Pick the track closest to your work. Each one comes with the setup we build together and the plain line that applies.
Finance
WhoBookkeepers, CPAs, tax preparers, insurance and financial professionals
What we buildClient intake, document collection, reporting and client education
Operations and education only: no investment, tax or legal advice through Pure Expertz. Registered reps and advisers clear it with their firm first.
Creative
WhoMarketers, designers, video and podcast producers, creators
What we buildContent systems, AI-assisted production and client portals
No clone of anyone's face or voice without a signed consent and release. AI-made content is labeled.
Real estate
WhoLicensed brokers and agents
What we buildListing workflows, CRM follow-up, transaction checklists and client education
Education, tools and community only. No referral fee on any real-estate transaction or settlement service.
Mortgage
WhoNMLS-licensed brokers and loan originators
What we buildDocument intake, borrower education and follow-up
Education and tools only. No fee tied to any loan or borrower referral.
Brokers & connectors
WhoBusiness brokers, association and chamber connectors, senior sales pros
What we buildA CRM for your pipeline, plus proposal and meeting kits
Fees only under a signed partner agreement. No authority to quote, discount, sign or collect money for Pure Expertz.
WSI consultancy track
Ask me at office hours, Tuesday or Thursday at 1 PM CT.
zoom.pureexpertz.ai