From Investor Summit Visibility to a Streamlined CRM & Intake System
Market Boosters AI helped Community Appraisals turn live event attention, scattered intake, and fragmented back-office data into a cleaner lead-capture, CRM, and operations foundation.
Community Appraisals is an Ontario-based real estate appraisal firm serving real estate agents, mortgage professionals, lawyers, lenders, property owners, and investors. With strong industry relationships and a respected name in the market, their growth was held back not by demand but by the systems behind their intake, follow-up, and client data.
The before state
Community Appraisals had strong industry presence and valuable relationships — but their marketing and operations systems needed structure.
At the event level, Community Appraisals was in front of a large, high-intent audience of investors, developers, and industry professionals. The opportunity was strong, but without a structured live funnel and opt-in system, high-value conversations could disappear after the event. At the back-office level, intake and CRM were holding the business back.
The build
Real Estate Investor’s Summit Support
Booth presence, a live sales-funnel presentation on the big screen, attendee education & FAQ flow, email opt-in capture, and on-site project management at the Real Estate Investor’s Summit — an industry event featuring names such as Kevin O’Leary, Mike Holmes, Michele Romanow, and Ken Dunn — turning event attention into structured follow-up.
Intake Form Rebuild — 5 Role-Based Forms
Rebuilt intake into role-specific flows for every requester type.
“Current Use” Field Improvement
Converted a restrictive dropdown into a flexible plain-text input across all 5 forms — matching real operational preference while preserving integration logic.
HubSpot CRM Mapping
Connected submissions into HubSpot with structured mapping.
Legacy Data Organization & Import
Organized and imported legacy data from Excel & Google Sheets into HubSpot — with ambiguous records preserved for human review instead of being silently merged or dropped.
Custom CRM Property Structure
Built 77 custom properties across 3 property groups to support better organization and reporting.
Audit-First, Zero-Regression Migration
A migration you can trust: SHA-256 fingerprinting, pre/post snapshots, byte-level diff checks, reload-and-recapture verification, source-trace records, and backup revert sources — 593 automated checks across 6 phases, all passed.
Zero regression, fully verified
From discovery to live system
Major investor-summit presence in front of a high-intent room of investors, developers and industry professionals.
Intake and CRM infrastructure could not support scalable growth — scattered forms, fragile fields, unmapped data.
Live funnel, 5 role-based intake forms, HubSpot mapping, CRM data cleanup, and an audit-first migration.
Cleaner capture, cleaner CRM, stronger follow-up foundation, and far less manual chaos.
Market Boosters AI is in discussions with Community Appraisals about deeper backend automation and ongoing operations support.
Behind the build
A look inside the live systems we built. Client systems and data remain confidential under active non-disclosure agreements, and are released only with the client’s written authorization.
What changed
Market Boosters AI helped automate and structure Community Appraisals’ sales-pipeline foundation — rebuilding the intake and CRM layer behind their sales process and turning fragmented lead capture and client data into a cleaner, trackable sales-operations system.
Market Boosters AI is in discussions with Community Appraisals about deeper backend automation and ongoing operations support.
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