Case Study: Greenridge Realty, Inc. achieves streamlined transaction management and MLS‑integrated workflows with Top Producer X CRM

A Closing Coordinator’s Thoughts on Transaction Management and Top Producer® X CRM

Greenridge Realty’s Closing Coordinator Alley Poll, who supports more than 15 agents and has used Top Producer for over a decade, needed a better way to manage complex contract-to-closing workflows and track multiple key dates (closing, possession, inspection, etc.) while giving agents quick visibility into listing status and adapting to local protocols.

Top Producer X CRM provided simplified Task Plans and dynamic, key-date-driven workflows plus MLS integration that auto-updates property status and enables one-click listing imports. The result: streamlined transaction management with automatic workflow adjustments as dates change, clearer status visibility for agents, and faster adoption supported by regular training webinars.

Greenridge Realty, Inc.

Alley Poll

Closing Coordinator