Brivity helps agents show clients what they’ve done to earn their commission

CRM, marketing platform and transparent task manager crammed into one application

Real estate agents are constantly juggling a medley of tasks, making it challenging for them to keep clients fully apprised of all their undertakings. That can leave some clients feeling less informed than they’d like, and as a result, less likely to appreciate all the work their agents are doing.

Brivity thinks it’s found an answer to those problems. The startup offers a product that blends elements of a customer relationship system, marketing platform and task manager into a “transparency tool” that lets agents share tasks with clients, said Ben Kinney, co-founder of Brivity.

Clients may view tasks that their agents have completed in their Brivity dashboards.
Clients may view tasks that their agents have completed in their Brivity dashboards.

Essentially, Brivity lets you “prove that you earn the commission you charge,” he said.

Agents add tasks to the system like uploading photographs to a listing on a multiple listing service or ordering a property profile from a title company to ensure nothing falls through the cracks.

Once agents complete the tasks, they may share them with clients through daily or monthly emails. Clients may also view completed tasks in their Brivity dashboards. Brivity lets sellers view showing feedback and marketing information on their listings, in addition to tasks.

The weekly email could allow an agent to essentially say, “Hey congrats, here are 17 things we did to get your property sold this week,” Kinney said.

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An email sent to a client through Brivity shows tasks that her agent has completed.

Brivity does not allow agents to share uncompleted tasks with their clients and agents get to choose what completed tasks they’d like to share, Kinney said.

“We’re not going to notify [clients] that we’re talking about a price reduction plan,” he said.

The product also enables agents to manage any staff or other agents who work under them. Users may assign tasks to team members, and send daily or weekly emails that mention tasks due that day, overdue tasks and recently completed tasks. Agents and staff may view assigned tasks on their Brivity dashboards.

Agents can also use Brivity to ask their clients to do things, like preparing the home for an open house or getting a preapproval letter. Likewise, clients may make requests through Brivity.

“They can task us as well,” Kinney  said. “Bring me more fliers, post an open house.”

Then there’s Brivity’s customer relationship management component. Naturally, it lets agents store information about clients and prospective clients. But it also helps agents cultivate leads by letting them set reminders to follow up, or, say, send birthday wishes or gifts.

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Agents who use Brivity may create and assign tasks to clients or colleagues. 

Rounding out Brivity’s product is a suite of marketing tools. They let agents generate a property page on brivity.com; show clients where their listings are published and share listings on social media sites and track their engagement.

Kinney said that Brivity outdoes CRMs like Salesforce and Top Producer because it’s more efficient and easier to use.

“They have more than what you need,” Kinney said about some mainstream CRMs.

Plus, popular CRMs don’t offer many of the features that Brivity does. Brivity allows agents to replace “massive amounts of separate logins” for various services, according to Kinney.

“We crammed it all into one platform,” he said.

Next up: integration with dotloop and DocuSign that will allow users to manage their paperwork inside Brivity, Kinney said.


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