Real Estate Team OS

Holding agents accountable drives activity, productivity, and profitability.But it can also create confusion, frustration, and burnout for you - and for your agents.So how do you set up accountability systems that agents will actually use and benefit from?In under 10 minutes, our five guests cover:- The relationship between and metrics behind agent performance and agent participation- A cadence for effective huddles for individual and group accountability- Improving buy-in by innovating agent-up rather than top-down- Reverse-engineering agents' goals and expectations into accountability metrics- Creating scoreboards and tracking resultsSee the full episodes with these guests:- Ben Bluemle from Bank-Owned To Luxury Listings https://www.realestateteamos.com/episode/ben-bluemle-bank-owned-luxury-real-estate-listings- Barry Jenkins on The Trouble With Seeing Yourself In Other People https://www.realestateteamos.com/episode/barry-jenkins-too-nice-for-sales- Daniel Dixon on Being The Lighthouse For Agents https://www.realestateteamos.com/episode/daniel-dixon-lighthouse-real-estate-agents- Jonathan Campbell on Driving Per-Agent Productivity https://www.realestateteamos.com/episode/how-to-drive-per-agent-productivity-jonathan-campbell- Jim Remley on Profitability Through Productivity https://www.realestateteamos.com/episode/jim-remley-real-estate-profitability-per-agent-productivityAccess the collective wisdom of our 100+ guests by talking or typing with our Team Bot: https://realestateteamos.com/botGet email-exclusive insights, guest previews, and subscriber-only episodes: https://realestateteamos.com/subscribe

Welcome to our fifth episode in the all-new Summit Series! As we were in the second episode, we're joined by two operations leaders in one conversation:- Emily Smith, Chief Operating Officer for Wemert Group Realty- Gio Sanginesi, Agent Partner who's also served as VP of Growth for Pozek GroupSee or hear our first conversation with Emily and Gio: www.realestateteamos.com/episode/real-estate-team-agents-productive-scale-summit-series Here in this second conversation, we get an end-to-end walkthrough of agent recruiting, agent onboarding, and agent retention from leaders inside 60-agent and 30-agent teams (Wemert and Pozek, respectively). Learn how they're attracting $10M producers and helping them level up. Hear similarities and differences in their processes - including how one team uses a clear 30/60/90-day process and the other doesn't. Watch or listen to this Summit Series episode for insights into:- Growing to 60 agents without a recruiting funnel - with half of the team at a tenure of 5 years or longer- Key aspects of their agent avatars and why neither focuses on brand new agents- Questions they ask to create a match between agent and value prop- Elements of the 15-minute pre-interview and other ways to pre-qualify agents- What the first 90 days looks like as a new agent with Pozek Group from Associate Agent Partner to Agent Partner- Learn what the first two weeks looks like as a new agent at Wemert Group Realty, who agents meet, and how the process is supported by their Monday.com build out- How both teams balance financial and cultural factors to improve retention- Specifically why Gio joined Ken Pozek as an agent and why he's continued to stay with the teamIn case you missed these Summit Series episodes:- Team Leaders: When, How, and Why We Started Our Teams- Team Leaders: How Our Teams Create Growth Opportunities with Agents- Ops Leaders: How Our Teams Keep Agents Productive at Scale - Agents: Successful Team Agent vs Successful Solo Agent We recorded this series at The Creator House, a studio in Orlando created and run by our friends at Sweet Fish Media.Sign up for subscriber-only episodes and email-exclusive insights so you don't miss any of them: https://realestateteamos.com/subscribeFollow our Summit Series guests:- Emily Smith https://www.instagram.com/emily_t_smith/- Gio Sanginesi https://www.instagram.com/gio407realtor/Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

In our fourth episode in the Summit Series, we pick up again with these four real estate team leaders in one conversation:- Renee Funk of The Funk Collection- Ken Pozek of Pozek Group- Ben Laube of Ben Laube Homes- Jenny Wemert of Wemert Group RealtyEach runs their business differently - from vision to lead generation to culture. So you'll hear similarities and differences, as well as agreements and disagreements, as we move through their team-building experiences, challenges, and insights.In the previous episode: what sparked their teams, how they develop agent avatars, key pieces of their operating systems, how they're managing today's market, and more.You can see or hear that episode right here: www.realestateteamos.com/episode/when-how-and-why-start-real-estate-team-summit-seriesIn this conversation: lead sources and lead distribution, repeat and referral strategies, repairing and updating systems, defining and managing culture, and looking to the future of real estate teams.Watch or listen to this Summit Series episode for insights into:- How they manage lead sources and lead distribution - from database, organic, content, and social to PPC and Zillow- Specific ways they help their agents increase repeat and referral business- What role they've put themselves in and what they're most focused on right now- The state of their recruiting funnels and what works best- How they define and manage culture- Threats and opportunities ahead for real estate teams, from going independent to competing with big brokerages to NAR and MLS considerationsWe recorded these episodes at The Creator House, a studio in Orlando created and run by our friends at Sweet Fish Media.Still ahead in this series: another conversation with operations leaders and another conversation with agentsSign up for subscriber-only episodes and email-exclusive insights so you don't miss any of them: https://realestateteamos.com/subscribeFollow our Summit Series team leaders:- Ken Pozek https://www.instagram.com/kenpozek/- Jenny Wemert https://www.instagram.com/jennywemert/- Ben Laube https://www.instagram.com/benlaube/- Renee Funk https://www.instagram.com/renee_funk/Follow Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos

Welcome to our first-ever, six-episode Summit Series! Here in our third episode, we host four real estate agents in one conversation:- Bree Tucker with Pozek Group- Tony Galarza with Wemert Group Realty- Matt Anderson, solo agent with eXp Realty    - Nick Nelson, solo agent with eXp Realty Real Estate Team OS is bringing you the Summit Series, a new format that has an element of our Inside The Team series, but features multiple guests in each episode and 10 real estate professionals in total. In this episode, we have long-time team agents Tony and Bree, as well as solo agents Matt and Nick, who started in the local eXp Realty ecosystem of Renee Funk and Ben Laube.Learn why they all joined a real estate team, why two stayed, and why two went solo. Watch or listen to this Summit Series episode for insights into:- Something each of them shares in every buyer consultation and listing presentation- How they think about and use social media differently- How they structure their day and their week, including prospecting time blocks and time periods they're unavailable to clients- The role of the CRM- Why they all joined teams, why two have stayed for years (“I'll be here until I die”), and how other agents can make the team vs solo decision- How growth pillars, opportunities, and culture help retain high-performing agents- The ups and downs of fantasy footballWe recorded these episodes at The Creator House, a studio in Orlando created and run by our friends at Sweet Fish Media.Still ahead in this series: how to create growth opportunities with our four team leaders, how to recruit, train, and retain agents with our two operations leaders, and another conversation with these four agents!  Sign up for subscriber-only episodes and email-exclusive insights so you don't miss any of them: https://realestateteamos.com/subscribeFollow our Summit Series agents:- Bree Tucker https://www.instagram.com/breeinorlando/- Matt Anderson https://www.instagram.com/matthewandersonproperties/- Nick Nelson https://www.instagram.com/nicknelsonhome/- Tony Galarza https://www.instagram.com/tonygalarza_realtor/Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

Welcome to our first-ever, six-episode Summit Series. Here in this second episode, we host two operations leaders in one conversation:- Emily Smith, Chief Operating Officer for Wemert Group Realty- Gio Sanginesi, Agent Partner who's also served as VP of Growth for Pozek GroupThe Summit Series a new format that has an element of our Inside The Team series, but features multiple guests in each episode - with 10 total guests.In this conversation, Gio and Emily share with us the similar and different ways they work to keep their 30-agent and 60-agent teams (respectively) productive. Pod structure, tools and technology, transaction coordination - each shares what's powering their organizations in unique and specific ways.Watch or listen to this Summit Series episode for insights into:- The “pre-real-estate version” of themselves - from corporate leadership to resourceful entrepreneurship- What their role is and how they plug into the organization, including who they connect with daily, weekly, and as-needed- The two very distinct ways they run a pod structure and how it helps the agents and the organization- Other key similarities and differences in roles and structure of the team- Fundamental pieces of the technology that powers Wemert Group Realty and Pozek Group- Where they find transaction coordinators and how they hire and task themStill ahead: an end-to-end walkthrough of agent recruiting, onboarding, and retention with these two leaders, plus two conversations with four real estate agents, and another conversation with four team leaders! We recorded these episodes at The Creator House, a studio in Orlando created and run by our friends at Sweet Fish Media.Sign up for subscriber-only episodes and email-exclusive insights so you don't miss any of them: https://realestateteamos.com/subscribeFollow our Summit Series guests:- Emily Smith https://www.instagram.com/emily_t_smith/- Gio Sanginesi https://www.instagram.com/gio407realtor/Follow Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

Welcome to our first-ever, six-episode Summit Series. In our first episode, we host four real estate team leaders in one conversation:- Jenny Wemert of Wemert Group Realty- Ken Pozek of Pozek Group- Ben Laube of Ben Laube Homes- Renee Funk of The Funk CollectionTo help you make your next decision or take your next step, no matter where you are on your real estate journey, we constantly bring you the voices, experiences, and lessons of team leaders, operations leaders, and agents. Now, Real Estate Team OS is bringing you the Summit Series a new format that has an element of our Inside The Team series, but features multiple guests in each episode. Each of our four team leaders runs their business differently - from vision to lead generation to culture. So you'll hear similarities and differences, as well as agreements and disagreements, as we move through their team-building experiences, challenges, and insights. Why the team started. How you generate opportunities. Ways to preserve culture. How you find the right agents. Why they're attracting $10-15M producers and even small teams. And more! Watch or listen to this Summit Series episode for insights into:- Who our four team leaders are- What sparked the start of each of their real estate teams- Who to hire and how to improve your delegation as you grow your team- What's been unexpected, including when team building was most fun and when it was dark and unprofitable- How to guide agents through a more challenging market and through necessary changes- Ways to preserve culture as your team grows- How they develop agent avatars, what they look like in practice, and how they increase retention and success- The role of strategy vs the role of luck- How the right people, ChatGPT, and a content machine support each of their operating systems (Team OS)- How to develop confidence on camera or even in a listing presentationWe recorded these episodes at The Creator House, a studio in Orlando created and run by our friends at Sweet Fish Media.Still ahead in the series: two conversations with operations leaders, two conversations with agents, and another conversation with these team leaders!Sign up for subscriber-only episodes and email-exclusive insights so you don't miss any of them: https://realestateteamos.com/subscribeFollow our Summit Series team leaders:- Ken Pozek https://www.instagram.com/kenpozek/- Renee Funk https://www.instagram.com/renee_funk/- Ben Laube https://www.instagram.com/benlaube/- Jenny Wemert https://www.instagram.com/jennywemert/Follow Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

Hiring the wrong first person could cost you months or even years.Minisodes, a new Real Estate Team OS series, were made to help you get it right in 10 minutes or less!In under 9 minutes, you'll learn:• Why hiring a buyer's agent first is often a MISTAKE• What your actual first hire should be—and how to define their role• Real stories and hard lessons from top team leaders & coachesThis is high-impact, highly visual, and built to save you time. Whether you're hiring now or planning ahead, this Minisode can change the course of your business.New Minisodes drop exclusively on YouTube, once a month, so make sure you're subscribed to Real Estate Team OS so you never miss a turn in the road: https://realestateteamos.com/subscribeLearn more from each of these guests:Renee Funk: https://www.realestateteamos.com/episode/real-estate-changes-opportunities-renee-funkMatt Smith: https://www.realestateteamos.com/episode/real-estate-team-leader-leadership-lessons-matt-smithKatie Day: https://www.realestateteamos.com/episode/oversimplification-hype-reality-real-estate-teams-katie-dayEmily Smith: https://www.realestateteamos.com/episode/emily-smith-intrapreneur-entrepreneur-teamerage

Facebook Groups. They're the foundation of the introvert-friendly strategy that jump-started Marisa Lindsay's real estate business, serves as the foundation for her real estate team in Colorado Springs, and fuels a growing referral network across the country.Learn from the founder of The Collective by Marisa Lindsay, as well as from their TC/CTO/problem solver, Dubs (including how she got that nickname). They're a Visionary/Integrator duo whose relationship started as a real estate agent and a home buyer.In addition to the production of their local, in-town agents, they had nearly 20 closings in March through the referral network - all driven by about 60 Facebook Groups (and counting).In this conversation: what the strategy is, how they developed the strategy, how they sell without selling, and how they set it up in other markets.They walk us into their four-agent team and its staff, how they developed the Facebook Groups strategy, how they extended it into other markets, when and why they moved the team into a proper CRM, key pieces of their tech stack, and more!Watch or listen to this conversation to learn:- Key elements to building the highest-performing team in your market, including creativity with execution and a Visionary with an Integrator- Selling nearly 50 homes in year one with every deal generated through a Facebook Group- The three characteristics (or “the trifecta”) that Marisa saw in a client that led to her extending an offer to join the team- Specific roles on their small team in Colorado Springs that also supports a network of agents across the US- Foundations of the Facebook Groups strategy that's the foundation of the team and the referral network- How sales conversations can happen on social media … without initiating sales conversations- Overcoming two myths about Facebook Groups- Why Facebook Groups functioned like a CRM for them- “The amount of leverage is undeniable” - the vision that motivated a move to a proper CRM- How Marisa went from Chief Skeptic to top user of their CRM- Logistics behind and lessons learned from the referral network- How they're building community and courses for introvertsAt the end, learn about McNeese State as must-see TV, splurging on “magical” experiences, and the “why” behind things.Marisa Lindsay and Dubs:- https://www.instagram.com/the_marisa_lindsay/ - https://www.facebook.com/marisa.lindsay2 - https://www.facebook.com/dealswithdubsReal Estate 4 Introverts:- https://www.facebook.com/groups/re4introvertsReal Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

Less than three years ago, Team Peterson-Jackson was a two-agent domestic real estate team. Today, they're at 74 agents and counting. All along, they've been on a mission to:increase African American homeownership ratesbuild generational wealthcreate knowledgeable and productive real estate agentsIn this conversation, LaShawn and Towanna Peterson-Jackson welcome you into the education-based approach to expanding their business, including how systems and support anchor their value prop, their 12-week onboarding process and the mobile app that powers it, their agent- and client-attraction methods, and leadership challenges they've faced and overcome along the way.Early success was found connecting with people in Facebook Groups and delivering home-buying seminars in churches, schools, community centers, and non-profits in Detroit. Now, they're preparing to expand into Houston, Atlanta, Indiana, and beyond!Watch or listen to this conversation with Towanna and LaShawn for insights into:- Carrying culture from your personal real estate business into your real estate team- What LaShawn saw in Towanna's commission checks that had her get re-licensed as an agent- How the three aspects of their mission was sparked by a visit to Portland and Seattle, including insights into homelessness, gentrification, homeownership rates, and agent income- How home-buying seminars and an education-first approach helped launch the team- The roles and structure of their 10-staff, 74-agent organization- Why they prefer new, “baby” real estate agents, why they don't recruit, and what they look for in agents who want to join their team- Why their value prop is more about onboarding, training, and systems than it is about leads and exactly what they provide agents in these areas- When and why they shifted from working with investors to educating homeowners- Which key challenges they faced in growing the team and where they sought guidance- How each of them defined and refined their roles as leaders- When and how they're expanding to Houston, Atlanta, Indiana, and beyondAt the end, learn about Lions gear, a shoe habit, a shoe room, a lake house, and the next flight.LaShawn Peterson-Jackson:- https://www.instagram.com/lashawn_peterson_realtor/- https://www.instagram.com/teampetersonjackson/- https://www.facebook.com/lashawnf- https://www.tiktok.com/@tuts138Towanna Peterson-Jackson:- https://www.instagram.com/towannapetersonjackson/- https://www.facebook.com/towannaj- https://www.tiktok.com/@teampetersonjacksonReal Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

We talk regularly about the role of tech, automation, and AI here on Real Estate Team OS.  The predominant vision: these tools make real estate agents more consistent and efficient. Among countless other visions: AI will relegate the agent to a glorified door opener. Here in this preview episode of our upcoming, six-episode Summit Series, you'll hear from 10 different real estate professionals on the role of AI and the role of real estate agents today and moving forward. You'll hear great use cases for ChatGPT.You'll hear the challenge of agent adoption.You'll hear about the limitations of augmented and virtual reality (AR and VR). You'll hear the potential for AI to replace aspects of the agent's role.Join Jenny Wemert, Emily Smith, and Tony Galarza of Wemert Group Realty; Ken Pozek, Gio Sanginesi, and Bree Tucker of Pozek Group; Renee Funk of The Funk Collection; Ben Laube of Ben Laube Homes; and Matt Anderson and Nick Nelson, solo agents in the eXp Realty community in Orlando.Watch this episode for insights into:Team Leaders- Using AI in a way that's people-based and machine-enhanced- Why sales agents will be replaced by AI in 5 years and how that improves customer experience- The trouble with AI-generated videos- The proper role of an expert real estate agent- An important caution for real estate agents using AI - and how to overcome itReal Estate Agents- How consumers choose agents- Specific tasks that AI helps agents with- How to get ChatGPT to know you betterOperations Leaders- A high-level view of AI within a real estate team- The challenge of comfort levels and adoption levels across agents and consumers alike- The importance of agent motivation, regardless of what tech is available- How a great agent provides perspective and context to bring all five senses together for consumers in a way that augmented reality and virtual reality (AR and VR) still can't- The role of content and the role of agents in helping consumers find community, not just propertyFollow our Summit Series participants:Jenny Wemert https://www.instagram.com/jennywemert/Renee Funk https://www.instagram.com/renee_funk/Ben Laube https://www.instagram.com/benlaube/Ken Pozek https://www.instagram.com/kenpozek/Tony Galarza https://www.instagram.com/tonygalarza_realtor/Matt Anderson https://www.instagram.com/matthewandersonproperties/Nick Nelson https://www.instagram.com/nicknelsonhome/Bree Tucker https://www.instagram.com/breeinorlando/Emily Smith https://www.instagram.com/emily_t_smith/Gio Sanginesi https://www.instagram.com/gio407realtor/Follow Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

Talk or type with our new Team Bot: https://realestateteamos.com/botOver the past 20 years, Dustin Oldfather has connected with and been coached by the best in the real estate business, including several of our guests on Real Estate Team OS.As a result, he's experimented with different methods and models - with VAs, ISAs, training cadence, lead distribution, and more.The top-ranked real estate team in Delaware, The Oldfather Group is an 80-agent team driven by responsibility-centered leadership, opportunity meritocracy, and interactive, one-on-one training.Dustin walks us through how they're pairing local staff paid 15% above market with international VAs to improve performance and reduce vulnerability, how they've added meritocracy and agent voice to their model, why they've both insourced and outsourced the ISA function, and exactly how they deliver training day by day.Watch or listen to this conversation with Dustin for insight into:- Responsibility-centered leadership vs reward-centered leadership- Being humbled in the Nuclear Navy- Providing opportunities for a growing team at the dawn of online leads- How to mitigate risk and vulnerability by partnering stateside and international team members together- Testing an agent assistant model for agents doing 6 or 9 transactions per month- What agents need and want in this market in terms of skills, efforts, and opportunities and how it affects their recruiting and retention- Shifting to a meritocracy with three agent levels - Pilot, Captain, and Commander- The pros and cons of insourcing and outsourcing your ISA function (and what works best for them) and the importance of live transfers- Exactly how they do interactive training Monday through Friday, including specific topics covered, one-on-one time, live role plays, and accountability check-ins- The cultural benefit of helping people move on, especially in the face of “demonstrated unreliability”At the end, learn about Good Will Hunting and A Beautiful Mind IRL, John Wentworth, redundant JBL speakers, pushing back on Gary Vaynerchuk, and a specific structure for a healthy day, week, and year.Guests mentioned in this episode:- Howard Tager https://www.realestateteamos.com/episode/howard-tager-ylopo-ai-artificial-intelligence- Jon Cheplak https://www.realestateteamos.com/episode/jon-cheplak-real-estate-teams-traditional-brokerages- Tom Ferry https://www.realestateteamos.com/episode/tom-ferry-differentiation-accountability- Mike Schumm (coming soon!)Dustin Oldfather:- https://www.instagram.com/dustinoldfather/- https://www.instagram.com/oldfathergroup/- https://www.facebook.com/DustinOldfatherPublic/Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/ Talk or type with our new Team Bot: https://realestateteamos.com/bot

Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribeThe JDRE Team was growing quickly in the relatively small and highly competitive market of Hood River, Oregon.But when their Director of Operations and Marketing Manager separated from the organization, team leader Jen Dillard found herself back in a challenging, undesirable, and familiar spot - wearing all the hats and doing all the things, but none of them especially well.Jen shares the process of getting operations and marketing back on track, as well as how she started her business from scratch after moving to a town where she knew no one, how to work with an outsourced operations team, and how she landed an exclusive builder relationship she's servicing with her team.Watch or listen to this conversation with Jen for:- What is and isn't coachable about drive, hunger, and passion, plus questions to ask to close that gap- The path from property management and condo conversions in Seattle to starting over in a small market where she knew no one- Why co-owning a brokerage didn't work for her- Three specific things she did to build a business in a brand new market (including one that was “like a Seinfeld episode”)- How she started a team with an engaging coffee barista and when she finally added admin- The wrong way to hire staff and the pain it can create- Her options to rebuild operations after the departure of two key staff members- How she turned her operations solution into a business of its own- How communication, visibility, and strategy work when you outsource operations- Which systems and process were especially helpful to outsource- Two themes she's hearing from team leaders via coaching and networking- Why Hood River isn't as much a second-home market as it was when she arrived- How being “pleasantly persistent” landed her an exclusive relationship with a builder and how that opportunity plays out within her team- Advice for agents thinking about starting a team or joining a teamAt the end, hear about a “beautiful mess” and frivolous rewards. Also: “Go Hawks!”EOS conversation mentioned in this episode:- https://realestateteamos.com/episode/eos-principles-scale-faster-real-estate-harvey-yerginJen Dillard - http://instagram.com/jendillardReal Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/ Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribe

Talk or type with our new Team Bot: https://realestateteamos.com/botSeasoned agents and new agents alike often wonder what they'll give up when they join a team - including their identity.Over the past decade, Lisa Stafford has refined an identity-based team model that blends the best of both the team and solo experiences - your individual identity and the team's collective support.To reflect this approach, she changed the team name from The Lisa Stafford Team to NJ Property Experts - with feedback from the team's agents, of course.Go inside the model and value prop behind this 11-agent, 2-staff team (TC and social media) - and find out why she got grief for this model when she launched. Learn all the elements of the accountability log agents fill out every week. Get her hands-on process for onboarding agents and jumpstarting their books of business. And hear about the limitations to team growth that she's strategically working through right now.Watch or listen to this conversation with Lisa for insights into:- The top three things that have driven her team's success: customer service level, teamwork, and constant learning- Her path from real estate agent to boutique brokerage owner to team leader- How she jumped in and got started with her team even though she “had no idea what (she) was doing”- Why maintaining your own identity while getting systems, structure, accountability, and coaching was her value prop from day one and what types of agents it attracts- What her Accountability Log demands of agents every week- When and why she brought on a TC- Why and how she changed the team name to NJ Property Experts from The Lisa Stafford Team- Two potential reasons people gave her grief when she launched with this model in 2015- How she jumpstarts new agents' books of business- What onboarding looks like at this stage of the team- Why her own time and attention are the bottleneck to growth and the key strategic questions she's working to answer right nowAt the end, hear about 10 days in the sun, the Eagles, and working to give your kids opportunities you didn't have.Lisa Stafford:- https://www.instagram.com/lisa_njpropertyexperts/- https://linktr.ee/lisastafford- https://www.zillow.com/profile/NJPropertyExpertsNJ Property Experts:- https://www.instagram.com/njpropertyexperts/- https://linktr.ee/njpropertyexpertsReal Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/ Talk or type with our new Team Bot: https://realestateteamos.com/bot

Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribeWhen you're an early stage team leader who's built your business on a high level of customer care, you have to figure out how to balance the needs and wants of your clients, agents, systems and processes, and … life.  Instead of seeking balance, Jordan Quaresma has opted for integration. Jordan's the leader of a four-person, four-year-old team that closed more than $50M in volume last year. He shares how he created harmony between work and life and how building a team helps.Brokered by RE/MAX RISE Executives in Kingston, Ontario, Quaresma Realty Group was built on the principles of doing the right thing for your clients and turning each client into several more.In this conversation, you'll learn how the team was built, how they've brought that philosophy to life, and how Jordan turned a cold opportunity not just into his largest transaction, but also into several referrals and a rental property business. Watch or listen to this episode for insights into:- Being the snowplow and being the example for your agents- Recognizing individual differences in terms of real estate goals and motivations in getting commitments and holding people accountable - The time period from feeling discouraged to feeling everything start to click- Why he stayed with the brokerage as a solo agent rather than follow the team he'd joined to a different brokerage- The story of turning a cold opportunity into a large transaction, multiple referrals, and a business partner- Why he started a team, what the earliest days looked like, and how he found a coach- How he turned his own processes into an increasingly efficient system that staff and agents could benefit from and enhance- How he integrates his business into his life in a healthy way- The potential directions this team could go- Their key marketing activities, including a $15K travel voucher, family photos, and clients of the month- Why he still records monthly videos even after five years of hating it- Advice for agents thinking about joining a team or starting a teamAt the end, learn about a team that's produced heartbreak, a team that's earned respect, products that are over researched, and a two-stage process to improve learning and life.Jordan Quaresma: - https://instagram.com/quaresma.group - https://www.instagram.com/jordan_quaresma/Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/ Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribe

Talk or type with our new Team Bot: https://realestateteamos.com/botA Division I college athlete, Chief of Logistics with the US Army Corps of Engineers, licensed real estate agent, franchise founder, and entrepreneur, Harvey Yergin discovered EOS like you … the hard way.  A friend gave him a copy of Traction, which he didn't read … until he experienced pain, frustration, confusion, and misalignment within one of his businesses. Today, because of the value it brought him, Harvey's one of about 900 EOS Implementers helping entrepreneurs around the world. And he's here to help you create vision, traction, and health in your business faster with EOS principles and tools for beginners, as well as for agents and teams already using EOS.Watch or listen to this EOS episode for insights into:- The relationship between vulnerability, trust, and speed- Harvey's background in real estate, entrepreneurship, logistics, and sports- Entrepreneurship before and after implementing EOS- The three goals of EOS, what types of companies it's designed for, and how it can help real estate teams in particular- Where the terms Visionary and Integrator come from and exactly what they mean- Whether and when to modify or customize EOS for your business - and how the decision can speed you up or slow you down- Two questions to ask (and one resource - linked below) to help you know if you're using EOS effectively- How to get started with EOS (yes, you can do it yourself) - Three things your team should have to get started with EOS effectively- How to separate the person on your team from a seat, role, or function for better decision-making- The six key components of EOS (Vision, Data, Process, Traction, Issues, and People)- The importance of the L10 meeting and the pulse of your businessEOS Organizational Checkup:- https://organizationalcheckup.com/Find a local EOS Implementor:- https://www.eosworldwide.com/implementerEOS on YouTube - https://www.youtube.com/EOSWorldwideLibrary of EOS books:- https://www.eosworldwide.com/traction-library Harvey Yergin:- https://www.eosworldwide.com/harvey-yergin- https://www.facebook.com/harvey.yerginiv- https://www.instagram.com/harveyyergin/- harvey.yergin at eosworldwide dot comReal Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/ Talk or type with our new Team Bot: https://realestateteamos.com/bot

Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribeOwned and led by Kristina and Kiki Salcido, K2 Omni Group is based in Albuquerque, but they've expanded to Boston and Dallas. How? By finding the right business partners and providing their “business in a box.”In order to do that, you need a standardized team structure and refund, centralized systems. Go inside their operating system, which is under constant improvement, and learn how they fix things even when they're not broken.  Kristina shares the story of joining a RE/MAX office, partnering on an independent brokerage, opening their own teamerage, then shifting it to a hybrid model that allows agents to transition from independent to team for 6 months at a time. She also shares the key people, processes, and technologies behind the business that she and her husband Kiki have built - including where they found some of their most valuable people.Watch or listen to this episode for insights into:- Why “if it's not broken, don't fix it” isn't a winning approach- The path from joining a RE/MAX office, to partnering on an independent brokerage, to opening their own teamerage, to shifting it to a hybrid model- The differences for agents of joining the team or going solo in their brokerage, including the ability to switch between them for 6 months at a time- The rigor of team agents, including the training and minimum standards required- Why and how she left sales production- Why and how they expanded to Dallas and Boston, including a story of failure and a fundamental caution for others- The key elements of their tech stack- The key roles on their staff, including Operations Manager, Sales Director, four TCs, and eight Concierge specialists and how they found some of them- The process for constant improvementAt the end, learn about dancers turned agents, an animal farm, and the Big Bang Theory.Kristina Salcido:- https://k2omnigroup.com- https://www.instagram.com/k2omnigroup/- https://www.instagram.com/kristinasalcido/Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/ Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribe

Talk or type with our new Team Bot: https://realestateteamos.com/botVerified rankings of the top agents and teams in your city, state, or nation - that's what RealTrends works to produce every year.Go inside the rankings to learn how it works. What's the difference between and agent and a team (it's not as easy as you might think)? What's the difference between a large team and a mega team? How do you verify the results? Why would I participate?Note: you may already be participating through your brokerage and, if you're not, you have until April 9 to submit your 2024 results for inclusion.  Mark Adams, SVP of HousingWire Real Estate Group, is deeply involved in both Altos Research and RealTrends, and is here to break it all down for you. He also shares some benchmarks and trends they're seeing in the size, productivity, and profitability of real estate teams.Watch or listen for insights into:- How an individual's experience and success on a team are up to them- What HW Media is (HousingWire, Altos Research, RealTrends) and how he became part of the team after 8 years in the mortgage industry- The symbiotic relationship between real estate and mortgage- The role of research and market intelligence in better decision making- The purpose and background of the RealTrends rankings of brokerages (since 1997) and agents and teams (since 2006)- How they plan to triple from the top 1.5% to the top 5% of agents and teams this year (from 21k to 60-70k) and how you can participate (by April 9, 2025)- How they verify the results- The two criteria the separate a team from an agent and the differences between small, medium, large, and mega teams- The average team size, average units, and average volume of teams- Adding city rankings to the national and state rankings- Thoughts on units vs volume- Benefits of being in the rankings (from SEO to recruiting)- How building the operating system behind this project relates to building the operating system behind your real estate business- The slingshot effect in many real estate teams right nowAt the end, learn about Dallas Stars, European travel, and bookworm coworkers.Participate in the 2025 rankings: - https://www.realtrends.com/realtrends-submissions/Episodes mentioned:- Mike Simonsen: https://www.realestateteamos.com/episode/mike-simonsen-altos-research-real-time-data- Daniel Dixon: https://www.realestateteamos.com/episode/daniel-dixon-lighthouse-real-estate-agents- George Laughton and Billy Hobbs: https://www.realestateteamos.com/episode/profitability-durability-real-estate-team-george-laughton-billy-hobbs- Anthwon Thomas: https://www.realestateteamos.com/episode/preserving-profit-margin-real-estate-team-anthwon-thomas- Jonathan Campbell: https://www.realestateteamos.com/episode/how-to-drive-per-agent-productivity-jonathan-campbellResources mentioned: - https://housingwire.com- https://altosresearch.com- https://realtrends.comReal Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/ Talk or type with our new Team Bot: https://realestateteamos.com/bot

Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribeJessica Boswell's goal is to build the first female-led team to be #1 in units sold in Connecticut. And she's off and running. The founder and team leader of J. Boswell Team at LPT Realty in West Hartford, Connecticut, Jessica refuses to “cheap out,” works to get things done “the right way,” and is “all in” on all things. In this conversation, you'll learn about her part-time agents, staff of VAs, business reinvestment strategy, agent value prop, and concierge, white-glove client services.  You'll also hear references to services like Sphere Rocket, Fello, RealScout, Homebot, and Follow Up Boss. Watch or listen to this episode for insights into:- Leading by example and modeling what you want to see- Leaving biopharmaceutical industry after a decade, becoming a listing specialist, closing 100 units, and needing to start a team- Why she welcomes part-time agents onto the team (half of her 22 agents are part-time)- How and why she built her staff with VAs (EA, TC, listing manager, leads manager, two marketing staff)- How and why she built systems as if she had a 50-agent team (when she only had a couple of agents) - providing leverage to agents and a concierge, white-glove experience for clients- How she thinks about profitability and reinvestments in her still-young business- How she evaluates their 20+ lead sources and what types of sources she's cut- How her team has built out Smart Lists and Ponds in FUB- How her value prop to agents has changed over time- How and why she changed brokerages to join lpt realtyAt the end, hear about a founding team who've all been on this show, old cars and old clothes, a private yacht, and a conference lineup.Jessica Boswell:- https://www.facebook.com/Jessica.E.Boswell79 - https://www.instagram.com/jboswellteam - https://www.makingcthome.com/about/ - jessica (at) jboswellteam (dot) comReal Estate Team OS:- https://www.realestateteamos.com - https://linktr.ee/realestateteamos - https://www.instagram.com/realestateteamos/ Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribe

Talk or type with our new Team Bot: https://realestateteamos.com/botTop-line revenue growth of a real estate team is great. But driving that growth while preserving your gross profit margin and net profit margin is even better.In this conversation, Anthwon Thomas shares his numbers along with the story of starting and growing Silver Lining Real Estate Group brokered by Real in Lafayette, Indiana.Learn the key elements to preserving profit as you grow, including clarity on your operating model and equity in commission splits. Hear which roles they hired and in what order. Get their three-stage process for bringing great-fit people onto the team. Watch or listen to this conversation with Anthwon Thomas for insights into: - Exemplifying the values and principles of the team as a leader and as a leadership team- Dropping out of a pre-law university path and becoming a real estate agent- When and why he started a team with someone who's still a member today (and the “scary” part of the process)- Which staff and agents they hired and in what order- Growing production 50% with a new CRM, a database manager, and more accountability- Their main lead sources and their monthly ad spend- How onboarding and training have evolved over the past 7 years- Why he abandoned the idea of a NAVY Seal team in favor of recruiting more agents- The three minimum standards required from every agent on the team (20, 20, and Tuesday)- Details of their three-stage process to find people who fit their operating model (group call, one-way video interview, one-on-one meeting)- Why a 60% gross profit margin and 25% net profit margin are their goals- Why the key to preserving profit margin is managing your cost of sale / commission split- Why he started the High Value Agent podcastAt the end, learn about Team Thomas masterminds, G-Wagon anxiety, and the benefits of writing. Episode Mentions:- Episode 022 with Matt Smith https://www.realestateteamos.com/episode/real-estate-team-leader-leadership-lessons-matt-smith- FUBCON Session with Jon Cheplak https://www.realestateteamos.com/episode/jon-cheplak-real-estate-teams-traditional-brokerages- Episode 009 with Daniel Dixon https://www.realestateteamos.com/episode/daniel-dixon-lighthouse-real-estate-agentsAnthwon Thomas:- https://www.instagram.com/anthwonthomas/- https://www.facebook.com/AnthwonThomas/High Value Agent:- https://www.instagram.com/highvalueagent/- https://www.facebook.com/groups/858436428634711- https://highvalueagent.com/hva/Silver Lining Real Estate Group:- https://www.slreg.com/about/- https://www.instagram.com/_slreg_/- https://www.facebook.com/SLREG/Book Recommendation:- The Power of a Positive Team by John GordonReal Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/ Talk or type with our new Team Bot: https://realestateteamos.com/bot

Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribeFounder and team leader George Laughton is focused on top-line revenue growth. COO Billy Hobbs is focused on expense management and operational efficiency.   Both have an eye on net operating income, but neither is cuffed to the numbers or focused on making a specific margin at all costs.   Ultimately, they're working to build a durable business - one that's healthy enough to adapt to and endure changes in market conditions, technologies, regulations, and anything else they face as a real estate team.George and Billy were our first two guests in our Inside The Laughton Team series, in which we met and learned from eight different leaders in their 200-agent, 25-staff, and 5-office organization in Phoenix, Arizona.They're back on the show and together in this episode to share ideas on profitability, trust, consumer experience, video messages, transaction coordination, the infinite game, and “the EKG of the business.”Watch or listen for insights into:- Recognizing the need for and value of trust, intuition, and patience within the team- Getting a snapshot of the team today (agent count, staff size, year-over-year growth)- Running the organization on a modified version of EOS (and why they modified it) and how they prioritize problems and opportunities- Elevating consumer experience through video communication- Creating the most consistent and efficient agents possible- Improving CRM, transaction management, and business intelligence over the past 7 years and through 10x agent count - and having one place to access everything from the macro level down to micro details- Creating a durable, profitable business that shields your people through different seasons and different markets- Watching out for the “it's only”s that eat into profit- Evaluating the ROI of lead sources and keeping an eye on originating source on every conversion- Judging the effects of the NAR settlement as a net positive so farAt the end, learn about Apple update insights, too-effective Instagram ads, and empty health hacks.The Laughton Team - https://www.instagram.com/laughtonteam/- https://www.instagram.com/georgelaughton/- https://www.instagram.com/billyhobbsjr/Inside The Laughton Team Series- https://www.youtube.com/playlist?list=PLCJiXNo93cVr9Oc0ptse5z6Vaq5l0T1kAReal Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/ Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribe

Learn from 7 Real Estate Team OS guests, host Ethan Beute, and other real estate pros at a free, 6-hour virtual event from the Real Estate Coaching Collective: https://myrecc.com/thelab-virtual-edition-registrationPhone calls create conversations. Conversations make paychecks.How many two-minute conversations do you need to make a paycheck? About 31. Throughout this conversation, Tyler Blair repeatedly emphasizes a real estate fundamental: “phone calls are the only thing that matters.” Learn how that helped him grow 15% in a down year and 4x agent count over the past few years. Learn the evolution of their recruiting process from sourcing to screening to onboarding agents. Learn the daily email every team leader should consider sending.Listen to this conversation with Tyler Blair for insights into:- The characteristic you can't teach or train that gets you through all market conditions - and how they screen for it- The path from property management to real estate agent (advice he got: “An idiot can sell a house a month”) - The mistake that cost his business all momentum and left his growing family broke - and how he recovered - Why he started a team and what the first iteration of agent training looked like (advice he got: “There are people who can do your paperwork.”)- Why he left sales production and returned to it - and how it affected his team (advice he got: “You either have no team or a big team.”) - The size, structure, tenure, and culture of the team today - Specific things they did to grow by 15% in a down year - 75 Day Hard for real estate, call nights, and a daily email - Specific things they did to 4x agent count, including the recruiting channels, screening process, and closing process- When, how, and why he left an independent brokerage, looked at all the options, and landed with eXp Realty- His one-year vision and long-term vision for the company- Why phone calls are “the only thing that matters” and how they focused on the finding that “31 two-minute conversations makes a paycheck”At the end, learn about the best seat on the bench, doors that should be closed and lights that should be off, and the morning routine that make him happy and productive.Tyler Blair:- https://www.instagram.com/thetylerblair/- https://www.instagram.com/legacyrealestateteam/- https://www.legacyrealestateteam.com/- 480 291 4478Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

Learn from 7 Real Estate Team OS guests, host Ethan Beute, and other real estate pros at a free, 6-hour virtual event from the Real Estate Coaching Collective: https://myrecc.com/thelab-virtual-edition-registrationMost great agents and teams provide significant value to clients before and during a real estate transaction. But most aren't as systematic or successful after the transaction.Amy Stockberger solved this problem with margarita machines (among other tools and supplies!). In this conversation, Amy walks us through a system that serves your clients, vendors, local employers, and agents - all at the same time. She designed it to turn one client into five, transform her database into a "databank," and create “clients for life” (rather than “past clients”). The 20 agents with Amy Stockberger Real Estate each close an average of 20 units per year and have a seven-year average on the team. For years they've been the top team in their market, achieving a 10% market share (with a goal of 15%) in Sioux Falls, South Dakota.Watch or listen to this conversation with Amy Stockberger for insights into:- Operationalizing a service-first mindset- Doing 15-20 open houses per weekend on a diet of beef jerky, sunflower seeds, and Mountain Dew- Identifying a “major hole” in her team's business (and in the industry)- Knowing where your closings come from (link to free resource below!)- Developing the Lifetime Home Support system to serve clients for life- Logistics behind moving trucks, party supplies, and a tool shed your clients can book at any time (in a way that drives agent reviews, agent referrals, and vendor partnerships)- Tips for building, monetizing, and generating leads from your vendor program (they're at $3,500/year with about 100 vendors - DM her “Ethan” on Instagram for a guide)- Adjusting your business model toward a better exit planAt the end, learn about traveling to see the Red Sox, cutting down on color printing, and leveraging other people's audiences.Get the DataBANK Developer (including tips on vendor programs): - https://www.instagram.com/amystockberger/ (DM her the word “Ethan”)Get the Source Code System (to track ROI by lead source):  - https://adobe.ly/4efGkS1Amy Stockberger:- https://www.amystockberger.com/- https://lifetimehomesupport.com/Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

Jonathan Campbell leads the #1 real estate team in Pennsylvania. The 20 agents on the team each close 45-50 units per year. Together, they more than tripled the units and nearly doubled the volume of the second-ranked team.What are the keys to this success? How does the team sustain such high per-agent productivity?  After appearing as one of four contributors to Episode 50, Jonathan welcomes us into his business model, strategies, and philosophies in this full-length conversation.Watch or listen to Episode 55 with Jonathan for insights into:- Why agents are more likely to run profitable businesses when they're on a profitable team- Why profit is misunderstood and how to create more clarity around it- His path from team agent to solo agent to sales manager to team owner- The team leader's job: create more opportunity- The benefits of his team size and business model- What agents do (and don't do) every day- Details of the relationship between ISAs and agents- The process for high-quality appointment sets and handoffs- Tips for higher conversion and higher ROI on lead sources- Running the business on EES rather than EOS- Increasing agent accountability and ownership- Why he prefers to run and own a team rather than a brokerage or teamerage- The two things he's focused on in 2025 - new construction and cash offersAt the end, get tips for creating better conference experiences, having more conversations (with less judgment), coaching youth soccer, canceling and adding streaming subscriptions, and being around more people.Jonathan Campbell:- https://www.instagram.com/jsooup/- https://www.instagram.com/joncampbellteam- https://www.facebook.com/jsoupamanc- https://jcteam.com/Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

Over the past few years, Tarasa Hurley has become licensed, a real estate agent, a team leader, and a co-owner of an independent brokerage. One key to this progress is a problem many people would love to have: too many leads!Hear the story of tearing down the team's first iteration and rebuilding. Learn how speed, flexibility, and control over online leads and tech stack drove the move into an independent brokerage. Get tips for recruiting agents and creating closings from the same sales methodology.In this conversation, which was recorded in person at Unlock at The Cosmopolitan of Las Vegas, you'll get lessons from her experience step by step.Listen to this conversation with Tarasa for insights into:- The most important quality of an entrepreneur- 5x overperformance on her first-year goal as an agent- Her first 5 hires as she started building the team - and the vital role her husband plays- 3 key pieces of her tech stack- Why building or buying into an independent brokerage was the next right step - and how she pursued it- How her team fits into the brokerage model- How and why she dismantled the entire team and started again- Her primary value proposition as she fires up recruiting and onboarding for the brokerage- The role of the Follow Up Boss Success Community Mod Squad in her learning and growth- Why deep discovery is critical to feature-benefit selling- How she's setting up for scale in 2025- Which agents are right for the brokerage and which agents are right for the leads teamAt the end, learn about a powerful partnership, a tiny car, and a crafting room.Tarasa Hurley:- https://tarasa.com- https://www.instagram.com/tarasah/ Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

Like many team leaders, Jill Biggs didn't intend to become a real estate agent or start a team. Today, she leads the top team in her market, The Jill Biggs Group with Coldwell Banker Realty in Hoboken, NJ.  Get stories and lessons from nearly 20 years of growing the team to about 60 agents. Learn some of the key roles brought in to support the team, including an in-house stager, in-house media production, and a Chief Operating Officer. Get the process for building and communicating an authentic brand.Recorded in person at Unlock 2024 at The Cosmopolitan of Las Vegas, this conversation will leave you with a clear impression of what happens when you're hardwired for hard work.Watch or listen to this in-person recording with Jill Biggs for insights into:- Speed and energy as must-have characteristics of a high-performing team- How life, leadership, and entrepreneurship in NYC, Maui, and Miami all led to the Hoboken real estate market- The primary key to her success: outworking other people- How she built her initial database and her agent team with friends and how they continued growing their network over the years- A significant team insight gleaned from her first coaching experience- The size and structure of the team today- When she wanted to quit and why a COO was the answer to the problem- The growth of real estate teams over the past couple of decades- Why everything in your business is always a little bit broken, why everything and everyone needs to be ready to change, and how to compete despite that (“You have six months to make money doing THIS, then you have to pivot”)- How the Hardwired for Hardwork branding was developed with Marc Davison of 1000WATT- What's ahead in 2025, including a fix and flip divisionAt the end, learn about paying less by asking to pay less (for anything) and paying your taxes on time.Jill Biggs:- https://www.instagram.com/jillkbiggs/- https://www.thejillbiggsgroup.com/Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

Along with her first two team members (who are still with the team today), Treasure Davis built the #1 real estate team in Colorado Springs - a team of 15 agents who closed more than 400 units last year.More than 20 years into the business and more than a dozen years into building the team, Treasure reflects on the people, processes, and technology that allowed her to persevere and thrive in various market conditions. The amount of grit required just to start this journey makes it all the more impressive and wonderful. Treasure also shares insights into working with developers and builders, including the story of two years of follow-up that led to ground-up work on what will be a community (and city!) of more than 2,500 people.We recorded this conversation in person at Unlock 2024 at The Cosmopolitan of Las Vegas. Throughout, you'll hear themes of honesty, integrity, authentic connection, and thoughtful reflection.Watch or listen to this conversation with Treasure Davis for insights into:- Developing market resilience for yourself and your team through adaptability, flexibility, and relationship-building- Doing things you don't want to do and that few people will … because there's no database- Getting your team agents to achieve success faster than they could as solo agents- Starting a team nearly by accident but from the common position of having too much opportunity to handle yourself- Weighing the pros and cons of making your name the team's name- Reflecting on the people, processes, and technology behind a high-performing team (including a 226-item task list that's 20 years in the making)- Getting involved with developers and builders on new construction projects- Following up for two years to create the opportunity to develop the marketing, sales, and product strategies behind a new communityAt the end, get lessons on coaching and practicing before performing, celebrating the journey over the destination, getting out for summer sports, and getting out of your local bubble.Treasure Davis:- https://www.instagram.com/treasuredavisrealtor/- https://www.facebook.com/treasure.davis.5- https://www.treasuredavis.com/- https://www.tiktok.com/@treasuredavisteamReal Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

From being one of the first four real estate agents of a new real estate company to serving as Chief Operating Officer of a +1,000-member organization, Lauren Bowen has experienced, learned, and achieved more than most in the industry over the past decade … all with boldness and kindness.We opened 2024 with Lauren as our first guest. Now we're opening 2025 with her return!Last year she shared the path from 1 to 16 different lead sources. This year she shares how they vet, distribute, and increase conversion on 24 different lead sources!Among the MANY helpful things she openly shares with you in this conversation: how they discovered that 56% of leads closed with the second Robert Slack agent they talked to - and what they did about it. We recorded this conversation in person at Unlock 2024 at The Cosmopolitan of Las Vegas.Listen to this episode with Lauren Bowen for insights into:- The obvious and non-obvious benefits of grace- The growth of Robert Slack from one office and four agents to more than 800 agents in multiple offices in five states- The agent count to start investing in agent onboarding and training- How they built their corporate staff of 20 people to support about 1,000 team members, including role and recruiting tips- What it takes to run the organization as a family- Why teams shouldn't get above 50 agents (35 is the recommended limit)- Lessons learned from managing 24 lead sources, including putting agents on two lead sources max (down from five or six)- Three things they did to double lead conversion on some of their sources- The three roles that fulfill her vision of “making agents' lives easier”- Specific ways they task their ISA team, including an automation to help ISAs “revive the leads”- Insights into tracking lead conversion by source, reviewing your lead sources monthly, balancing lead quality and quantity, and vetting new lead sources- A bittersweet change since her appearance on Episode 11 to open 2024At the end, Lauren talks baseball, building over buying, and being bouyant. She also shares tips for balancing your commitments to real estate conferences.16 Lead Sources for 800 Agents with Lauren Bowen | Ep 011- https://www.realestateteamos.com/episode/lauren-bowen-robert-slack-coo-lead-sources-team-leadersLauren Bowen:- https://www.instagram.com/lauren_bowen_robertslackllc/- https://www.tiktok.com/@lbowen_robertslack- https://www.instagram.com/robertslackllc/- https://www.tiktok.com/@robertslackrealestate- https://robertslack.com- lauren (dot) bowen (at) robertslack (dot) comReal Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

Compared to 2023, production was down about 18% this year for The Funk Collection brokered by eXp Realty in Orlando, Florida. Co-team leader Renee Funk took no pleasure in sharing that, but also acknowledged that it's a fact.Many teams experienced similar results, driven by all kinds of change. But change presents opportunity and Renee is bullish on regulation changes and the year ahead.Here in this bonus episode themed to the 2024 Wins and 2025 Game Plans episodes that immediately precede it, Renee shares some of the lessons, challenges, and wins their team faced - and what's ahead in 2025.FUBCON Session with Renee: https://youtu.be/ClJc94xi3icSubscriber-only episodes: https://realestateteamos.com/subscribeListen to this episode with Renee Funk for insights into:- Why operations are the “true glue” of your team and why your first hires should be in this area- Why there's no single way to define success in real estate and what that means for leaving or staying in sales production- Specific conversations to have openly within your team, including teams within the team and offboarding rather than re-recruiting- The LB NT framework to reflect on any meeting, conversation, or time period- Why they're bullish on regulation changes (spoiler: it's about clarity of value for all)- Specific times we've seen the “end of agents” fear and distraction before- How they approached training on buyer-broker agreements- The two-stage buyer conversations to get buyer-broker agreements signed, to get more buyers to contracts, and to level up “Pop Tart” agents- Resetting strategy with yourself, your team, and your clientsAt the end, learn about a top team that's close to home.Renee Funk:- https://reneefunk.com- https://www.instagram.com/renee_funk- https://realtyinorlando.comReal Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/FUBCON Session with Renee: - https://youtu.be/ClJc94xi3icFUBCON Session playlist: - https://www.youtube.com/playlist?list=PLCJiXNo93cVopyNz34nrcV-kVacpWjvAm 7 subscriber-only episodes and email-exclusive insights every week:- https://realestateteamos.com/subscribe

Meet and learn from four of your fellow Real Estate Team OS listeners who share 2024 wins and 2025 game plans with you.Each person shares what's ahead in 2025, the state of their real estate business today, and what they've learned and implemented from guests on the show.A few themes in this special year-end episode:- People power (and supporting systems)- Content creation (and audience attraction)- Mortgage partners (and client experience)Listen to Ep 050 of Real Estate Team OS with:Jonathan CampbellCEO and Owner of Jon Campbell Team brokered by REAL in Bethlehem, Pennsylvania- Why market conditions weren't his biggest challenge in starting his real estate career in 2007- What makes his team's productivity (45-50 transactions per agent per year) possible- How he runs his agent recruiting conversations to find likable and coachable people- How they set granular, bi-weekly goals for the year ahead- https://www.instagram.com/jsooup/- https://www.instagram.com/joncampbellteamJennifer StaatsOwner of Staats Solutions and Director of Ops with Digital Maverick and ez Home Search- How she discovered real estate operations as a passion and skill- Two categories of agents and teams who need a stronger focus on operations- Why the right systems (and/or people) are necessary for growth and scale- The main areas and activities she's evaluating as part of annual business planning- https://www.instagram.com/jennifertherealtor/Brandon DoyleRealtor with Doyle Real Estate Team with RE/MAX Results in Maple Grove, MN- How The Customer Experience Podcast and Chief Evangelist led him to Real Estate Team OS- Why they doubled back into a father-and-son real estate team after growing agent count- Learning from more people in a real estate team than the CEO and team leader- How his YouTube channel on smart home technology helps his real estate business- https://linktr.ee/brandondoylemnKim Robert SchieldknechtBroker/Owner of Transaction Alliance, an independent brokerage in Cincinnati, OH- Things to look for, expect, and value in a mortgage partner- Why real estate franchise and brokerage brands aren't as important as personal agent brands- Why Real Estate Team OS is "the best show in the real estate business" (and what else he's watching)- The brokerage model that's led to start-up costs being covered and profitability in the first year - https://jointransactionalliance.com/Episodes mentioned by these four guests:- 002 Laurie Finkelstein Reader https://www.realestateteamos.com/episode/laurie-finkelstein-reader-people-over-profits- 027 Grant Wise https://www.realestateteamos.com/episode/real-estate-team-performance-marketing-grant-wise- Inside The Laughton Team with George Laughton https://www.realestateteamos.com/episode/inside-laughton-team-phoenix-george-laughton- Inside Whissel Realty with Kyle Whissel https://www.realestateteamos.com/episode/inside-whissel-realty-ceo-team-leader-kyle-whissel- FUBCON Session with Tom Ferry https://www.realestateteamos.com/episode/tom-ferry-differentiation-accountability- FUBCON Session with Mike Simonsen (Altos Research) https://www.realestateteamos.com/episode/mike-simonsen-altos-research-real-time-data- Inside Whissel Realty series https://www.youtube.com/playlist?list=PLCJiXNo93cVqQmwl4tTOQYebBkBoL6ipz- Inside The Laughton Team series https://www.youtube.com/playlist?list=PLCJiXNo93cVr9Oc0ptse5z6Vaq5l0T1kAMake Real Estate Team OS part of your 2025 game plan! Get instant access to seven subscriber-only episodes and email-exclusive insights every week: https://realestateteamos.com/subscribe

Meet and learn from four of your fellow Real Estate Team OS listeners who share 2024 wins and 2025 game plans with you.Each person shares what's ahead in 2025, the state of their real estate business today, and what they've learned and implemented from guests on the show.A few themes in this special year-end episode:- A framework to scale your real estate team- The gatekeeping of development from real estate agents- The blueprint for success with online leadsListen to Ep 049 of Real Estate Team OS for:Cory MartinBroker/Owner and Team Leader of Martin Group, a teamerage in Oakville, Ontario- How their five-agent brokerage operates as a team- Six specific episodes that have helped them develop a framework to scale- Why they're leaning more into video than AI for prospect and client communication- How Real Estate Team OS has saved their brokerage time and money- https://www.instagram.com/corymartin87/Lawrence PritchettManaging Broker & Partner, MODUS Real Estate Austin- The hamster wheel of doubling your sales production- Putting his broker license to use by partnering with two people and a Denver-based brokerage- How to open more agents up to development- Why he credits Real Estate Team OS for his sanity over the past year- https://www.instagram.com/lawrencesellsatx/Meg SchaeferFounder of Pixel Mentor and Broker with REVEL Realty Inc in Barrie, Ontario- How she developed experience in real estate marketing and operations- A specific way to use Action Plans in your CRM that you may have overlooked- Digital marketing differences in Canada vs in the United States- How the Techtember series on Real Estate Team OS helps with her 2025 goals- https://www.instagram.com/meg.schaefer.broker/Scott McAnanyBroker with Vreeland Real Estate in Jacksonville, Florida- How he found real estate success without ever having "worked a lead"- His path from real estate agent to qualifying broker and team builder- Where he picked up the blueprint for success with online leads- How the Inside The Laughton Team series changed his recruiting and onboarding strategy and informed his 2025 game plan- https://www.instagram.com/scottmcanany/Episodes mentioned by these four guests:- 026 Koby Sway https://www.realestateteamos.com/episode/direct-model-real-estate-agent-accountability-koby-sway- 028 Jose Samano and Jeffery McGonigle https://www.realestateteamos.com/episode/real-estate-agent-proficiency-jose-samano-jeffery-mcgonigle- 037 Greg Harrelson https://www.realestateteamos.com/episode/real-estate-prospecting-listings-greg-harrelson- 038 Lisa Ryan https://www.realestateteamos.com/episode/inside-sales-manager-isa-real-estate-opportunities-lisa-ryan- 042 Lee Adkins https://www.realestateteamos.com/episode/techtember-creating-real-estate-tech-plan-lee-adkins- 046 Kyle Draper https://www.realestateteamos.com/episode/growing-real-estate-team-agents-kyle-draper- Inside The Laughton Team with George Laughton https://www.realestateteamos.com/episode/inside-laughton-team-phoenix-george-laughton- Inside The Laughton Team with Billy Hobbs https://www.realestateteamos.com/episode/operations-experiments-investments-coo-billy-hobbs- Inside The Laughton Team with Justin McLellan https://www.realestateteamos.com/episode/real-estate-agent-productivity-skill-justin-mclellan- Inside Whissel Realty series https://www.youtube.com/playlist?list=PLCJiXNo93cVqQmwl4tTOQYebBkBoL6ipz- Techtember series https://www.youtube.com/playlist?list=PLCJiXNo93cVoSlXhdFv_RC9V8G5tUw1QXMake Real Estate Team OS part of your 2025 game plan! Get instant access to seven subscriber-only episodes and email-exclusive insights every week: https://realestateteamos.com/subscribe

Get key takeaways from The Teams Report, a first-of-its-kind report providing essential benchmarks for real estate teams. Get insights into the teams of your peers and competitors in categories like: team size, org structure, roles, compensation, GCI, growth expectations, tech budget, lead gen and distribution, cost per lead, referral fees, database size, SOI and nurturing, and more.Conducted by the team at RealScout with direct support from the Tom Ferry organization and T3 Sixty and with distribution support from dozens of brands, brokerages, and tech companies, the report is informed by more than 1,000 teams.  Dive in with RealScout Co-Founder and President Andrew Flachner to learn from other teams and team leaders.  Watch or listen to this episode of Real Estate Team OS for insights into: - Different ways data is empowering tomorrow's top teams- 75% of respondents expect 10% or greater growth in the next 12 months- What respondents think about interest rates and inventory- How questions answered in The Teams Report were developed- The median team size and four main org structures- Which non-agent roles are most common at different team sizes (and why ISAs may be less common than you think)- Cost per lead and cost per referral across team sizes and why larger teams spend more on lead gen per transaction- Why SOI and lead nurturing is every team's greatest opportunity in the year ahead- The future of The Teams Report- Why more scale is possible and more standardization is key to future team successAt the end, learn about indispensable team members, the display of choice for pixel snobs, and the problem-solving power of walking and waves.The Teams Report:- https://TheTeamsReport.comAndrew Flachner:- https://www.instagram.com/aflachner- https://learn.realscout.com/about/Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

[Episode 10 in the Inside Whissel Realty series on Real Estate Team OS]For each of the past few years, Adrian Quijano has doubled sales production - from 15 to 30 to nearly 60. And he's pacing to double it again this year.Learn how and why the top real estate agent in Whissel Realty Group and a top 1% Realtor in San Diego County plugged into the team initially, followed the team's blueprint, leveraged the team's resources, and pushed himself on a journey of personal and professional growth. Hear how he's scaled his business by adding additional leverage and delegating tasks to his own team within the team - including a co-listing agent and a showing assistant.Listen to this Inside Whissel Realty episode with Adrian for insights into:- An agent blueprint for team success- His path from inside sales in cybersecurity and IT solutions to real estate sales- Why he joined Whissel Realty Group and why splits didn't matter to him- The three characteristics an agent needs to successfully plug into a real estate team and have their business take off- How and why the “Core Four” informed, motivated, and guided his sales success- When and how his leads shifted from team-generated to self-generated- How he structures his day around IPAs (income-producing activities!)- How the need to delegate admin tasks led to building a team within the team- The three main sources of his continued learning and growthAt the end, hear how he's carried Semper Fidelis from the Marine Corps into every aspect of his life.Adrian Quijano:- https://www.instagram.com/adrian.quijano/- https://www.zillow.com/profile/adrianquijanoReal Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

[Episode 8 of the Inside Whissel Realty series on Real Estate Team OS]In her move into real estate, Karlee VanDyke spent six months interviewing nearly every team and brokerage in her market.Now you can learn from that process - how to know what you're looking for, red flags to watch out for, and one question that tells you how strong the organization is.Today, Karlee's a top agent with Whissel Realty Group brokered by eXp Realty in San Diego. Learn about her accelerated path from Bronze to Platinum and what that brought her. Get unique and specific benefits from being on a great team (like “pond days” and agent relationships).Whether you're a team leader or an agent, you'll get helpful ideas in this conversation about how teams can best support and serve agents.Listen to this Inside Whissel Realty episode with Karlee for insights into:- Time-blocking to protect money-producing activities- What she learned interviewing teams and brokerages and how you know you found the right one- How the team supports her sales production- The path to Platinum from Bronze and the benefits of putting in that work- How she plugged into the system and started generating her own opportunities- A simple fact for an agent concerned about team splits- How she handles forms, conversations, and presentations after the NAR settlement- Specific red flags as agents try to find the right team or brokerage (like shielding your top agents)- How the “pond day” in Follow Up Boss benefitted her business (and how she made calls to those potential clients)- The most valuable aspect of being on the team at this stage of her career: leveraging agent relationships- Why she's not leaving Whissel Realty Group and one question that lets you know how good any team is- The primary sign that a team is a good one: top agent tenureAt the end, learn of a love of Padres, Chargers, and VanDykes!Karlee VanDyke:- https://www.instagram.com/karleevandyke.realestate/- https://www.facebook.com/karlee.vandykeWhissel Realty Group:- https://thewhisselway.com/- https://www.instagram.com/thewhisselway/Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

[A bonus episode in the Inside Whissel Realty series on Real Estate Team OS]Before we bring you two of Whissel Realty Group's top-performing agents to close the series, we're highlighting one of the most important themes you've heard from the team.  A key lesson in the series: providing agent leverage profitably.  A unique way they bring it to life: the ACE Team (Agent Concierge Experience).  In this short, jam-packed episode, get the philosophy, strategy, and tactics behind the ACE Team, including specific tips for working more effectively with virtual assistants.  CEO Kyle Whissel - The three things they want agents doing most often - The leverage they provide to make that happen - The way they do it profitably and equitablyCOO Chris VanderValk - The macro trend that requires a team to provide agent leverage- The specific value the ACE Team adds to the sales funnel- The importance of the team providing this leverage, rather than agents providing it themselvesDirector of Operations Shannon Youssefi- The core services provided by the ACE Team- The lessons she learned hiring the initial VA to building a 25-member international teamAt the end, hear from our two final guests in the Inside Whissel Realty series - Adrian Quijano (who's tripled unit sales for three years straight and is pacing to do it again this year) and Karlee VanDyke (who's closed $45M in volume in her first two years with the team).

[Episode 7 of the Inside Whissel Realty series on Real Estate Team OS]New to Whissel Realty Group and new to the real estate industry, Max Bolanos is drinking from a fire hose. And he was kind enough to join us in this series just 90 days into that journey as the team's new Director of Marketing.Learn how Max developed a strategic, structured approach to omnichannel marketing and how the #1 team in San Deigo and a top team in the US and in eXp Realty globally will benefit from this experience.Listen to this Inside Whissel Realty episode with Max for insights into:- The benefits of pressure and intensity- How a memorable ad campaign (and a less-than-desirable letter grade) launched his marketing career- A definition and example of an omnichannel marketing campaign- The challenges of marketing attribution, especially in real estate- How he joined Whissel Realty Group and what the plan was for his first 30, 60, and 90 days- The power of a creative brief and intake form for new listings- A valuable change to your project management process- Honoring different creative visions- Balancing marketing and branding- Getting more out of in-person events- Leveraging the ACE team (Agent Concierge Experience)At the end, learn about a diverse, healthy, structured, and aligned team.Max Bolanos:- https://www.linkedin.com/in/maxbolanos/- https://www.instagram.com/thewhisselway- https://thewhisselway.comReal Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

[Episode 6 in our Inside Whissel Realty Series on Real Estate Team OS]Besides Kyle Whissel, CEO and Team Leader of Whissel Realty Group brokered by eXp Realty in San Diego, very few people have been on this team's journey longer than Media Manager Bryan Koci. How long? Nearly a decade!  In this conversation, Bryan brings you the strategies and tactics behind their agent-facing content like the Media Mayor Mastermind and The Whissel Way podcast, as well as their consumer-facing content for the top, middle, and bottom of the sales funnel.You'll also learn how the media team serves agents, how and why to balance “low production” (iPhone) with “high production” (studio), why they have multiple YouTube channels, Instagram handles, and Facebook pages and groups (and why you might, too), and how all of this evolved over the past decade.Listen to this Inside Whissel Realty episode with Bryan Koci for insights into:- The modular studio he built that we recorded the series in- How the structure provided by EOS took the team “to the next level”- How the evolution of the company and the media team introduced him to the challenges and questions that every team leader faces- The importance of balancing “high production” and “low production” of your video content - and the role of each in helping your business- The three pillars of their content strategy - agent-facing, mid- to bottom-of-funnel consumer-facing, and top-of-funnel consumer-facing- Specific distribution tips for Facebook and YouTube all under the theme of “separate channels for separate audiences”- How and why to bring Collaborators into your Instagram content- Doing things because it's right or good, not just because of the ROIAt the end, learn about camera gear that never gets used, shared Netflix logins, and boxes of cords and cables.Bryan Koci:- https://instagram.com/bryankoci- https://thewhisselway.com/Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

[Episode 5 in the Inside Whissel Realty series on Real Estate Team OS]After managing a yoga studio for a decade, Katy Carlson joined Whissel Realty Group brokered by eXp Realty in San Diego as a real estate agent. In her first 18 months, she became a mentor and helped mature the mentorship program. She then shifted to the admin side as Head of Agent Development. Today Katy serves as Agent Success Manager.Learn what her role entails and how she helps get right-fit agents into active production quickly. Get details on their full-time, two-week training program, their mentorship program, the three main tools agents have to learn, the balance of different types of training methods, and more!Watch or listen to this Inside Whissel Realty episode with Katy Carlson for insights into:- Everyone following the same sequence and heading in the same direction despite different skill levels and paces- The scope and mission of the Agent Success Manager role- How she chose Whissel Realty Group as an agent after interviewing four other companies- Training energy regulation, sales skills, and mindset- The design of the first three months of agent onboarding, including the full-time, two-week training program, the mentorship program, and the green-lit/on-probation/cut-from-the-team outcomes for agents- The three main tools agents use (and get trained on)- The limited changes to buyer agent training- The types of training - role-play, refresh, required, optional, virtual, in-person, etc- The three things she's focused on for 2025At the end, learn about one-way tickets, new people, and beautiful experiences.Whissel Realty Group:- https://thewhisselway.com/- https://www.instagram.com/thewhisselway/- https://whisselrealty.com/Real Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

[Episode 4 in the Inside Whissel Realty series on Real Estate Team OS]Learn from school-teacher-turned-ISA-turned-sales-leader Rachel Choo how the skill of regulating emotions improves sales as we dive into the agent training, mentorship, and role-play behind the #1 team in San Diego, a top team in the nation, and a top team in eXp Realty globally.Rachel also shares insights into their top lead sources, lead distribution process, and lead team policy, as well as the way agents move through four tiers or quartiles based on their production levels.Watch or listen to this Inside Whissel Realty episode with Rachel Choo for insights into- The critical balance of clear expectations and values alignment- The scope and mission of the Director of Sales role, including key leadership roles within sales management- The path from school teacher to ISA to Director of Sales, including the commonality between working with agents and working with parents and children- Why agents need to build the skill of emotional regulation and ways to do so- The three main topic buckets of agent training - and their connection to the mentorship program- The financial and non-financial reasons mentors participate in the mentorship program- Why they held off on training around the NAR settlement and changes to buyer agency- Specific value propositions buyers agents have on the team - including the VIP Buyer Program and the Love It or Leave It Guarantee- Top lead sources and how agents get access to those sources- How they set sales goals, track pipeline, and adjust training- How agents land in the Bronze, Silver, Gold, or Platinum quartiles and what they mean- How niching down will help them level up in the year aheadAt the end, learn how book selection supports resting, relaxing, and recharging, as well as learning, growing, and developing - and the preferred location for both.Whissel Realty Group:- https://www.instagram.com/rachooqua/- https://thewhisselway.com/- https://www.instagram.com/thewhisselway/- https://whisselrealty.com/Real Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

[Episode 3 in the Inside Whissel Realty series on Real Estate Team OS]From third-generation real estate agent to team operations leader, Shannon Youssefi has unique experience and skillsets. Even within Whissel Realty Group, brokered by eXp Realty in San Diego, she's been in multiple seats from listing management to transaction coordination to (now) Director of Operations.  Shannon shares lessons learned while unifying systems and technologies across the company. This never-ending process seeks to provide more leverage to agents, more clarity and efficiency for staff, and a better experience for clients.Pay special attention to tips on storytelling with data to improve sales and working successfully with international VAs.Watch or listen to this Inside Whissel Realty episode with Shannon Youssefi for insights into:- How issues take care of itself when you have the right people in the right seats- The unique experience and skillsets of a salesperson turned ops leader- The evolution and scope of the Director of Operations role, including the people and teams she oversees and the people she connects with daily, weekly, and monthly- Building the “backbone of the whole sales funnel” - the process and the benefits- Storytelling with data for better training and results- The never-ending process of improving listing management and transaction coordination, including roles, rules, and exceptions- The core tech powering operations - and the role of the data scientist- Lessons learned from building the international team of VAs from one to 25 members- Why problems and mistakes are often a “me” problem, not a “them” problemAt the end, learn how a stockpile of phone cases is more attractive than selfie mode.Whissel Realty Group:- https://thewhisselway.com/- https://www.instagram.com/thewhisselway/- https://whisselrealty.com/Real Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

[Episode 2 in the Inside Whissel Realty series on Real Estate Team OS]From head of acquisition for an eliminated partnership program to ISA team builder to EOS integrator and hands-on COO to eyes-on/hands-off COO, Chris VanderValk has seen and contributed a lot to Whissel Realty Group brokered by eXp Realty in San Diego.In this conversation, he walks the line between criticism and positivity, explains how the Agent Concierge Experience team and new Agent Advisory Board help agents, talks through lead sources, and describes how and why they left the cap model and allowed agents to claw back splits through CGI. A top theme: creating more leverage for agents.A primary lens: “We have to make this so valuable people can't leave - period.”A result: the #1 real estate team in San Diego and consistently a top team in the nation and in eXp Realty globally.Watch or listen to this Inside Whissel Realty episode with Chris for insights into:- Improving processes and results through a culture of “hyper criticism with positivity”- The arrival into and evolution of the COO role and the EOS process (including a layoff, a resignation letter, and a democratic process)- How and why they're launching an Agent Advisory Board (including interviewing, selecting, tasking, and rewarding the agents)- Ways to enhance agent productivity in a profitable way (including their ACE or Agent Concierge Experience team)- How and why they successfully transitioned from a cap model to a no cap model and uniquely allow agents to claw back splits through GCI tiers- A rundown of top lead sources from open houses to the “belle of the ball” (Zillow Flex)- Enhancing agent leverage in 2025 through changes to the ACE and ISA teams- Why the traditional job of a real estate agent is “illogical”At the end, the fun and relaxing nature of catching, cleaning, cooking, and eating halibut and corvina.Chris VanderValk:- https://www.instagram.com/chris_vandervalk/- https://whisselrealty.com/- https://thewhisselway.com/thewhisselwayReal Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

Within a couple of days of recording this conversation, Whissel Realty Group brokered by eXp Realty in San Diego, had 42 transactions scheduled to close. On one day! This type of performance isn't possible without mature and optimized systems.Kyle Whissel welcomed us into his recording studio and his real estate team to help us kick off this 9-episode series taking you Inside Whissel Realty, who consistently perform as the #1 team in San Diego and a top team in the nation and across eXp Realty globally.How to get past vanity metrics and how to know who knows their numbers.Seven key inflection points on the team-building journey.How they know which agents to bring on and which to cut.The elusive power of brand building.How they're keeping agents in the three most dollar-productive activities.Kyle shares all this and much more right here in this conversation!Watch or listen to the first episode Inside Whissel Realty for insights into:- Two benefits of running the team on a system (specifically: what life was like before and after they implemented EOS)- Why the systems run the company and the people run the systems - and where that leaves the leader- Two things you can expect to hear more about in this 9-episode series- How and why he shifted out of commercial real estate into residential- The piece of direct mail he can still see in his mind that sent him down the team path - and two big mistakes he made in the process- How you'll know if you're the right person to build and lead a team and what type of agents you should design for- The financial and cultural upsides of “running the play that's called”- How they've built a company that keeps agents doing the three things that make money (going on appointments, prospecting, and negotiating contracts)- How to know who knows their numbers - and who doesn't- Where he turns for credible, valuable insights to help him learn and grow as a person and as a business- The power of brand, the value of video, and the challenge of marketing attribution- Key points of inflection on his team-building journey- Why top agents love seeing low performers get cut - and what minimum standards must be met to stay on the teamAt the end, learn about a Buffalo pilgrimage, a serious student, and late-game legs.Kyle Whissel:- https://www.instagram.com/kylewhissel/- https://whisselrealty.com/- https://thewhisselway.com/thewhisselwayReal Estate Team OS: - https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

Shawn Getty sold 186 homes in the first half of his third year in real estate, including a stretch of 60 homes in 60 days. And he did it all with $0 in ad spend.Shawn started the team-building process 6 or 7 times before getting the traction he has today (including losing 27 agents all at once). But Getty Group, brokered by eXp Realty in Calgary, has grown from 4 to 48 agents in an 8-month window this year.Learn his tactics for agent attraction, the structure of his recruiting conversation, and many hard-learned lessons from the fits and starts of building his real estate team.Listen to this Real Estate Team OS episode with Shawn Getty for insights into:- Two basic truisms of team success- Multiple false starts on the team-building journey- Building an education-based and skills-based team of people who hunt together, rather than alone- Growing agent count by 12x (from 4 to 48) in under 8 months- How to attract agents using Instagram- The specific conversation structure to bring agents onto your team- A free social media tactic drives 30-40% of their business (and that other agents make fun of)- A free social media tactic to become top of preference, not just top of mind (with a specific example)- The two ways he's working on the main bottleneck in his business today- Why teams will be bigger, more prominent, more impactful, and more needed in the futureAt the end, learn about “the uniform of the wealthy,” “the champion sweater that can't be beat,” and the balance in being all on or all off.Shawn Getty:- https://www.instagram.com/shawngetty- https://www.gettygroup.ca/Real Estate Team OS: - https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

Four and a half years ago, Kyle Draper started Serene Team (brokered by eXp Realty in Los Angeles) with two agents he'd mentored earlier in his career and an admin.Today, the team is more than 40 agents strong - and growing. As you'd expect, the path was filled with hard-learned lessons and supported by the guidance of mentors. Those initial team members? They're all still contributing. Learn about the challenges in the 7- to 12-agent range, the nuances of a transaction management system they put into place, and which tools and tech have been vital to turning online leads, past clients, and sphere opportunities into closed transactions - including video.Watch or listen to Ep 046 with Kyle Draper for insights into:- Setting and managing expectations- Three hurdles for new agents to clear in the first 21 days before earning a spot and a mentor on the team- What he had to put down before fully committing to real estate and starting a team (at the onset of COVID)- Which staff positions he's hired locally and which he's hired internationally- Finding your right team size and the specific challenges in the 7- to 12-agent range- Why and how he stepped back into sales production- Inside the transaction model he's running, including its nuances, benefits, and challenges- Balancing investment of time, energy, and focus on online leads, past clients, and sphere - especially when the latter two drive most of your business- How the FUB-Ylopo pairing helps the team create and close more opportunities- When, why, and how his team uses video email, video messages, and screen recordings - including very specific stories, use cases, and wins- Two reasons teams will get bigger in the futureAt the end, learn about two competitors receiving flowers, cutting a car payment nearly in half, and the two sides of a wonderful weekend.Kyle Draper:- https://www.instagram.com/thekyledraper/- https://www.zillow.com/profile/Kyle%20DraperReal Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

Chase Whitney is doing geographic farming activities today that he was doing as a pre-teen to support his parents' real estate business. After more than a dozen years as an agent himself, Chase still does many hands-on, in-person, face-to-face, and human-to-human activities that can't be scaled or leveraged. But he's also passionate about tech and improving The Whitney Team's marketing and finances through that passion.Learn how they expanded from a father-mother-son trio to an 8-person team, the 5 pillars of their tech stack (and his preferred vendors for each), what he learned using 7 different CRMs in 7 years, how he overcame shiny object syndrome, and much more!Watch or listen to this Techtember episode with Chase Whitney to learn: - The when-you-know-you-know aspect of team culture- Moving from a father-mother-son real estate business to the fits and starts of building out their real estate team- Why old-school, manual, hands-on, and human-to-human marketing is so valuable in a tech-enabled age- Overcoming the challenge of being drawn toward shiny objects- The five core pillars of your real estate tech stack and the two rules that support them all- What he learned by migrating their database through seven CRMs in a seven-year period- Tips for improving your retargeting ads and alleviating ad fatigue in your target audiences- How their direct mail strategy is targeted and tracked with tech- Why front-facing IDX is irrelevant and what to look for in a real estate website solution- Ways to leverage your best asset - property! - to create more valuable conversations- The two main problems or questions that agents and team leaders reach out to him withAt the end, learn about bleeding red and gold, hours of research to save $2, and the problems with audiobooks.Connect with Chase Whitney:- https://consultwithchase.com/- https://4realestatehelp.com- https://www.instagram.com/chasewhitney_re/Check out the book we talked about but couldn't remember the title of:- https://www.amazon.com/Oversubscribed-How-People-Lining-Business/dp/0857086197Check out Real Estate Team OS episodes with people Chase mentioned:- Ep Elena Kee https://www.realestateteamos.com/episode/real-estate-crm-elena-kee-technology- Ep 043 Chelly Herren https://www.realestateteamos.com/episode/techtember-operations-real-estate-tech-stack-chelly-herren- Ep 028 Jeffery McGonigle https://www.realestateteamos.com/episode/real-estate-agent-proficiency-jose-samano-jeffery-mcgonigle- Ep 041 Justin Benson https://www.realestateteamos.com/episode/techtember-shaping-tech-to-your-way-of-doing-business-with-justin-bensonConnect with Real Estate Team OS: - https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

Get subscriber-only episodes and email-exclusive insights at RealEstateTeamOS.com/subscribeDeep experience with transaction coordination and operations.Roles on mega teams and small teams alike.A passion for and understanding of technology.Lisa Vo brings more than a dozen years of industry experience and specific strengths and insights to this Techtember conversation.Watch or listen to this Techtember episode of Real Estate Team OS to learn:- The need to challenge flexibility with standardization- A 13-year journey into real estate through multiple roles and teams, including four of the main roles she takes on now- The key questions she asks to diagnose a team's tech stack and CRM- How to know if you're using too little tech or too much tech in your business - and advice for both types of people- How to untangle a Franken-stack of too much real estate tech- Specific tools you can use for efficiency and convenience … even if you don't know how to write code- Benefits of joining a real estate team, including a done-for-you tech stack- Keys to a great TC function- Distinct stages of tech implementation for transaction coordination - and which tools you need as you progress- Trends toward real estate teams and teamerages- Advice for someone who fears or hates tech in general and AI in particular- Why she's most excited about industry-specific solutions when it comes to AIAt the end, get fun stories about YouTube, a MacBook Pro, and Astros.Follow Up Boss Success Community:- https://www.facebook.com/groups/followupbosscommunityLisa Vo:- https://lisalovesfub.com- https://simplyclosed.house- https://huzi.aiReal Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

From studying supply chain management to running operations for a team from 0 to 100 agents to becoming COO of a real estate team committed to per-agent productivity, Chelly Herren's seen, tried, learned, and achieved a lot - especially in the zones of real estate tech and real estate ops.And she's here to share it with you.- How to simplify your tech stack for more efficiency and less redundancy. - A disciplined approach to evaluating the true cost and true benefits of new technology.- Specific tactics to increase agent understanding, buy-in, and adoption. It's all here in one helpful and engaging conversation!Listen to this Techtember episode with Chelly Herren to learn:- 3 reasons people join team leaders (not just join teams)- Her path to COO of The Hyland Group, including helping build a team from 0 to 100 agents in a couple of years and a couple of markets- The profile and structure of a highly productive team, including a leader closing 100+ transactions per year- Her two-step process for evaluating the tech the team had in place and redesigning it to reduce redundancy and increase per-agent productivity- Transparency and efficiency gains from managing transactions inside Follow Up Boss- The most common tech theme, question, or problem she encounters (consolidation / simplification)- The 3 main questions she asks when evaluating whether, when, and how to add new tech to their operation- A caution and question to help you consider the full cost of new tech and weighing it against the benefits- Specific tactics for better agent buy-in and adoption of new tools and tech (including an SOP library and agent tools website)- How she keeps up with trends in real estate operations and technologyAt the end, learn about Swifties, Zonies, leftovers, designer purses and wallets, information saturation, and pilates vs beaches.Connect with Chelly Herren:- https://chellyherren.com/- https://www.prescottareaproperty.com/Guests mentioned in this episode:- Ep 016 with Emily Smith https://www.realestateteamos.com/episode/emily-smith-intrapreneur-entrepreneur-teamerage- Ep 023 Christy Belt Grossman https://www.realestateteamos.com/episode/operations-leadership-real-estate-assistant-coo-christy-belt-grossman-ops-boss- Ep 041 Justin Benson https://www.realestateteamos.com/episode/techtember-shaping-tech-to-your-way-of-doing-business-with-justin-benson- FUBCON Session with Jon Cheplak https://www.realestateteamos.com/episode/jon-cheplak-real-estate-teams-traditional-brokeragesConnect with Real Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

Real estate agent. Operations leader for a real estate team. Partner in a real estate brokerage. Real estate tech consultant.These are just a few of the roles Lee Adkins has played and seats he's been in over the past couple of decades in the industry.  He's the Co-Founder and Chief Partnership Officer of Amplified Solutions, a team that designs, implements, and manages your team's Follow Up Boss leads and systems.  We invited him into this Techtember episode to help you assess and audit your real estate tech in general and your real estate CRM in particular.  And many of the insights are simpler and more analog than you'd expect.  Watch or listen to this Techtember episode to learn:- The fundamental and often overlooked importance of a plan- How he went from touring musician in a band to real estate tech consultant- The two most common problems he encounters when assessing the tech stack of a team or brokerage (with a nod to the “I didn't know it could do that” problem)- Specific questions to help you find and implement new tech effectively- Using a pencil and a piece of paper for your business plan, operations manual, or tech stack- Why to click through all the Admin tabs of your CRM- Setting, forgetting, and benefitting from the Follow Up Boss pixel- Why to set all your reporting to the same time frame- Knowing who to talk to, getting to Smart List Zero, then getting out to connect with people and earn commissions- Where to get hours of in-account, on-screen, show-and-tell training on Follow Up BossAt the end, learn how a rock band is like a real estate team, how fast $9.95/month racks up, and how to help your team unplug.Follow Up Boss resources:- https://www.youtube.com/playlist?list=PLDmR8fGtgojAuhaYlB6n8xn8yJwkPCLPU- https://www.facebook.com/groups/followupbosscommunityAmplified Solutions:- https://AmplifiedSolutions.com- https://www.instagram.com/amplifiedsolutions/Real Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

When set up properly, your technology should be shaped to your real estate team's way of doing things. It should support your vision and your dreams. It should enhance and improve your SOPs.But often we get things turned around and allow our tech to dictate how we operate. Instead of adding efficiency and profitability, our tech can add unnecessary cost and frustration.For advice on turning this around and to kick off Techtember, we bring you this incredibly helpful conversation with Justin Benson, Founder and CEO of Bara Agency and of Shilo.ai.Before starting Bara, a fraction Chief Technology Officer agency, he helped build Gluch Group, helped expand it to three states, sold hundreds of homes himself, and created their tech stack.Justin shares the three pieces of tech every team needs, ways to think about your tech budget, the most important question to ask when evaluating new and existing tech, and much more!Listen to this Techtember episode with Justin Benson to learn:- Why great salespeople are the bedrock of your team- His path from med school to tech startups to real estate agent and team leader operating in 3 states to fractional Chief Technology Officer- Where many ops leaders get stuck or reach their limit with technology- The most important question to ask as you're evaluating your tech- How to plan your tech budget- The three key elements of every tech stack, no matter your size- Avoiding the danger of changing too much tech too quickly- Specific ways to increase agent adoption of new tech- The promise of AI while it's still in its infancy- How to find the right person to lead your tech initiatives- Places he goes to keep up on tech trends and announcementsAt the end, learn about the enduring value of underdogs, chartering a jet, struggling to relax, and predicting the future based on the past.Connect with Justin Benson:- https://baraagency.com- https://shilo.ai- https://www.instagram.com/justinbensonConnect with Real Estate Team OS: - https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

Your customer is your North Star. They're the reason you're in business. They're the source of revenue and referrals. You may have personal motivations and goals for yourself and your team, but none are achieved if you don't attract the right people and deliver exceptional customer experience.So how do you build a customer-centric culture, then sustain and protect it for years to come?Go inside the company and culture that brings Real Estate Team OS to life every week! Get warmed up for the Techtember series that kicks off next week!Learn about tech, teams, customer centricity, and customer-led education with Follow Up Boss Co-Founder and CEO Dan Corkill!Watch or listen to Ep 040 with Dan Corkill for insights into:- Attracting agents, staff, and consumers alike to your experience by being thoughtful and intentional- The self-enforcing dynamics of a strong company culture- Ways to decide - as your business is growing - who to hire and when (in short: look for where the pain or bottleneck is)- How Dan decided to focus and niche down to serve the real estate community - How the puzzle of online leads became an opportunity for teams and a problem to solve- The big difference between AI and automation (and how both are useful)- A quick preview of who and what is ahead in the Techtember series of this show- Staying focused on your customer, not your product, by investing in customer-led educationFor Dan's responses to our three pairs of closing questions, check out this Fireside Chat at FUBCON 2023: https://youtu.be/ad-_sgeko6s?feature=shared&t=2315Follow Up Boss:- https://followupboss.comReal Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

In recent years, The Duncan Duo Team has been twice the size and done twice the transactions. Today, they're in a healthy spot between a small SEAL team and a mega team - and Owner Andrew Duncan is back in, hands-on, every day.Leadership changes. Marketing changes. Buyer agency changes. Andrew speaks to them all in this conversation. He shares how and why he's serving as Sales President, diversifying revenue streams, and shifting agents to be more listing-based.Be sure to listen for their shifts to a more listing-based business, including things “every smart real estate team leader” should be doing and how brokerages will operate more like car dealerships over the next five years.Listen to Episode 039 with Andrew Duncan to learn:- The path from top salesperson in a Fortune 500 company to a real estate agent who sold one house in his first year (kinda)- Why building a team was necessary and why - years later - he chose to get hands-on “blow some things up” in the business- Playing to your strengths and core competencies- Their 12-month production goals as they sit between SEAL team and mega team- How and why they're shifting resources to help agents be more listing-based- Why more teams and brokerages will look like car dealerships five years from today- The origin and benefits of their Guaranteed Sale program- Tips for profitably leveraging mass media and advertising- Their leadership structure and his role as Sales President- What he's doing Monday-Friday from 9am-5pm- Why teams will grow more aggressively over the next couple of years and why more agents should consider themAt the end, learn what the Lightning, Warriors, and Lakers have in common, the threshold for coupon code hunting, and next-level networking at real estate conferences and masterminds.Connect with Andrew Duncan:- https://www.instagram.com/theduncanduo/- https://www.instagram.com/theandrewduncan/- https://duovermovement.com/Connect with Real Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

An incredibly valuable part of your team operating system: the ISA function, your ISA team, and your Inside Sales Manager. Here in Episode 38, Lisa Ryan, Director of Opportunities at Exquisite Properties LLC, an independent teamerage in San Antonio, Texas, shares her path from ISA and Inside Sales Manager into her current role. You'll learn how they build trusting partnerships with agents, how they compensate ISAs, which daily activities are expected, what metrics they track, how they manage handoffs to agents, when ISAs take opportunities back from agents, the role of AI in opportunity development, their training cadence for agents and ISAs, and much more!Watch or listen to Episode 038 with Lisa Ryan to learn:- The benefits of modeling behavior in-office and in-person- The path in and out of ISA and Showing Assistant positions and why the ISA position isn't “entry level”- The language and mindset of opportunity- Keys to a healthy agent-ISA relationship- How they compensate ISAs on buyer and seller transactions and with bonuses and incentives- Core activities in the role, including 1,000 calls per week- How they manage handoffs from ISA to agent (and exactly when and why ISAs are empowered to take those opportunities back)- Key metrics they pay attention to besides calls and appointments- What their training schedule looks like- The pros and cons of AI in lead engagementAt the end, you'll hear about fantasy football, ramen noodles, family walks, and “adult cartoons.”Connect with Lisa Ryan: - https://www.instagram.com/exquisitepropertiessa/- https://www.tiktok.com/@isasofsa- Email: Lisa @ ExquisiteSA . comConnect with Real Estate Team OS: - https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/