ALO Property Group LLC
The old way was a pile of private CRMs
Information was completely disorganized across the firm. Brokers chose and managed a variety of CRMs that only they had access to.
That is not a software preference. That is who owns the client.
That really breaks down the ownership of the relationship, which belongs between the client and the firm.
Lora Moore, Executive Managing Director, ALO Property Group
If a broker left, the firm had huge operational exposure. Deals could stall. Critical details or next steps fell through the cracks. They risked tarnishing or losing relationships they had worked to nurture.
The catalyst was not a vendor bake-off we can name. The catalyst was that the next step lived in a tool the firm could not see.
Why this, not another rented CRM
They did not pick a nicer generic. They needed the relationship and the next step in one place the floor would actually use, and a way to change the system when the process changed.
Lora, to another operator still renting a CRM that half-fits:
Stop adapting your operation to fit software that was built for someone else. Paying month after month for platform seats where your team only uses a fraction of the features, and uses spreadsheets, email folders, or a shared drive (best case scenario) for the rest, is just hidden overhead. A tool built around your actual workflow eliminates that friction immediately.
Lora Moore, Executive Managing Director, ALO Property Group
What won in practice: the system is configured around how ALO runs, and a request from the floor does not die in a scope document.
What they do now, and how a change ships
Everything lives in one place. The team is not hunting across platforms. They execute workflows, track active accounts, and manage client data without jumping between disconnected tools.
When the floor needed a change, they flagged the workflow bottleneck, defined the exact data point they needed to capture, and configured the system around their process.
Instead of waiting months or getting a rigid response about scope, the update went live in days and immediately fit how the floor operates.
Lora Moore, Executive Managing Director, ALO Property Group
Days, not months. Hundreds of product changes in 45 days. Floor feedback often live the same day or inside 48 hours.
The concrete moment she named: delivering a market analysis presentation through the client portal.
Delivering the market analysis presentation through the client portal was flawless. It saved us valuable time and presented leaps and bounds better than we ever could have managed previously. It made us look genuinely tech-forward and gave us the ability to compete directly with national firms.
Lora Moore, Executive Managing Director, ALO Property Group
What it set in motion
Updates live in days, not months. Hundreds of product changes in 45 days.
The firm can see the relationship. Accounts and next steps live in one place. The floor asks for a change and gets a system that fits how they already work. A client-facing portal that looks like a national firm, on a market analysis they already had to deliver.
It made us look genuinely tech-forward and gave us the ability to compete directly with national firms.
Lora Moore, Executive Managing Director, ALO Property Group
If the relationship still lives in a broker's CRM
If each producer has a login only they can see, or you are paying for seats and running the rest out of email folders and a shared drive, that is the job.
One process. Built around how the floor already runs. Changes in days.