Real Estate Team OS

If you’re looking for ways to leverage AI, automations, and technology without losing sight of what matters most - relationships, culture, and client goals, then you’re in the right place! Best practices for AI voice and texting, including when and how to hand off to humans. Three things to set up for success in Follow Up Boss. A few under-used, high-value features of Follow Up Boss. Specific auto...

After earning two degrees in architecture and starting your career with a design firm, you get into real estate operations. Your first task: turn a real estate team into an independent brokerage. Overnight, if possible. Your second task: expand and renovate the office to prepare for growth. Meanwhile: you need to get the systems and processes out of people’s heads, merge them together, get it docu...

What if your biggest mistakes became the blueprint for your next business? That’s exactly what Marissa Canario is doing with Apex Realty Group, which she’s building from Milwaukee, Wisconsin.  After building a 7th-level insurance agency and after opening 168 markets (yes 168!) as a real estate leader on a national expansion team, Marissa’s now taking lessons learned to build again - with deeper ob...

Which is the better direction for you: real estate team leader or independent brokerage owner? Or even: independent teamerage owner. Get practical tips and helpful ideas to help you figure out which is right for you from Brad Nix, who helped turn two teams into brokerages.  Go inside Path & Post, a brokerage that runs as a unified team of 6 staff and about two dozen agents - with a focus on on...

From fix-and-flip investor to Founder and Owner of the #1 real estate team in California and #3 in the United States, Sam Khorramian has been driven by “pigheaded determination.” Sam talks through primary drivers of his success, including “wow” experiences, a differentiated business model, and a roll-up strategy for business growth. He explains why it made sense to go from independent brokerage to...

You’re growing your real estate team or real estate brokerage. Some of your agents are interested in starting a team within your business. Or small teams are approaching you about joining your team or brokerage. What kinds of rules and standards should you have in place? What are the tough conversations you need to have? How do you open up this opportunity while preserving the integrity and profit...

What does it take to form a real estate partnership that lasts? One that’s built to endure all kinds of markets, to serve all kinds of clients, and to stand the test of time? Some of the components - like shared values and great people - are intuitive. Others - like valuations, management agreements, and unified brands - are less so. Mike Hines joins us to share lessons learned in partnering with...

Ever wondered when it’s time to hire your first full-time recruiter? Or what it takes to lead the market in agent retention? Tiffany Williamson, Owner and President of Navigate Realty, shares the hard lessons and successful steps that have driven their growth to hundreds of agents in multiple markets. From hiring a full-time recruiter (on the third try!) to running blind surveys after every onboar...

The Agency Team is the #1 real estate team in Hawaii. They recently achieved their first 100-unit month. They recently expanded beyond the islands to the mainland. They’ve grown to 150 agents. And they’ve done it all with zero recruiting. How? Attraction. On day one, team leader Dylan Nonaka created a “culture code” that focuses on family and relationships and emphasizes the abundance mindset and...

A common question among real estate team leaders: How do I find my first operations person?   Every visionary needs an integrator. Every people person needs a process person. Every team leader, at some point, needs an assistant or operations manager to continue growing their business efficiently and sustainably.   When is that point? Where do I look? What should I look for in terms of skills or ch...

Right now, Q4, is the most common time for real estate agents to leave their real estate team or brokerage and join another one. But why do agents leave? And what are agents looking for? For answers to those questions and more, watch or listen to this conversation with Chris Giannos. He’s personally recruited hundreds of agents - at time at a pace of 10-15 agents every two weeks. And the company h...

In our fifth and final Techtember episode this year, Real Estate Team OS brings you the co-founders of Lab Coat Agents in conversations at the intersection of AI and relationships. In just 20 minutes, Tristan Ahumada recommends top tech tools for today’s environment, why agents who use AI won’t replace agents who don’t, the right way to differentiate through tech, and a simple process to keep up w...

In a very basic and very real way, real estate technology comes down to problems and solutions - an iterative journey toward a better result, a better business, and a better life. Here in our fourth Techtember conversation, you’ll learn how two leaders clearly identify  problems and built their own tech solutions. Spend just over 20 minutes with Ryan Young - CEO and Team Leader of the #1 team in O...

Marketing is being eaten by AI. What’s that mean? And, more importantly, what does that mean for you and your real estate business? For answers, you’ve got two of the top marketing minds in real estate, Jimmy Mackin and Jason Pantana, here in our third Techtember episode. Leveraging generative AI and agentic AI. Balancing quality and efficiency - balancing new tools and tech with the good old huma...

In order to protect, scale, and optimize a real estate business, you need systems. Tech-powered systems. AI-enhanced systems. In our second Techtember episode, Chief Operating Officer Camila Rivera and Operations Manager Julia O’Buckley give you insights into the evolution of tech stacks that don’t just enhance efficiency - they also drive agent success. CRM transitions. Open APIs. Enhanced visibi...

AI voice and texting are changing the way we connect with the people in our database and convert new leads.  And it’s changing the real estate agent’s role in the process. Here in our first Techtember conversation, real estate team leaders and returning Team OS guests Kyle Draper and Tiffany Gelzinis share the tools, strategies, and tactics of using AI phone calls, AI text messages, and AI role pl...

Get Brian's Playbook on discipline, structure, and healthy competition: https://vid.us/229qta Talent alone is never enough. The best in the business focus on fundamentals. It’s as true in real estate as it is in professional football. Brian Leonhardt shares lessons from his journey from professional football player to real estate agent to co-team leader. And he shares key decisions on the four-yea...

The mission of SPACE in one line: “the greatest agent experience on Earth.” Their goal:  “to be the first organized, actual team within a broker entity to navigate all 50 states and all metros in the entire country.” How did they get here? Co-founder and CEO Keith Anderson joins us to talk through their ambitious goals and unique approach to building their real estate team. One of the key discover...

“I didn’t know those agents were on your team.” That’s the best compliment Ben Schreiber’s received recently. It came during a conversation with a couple of agents in his team’s market. Why is it a compliment? The model behind his real estate team is all about the agent, not about him. He wants them running their businesses their way - including logos, marketing, and branding. It’s an example of w...

What does it take to build a real estate business that you truly love - rather than one you secretly want to burn down? In this conversation, Lindsay Dreyer, founder of City Chic Real Estate and Happy Agent Co, shares hard-won lessons from 14 years of brokerage ownership, including how she runs her boutique firm remotely, why intentionality trumps “team fever,” and how to design a business that su...

What if every online lead that enters your CRM was the start of a lifelong client relationship—and not just a one-off deal? Here in our third Minisode, we reveal how top teams are converting above 20% by focusing on empathy, systems, and the long game … by starting conversations, assessing needs, and earning trust. As we’ve heard here on Real Estate Team OS several times before: remember that all...

We’re just a few weeks removed from our first-ever Summit Series on Real Estate Team OS.    In that series, we met and learned from 10 different real estate professionals from four teams in the same market. These team leaders, operations leaders, and real estate agents talked through a variety of helpful topics in mastermind-style conversations. Each sitting was three hours long. So I broke it up...

Before Mike Schumm coached, consulted, and partnered with many of the top teams in the real estate industry, he built 10 small businesses - from meat packing to property management to national cleaning franchise. He brought that experience to real estate concurrent with the release of The Millionaire Real Estate Agent, got blocked while building his team, started coaching top teams within the Tom...

Andy Mulholland spent a decade building and running a successful real estate team. He and his wife, Ellyn, now run the books for many top real estate teams. He joins us on Real Estate Team OS to help you get a handle on your real estate business financials. Your P&L. Your net profit margin. And he does it by keeping things simple. Andy shares with you why we’re so focused on top line numbers,...

Welcome to our sixth and final episode in the all-new Summit Series! As we were in the third episode, we’re joined by 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  See or hear our first conversation on solo agent success vs team agent suc...