Real Estate Team OS

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 vari...

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 th...

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...

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 attrac...

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 f...

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 b...

[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, lev...

[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...

[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)....

[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...

[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...

[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 Succes...

[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...

[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 lesso...

[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, ex...

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...

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...

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 ab...

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 finan...

Deep 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...

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 redundanc...

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...

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...

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 insid...

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, diversif...