SharePoint for Real Estate

Yes. SharePoint Maven has worked with residential brokerages, commercial real estate firms, property management companies, and developers. The work spans transaction document management, listing file libraries, agent intranets, and admin training for office managers, broker-owners, and IT contacts.

No – and it’s not meant to. SharePoint complements platforms like Dotloop, SkySlope, Yardi, and AppFolio rather than replacing them. Many firms keep their transaction or property management software as the system of record for active deals and properties, while using SharePoint for the broader document side – agent resources, firm operations, marketing libraries, and compliance documentation.

Yes. SharePoint Online supports retention policies that can be applied at the site, library, or document level – including broker record retention periods that automatically preserve transaction documents for the years required by your state’s licensing rules. Retention is configured during the project based on your stated requirements.

Yes. SharePoint Online supports secure external sharing through guest access in Microsoft 365. Outside parties can be granted scoped access to specific transaction libraries or documents without giving them broader brokerage access. Sharing controls and expiration dates are configured per project.

Yes. SharePoint’s site structure handles multi-office organizations cleanly – a top-level brokerage site with firm-wide policies and resources, plus office-level sites for content unique to each location. Agents can be granted access by office, by team, or by role.

SharePoint Maven uses the same fixed-fee pricing across every industry. Hourly consulting is $350/hour with no minimum. SharePoint intranets are $4,800-$6,400, fixed-fee. Document management projects are $2,400-$4,200, fixed-fee. Live training is $950 per 2-hour session with unlimited attendees. Pricing is flat and published – no proposal negotiation cycle.

Intranet projects typically run 5–8 weeks from kickoff to delivered training. Document management projects run 3–4 weeks. Hourly consulting can start within one week of purchase. Timelines are agreed up front and don’t slip – fixed-fee means no mid-project change orders or scope additions.

Greg Zelfond does every engagement personally. There are no subcontractors, junior consultants, or offshore teams. You work directly with Greg from the first call through delivery and training. Because of that, SharePoint Maven runs roughly one engagement at a time – reach out a few weeks before your preferred start window to confirm availability.

Yes – that’s a primary design goal. Every project is built using out-of-the-box SharePoint features, with no custom code and no third-party tools, so your IT staff or site administrator can manage and extend the environment using the same admin tools that Microsoft documents publicly. Every project includes both admin training and site owner training.

Yes. Live training sessions ($950 per 2-hour session, unlimited attendees) can be booked as part of a rollout to train staff or administrators. On-demand SharePoint Maven Academy courses ($60 each, with volume licensing for teams) work well for ongoing onboarding as new people join. Both options are taught by Greg personally.