When Every Call Matters,
Make Each One Count.

How Leverage Companies Scaled with a Fully Aligned Team, Dialer, and CRM

Jared Pershad is the president of Leverage Homes, part of the larger Leverage Companies organization. The company was founded seven years ago by David Choi and Eric Panecki, who left their jobs in commercial underwriting and private lending when real estate wholesaling became popular.

What started as a paper-flipping operation has evolved into a comprehensive real estate investment empire spanning multiple divisions.

Today, Leverage Companies operates multiple divisions including private lending, real estate acquisitions, asset management, and media.

After cycling through platform after platform, Jared’s team was no longer just looking for a phone system. They were looking for a partner that could match the pace and complexity of their operation. smrtPhone delivered. It brought the customization they needed, the visibility they wanted, and the integration they had been missing, all through an advanced platform and a partnership that supported how they work.

Leverage Companies didn’t adopt smrtPhone on a whim. They arrived there through experience. “We’ve been on Cloud9, CallRail, RingCentral, we’ve gone through it,” Jared says. And what set smrtPhone apart wasn’t just functionality, but momentum. “The innovation, right?” he adds, pausing like it speaks for itself. That contrast was clear. “Anyone hasn’t had it changed, right? It was basically the same, same dial tone, same ringtone, same UI, same operation for, like, the last, you know, for 10 years.”

All-in-One Phone System + The Power of True CRM Integration

Before smrtPhone, Leverage Companies had a phone system inside Salesforce, but it didn’t do much. “We’ve had a call system in our Salesforce that just kind of lived there, and it was really just click to dial,” Jared says. It was static, disconnected from how the business actually ran.

That changed when they brought in smrtPhone. The platform integrates natively not just with Salesforce but also with Left Main REI, the CRM built on Salesforce that Jared’s team uses every day. With that foundation in place, their ISV partner, Left Main, was able to tap into smrtPhone’s open API and build the exact workflows they needed, directly inside the system they were already using. “We can send texts through our CRM for people who’ve opted in automatically,” Jared explains. “We follow up with automated texts and so on and so forth, without having to bring in four different software to do something.”

The entire call system now lives where the team lives. What used to be scattered across multiple tools now runs from a single place. “What smrtPhone has allowed us to do is build teams and build flows and have IVRs. The whole call flow. It’s just so simple.”

Jared has seen the other side. He knows what it takes to string together different platforms just to get a basic automation working. “Normally, when you have a soft phone in Salesforce and you want to do automations, you gotta bring in something else to do the automation, something else to do the calling, and something else to do the texting.”

With smrtPhone, the work just gets done. “I can fully do my HP compliance through you guys. I can register, and then I can just run all those texts, and they come from my sales reps’ number. The text messages come back to my sales rep number, even the stuff that’s automatically applied. Really nice workflow.”

For Jared, the real shift was in control. “Being able to build automations through my CRM while manipulating the user’s phone number or a campaign number, that was a game changer for me. Because like I said, usually you’d have to tie in three additional software. You’d have to pull in a Callingly or a CallRail or something else to get that done.”

Inside a smrtPhone-Powered Workflow

The Leverage Companies team isn’t just moving quickly, they’re doing it at a scale that demands structure. As Jared puts it, “We generate close to 3000 motivated seller leads a quarter,” a volume that simply can’t be managed through manual follow-up or disconnected tools. It takes a system that not only supports the pace of the business but also drives it forward.

Once the team built their operation with smrtPhone and smrtDialer, everything began working more efficiently. Follow-up became sharper, training ramped up more effectively, and conversations with leads started turning into real results. This wasn’t about pushing harder, it was about building a smarter system where every piece worked together, and nothing slipped through the cracks. What started as a dialer became the engine of their entire sales operation.

That level of automation is powerful, but the real edge comes from how intentionally the system is structured. Every rep has a dedicated Click-to-Call number used only for relationship-building. Those numbers are never touched by the power dialer. smrtDialer lines are kept separate, rotated regularly, and managed to keep contact rates high.

“If you’re building relationships, keep those numbers aside and only use those for your what we call Click-to-Call. And then on the other side of the fence, have smrtDialer phone numbers that you have on rotation in order to keep your pickup rates high.”

This structure also supports how the team trains. New hires listen to real conversations through live call monitoring, hearing how top reps navigate deals in real time. “We use call monitoring in training, so I’ll temporarily grant access to a new employee and they’ll just listen to the best sales reps talk.”

Once they’re on the phones, learning continues. Every call is recorded, reviewed, and discussed. Even experienced reps use recordings to improve their technique and tighten their close. “We use call recordings a ton in sales training, even for our existing reps. That’s one of probably the best features ever.”

From lead generation to follow-up, from onboarding to coaching, smrtPhone is present in every part of the workflow. It doesn’t sit off to the side. It is the system. “Especially when I’m talking to the students I teach in the Deals & Dollars Academy. When I tell them to look at what always has a higher ceiling. Right? smrtPhone’s ceiling is infinitely high.”

🎥 See It for Yourself

At a Deals & Dollars Academy bootcamp, students used smrtDialer to make live calls, while learning the systems and structure that drive real results for Leverage Companies every day.

💡 Want to get insights directly from Jared and his team?

Check out dealsanddollarsacademy.com to learn how they operate at scale and train the next generation of real estate investors.

👉 Not using smrtPhone or smrtDialer yet?

Start your free trial or book a demo and build the kind of system that actually works.