Every Forgotten Follow-Up is a Client You Lose.
I build and customize CRM systems that do the work for realtors and mortgage brokers.
Every inquiry captured. Every client nurtured. Every deal visible.
30 minutes. No pitch, just a conversation on where things are slipping.Who I Work With
I work with growing realtors and mortgage brokers who are closing deals and expanding their client base, but running their business manually.
Contacts in spreadsheets, follow-ups in their head, and client check-ins only when there’s time.
If that resonates, we should talk.
Does This Sound Familiar?
When you're juggling clients, deals, and deadlines, following up is usually the first thing to slip.
And every time a follow-up is missed, that's a client going to someone else.
Whether you're in real estate or mortgage brokerage, the pattern is the same.
Leads go cold. Past clients go quiet. And opportunities slip through the cracks.
How I Can Help Your Business
The Challenge
A Buyer Reaches Out During a Showing. By Tomorrow They've Signed With Someone Else.
You get a new inquiry in the middle of a busy day. It goes into your notes or inbox and never gets followed up. That potential client moves on to whoever responded first.
You Hand Over the Keys. Then You Disappear.
Once a deal closes or a mortgage funds, communication stops.
No check-ins, no touchpoints. When they're ready to buy again or refer a friend, they call whoever stayed in touch.
Your Deals Are Scattered and Nothing Is Clear.
Contacts and opportunities are scattered with no clear picture of what's active, what's stalling, and what needs attention today.
You're making decisions based on memory.
The Solution
Every New Inquiry Gets a Response Before the Moment Passes.
New leads are captured and automatically responded to, whether it's a buyer inquiry, a refinance question, or a referral from a past client.
Automated follow-up tasks means you always know which hot leads to call first.
Past Clients Hear From You at Every Milestone That Matters.
Home anniversaries, renewal reminders, market updates.
Automated touchpoints keep you top of mind long after the deal closes. Referrals happen by design, not by chance.
Every Deal, Every Contact, One Clear View.
Active buyers, sellers, and mortgage clients’ renewal dates all tracked in one place. You know where things stand and what needs attention.
You're making decisions based on data, not memory.
How It Works
1. Discovery Call - 30 minutes, Free
You tell me what's happening in your business: where things feel disorganized, what's slipping, where clients seem to go quiet. I listen, get a clear picture of your situation, and figure out if I can help. No prep required. No commitment.
2. The Clarity Session - 90 minutes, starting at $300
I come back with the diagnosis. We go through exactly what's broken in your current setup, where leads and clients are slipping away, and a clear plan on what needs to change.
Useful on its own, even if you choose not to work with me to build it.
If you decide to move forward with the System Build, the Clarity Session fee is applied toward your investment.
3. The System Build - Starting at $1,200
Most small service businesses invest between $1,200 to $2,500 depending on what's needed.
I set up a system that directly addresses your current gaps, whether that’s organizing your inquiries in a centralized place, automating your follow-up, or setting up a process that nurtures your existing clients.
Everything is built around how your business works, not a generic template you have to figure out on your own. That means the stages, labels, and processes reflect your industry, your language, and your clients. Once it's built, I make sure you know exactly how to use it.
It runs on a CRM platform that has a free plan, but most clients benefit from a low-cost paid plan (starting from $19 to $25/month per user).
I'll assess your needs upfront and recommend exactly what makes sense before anything is purchased.
A one-time investment that pays for itself the first time a potential client doesn't slip away.
The Story Behind the Work
You didn't start your business to chase leads and manage spreadsheets.
But that's where a lot of realtors and mortgage brokers end up, and it's exactly where things start slipping.
I know because I lived it. I spent 15 years in the Philippines building and running my own business, where I learned firsthand what it costs when follow-up and visibility fall through the cracks. Finding the right CRM system changed everything.
After moving to Canada, I spent 6 years in corporate, using the same automated systems at scale. Between running my own business and working inside enterprise ones, I've seen what good CRM looks like at every level.
That's what I build for realtors and mortgage brokers that I work with. A CRM system customized to how your business runs, so you can stay focused on clients, deals, and the work that actually moves things forward.
I’m Patricia Celis. I’m based in Calgary, and I take the time to understand your real situation before recommending anything.
I started in small business, so I know how much is on the line. I enjoy solving problems behind the scenes and building systems that run the way they should. I stay involved until yours does.
Patricia Celis
Founder, Celis Advisory
Ready to stop losing clients?
Book a free 30-minute discovery call.
Let’s talk about what's slipping through the cracks.