuation

BPOs and BOVs built from MLS comps and county records. Sale and lease comps saved in one format. Submarket and zoning research. Every appraisal district figure read from the source, with the tax year named next to it.

Admin and transactions

Completion sheets keyed to your own TXR forms. LOIs, purchase offers, amendments and counteroffers. Renewal language your attorney approves once, saved as a template. Renewal reminders on the calendar. A Monday summary of every deal in flight. Works even when IT has your Outlook locked down.

Network

Property Exchange in a Box: the format, sponsor pitch, sign-in and recap templates to start a broker property exchange in your market and keep it full.

EVERY INSTALL

The foundation

A house rules file written for your shop, saved skills for repeat jobs, HubSpot pipelines with lead source tracking, your site in your own GitHub and Cloudflare accounts, scheduled tasks, everything filed to your Drive, and a written playbook for your team.

How it works

Small start, then the full build.

1. A 20 minute look

We talk through where your evenings go, and I show you one workflow run on one of your public listings.

2. Marketing Sprint

Two weeks. Your brochure builder, Crexi drafts and social automation, live in your accounts and in your brand.

3. The full install

The categories you choose, set up to match how your shop already works, with training and a written playbook.

4. Ongoing support

Monthly updates as the tools change, new workflows as you need them, and office hours for your team.

From my own book

A website lead, answered in 30 minutes.

A seller interviewing brokers on a one-acre commercial parcel found me through my website. Her inquiry came in at 12:15 PM. My full reply went out at 12:45, with the commission math, a candid market read and the four contract terms buyers' counsel would push back on.

Eleven days later I was the listing broker, working multiple offers. That's the system I install. It doesn't replace your judgment. It gets your judgment out the door faster.

Pricing

Start small. Tools are billed to you directly, never marked up.

Marketing Sprint

$2,500

one time, two weeks

Brochures, Crexi drafts and social automation. Credited in full toward the Marketing install.

Single category

from $2,500

install, plus monthly support from $500

Install any one category. Marketing is $4,500 to install and $1,000 a month.

Full Back Office

$12,500

install, plus $2,500 a month

All five categories. Includes exclusivity: I won't install this for another shop in your metro and specialty.

Prices are for shops of up to 10 agents. No long-term contract: support is month to month after the install, with 30 days notice to cancel. If your team isn't using what I installed by day 30, I keep working until they are, at no charge.

Who installs it

Shelly Morgan

I'm a Texas commercial broker, not a programmer. I built this for my own retail, office, land and special-use business, and I still use it every day.

Licensed in Texas real estate since 2003, now a licensed broker.

Austin Business Journal Heavy Hitter every year since 2021.

CCIM candidate.

Founder of a monthly commercial broker property exchange.

Second-generation Central Texas broker.

The AI back office for commercial brokerages, built by a broker.