A branded website, internal operations platform, and built-in automation — engineered specifically for how your firm operates, designed to scale as you grow.
Wilson Williams Realty is a growing real estate firm with an established client base and a clear need for digital infrastructure that keeps pace with the team. Today, core tasks like displaying and updating listings, tracking client activity, and sending communications depend on manual effort that costs time and caps how quickly the firm can scale.
This proposal outlines a connected web platform and automation solution that brings your listings, property records, client data, and marketing into one system.
A professional, branded website that displays your preconstruction and resale properties, accepts online worksheet submissions, and tracks engagement.
This is paired with an internal platform that manages those properties, surfaces client activity, and runs your communications automatically. Built to capture more opportunities today and scale with the firm tomorrow.
Based on our discussions, your team is currently experiencing the following:
The solution is built as two interconnected systems — a client-facing website and a back-office internal platform. Together they strengthen your online presence, eliminate manual work, and reveal actionable insights into how clients engage with your listings.
Your new website will serve as the primary hub for your listings, client inquiries, and brand presence.
All preconstruction and resale properties on a professional site you own and control. Listings can be added, updated and removed manually or automatically through the internal platform.
Live MLS listings displayed on your site in real time. Buyers can search active listings from your inventory and beyond without leaving your site, keeping them engaged with your brand rather than third-party platforms.
Clients digitally submit offer worksheets during preconstruction releases. Submissions route directly to the internal platform.
Visitors draw a custom boundary on a live map and instantly view all firm properties within that area, with filters for price and type.
Professional forms for property-specific and general inquiries. Every submission automatically creates or updates a record in your CRM.
Visitors subscribe directly on the website. New subscribers are added to the mailing list and receive a branded welcome email.
Prospective buyers can create accounts. Enabling access to enhanced MLS data. Browsing and listing activity ties to a named contact, so you know exactly who is looking at what.
Every click, form submission and page visit is tracked and fed into the internal platform for a clear picture of buyer interest.
A dedicated internal platform that centralizes property management, client engagement tracking, and external communications. This elimates the current reliance on a general-purpose cloud drive and disconnected spreadsheets. Your existing CRM remains the source of truth for leads and contacts.
A central hub for all preconstruction and resale listings. Status, documents, pricing and updates all in one place — pushing live to the website directly.
A real-time dashboard revealing which properties are being viewed, by whom and how frequently. The data flows automatically from the website.
Every form submission, worksheet, inquiry, registration, and newsletter signup automatically creates or updates a contact in your CRM.
Client birthday dates from your purchaser records automatically trigger personalized emails. No manual tracking, no missed communications.
Your lead database connects directly to a built-in email & SMS delivery engine, enabling targeted mass email and text campaigns.
Every new account, inquiry, and signup triggers an immediate, branded automated response. First impressions handled at any hour.
All existing property records, client data, and documents migrated from your current database into the new cloud-hosted platform during onboarding.
This platform is designed and built to operate within the data rules that govern MLS listing access in Ontario and within Canada's Anti-Spam Legislation (CASL).
All MLS listing data displayed on the website is sourced through licensed feeds under valid data agreements between Wilson Williams Realty and the applicable data provider — PropTx/TRREB, and CREA where relevant.
Anonymous traffic analytics such as page views, clicks, search queries, map interactions, time on page are collected across all listing pages, keeping anonymous tracking consistent with IDX data-use rules.
For registered account holders, the platform operates under a VOW (Virtual Office Website) framework. Enhanced MLS data such as sell price history, days on market, prior listing history may only be shown to bona fide consumers after email verification, Terms of Use acceptance, and a brokerage-consumer relationship. This framework also enables client browsing and listing activity to be attached to named accounts, giving your team visibility into what registered users are viewing, how frequently, and which properties are generating the most engagement.
The platform also handles the operational obligations that come with VOW access:
Before the website goes live, Wilson Williams Realty will likely need to hold two data agreements, administered through PropTx/TRREB (and CREA where applicable):
CASL requires every commercial email or text be sent only to recipients who have given express or implied consent, with a functional unsubscribe honoured within 10 business days.
All data transmitted between users and the platform is encrypted in transit using TLS/HTTPS. User passwords are hashed using modern cryptographic standards and are never stored in plain text. Personal data, consent records, VOW audit logs, and purchaser information stored in the database are encrypted at rest.
Access to sensitive data is restricted by role-based permissions so that only authorized team members can view or export client records. These measures satisfy the reasonable security safeguard requirements under PIPEDA and support compliance with TRREB/VOW data protection obligations.
The compliance framework reflects publicly available PropTx, TRREB, and CREA data-agreement policies and CASL requirements at the time of this proposal. Board data agreements and their rules change over time and vary by membership type and jurisdiction.
Before launch, Wilson Williams Realty is strongly advised to confirm all data-use, tracking, and display practices directly with the PropTx/TRREB compliance team (and CREA where applicable), and to obtain independent legal advice on CASL where appropriate. Wilson Williams Realty is responsible for obtaining licenses and covering associated fees. TRIZAN will work cooperatively with your team throughout to ensure the platform meets all board and regulatory requirements at go-live.
Subject to board approval timelines for IDX and VOW data access.
Project kickoff, access handoff, and submission of IDX/VOW data agreements to PropTx/TRREB. Filed on day one and tracked as a gating milestone for MLS-dependent features.
All website pages, branded listings, interactive map, worksheet submission, inquiry forms, newsletter, account registration, engagement analytics, and mobile-responsive design. IDX activates on board approval. Review and revision rounds built in.
Begins alongside Phase 1. Property management dashboard, engagement tracking, CRM integration, birthday outreach, welcome emails, campaign automations, and email & SMS delivery setup.
VOW and CASL compliance finalization, file & records migration with consent audit, full system QA including IDX/VOW feed verification, and final client review. Non-MLS features launch on schedule; VOW features switch on once board approval is confirmed.
Dedicated support window, team onboarding, and documentation handoff.
Custom website, branded preconstruction and resale listings, IDX integration, interactive map with draw-area, online worksheet submission, inquiry forms, newsletter, account registration, engagement analytics, mobile-responsive design.
Internal property management dashboard, engagement tracking and analytics, CRM integration, birthday outreach, welcome emails, mass email & SMS campaign setup, lead database, and file & records migration.
VOW framework (bona fide consumer verification, credential lifecycle, audit logging), CASL consent engine (capture, classification, automated unsubscribe synced to your CRM), migration consent audit.
Excludes domain purchase, IDX/VOW provider fees, MLS board fees, and email/text messaging fees.
Pricing Note: Final pricing and payment structure will be confirmed following a brief technical discovery call to validate scope and access requirements. Any features or integrations identified during discovery that fall outside the scope of this proposal will be quoted separately before work begins.
A transparent breakdown of the estimated effort behind each phase. At $34,000 across an estimated 300 to 500 hours of development work. This places us at an hourly rate of $68-$113 . This engagement is priced well below the $150+ hourly rate a mid-size agency would charge for comparable work.
| Design, wireframes, mockups, revisions | 25 |
| Frontend build (all pages, responsive) | 50 |
| Backend, database, listing logic | 45 |
| IDX integration + interactive map | 25 |
| PM, QA, deployment | 25 |
| Subtotal | ~170 |
| Dashboard design + UX | 15 |
| Property management + frontend | 30 |
| Backend, database, engagement tracking | 35 |
| CRM + SendGrid + automation integrations | 30 |
| Google Drive migration | 12 |
| PM, QA | 18 |
| Subtotal | ~140 |
| VOW framework (verification, credential lifecycle, audit logging) | 30 |
| CASL consent engine (capture, classification, unsubscribe sync) | 30 |
| Encryption, security, role-based access | 25 |
| Consent audit during migration | 15 |
| Compliance QA + feed verification | 15 |
| Subtotal | ~115 |
These estimates reflect the projected effort for each phase and may be refined during the technical discovery call. Compliance and data engineering in Phase 3 represents specialized work that is legally required in Ontario, not an optional add-on.
A mid-size digital agency would quote this scope at ~$70K. A full-service firm would quote upward of $100K. At $34K, this engagement reflects a long-term partnership rather than a single contract. This is purpose-built software at a fraction of market rate, delivered and maintained directly by the team behind it.
We specialize in building integrated digital systems for service-based businesses, working directly alongside our clients from kickoff to deployment and beyond.
A recent client, a multi-location service business operating across the GTA, faced a core challenge similar to Wilson Williams Realty. Manual work was piling up, every phone call routed straight to the owners, and they had no way to take or manage bookings across multiple locations from a single point. We built them a conversion-focused landing page and a custom platform that consolidated their CRM, manager dashboard, analytics, multi-location booking, and automated communications into one system.
Before launch, every phone call routed straight to the owners and there was no way to book across multiple locations from a single point. The platform eliminated that bottleneck, allowing the owner to stepped away from the booking process entirely while bookings, follow-ups, and admin ran on their own.
The platform runs quietly in the background, their team focuses on clients, and the business now has the infrastructure to scale without adding headcount. That is the same outcome we are building toward for Wilson Williams Realty.
Review this proposal and note any questions or adjustments.
Schedule a brief follow-up call to confirm scope and access requirements.
Sign agreement and submit 40% deposit to begin.
Project kickoff scheduled within one week of deposit received.
Schedule the discovery call and we'll have your project moving within the week.