Define objectives
- Clarify “The Big WHY”
- SWOT — strengths, weaknesses, opportunities, threats
- Define the business outcome
Consolidated Real Estate Management Strategies
Strategies for the people who lead real estate.
Concierge consulting for brokerages, teams, lenders and title companies combining decades of industry relationships with data, technology and skills development to maximize profitability.
35+Years advising agents, brokers and production leaders
N.A.R. & C.A.R.Consultant, keynote speaker and certification partner
Three IndustriesReal estate brokerage, mortgage lending and title & settlement
Who we are
We provide clients with technical and professional advice based on extensive knowledge, long-standing relationships and years of experience in the real estate industry. Our strategy integrates technology and education with proven business practices.
Our approach
Six disciplined steps, from the big why to measured results.
Every engagement follows the same rigor: define what matters, ground it in data, align it with your goals, then implement and measure. It is how we turn market intelligence into confident, actionable strategy.
Gather & analyze data
- Market shifts and trends
- Market competition
- Micro and macro perspectives
Evaluate data & align goals
- Hypothesis development
- Validate business alignment
- Customer focus and segmentation
Develop strategies & solutions
- Evaluate strategic possibilities
- Gain consensus through problem solving
- Joint stakeholder agreement to move forward
Implement solutions
- Joint solution agreement and buy-in
- Project management and team alignment
- Communication and feedback
Monitor performance
- KPI analysis
- Progress and performance review
- Solution adjustments
Our services
Consulting built on measurable activity.
CREMS leverages industry experience, data and relationships to help real estate organizations focus on the activities that increase lead generation, lead conversion and operational excellence.
Corporate consulting & data analysis
Market share, agent performance and operational metrics — analyzed and interpreted with an insider’s understanding of brokerage economics, so leadership knows exactly where the next move begins.
Skills development & accountability
Proven development materials and methods for brokerage agents, and innovative strategies that help teams run more efficiently and cost-effectively — always with a focus on return on investment.
Lending, title & ancillary services
Guidance for mortgage, title and settlement leaders, and consulting that helps ancillary providers articulate the value-added services they bring to the real estate transaction.
Proprietary platformEvery closing has a path. When you can see it, you can lead it.
CREMS iQ is the intelligence behind our consulting. We don’t just supply market data — we consult with it, turning agent performance, market conditions and team trends into expert-designed success plans.
Industry relationships
Brands and associations we have worked with
Leadership
Decades of experience across every side of the transaction.
National Association of Realtors® — Consultant to N.A.R., E-Pro Certification.
California Association of Realtors® — Keynote speaker and moderator for statewide initiatives; partnered to create and implement the Short Sale Certification Program; featured in C.A.R. Magazine across multiple years.
Ron Garber
Founder & CEO35+ years as an agent and industry consultant across real estate and mortgage. A liaison to premier agents, brokers and production leaders, known industry-wide as an expert on market trends and transitions. Featured agent in Gary Keller’s “The Millionaire Real Estate Investor.”
Amy Sewell
COO · Strategic Accounts & Sales StrategiesOver 25 years in real estate. Leads national business development across brokerage brands, mortgage and title companies, partnering with national clients on analytics that drive market share and revenue growth — and turning vision into action.
Dr. Sherry Helgoe
PresidentBusiness psychologist (Psy.D.) and Professor of Psychology at Pepperdine, with three degrees in education. A nationally recognized consultant and thought leader who brings business-building psychology to leaders in real estate, mortgage and title.
Robert Trahan
Managing Director · Lending & Mortgage30+ years as a mortgage executive with deep expertise in non-agency and specialty lending. Has built and scaled products across retail, wholesale and correspondent channels. Executive MBA, Kellogg School of Management, Northwestern University.
Darth Eliopulos
Managing Director · Title & Settlement30+ years of title and escrow leadership across six Southern California counties. Most recently Vice President and San Diego County Manager at First American Title, leading 80+ professionals and 25,000+ annual closings. B.A., Biola University.
Burt Yale
CTO · Technical DevelopmentEngineer with 40+ years in broadcasting, internet systems, database development and large-data analytics. Leads the CREMS technology teams building client systems on Azure, Anthropic’s Claude and other industry-standard platforms.
CREMS has a team of development personnel with a broad range of experience, available to add any tech solution, large or small. We maintain a development center web portal, CREMS-LABS.com, to continue evolving our reach for new data feeds and to respond to our clients’ custom reports and extracts. Contact us if you are seeking analytics for your general area.
Contact CREMS
Tell us about your business and we’ll be in touch.
Whether you lead a brokerage, a lending team or a title operation, a short note is all it takes to start. We typically respond within one business day.
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