Level Up Real Estate Services provides operational and administrative support for real estate agents. We build systems within your systems to optimize your business output.

We work inside the platforms you already use - Brivity, Dotloop, QuickBooks and Google - to create structured workflows, documented processes, and accountability that reduce friction and increase clarity. Every solution is tailored to your business, transaction volume, and growth goals so your backend supports your production instead of slowing it down.

Our operational expertise will exponentially improve your efficiency through systems that are Simple, Repeatable, and Scalable.

Simple systems eliminate unnecessary steps and decision fatigue. Repeatable systems ensure every listing, transaction, and financial process follows a consistent path. Scalable systems create the operational foundation required to increase production without increasing chaos. The result is a business that runs predictably — regardless of volume.

Our transaction management services are designed to save agents 10–20+ hours per transaction.

We manage timelines, paperwork, signatures, and coordination with lenders and title companies so every transaction stays organized, compliant, and on track giving you back time to focus on clients and production.

Operations Consulting Services

Systems, Support, and Setup That Keep Your Business Running Smoothly

Back-office work can take hours away from selling and client relationships. We help agents and teams set up workflows and systems that save time, reduce errors, and make your business run like clockwork—so you can focus on growth.

Quick Peek at What We Do:

QuickBooks & Accounting Support: Streamline your books and reporting, so you always know your numbers.
Dotloop Setup: Organize your transactions for efficiency and easy compliance.
System Audits & Workflow Consulting: Identify bottlenecks, implement solutions, and create repeatable processes that work for your team.

Make My Operations Effortless

Brivity Setup & Automation

Your CRM Should Work as Hard as You Do

A CRM only works if it actually makes your life easier—not bogs you down. We configure Brivity to track leads, automate follow-ups, and keep your transactions and contacts flowing smoothly—so you can focus on clients instead of manual admin.

Quick Peek at What We Do:

Transaction System Setup: Build Auto Plans and workflows that mirror your real contract milestones, keeping every deal organized and on track.
Nurture Contact Optimization: Automate follow-ups for leads and past clients, keeping relationships strong and opportunities hot.
Power Audit: Review your current Brivity setup, uncover gaps, and implement improvements to make your CRM smarter, faster, and more reliable.

Optimize My Brivity

Transaction Management Services

Let Us Handle the Details—So You Don’t Have To

Deadlines, signatures, emails, lender and title follow-ups… we know how overwhelming transactions can get. That’s why we handle everything from contract to close, keeping your deals organized, on track, and stress-free. Currently managing transactions in all parts of Missouri.

Quick Peek at What We Do:

Listing Management: From MLS uploads to open houses, we make your listings shine with our full-service listing systems.
Contract-to-Close Management: We keep your deals moving smoothly from start to finish, so nothing slips through the cracks and your clients feel confident every step of the way.
Compliance Services: Your files stay clean, complete, and compliant so you get paid on time.

Let's streamline my transactions.....

Team up with an experienced operations expert at Level Up Real Estate Services and you will be able to focus more energy on tasks that make you more money.

Why use Level Up Real Estate Services?

Less Stress.

Focus on Your Goals.

More time = More Money

Hear from others!

I’ve worked with Sarah many times! She’s prompt and keeps everything very organized. Not only does she save me so much time with having to sort through documents, she gives me a lot of my time back allowing me to focus on other tasks. She is a valuable asset in my business and making my transactions run smoothly!.

~ Eric Lappe

Sarah is one of the hardest working people I know! Her communication skills make transactions run smoothly! She is super organized and keeps my clients on the path for an easy closing! With something as stressful as buying a home, Sarah is the best part of my client's transactions. She’s always timely and brings the energy you want from a TC.

~ Brittany Carter

Sarah Jackson and Level Up is my go to transaction coordinator!! I Have closed hundreds of deals with her handling the clear to close, listing set up, and client communication. Very Professional and will help take your career to the next level!

~ Ryan Jackson

Sarah Jackson - real estate transaction manager

Meet Sarah Jackson

I’m Sarah Jackson, owner of Level Up Real Estate Services, and I’ve managed over 1,000 real estate transactions since 2017. I help agents work smarter, not harder by building systems that organize workflows, automate follow-ups, and streamline every step from contract to close.

I don’t just implement templates—I think strategically, design repeatable processes, and create custom systems that actually work, so you can focus on clients, sales, and growing your business.

Let’s Level Up your transactions and reclaim your time.

Reach out if you have any questions!

Let's Chat | Schedule a Call

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