Brivity Success Stories | Julie Gritton
How One Platform Helped Julie Gritton Streamline Growth
Julie Gritton has spent 21 years in real estate, first teaching agents how to use technology, then building her own high-performing team. When the patchwork of 15 to 20 platforms she’d stitched together started slowing her team down, she turned to Brivity Platform. Today, just two years later, her team runs leaner, closes more consistently, and never lets a lead fall through the cracks.
COMPANY INFO
- The Julie Gritton Team
- Coldwell Banker Premier
- Delaware, USA
- 10 agents, 4 administrators
PRODUCTS
- Brivity Platform
- Brivity Lead Gen
- Recruiter AI
Pain Points before Brivity
- No scalable lead routing for a growing team
- 15–20 disconnected tools
- Manual, time-consuming lead distribution
- No real-time agent accountability or reporting visibility
- No automated follow-up; every touchpoint required manual effort
- Past clients falling through the cracks between transactions
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One Platform to Replace Them All
Julie started her career as an administrative assistant, fresh out of school. A big part of her job was sitting down with agents who didn’t know how to use technology and showing them the ropes. Long before automated postcard companies existed, she was doing the marketing manually. And even then, she was the tech-forward one in the room before that was even a recognized role in real estate.
When she built her own team, she carried that mindset with her. But over the years, the tools multiplied: a brokerage-provided CRM that couldn’t route leads across a team, separate marketing platforms, and no central way to track what was happening. Every time a new lead came in from a different source, someone on the admin team had to manually forward it to the right agent. As the team grew, the cracks did too.
Brivity had been on Julie’s radar since she first started building her team, and she kept hearing about Brivity from other agents. However, her brokerage offered a CRM at the time, so she stayed with it. When her coach, Rachel Adams Lee, started talking about it, Julie thought: “I keep hearing that name over and over again. It’s time to actually look into this.” Once she did, she didn’t look back.
“If you’re logging into more than three tools every day, it’s probably more like 15 to 20. Consolidating everything into one platform increased our productivity and efficiency and gave us our time back.”
Agent Accountability You Can See in Real Time
One of Julie’s most powerful uses of the Brivity Platform is coaching her agents through data. The goal-setting and reporting features allow each agent to set income targets, track their daily activity, and use the built-in pacer with historical stats to predict their own results.
Before Brivity, identifying a performance gap meant waiting for a weekly check-in or digging through spreadsheets. Now, a single dashboard gives Julie and her agents instant visibility into exactly where to focus. The reporting dashboards have also transformed how she evaluates lead sources. Now she can quickly see which channels are converting and cut the ones that aren’t.
“If an agent is falling behind, they can log in and immediately see what they need to do in the next 30 days to stay on track. That kind of visibility changes everything.”
The Tools Julie’s Agents Actually Ask For
Ask Julie’s agents what they love most about Brivity and the answer is immediate: integrated texting and dialer. Lead generation calls that once took three hours can now be done in under one, freeing agents to get to more appointments without cutting corners on prospecting.
“You used to talk to my agents, and they’d say there’s no way I’m going to get through 50 calls quickly. Then they start using the Brivity Dialer, and they’re like, ‘Okay, that was less than an hour.”
Brivity Marketer is the other feature agents bring up. Before, everyone on the team was using different mailing platforms with no way to track results. Now, agents can build branded mailer campaigns from a library of templates in under five minutes. When someone scans a piece of mail, it automatically tracks which mailing campaign it came from and links the lead directly into the CRM. Agents can see in real time that their marketing is actually working. And the whole team stays on brand without anyone having to start from scratch.
Automated Follow-Up That Works Around the Clock
With a 10-agent team handling considerable transaction volume, Julie knows that manual follow-up doesn’t scale. She uses Brivity’s Auto Plans across every stage of her business to ensure nothing falls through the cracks.
For new leads, Auto Plans launch immediately. They build engagement and move prospects toward conversion without requiring an agent to be at their desk. For listings, under-contract transactions, and closings, automated task plans keep the entire team aligned on deadlines, mutual acceptance dates, and required next steps.
The team’s custom built past-client Auto Plan is one Julie is particularly proud of. Built to maintain communication all year long, it sends educational content, market updates, birthday messages, home anniversary texts, and timely reminders for agents to make a personal call.
“Past clients don’t fall through the cracks anymore. The system keeps us top of mind, so when they’re ready to move again, we’re the first call.”
An IDX Website That Generates Leads While the Team Sleeps
Every agent on the team has their own personalized web presence using Brivity’s subdomains. The leads are directly added to that agent’s pipeline, empowering them to promote their site on billboards, mailers, and every marketing piece they send, driving all traffic back to a single ecosystem.
Clients are continuously funneled back through Listing Alerts and Market Reports. But the feature Julie loves most is a real-time filter that shows exactly who has been on the website in the last 24 hours. That list becomes a warm, ready-made call list for morning outreach.
With the Brivity Go mobile app, agents in the field get instant push notifications the moment a past client returns to the site, complete with the client’s name, browsing behavior, and everything they need to follow up on the spot.
“We’re putting our website in front of people everywhere. And Brivity makes sure those visitors come back.”
Support and Training That Actually Deliver
For a team that runs lean, knowing help is always available matters. Julie describes the Brivity support team as highly responsive, whether by call, chat, or email, with immediate answers to any questions on the system.
The training resources have been equally valuable: live sessions and short recorded videos offer multiple takeaways every time. Every session gives the team something they can implement the same day.
The Advice Julie Gives Everyone Considering Brivity
Julie’s recommendation to any real estate team on the fence is simple: count your tools. Add up everything you’re paying for and logging into every day. If it’s more than three, you should be talking to Brivity.
What makes that shift meaningful isn’t just the productivity numbers. Julie spent more than 20 years in this industry, working so hard she genuinely didn’t believe 40-hour work weeks or real family time were possible in real estate. She just kept running. Two years into Brivity, she has changed her mind.
“Brivity is built by a real agent, Ben Kinney; it’s technology, and it is high impact. It’s about working smarter, not harder, and having the quality of life you actually got into real estate for.”
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