LuminaVest LTD

BACKGROUND

Please describe your company and position.

I am the Owner of Utopia Industries

Describe what your company does in a single sentence.

Our company deals in Real Estate and help people sale and purchase properties accross the United States

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire LuminaVest to accomplish?

• We hire LuminaVest for Cold Calling services for lead generation.
• To convert those leads into contract and deal we hire their Acquisition & Disposition Managers.
• We also hire their services of Skip Tracing for Real Estate.
• We also hire their Tech Lead and Team Leader to handle the setting up of our Tools and Dialer along with managing and monitoring the team.

SOLUTION

How did you find LuminaVest?

• Online Search
• Clutch Site

Why did you select LuminaVest over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from LuminaVest were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Project Summary:
I engaged this company to help streamline and scale my real estate investing business. Their team set up all the necessary tools and systems, managed cold callers, and handled the entire pipeline from lead generation to closing deals. Their service has been exceptional from start to finish.

Feedback:
Working with this team has been a game-changer for my real estate business. As a client, I was looking for a service that could handle both the tech infrastructure and the team management necessary for consistent lead flow and conversions—and they delivered beyond expectations.

From the start, their Tech Team set up everything I needed, including the dialer system and CRM integration. They ensured all tools were properly synced, customized scripts were in place, and everything ran smoothly. They even provided ongoing tech support whenever issues came up.

The Team Leader took charge of the operations and made sure that my cold callers were meeting their targets daily. He maintained detailed reports, coached the team, and kept everything on track with full transparency.

I hired two cold callers through their service who started dialing my skip-traced lists right away. They consistently delivered qualified and motivated seller leads, which were then passed on to the Acquisition Manager. That manager ran comps, calculated offers, and negotiated contracts effectively. We were able to get multiple deals under contract thanks to his sharp analysis and negotiation skills.

After that, the Disposition Manager stepped in to market the deals and find buyers. Their buyer network and follow-up systems are impressive—they handled everything from buyer communication to coordinating with the title company to ensure a smooth closing.

Each member of their team played a crucial role in the pipeline—from cold calling to locking up contracts to getting deals across the finish line. What impressed me most was the clarity of their process and accountability at every stage.

If you’re a real estate investor looking to scale without micromanaging everything yourself, I highly recommend their services. They’re professional, organized, and results-driven. It feels like I now have a full back-end team supporting my business!

Services Received:

Dialer & CRM Setup
Cold Caller Management
Lead Generation
Acquisition & Deal Analysis
Disposition & Buyer Coordination
Would I Recommend Them?
Absolutely. A five-star experience all the way!

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We consistently received 3–5 qualified leads per day, with a 10–15% conversion rate into signed contracts. Several deals were closed successfully, generating solid profits. The system setup improved efficiency, and weekly reports gave full visibility into performance and results.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their project management was excellent. Everything—from the dialer setup to team onboarding—was delivered on time and without delays. They were highly responsive to my needs, quick to implement feedback, and kept me updated with clear communication and regular performance reports. I always felt supported and in the loop.

What was your primary form of communication with LuminaVest?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed me most was how seamlessly they handled the entire real estate pipeline—from tech setup to lead generation, acquisitions, and closing deals. It felt like having a full back-end team without needing to manage every detail myself. Their organization, accountability, and ability to deliver real results truly set them apart.

Are there any areas for improvement or something LuminaVest could have done differently?

Overall, the experience was great, but one area for improvement could be more real-time dashboards or visual reports to track KPIs at a glance. While weekly updates were helpful, having instant access to live data would make it even easier to monitor performance and make quick decisions.