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Customer story

How a Virginia TC company went from breaking even to profitable in six months.

One transaction coordinator carrying 45 open files at peak, a virtual assistant role eliminated, and the first real profit margin the business had ever run, all inside six months.

CustomerJessica Thomas, Co-founder
CompanyImpact Leverage
LocationVirginia, multi-state
On ListedKit sinceMarch 2026

A broker-agnostic TC business

Jessica Thomas co-founded Impact Leverage, a transaction coordination company based in Virginia. The business is broker-agnostic, so it can serve agents at any brokerage, and it works files across multiple states with Virginia as its home base.

For most of its life, the company ran on one transaction coordinator: a 20-year industry veteran who had built their craft in a paper-based world. Jessica still works in the business daily.

Before ListedKit

Growing volume, and no profit margin.

Impact Leverage was part of a transaction coordination partnership organization, the kind that bundles everything together: backend support, billing, a virtual assistant, and the software the team ran on. On paper it looked complete. In practice, one piece quietly ate the margin.

The virtual assistant's main job was manual: uploading each contract and keying the details into the intake forms by hand. Every new file arrived as a PDF, and every new file took 30 to 45 minutes of data entry before the real coordination could even start. At four to five contracts a day, that was two to two and a half hours of manual entry, every day, just to get deals into the system.

And the volume kept growing, but the profit never came. No matter how many transactions the company took on, it never reached a real profit margin. Nearly every dollar it could have kept was going back to the partnership organization that ran the backend.

We were growing the whole time, but we never actually got to a profit margin. Every dollar we could have made was going somewhere else.

Jessica ThomasCo-founder, Impact Leverage

Why they switched

A cost of sale, not fixed overhead.

The insight that changed everything was about how the software was priced. The old platform was a fixed expense: you pay for it every month whether or not deals close. Jessica's co-founder found ListedKit and saw something different. ListedKit could take over the income-producing functions of the old platform, and it was priced as a cost of sale rather than fixed overhead. You pay per transaction. If no deals close, there is no software cost. The expense scales with the revenue instead of sitting on the books every month.

Jessica had actually tried ListedKit on her own back in October 2025. The team took a full demo in March 2026, and by March 16 they were live. The rest of the ownership team came on that May. Within six months, the economics had turned over completely: the business went from breaking even to having money in the bank.

The moment it clicked

Upload everything at once.

Jessica started the way a lot of skeptical coordinators do: she uploaded just the contract, not really believing the software could read it. It did. So she added the addendums. Then the PDF intake form. Now the team uploads everything at once, 20 or more pages in a single go: the contract, the addendums, and the client intake form together. Ava reads all of it and populates the file.

From there, the work that used to fill the morning is mostly done before anyone sits down to it. Draft emails are generated by Ava before the coordinator even opens the task. When an addendum changes a date or a term, the team uploads it, and Ava flags the change, confirms it, and updates the tasks. There is no more manual template editing, and no more rebuilding a task list from scratch every time a contract or a state rule changes.

The hardest part was not the software. It was trust. The company's transaction coordinator had spent 20 years doing this work on paper, and handing the reading over to an AI took time. For weeks, they had not even turned on email sync. Once they did, adoption accelerated, and the veteran who had been slowest to trust Ava became the person running dozens of files through her.

That confidence now shapes how the company hires. Jessica is bringing on a second coordinator, and the job description states plainly that working with an AI assistant is part of the role. Her framing for candidates is simple.

What changed

From hand-keyed intake to one upload.

A fixed monthly software expense, paid whether or not deals closed
A cost of sale: pay per transaction, no closings means no cost
A virtual assistant keying every contract into intake forms by hand
Ava reads the contract and populates the file automatically
30 to 45 minutes of manual data entry per new file
Upload 20-plus pages at once and the file builds in minutes
Rebuilding task lists and editing templates by hand when contracts or laws changed
Upload the addendum, and Ava flags what changed, confirms it, and updates the tasks
A veteran TC as the single point of knowledge
A TC who now carries far more volume, with Ava doing the repetitive reading

Think of Ava like Siri or Alexa, but she knows everything about your contracts and emails.

Jessica Thomas
Jessica Thomas

Co-founder · Impact Leverage

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The Results

Break-even to profitable

Within six months, and now reinvesting in the business

$15,000 a year

The virtual assistant position eliminated entirely, because Ava does that reading now

20+ hours a week

Given back to the team, off data entry and manual work

Since going live in March, Impact Leverage has run about 97 transactions through ListedKit: 56 closed and 24 under contract at the time of this conversation. At peak, a single transaction coordinator was carrying 45 open contracts at once, a load that would have been unthinkable under the old manual intake. The $15,000 a year the company had been spending on a virtual assistant to key in contracts is simply gone, and the 20-plus hours a week that used to disappear into data entry go back into the work that actually moves deals.

The bigger change is the one in the books. A business that grew for months without ever reaching a profit margin was profitable and reinvesting within half a year, because the software finally scaled with the deals instead of against them.

When Jessica recommends ListedKit to other coordinators and agents, she does not use a script. She listens for the pain first, then asks one question. Whatever they name, she shows them that Ava already does it, from rewriting email templates to updating task lists when a contract changes to the late-night contract entry no one wants to do. Ask her to describe Ava in a single word, and the answer fits a company built on leverage: “Assistant.”

What AI are you using in your business today?

Jessica ThomasCo-founder, Impact Leverage
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Questions

What does ListedKit do for a transaction coordination company?
Ava reads the full contract, addendums, and intake forms the moment they are uploaded, extracts every date, party, and term, populates the deal file, and builds the task timeline automatically. For Impact Leverage, that replaced hours of daily manual data entry and let a single coordinator carry far more volume, up to 45 open contracts at one point, without a virtual assistant keying in files by hand.
How is ListedKit's pricing different from other transaction management platforms?
Most platforms are a fixed expense you pay every month whether or not deals close. ListedKit is priced as a cost of sale: you pay per transaction. If no deals close, there is no software cost. Impact Leverage points to this shift as the reason a business that had never reached a profit margin became profitable within six months, because the software expense now scales with revenue instead of sitting on the books.
Can one transaction coordinator handle high volume with ListedKit?
Yes. After switching, Impact Leverage's single coordinator carried as many as 45 open contracts at once, and the company has run roughly 97 transactions since March. Ava does the repetitive reading and data entry, so the coordinator can focus on oversight, communication, and the parts of the deal that need a person.
Does ListedKit work across multiple states?
Yes. Impact Leverage is based in Virginia and works files in multiple states, and it is broker-agnostic, so it serves agents at any brokerage. Ava reads each contract and builds the right timeline for that deal, and when an addendum changes a date or a term, she flags the change and updates the tasks, with no manual template rebuilding when contracts or state rules change.
How hard is it for an experienced, paper-based coordinator to adopt AI?
It takes some trust, and that is normal. Impact Leverage's coordinator had 20 years of paper-based experience and was cautious at first, even leaving email sync off for weeks. Once it was turned on, adoption accelerated quickly, and that same veteran became the person running dozens of files through Ava. The company now writes working with an AI assistant directly into its job descriptions.
How much does ListedKit cost?
ListedKit offers transparent, usage-based pricing up to $14.99 per intake, with bulk discounts that bring the cost down. Your first intake is completely free so you can experience how our AI reads your contracts and listing agreements and helps you manage them through closing. Learn more on our pricing page.

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Ava reads your contract, pulls your critical dates, parties, and terms, builds your task list, drafts your emails, and updates the file when an addendum changes the deal.

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