Cohesion Insight reads pipeline health, marketing spend, and team economics together, and returns each recommended action to your decisions feed: whose deal to shore up, which lead source to lean into, and which agent needs coaching this week.
Setup is done for you during beta. No dashboards to build, no data warehouse to migrate.
of REALTORS® say their brokerage doesn't provide all the technology tools they need to be successful.
jump in median REALTOR® business expenses in 2025. Gross income only grew 1.9%.
of small business leaders feel overwhelmed by too many tools. 75% feel they're falling behind on technology.
Cohesion Insight is built for team leaders and brokerage owners who already have the CRM, the ad accounts, and the books. We read across them and return the call worth making this week.
Teams and brokerages carrying real pipelines.
Team leaders, brokerage owners, and expansion teams. Residential today. Commercial and property management in the pilot list.
Not on this list? Apply anyway. If your pipeline, ads, and books live in tools we can read, we can read yours.
Real estate teams connect marketing spend to closed deals by reading their CRM, their transaction management, their ad accounts, and their books together in one place. Cohesion Insight does this every night and returns the call in plain English. You see which channels pay for real closings, which buy leads that never convert, and where to move the next dollar. No dashboard to interpret. No attribution model to defend.
Placeholder · between What we do and How we help
Suggested: a short screen recording of the decisions feed opening a real estate decision, or a still of the connected data flow. Approx. 16:9.
These are not four different problems. They are the same problem, four ways. You are the manual connector layer between the CRM, the transaction pipeline, the ad accounts, and the books.
The CRM shows what happened. The pipeline shows what's pending. Neither tells you whether the pattern is agent skill or buyer confidence.
Coach the buyer conversations for two weeks. The agent's win rate at first offer is holding.
Cohesion Insight reads offer-to-accept ratios by agent across your last 90 days and separates the noise from the signal.
You're staring at a hiring decision with a Q4 close date and a market that's soft. The books say you can carry it. The pipeline says maybe.
Recruit one, not two. The second desk doesn't cover itself until March at current close velocity.
Cohesion Insight models the desk-cost carry against your rolling close cadence and shows you the month it flips positive.
Every channel dashboard says it's winning. None of them close a contract on their own. The truth is in the join between spend and closed deals.
Move $2,100 from Instagram to farm-area geo. Farm leads close at 3.6x the rate.
Cohesion Insight joins ad spend to closed contracts by source and returns the reallocation worth making this week.
Closed deals and pending contracts and cash in the account are three different timing stories. Without a layer that reads all three, the surprise arrives 60 days late.
Pending contracts down 24%. Real quarter shape lands in 60 days, not this month.
Cohesion Insight reads closed GCI, pending contracts, and cash timing together and returns the honest quarter forecast.
A brokerage owner, first fifty conversations“I have a CRM that tells me we're crushing it and a bank balance that tells me we're not. Cohesion Insight is the first thing I've looked at that reads both of them and picks a side.”
Your CRM is right. Your books are right. Your ad accounts are right. None of them is watching the gap between them. Cohesion Insight is the layer that watches the gap.
New leads up 22% MoM. Rebalance ad mix.
New leads are up. Contracts under 45 days are flat. The lift is early funnel. Hold the current spend two weeks.
Instagram is winning. Cost per lead down 34%. Move budget from Zillow.
Instagram leads close at 18% of Zillow's rate. Move $2,100 the other direction. Same shape, different call.
GCI is up 12% this quarter. Best quarter of the year.
GCI is on closed deals. Pending contracts are down 24%. Real quarter shape will land 60 days from now, not this month.
The CRM, the transaction pipeline, the ad accounts, and the books are read together every night.
You stop being the connector layer. The layer does the reading and returns what it found.
One decisions feed replaces the Sunday-night spreadsheet.
Every recommended action lands with the reasoning, the numbers behind it, and a confidence read.
Channel reallocation calls are made against closed contracts, not lead counts.
You move the next dollar based on what closes deals in your market, not what a dashboard rewards.
Agent coaching decisions are grounded in evidence, not gut.
Offer-to-accept ratios, cycle time, and pipeline velocity by agent — the layer surfaces the pattern the CRM can't.
The honest quarter forecast lands 60 days before the surprise would.
Closed GCI, pending contracts, and cash timing read as one system. You see the softness while there's still time to move.
Placeholder · before use cases
Suggested: a real real estate team photo, or a still from the connect diagram. Approx. 16:9.
Each use case is a JTBD page. One question, one shape of the answer, one working example from a real estate leader. Every one links back here and links out to the layer it uses.
Which of my paid channels are contributing to closed contracts, and which are contributing to leads that never convert?
Read the use case → Use case · Agent coachingWhose deals stall most often between offer and close, and which stage of the funnel needs a manager conversation?
Read the use case → Use case · Channel fundingZillow is spending. Instagram is spending. What is actually producing agents who close and what is buying volume?
Read the use case →Cohesion Insight is the cross-domain intelligence layer for growing real estate teams and brokerages. It reads across the tools you already use, weighs the evidence, and returns a written call in your decisions feed about what to change in marketing, sales, ops, or cash. Not a dashboard. Not a seat count. Priced against a fractional CFO benchmark.
Cohesion Insight reads your ad accounts, your CRM, your transaction management, and your books together, and answers the question in dollars. You get a written call in your decisions feed that names the channel worth funding next and the one worth cutting, priced against the deals that actually closed and the commissions that actually landed. No dashboard to interpret. No attribution model to defend.
No. Those tools run the funnel. Cohesion Insight sits above them and reads what they capture. Your CRM tells you what a lead did. Cohesion Insight tells you whether the next agent you were about to hire will close enough business to cover their desk cost before Q4, and which channel to fund to keep the pipeline full.
Read-only access to your CRM, your ad accounts, your transaction management or MLS connector, and QuickBooks. Every connection is scoped, revocable, and audited. You do not move your data anywhere new. Cohesion Insight reads what you already have.
An AI agent runs inside one workflow. It measures the lead it just qualified. Cohesion Insight is the layer above your agents and your tools that reads across all of them and tells you whether the workflow itself is worth running this month. Agents answer inside the box. Cohesion Insight answers what to do about the box.
Founding members are locked in at $149 per month for the life of the account. That is roughly 1.5% of the monthly cost of a fractional CFO benchmark. Regular pricing will be higher. Pricing is against the room of chiefs you have already decided not to hire, not against a seat count.
Cohesion Insight reads the MLS, the CRM, and the ad accounts together, and returns each recommended action to your decisions feed with the numbers, the reasoning, and a confidence read.
Pull 40% of Zillow spend into farm-area geo. Route the 9 new listings under 30 days on market to Priya and Marcus first.
Representative decisions feed · sample real estate team · numbers illustrative
The first fifty real estate teams to connect their stack get founding-member pricing for the life of the account. In exchange, we ask for one honest weekly conversation about what the decisions feed got right and what it missed.
