Get email-exclusive insights and subscriber-only episodes - absolutely free: https://realestateteamos.com/subscribeIf 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 automations to increase lead engagement and conversion.A framework for better AI prompts and other prompting tips.Two Custom GPTs to save massive amounts of timeThis is just some of what you’ll get with Matt Croteau, team leader with The Fernandez Group in Orange, California.Get tech tips that honor the human touch and your client’s goals and that make AI your assistant, not your replacement. Learn Custom GPTs for on-the-fly coaching and real-time scripting. Hear automations that drive lead engagement and save time.Watch or listen for Matt’s insights into:- Ways to sustain a healthy culture even when agents aren’t in the office- The path from loan officer to real estate agent to team leader- Foundational pieces needed to start a productive partnership- The importance of staying focused on client goals- The role of AI and automation vs the role of the real estate agent- Best practices for AI voice and texting, including seamless handoffs to humans- Three specific ways to set up for success in Follow Up Boss- Specific automations to set up to improve lead engagement and lead conversion- The RELIC framework for better AI prompts and specific prompting tips for better output- The basics and benefits of Custom GPTs - with two time-saving examples- One way the Comet browser from Perplexity saves him time- What’s stayed the same and what’s changed for lead conversion over the past several years- Who to hire in-house and what to hire out to virtual assistantsAt the end, learn about a disappointing baseball season, overpriced robots, open skies, and quieter trails.Mentioned in this episode:→ Techtember on Real Estate Team OS https://www.youtube.com/playlist?list=PLCJiXNo93cVoSlXhdFv_RC9V8G5tUw1QX→ Follow Up Boss Success Community https://www.facebook.com/groups/followupbosscommunityConnect with Matt Croteau:→ Email: Matt at MattSellsOC dot comConnect with Real Estate Team OS→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/
Get email-exclusive insights and subscriber-only episodes - absolutely free: https://realestateteamos.com/subscribeAfter 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 documented, redesign onboarding, and teach it to agents.That’s just some of what you’ll get in this conversation with Matteo Zingales, Director of Operations at Team Zingales Realty, a family-owned, independent teamerage.How to create the role from scratch.Why to put observation before innovation.How to set up the tech stack for scale.Which three questions to ask to get constructive criticism from your business partners.Four years into his journey, Matteo shares these details and more!Watch or listen for insights into:The balance of clarity, alignment, and accountabilityThe path from a degree and career in architecture to a Director of Operations roleTransitioning from real estate team to independent, family-owned brokerageHow the Director of Operations role was shaped from scratch and what it brought to the teamA prioritized list of projects and SOPs to set up the business to scale successfullyThe vital role of constructive criticism and three questions to ask every staff member and agent to help draw it outThe specific pieces of their tech stackHow they carved out distinct, aligned roles between Director of Operations, Team Founder and Partner, and Broker Owner and PartnerSpecific recruiting tactics as they look to double agent count in the year aheadHow to find your own Director of OperationsAt the end, learn how Gillette Group, Wemert Group Realty, and SERHANT. Real Estate fuse brand, systems and performance, how luxury items can commemorate milestones, and which books have helped this Director of Operations.Mentioned in this episode:→ Camila Rivera https://www.realestateteamos.com/episode/team-leader-guide-making-your-first-operations-hire-camila-rivera→ Jenny Wemert https://www.realestateteamos.com/episode/jenny-wemert-group-realty-independent→ Emily Smith https://www.realestateteamos.com/episode/emily-smith-intrapreneur-entrepreneur-teamerage→ 10X is Easier Than 2X https://10xeasierbook.com/→ Rocket Fuel https://rocketfueluniversity.com/rocket-fuel-book/Connect with Matteo Zingales:→ https://www.instagram.com/matteoonops/→ https://www.linkedin.com/in/mzingales/→ https://www.tiktok.com/@team.zingales.realty→ https://teamzingales.com/team-zingales-difference/meet-our-team/Connect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/
Get email-exclusive insights and subscriber-only episodes - absolutely free: https://realestateteamos.com/subscribeWhat 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 obsession and a clearer value prop.She shares the key to improving both agent experience and client experience. She details her segmented approach to onboarding (and re-onboarding) agents. She explains the pitfalls to avoid in market expansion and when to know if you’re ready. And she shares a vision of teams getting larger and larger in the years ahead through mergers and acquisitions.Watch or listen for Marissa’s insights into:Why obsession with agent experience and client experience drives successWhat was required and what was learned by opening 168 markets in a real estate team expansionHow to improve communication and get more done by meeting people where they areHow to turn past mistakes into a tighter, more focused model with a clearer value propositionHow Marissa’s segmenting and improving “one of the most important factors of your entire foundation and one of the most difficult to get correct” … agent onboardingWhy to celebrate more (and more specific) agent milestonesAI and ISAs as new leverage points for real estate teamsWays to make technology amplify rather than replace real estate agents (and what that means they should focus on)How self-awareness, network strength, and sufficient capital set you up for market expansion successWhy mergers and acquisitions will drive larger teams and what your participation in that growth might look likeAt the end, learn about the value of integrity, the ends of toilet paper rolls, the bottoms of shampoo and ketchup bottles, and fewer business books.Episodes mentioned:→ AI Voice and Texting with Kyle Draper and Tiffany Gelzinis→ Redefining the Role of the Real Estate Team Leader with Keith Anderson→The Roll-Up Strategy for Business Growth with Sam KhorramianConnect with Marissa Canario:→ https://www.instagram.com/marissacanario/Connect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/
Get email-exclusive insights and subscriber-only episodes - absolutely free: https://realestateteamos.com/subscribeWhich 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 onboarding and training professional Strategic Guides, creating your own systems and processes, and on making decisions based on core values.Their ultimate metric: 5-star reviews.Watch or listen to this conversation with Brad for insights into:Being open to being wrongThe path to Path & Post, an independent teamerage of 30 peopleWeighing real estate team vs independent brokerage vs independent teamerage for you and your businessMakers, doers, followers, and complainersBuilding systems to handle what your brokerage was doing for youThree core values: Respect, Unity, and the Golden RuleOnboarding and training Strategic Guides rather than real estate agents and the one metric that lets them know it’s workingThe evolution of their onboarding and training from WordPress plug-in to Trainual to GuruHow to thoughtfully sequence and structure your training materials (in their case: 500 pieces of content over 90 days)How AI helps their agents become more effectiveThe 6 staff positions on their “lean, mean" teamerageHow exit strategy and consolidation weigh into the future of your real estate businessThe simple process of surprising and delighting your clientsAt the end, learn about season tickets, a bag closet, board games, and a healthy diet for your mind.Mentioned in this episode:→ https://realestateteamos.com/bot→ https://www.getguru.com/→ https://reformationbrewery.com/Connect with Brad Nix:→ https://pathpost.comConnect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/
Get email-exclusive insights and subscriber-only episodes - absolutely free: https://realestateteamos.com/subscribeFrom 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 a team brokered by LPT Realty.Learn to acquire complementary businesses outside of the three most common ancillaries and RESPA requirements with no money out of your own pocket - with an example of how those deals are structured. And learn how to make your real estate team a more valuable acquisition target. Watch or listen for Sam Khorramian’s insights into:Why pigheaded determination is a leadership superpowerTapping into the unquantifiable power of “wow” experiences (inspired by Ritz Carlton)Pioneering a new business model when launching a new brokerage (with a caution from Mike Ferry)How a 100% commission, $300/month model worked for agents and for the brokerageGrowing 2.5-3x by partnering with LPT RealtyCreative business acquisitions outside of the common ancillaries and RESPA requirementsWays to structure a no-money-down acquisition through seller financing, asset-based loans, and other strategies (with a specific example)Why real estate teams becoming more valuable than brokeragesAt the end, learn about underdogs, expensive passions, and masterminds.Mentioned in this episode:→ Big Block and LPT Realty (webinar) https://youtu.be/-kMlDY4KLuk→ The New Gold Standard (book) https://www.josephmichelli.com/yournewgoldstandard.com/→ Epic Network https://epicnetwork.com/→ Mango Automotive https://www.mangoautomotive.com/Connect with Sam Khorramian:→ https://www.instagram.com/the9thzero/Connect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/
Get email-exclusive insights and subscriber-only episodes - absolutely free: https://realestateteamos.com/subscribeYou’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 profitability of your business?For helpful ideas and practical lessons, enjoy this conversation with Eric Bramlett, Broker and Owner of Bramlett Partners, an independent brokerage with 125 agents.Pay special attention to the three paths an agent can take to get what they want without starting a team!Watch or listen for Eric’s insights into:Focus as your defining trait for growth and impactThe differences between and value of a North Star and an annual focusMaking client service and 5-star reviews your sustainable growth engineDecisions that allowed Bramlett Partners to shift from a decade of slow growth to 125 agents and 90% retention over the past few years Why “how many agents do you have?” is a terrible question and how median production balances out average productionThree paths a high-performing agent can take to get what they want without starting a teamThe standards an agent must meet to become team eligible Ways to support teams inside your team or brokerage and differences in value prop for agents vs teamsResearch results: what agents really want from a brokerage (spoiler: a sense of belonging)Ways to nurture a valuable cultureAt the end, learn about individual performers, the Innovation Hub, delivery vs pickup, and the days-on-mountain metric.Team Standards at Bramlett Partners:→ Team eligibility and team building policies: https://support.bramlettpartners.com/article/329-team-eligibility→ Team and team leader hiring process and standards: https://support.bramlettpartners.com/article/776-team-team-leader-hiring-process-standards→ Team culture code: https://bramlettpartners.com/join-bramlett#culture→ Team retention stats: https://bramlettpartners.com/join-bramlett#growthMentioned in this episode:→ Research on what agents want from brokerages: https://www.mikedp.com/articles/2025/8/21/research-study-what-agents-really-want-in-a-brokerage→ Sean Soderstrom (Courted) and Eric Bramlett discussing the research: https://youtu.be/rECokGVWZkA→ Brittany Hodak on The Customer Experience Podcast: https://bombbomb.com/podcasts/creating-superfans-brittany-hodak-customer-experience/→ Brittany Hodak on Bramlett Partners Podcast: https://youtu.be/X-CJs13KNhc→ Creating Superfans: https://brittanyhodak.com/book#/→ The Real Estate Innovation Hub: https://www.reinnovationhub.com→ FUB Co-founder Dan Corkill on Real Estate Team OS: https://www.realestateteamos.com/episode/customer-centricity-follow-up-boss-founder-dan-corkillConnect with Eric Bramlett:→ Eric @ Bramlett . me→ https://bramlettpartners.com/agents/eric-bramlett→ https://www.instagram.com/bramlettpartners/Connect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/
Get email-exclusive insights and subscriber-only episodes - absolutely free: https://realestateteamos.com/subscribeWhat 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 Scott Oyler to create Oyler Hines, the second-ranked team in Ohio.Learn how they put it all together culturally, financially, and legally - and get tips on per-agent productivity and new construction sales.Watch or listen for Mike's insights into:Shared vision and values as your foundationHow EOS help clarify a team’s North Star for better decision makingThe evolution of Oyler Hines from solo agents to co-team leadersHow complementary strengths and clear standards make a partnership workThe logistics of merging teams - valuation, structure, and tough conversationsSetting up fair compensation and a management agreementThe importance of professional branding (even if it costs 3x more than you thought it would)Balancing approachability and luxury with your real estate brandKeys to improving per-agent productivity (spoiler: specialization helps)The coaching and meeting cadence that supports agent and team successTips to win more new construction opportunities At the end, learn about the end of the loaf, workout retreats, and head-clearing, all-day walks.Mentioned in this episode:→ Kevin Oakley https://www.doyouconvert.com/team/kevin-oakley/→ 1000watt https://1000watt.net/→ Jill Biggs https://www.realestateteamos.com/episode/hardwired-for-hard-work-with-jill-biggs→ The 12-Hour Walk https://12hourwalk.com/Connect with Mike Hines:→ https://www.instagram.com/mphines1/→ https://oylerhines.com/mike-hines/→ Mike at OylerHines dot comConnect with Oyler Hines:→ https://www.instagram.com/oylerhines/→ https://oylerhines.com/Connect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/
Get email-exclusive insights and subscriber-only episodes - absolutely free: https://realestateteamos.com/subscribeEver 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 onboarding, this conversation is packed with actionable insights to help you recruit and retain agents.At the center of it all is culture. And at the center of culture are people, stories, and transformations. That’s because people don’t join value props. People join people.Tiffany shares the strategies and tactics that have the team pacing for $1B in sales this year, including value prop and agent avatars, onboarding your recruiter and building out a department (no real estate experience required!), and lifting agent success and retention.Watch or listen for Tiffany’s insights into:- The central role consistency plays in success- Backing away from buying a company to double down on Navigate- Why they went the independent brokerage route- How focusing on what agents need and leading the market in retention are driving a $1B pace- Lessons learned in hiring a full-time recruiter- What should be in place before hiring your recruiter and why it’s not as big a risk as you think- What the first 90 days should look like for your recruiter and why stories of transformation should be their focus- How they’ve evolved their onboarding program from version 1.0 to version 3.0 and how they run it- Why the industry is going more toward big teams and brokerages (spoiler: it’s getting more agent-centric)At the end, learn about a secondhand Chanel bag, 80% capacity for short-term rentals, and the Canyon Ranch experience.Connect with Tiffany Williamson:→ https://www.instagram.com/tiffany_williamson_/→ https://www.navigaterealty.com/agents/tiffany-williamson/Connect with Real Estate Team OS:→ https://www.realestateteamos.com → https://linktr.ee/realestateteamos → https://www.instagram.com/realestateteamos/
Get email-exclusive insights and subscriber-only episodes - absolutely free: https://realestateteamos.com/subscribeThe 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 pay-it-forward practice.Two channels that help attract agents and clients to them: video and social media.Two concepts you’ll hear in this episode: “your vibe attracts your tribe” and “who not how.”Watch or listen to this conversation with Dylan for insights into:The main elements of a strong team foundationHow he developed his culture code and how it’s benefitted the team since day oneHow a few friends came together to create what’s become a 150-agent teamA key expense that grows as the business growsThe two cultural characteristics and two sources of agents that prevent him from having to do any outbound recruiting at allWhy he’ll always do his social media himselfWhen, why, and how he committed to consistently creating videosWhy his videos aren’t about entertainment or even lead generationWhy he looks at attribution, conversion rate, and ROI in a global wayHow team members get involved in the YouTube channel“Who Not How” as the philosophy for market expansionHow he found the person who started in a role he didn’t know he needed and who’s become COOAt the end, learn about Javelin Squad with 3rd Battalion, 7th Marine Regiment, about never paying for a haircut, about being forced to be fully present, and why “the devil lives in the white space.”Mentioned in this episode:→ https://whonothow.com/→ https://unlockconference.comConnect with Dylan Nonaka:→ https://www.instagram.com/konabroker/→ https://www.youtube.com/channel/UCNtK6ItXmpLIPB7FWUSsyywConnect with Real Estate Team OS:→ https://www.realestateteamos.com → https://linktr.ee/realestateteamos → https://www.instagram.com/realestateteamos/
Get email-exclusive insights and subscriber-only episodes - absolutely free: https://realestateteamos.com/subscribeA 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 characteristics?How should I pay them?Can’t I just use an overseas VA instead? For answers to these questions and more, we're honored to bring you Camila Rivera, COO of Laurie Finkelstein Reader Real Estate. She has a decade of tenure there and started as a part-time, do-anything assistant. She also coaches operations for teams across North America.When you find the right person and invest in them properly, they could be the Chief Operating Officer you'll need!Watch or listen for Camila’s insights into:The practical value of positivity and optimismHow someone studying to become a special education teacher joined the real estate teamWhy stuffing backpacks is the best day of the year for an 80-agent team pacing to close 700 transactionsThe most important factor in finding your first operations personOther steps to take to be ready when the right person emergesTips to train up an operations person even though you’re not an operations person (“I can’t teach you what I don’t know”)Places to look for your operations person (with this caution: “don’t hire who you can’t fire”)Ways to think about fixed and variable compensation for your operations hireHiring an on-site, in-person role vs bringing on a VAWhy titles like executive assistant, operations manager, and director of operations matterWays to retain that great operations leader you’ve invested in and helped developAt the end, learn the value of five siblings, five-star hotels, movement as medicine, and mental endurance.Connect with Camila Rivera:→ Instagram https://www.instagram.com/camila_rivera/→ Facebook https://www.facebook.com/camila.rivera.967→ LinkedIn https://www.linkedin.com/in/camila-rivera-817903113/ Meet us at Unlock:→ Unlock https://www.unlockconference.com/→ Use promo code TEAMOS for 20% off the current priceRelated episodes:→ Camila Rivera and Julia O’Buckley https://www.realestateteamos.com/episode/agent-success-tech-crm-camila-rivera-and-julia-obuckley→ Laurie Finkelstein Reader https://www.realestateteamos.com/episode/laurie-finkelstein-reader-people-over-profits→ COO Emily Smith https://www.realestateteamos.com/episode/emily-smith-intrapreneur-entrepreneur-teamerage→ Christy Belt Grossman https://www.realestateteamos.com/episode/operations-leadership-real-estate-assistant-coo-christy-belt-grossman-ops-bossConnect with Real Estate Team OS:→ https://www.realestateteamos.com → https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/
Get email-exclusive insights and subscriber-only episodes - absolutely free: https://realestateteamos.com/subscribeRight 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 he leads, Humaniz, has a 2024 recruiting data set informed by more than 30,000 agents.Improve your recruiting process and results based this data and experience. Get insights from whether you’re even ready to recruit through screening and interviewing.Watch or listen to Episode 081 with Chris Giannos insights into:Caring about the person more than the numberWhat you need before you start recruitingThe top 3 reasons agents leave their teams and brokerages (based on data from tens of thousands of agents)What to look for before you look for avatar fit (the 3 Cs)A great example of why you might prioritize other customer service or sales experience ahead of real estate experienceWhy Q4 is BY FAR the biggest time period for agent movement and a key advantage you can give yourselfWhy two conversations is the max before making an offerDetails of a successful 15-minute screening call (but don’t call it a screening call)The ONE question that tells you most of what you need to know and the two things you’re listening for in their responseDetails of a 45-minute interview callHow to handle the conversation about splits and accountabilityStandard conversion rates to expect within your recruiting funnelAt the end, learn about winning with Tenacious Z, eating “total trash” with no shame, and using AI “without losing (yourself)”.Connect with Chris Giannos:→ https://www.instagram.com/chris.giannos/Connect with Real Estate Team OS:→ https://www.realestateteamos.com → https://linktr.ee/realestateteamos → https://www.instagram.com/realestateteamos/
Get email-exclusive insights and subscriber-only episodes - absolutely free: https://realestateteamos.com/subscribeIn 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 with the latest trends.Then, in under 20 minutes, Nick Baldwin breaks down the marketing challenge of meeting client expectations, how to get better results from ChatGPT, and how he’s blending in-person and tech-enabled experiences as he heads back into production as an agent.TRISTAN AHUMADABefore he founded Lab Coat Agents, Tristan Ahumada built a tech-forward reputation in his first real estate office and then in his local real estate market.Over the past 20 years, he’s remained a “10 out of 10” in his passion for new tools and tech to empower agents, teams, and brokerages. He returns to Real Estate Team OS to talk about AI, attention and relationships and brings both trends and counter-trends to the conversation.Tristan recommends specific tools and challenges common hype.Watch or listen for Tristan Ahumada's insights into:The first three tools/tech he’d buy if he were a new agent todayWhy agents who don’t use AI or social media won’t get “replaced”Why the value of in-person experiences and human-to-human communication will increase in the futureThe right way to differentiate through technologyA simple process to keep up with tech opportunities and trendsNICK BALDWINWhat happens when a self-described “incurable” shiny object syndrome tech junkie returns to real estate sales production?Based on his 20 years in the business, Nick Baldwin shares how he went from manually uploading listings before IDX existed to building a tech stack powered by AI, automation, and a healthy dose of human touch.Along the way, he shares helpful tips to improve your marketing and to get more out of ChatGPT.Watch or listen for Nick Baldwin's insights into:Nick’s “incurable” shiny object syndrome dating back to a time of pre-IDX, manual adding of listings to his team’s websiteA generational gap: why agents struggle with content and what consumers expect nowWhy consumers don’t care about your tech and what they care about insteadHow to talk to ChatGPT for better, more specific resultsThe fine line between helpful and “weird” when using tech to remember client detailsWhy open houses are still a goldmine—and how to maximize them with digital follow-upNick’s picks for CRM, lead gen, and AI tools as he heads back into productionMentioned in this episode:→ First episode with Tristan Ahumada https://www.realestateteamos.com/episode/tristan-ahumada-keys-real-estate-team-success-fubcon→ Tube Buddy https://www.tubebuddy.com/→ CapCut https://www.capcut.com/→ Claude https://claude.ai/→ ChatGPT https://chatgpt.com/→ Lab Coat Agents https://www.facebook.com/groups/labcoatagents/→ Your Daily Real Estate https://www.youtube.com/channel/UCdD80T1OmYdwSLTcH9VNQHwConnect with Tristan Ahumada:→ https://www.instagram.com/tristan.ahumada/→ https://bio.site/tristanahumadaConnect with Nick Baldwin:→ Facebook: https://www.facebook.com/NickBaldwin79→ Email: nickbaldwin1979 at gmail dot com→ Icenhower Coaching and Training: https://therealestatetrainer.com/Connect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/
Get email-exclusive insights and subscriber-only episodes - absolutely free: https://realestateteamos.com/subscribeIn 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 Ohio, as well as CEO and Co-Founder of Fello.Then spend just under 24 minutes with Brian Hurley - a Google engineer who also builds marketing and tech solutions for his wife Tarasa, who’s grown from agent to team leader to brokerage co-owner.RYAN YOUNGWhen you’re building the #1 real estate team in your state, you run into problems. One of the most important: building a moat around your most valuable asset - your database.Ryan Young, CEO and Team Leader of The Young Team in Northeast Ohio, decided to build a solution. And that solution became Fello, where’s Co-Founder and CEO.Learn how he evolved from a post-it-note agent to a tech-obsessed, AI-driven leader. Learn how Fello continues to iterate on its solutions as problems, opportunities, and capabilities continue to evolve. And get tips to turn your database from “glorified spreadsheet” to dividend-paying asset.Watch or listen for insights into:Growing from a post-it-note agent to a tech-obsessed, AI-empowered leader of multiple companiesClearly identifying the biggest problem for his real estate business and founding Fello as a solutionValuing your database as your most valuable assetLayering improvement on improvement in Fello to solve problem after problem for The Young TeamEmpowering agents with AILeveling up automations with AIBRIAN HURLEYFor more than a decade, Brian Hurley’s served as a Google software engineer. But he’s also built the tech behind a real estate business that’s grown from solo agent to team to brokerage.One big observation: we need to make it about the problem and solution, not about the tech.Brian shares several great examples, shares his approach to experiments, and explains the role of automation vs the role of the agent.Watch or listen for insights into:Why a 10/10 passion for new tech is about solutions, not about techWhy every tech investment is a calculated betWhat the right timeline is for your next experiment - telling you when to double down or pull the plugHow to use AI as a force multiplier rather than a simple shortcutWhich mistake Brian made in setting up the marketing and techHow Brian simplified their systems to support growth and adapt to complexityHow to close the authenticity gap as you automate (personal videos and more conversations)How he built a custom lead accountability system inspired by a past guestHow the Team Bot from Real Estate Team OS helped them find the perfect operations manager for their growing businessMentioned in this episode:→ Fello https://fello.ai/→ Tarasa Hurley https://www.realestateteamos.com/episode/real-estate-leads-tarasa-hurley-river-point-realty→ Chelly Herren https://www.realestateteamos.com/episode/techtember-operations-real-estate-tech-stack-chelly-herren→ Techtember https://www.youtube.com/playlist?list=PLCJiXNo93cVoSlXhdFv_RC9V8G5tUw1QX→ Follow Up Boss Success Community https://www.facebook.com/groups/followupbosscommunity→ Real Estate Team OS AI Bot https://www.realestateteamos.com/botConnect with Ryan Young:→ Ryan at Fello dot aiConnect with Brian Hurley:→ https://www.tarasa.com→ https://conrya.comConnect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/
Get email-exclusive insights and subscriber-only episodes - absolutely free: https://realestateteamos.com/subscribeMarketing 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 human touch.Enhancing efficiency and profit.Evolving past basic automations to improve marketing and operations.You’ve got about 25 minutes Jimmy followed by 24 minutes with Jason - here in our third Techtember episode - on Real Estate Team OS!JIMMY MACKIN“AI is massively under-hyped right now.”“There’s never been a better time to be in real estate."“We’re living through the most interesting revolution of our time.”You’ll hear all three of these statements in just the first three minutes of a philosophical, strategic, and tactical conversation with Jimmy Mackin, who’s on a mission to be the most useful person in the real estate industry.Learn how AI is affecting marketing, customer experience, and automation - and get some tools and next steps to help.Watch or listen for insights into:Why “there’s never been a better time to be in real estate”Why he recommends buying research tools and hiring a research assistantWhy and how marketing is being “eaten by AI”How to balance quality vs efficiencyHow agentic AI is transforming the if/then automations we’ve relied onThree things a real estate professional should do today in light of this conversationJASON PANTANAIf you’d benefit from learning processes to audit and automate your operations, segment and personalize your email marketing, leverage AI for content creation, focus on human touch where it matters, and experiment with new AI tools, you’re in the right place.For nearly a decade, Jason Pantana’s served as a coach, trainer, and speaker for Tom Ferry International, where he’s the resident AI expert and creator of the AI Marketing Academy. In this conversation, he shares a simple, powerful “autonomous driving vehicle” metaphor for AI and your email marketing and a simple, powerful vision for an “army of AI agents” powering your business operations.He also gives you a quick-hit round up of 8 top tech tools and ways to use them, including video and voice cloning.Watch or listen for insights into:Why email marketing is the most underused or misused tech in most real estate businesses and how to improve itWhat agentic AI is and why it’s the “single greatest operational enhancement and advantage ever known to technology and it’s right under your nose right now”A 3-step process to intelligently automate more of your operationsHow to decide where to automate and where to maintain the human touchA quick-hit round up of 8 top tech tools and ways to use themAI-related tools mentioned in this episode: → AI Marketing Academy (use code AIM50OFF) https://aimarketingacademy.ai/→ Endel https://endel.io/→ Perplexity https://www.perplexity.ai/→ Intercom https://www.intercom.com/→ Fyxer https://fyxer.ai→ Zapier Agents https://zapier.com/agents→ Captions https://www.captions.ai/→ BigVu https://bigvu.tv/→ Descript https://www.descript.com/→ CapCut https://www.capcut.com/→ ElevenLabs https://elevenlabs.io/→ HeyGen https://www.heygen.com/→ Claude https://claude.ai/→ ChatGPT https://chatgpt.com/Connect with Jimmy Mackin:→ https://www.instagram.com/jimmymackin/Connect with Jason Pantana:→ https://www.instagram.com/jasonpantana/Connect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/
Get email-exclusive insights and subscriber-only episodes - absolutely free: https://realestateteamos.com/subscribeIn 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 visibility. Efficiency gains for agents and teams alike.It’s all here in just under 20 minutes with Camila, then just under 20 minutes with Julia.Enjoy our second Techtember episode … here on Real Estate Team OS!CAMILA RIVERAA 10-year team member and COO of the Laurie Finkelstein Reader Real Estate Team in South Florida, Camila Rivera has overseen significant evolutions in their technology, efficiency, and visibility.Camila breaks down key steps in that evolution, including tips for a successful CRM transition and the one thing that can’t be automated or artificially generated (spoiler: it’s human connection and it shows up in their online reviews).Watch or listen for insights into:Digitizing operations, getting more out of your current tech investments, and improving your sales pipelineSpecific steps and tips for transitioning from one CRM to another (and bringing 100,000+ contacts with you)How open APIs improve data and communication flows, enhance visibility for operations staff and leadership, and deliver efficiency gains to agentsWhen human touch matters most and how tech efficiency supports itJULIA O’BUCKLEYWhen she joined The Laughton Team, Julia O’Buckley wasn’t sure what an API was or how it worked. Today, as Operations Manager, she’s a “full-fledged 10” when it comes to tech knowledge and passion.Julia walks us through the four key elements of a tech stack that supports a +200-agent, 5-office operation and explains how and why she’s re-packaging and re-selling it to agents. She also explains how her efforts add efficiency, improve data integrity, provide transparency, and unlock sales.Watch or listen for insights into:How her familiarity with and passion for tech grew, what tech changes delivered great agent feedback, and a non-real-estate app she opens every dayHow Follow Up Boss, Sisu, Fello, and HouseWhisper help agents and how she would describe that value to agentsWhich tools are the “base” of the operation, the “sexiest” in the stack, and like “Homebot on steroids”How the team humanizes their AI assistant “Nora” and how it brings all the other tools and tech togetherFOLLOW UP AND LEARN MOREMentioned in this episode:→ First episode with Julia O’Buckley https://www.realestateteamos.com/episode/real-estate-tech-stack-scale-operations-julia-obuckley→ Inside The Laughton Team series https://www.youtube.com/playlist?list=PLCJiXNo93cVr9Oc0ptse5z6Vaq5l0T1kA→ George Laughton and Billy Hobbs https://www.realestateteamos.com/episode/profitability-durability-real-estate-team-george-laughton-billy-hobbs→ Justin McLellan https://www.realestateteamos.com/episode/real-estate-agent-productivity-skill-justin-mclellan→ Follow Up Boss Success Community https://www.facebook.com/groups/followupbosscommunity→ Follow Up Boss https://www.followupboss.com/→ Dotloop https://www.dotloop.com/→ Sisu https://sisu.co/→ Fello https://fello.ai/→ HouseWhisper https://www.housewhisper.ai/Connect with Camila Rivera:→ https://www.instagram.com/camila_rivera/→ https://www.instagram.com/lauriefinkelsteinreaderteam/→ Email: camila at lauriereader dot comConnect with Julia O’Buckley:→ https://www.instagram.com/juliaobuckley/→ https://www.instagram.com/laughtonteamConnect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/
Get email-exclusive insights and subscriber-only episodes - absolutely free: https://realestateteamos.com/subscribeAI 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 play to improve agent and team outcomes.Enjoy our first Techtember conversation - 22 minutes with Kyle followed by 22 minutes with Tiffany - on Real Estate Team OS!KYLE DRAPERKyle Draper returns to the show to share how his real estate team is transforming the client journey from first contact to follow-up using the latest in AI voice, texting, and data enrichment.The Team Leader, Lead Agent, and Principal of Serene Team brokered by lpt realty in Los Angeles, Kyle gives you specific tools, use cases, and stories of how he and his team are improving client relationships and accelerating agent productivity with tech that would be “mind blowing” just a few years ago.Watch or listen for Kyle's insights on:When and why Kyle became a tech enthusiast (spoiler: it was a differentiator)How AI voice assistants work in tandem with AI texting assistants to create live transfers to human real estate agentsWays to use AI with every client, no matter their stage or statusTips for AI role play with every agent, whether they’re new to the industry or leading the teamHow to police the database and nudge agents with AI to increase productivity and improve ROISpecific wins with clients and with a homebuilder thanks to AITIFFANY GELZINISToday, Tiffany Gelzinis is a tech-loving team leader and Realtor in Residence with Follow Up Boss. But just a few years ago, she was a self-described 4 or 5 out of 10 in terms of passion for new tools and tech.Learn how she unlocked that passion and how her team is creating more and better conversations with AI texting and AI calling - and get a couple of detailed, step-by-step processes to use yourself.Watch or listen for Tiffany's insights into:Specific ways to find tools and tech that fit you, your goals, your situation, and your personalityWhy ChatGPT isn’t just for writing and where it’s made the biggest difference in her businessHow to use AI to find high-intent people in your database (step by step)The big difference between automated texting and AI textingWho her team is engaging with AI texting and how the handoff to agents works (in detail)Tips to improve the value of AI calling and live transfers to agentsFOLLOW UP AND LEARN MOREMentioned in this episode:→ Learn more about Unlock https://www.unlockconference.com/→ First episode with Kyle Draper https://www.realestateteamos.com/episode/growing-real-estate-team-agents-kyle-draper→ First episode with Tiffany Gelzinis https://www.realestateteamos.com/episode/tiffany-gelzinis-on-patience-people-process-profit→ Ylopo and Follow Up Boss https://www.followupboss.com/integrations/ylopo→ MaverickRE https://www.maverickre.com/→ BrokerBlocks https://brokerblocks.com/Connect with Kyle Draper:→ https://www.instagram.com/thekyledraper/Connect with Tiffany Gelzinis:→ https://www.instagram.com/tiffany_gelzinis/→ Tiffany at FollowUpBoss dot comConnect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/
Get email-exclusive insights and subscriber-only episodes - absolutely free: https://realestateteamos.com/subscribeGet Brian's Playbook on discipline, structure, and healthy competition: https://vid.us/229qtaTalent 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-year journey of the Leonhardt Team, brokered by Coldwell Banker in the Twin Cities area, from initial partnership to 10 agents, 3 staff, and an $80M pace this year.Learn the transferrable skills and habits that helped him find real estate success - both in sales and in leadership. And get the vision and values that have been vital to team growth.Watch or listen to this conversation with Brian for insights into:The basics of team successThe challenges of transitioning from NFL player to real estate agent to co-team leaderThe path from starting at team to 10 agents, 3 staff, and an $80M paceThe way they found, tasked, and invested in their operations leaderThe value of setting a 3- to 5-year visionThe evolution of a value prop, starting from “we’ve got leads” to shared beliefThe benefits of having a co-team leader rather than going it aloneThe transferrable skills and habits from NFL player to real estate professionalThe two top tips for an agent thinking about starting a teamAt the end, learn about the two NFL teams he roots for (even though he rarely watches), two years of rice and beans, and the need for wilderness.Get Brian's Playbook:→ https://vid.us/229qtaConnect with Brian Leonhardt:→ https://www.instagram.com/brianleonhardt87/→ https://www.instagram.com/leonhardtteam/→ https://www.tiktok.com/@leonhardtteam→ https://www.facebook.com/LeonhardtTeam/Connect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/
Get email-exclusive insights and subscriber-only episodes - absolutely free: https://realestateteamos.com/subscribeThe 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 discoveries that led to their model: the team leader is often what’s wrong with the real estate team.Learn how they’re solving for this by removing the bounds of team leaders and agents alike to operate more like successful businesses in other industries than like today’s real estate teams.Watch or listen to this conversation with Keith for insights into:- The one trait required to build a next-level, generation-affecting team (and two ways to develop that trait)- Why to ask yourself (and honestly answer) whether you’d work on your own team and pay your own splits- The mission of delivering “the greatest agent experience on Earth” and the goal of serving clients in all 50 states and every metro in the country- Removing the bounds of geography for agents and team leaders to deliver the greatest experience, period, not the greatest accessible experience- Turning local team leaders into national coaches- The operating system that’s supports the mission and goals- How to know whether or not you should use Follow Up Boss for recruiting and agent management- Three pieces of advice for team leaders: 1 Are you sure you want to do this?, 2 Find profitability first, and 3 focus on people, not tech.- How hiring marketing and recruiting leaders unlocked his own potential- The unique marketing investment made in every single agent (both up front and ongoing) - The types of agents they’re targeting and the promises that they’re making- The hottest topic around real estate teamsAt the end, learn about the WORST team experience he’s ever had, expensive mattresses and cheap shoes, the power trio of golf, travel, and audiobooks, and a process to destroy your limiting beliefs.Mentioned in this episode:→ Unlock https://unlockconference.com → Incredibles https://youtu.be/nyMYCVqT1asConnect with Keith Anderson:→ https://www.instagram.com/keithcarlanderson/→ https://www.instagram.com/spaceteamre/→ https://spacere.com/Connect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/
Get email-exclusive insights and subscriber-only episodes - absolutely free: https://realestateteamos.com/subscribe“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 what it really means to build an agent-centric team—and what it looks like in practice, not just in theory.In this episode, the team leader of Service Plus RE and a former college tennis player and coach breaks down the philosophy, structure, and leverage behind their 25-agent, $70M-volume organization, a top-ranked team in Kentucky.Ben shares why he started a team rather than a brokerage, why he didn’t name the team after himself, why he’s obsessed with meeting agents where they are (whether they want to sell 6 homes a year or 40), and the three pillars are of his model (culture, support/implementation, and wealth building).Watch or listen to this conversation with Ben for insights into:How to make “agent-centric” a strategic operating principle, not just a buzzwordWhy coaching agents, like coaching tennis players, must be individualizedThe five staff roles on their 25-agent, $70M teamWhy the team isn’t named after Ben and why he prefers a “Wizard of Oz” roleHow kaizen and EOS help improve your businessWhy he doesn’t refer to splits and what he calls them insteadThe four things he wants agents to be doing and how that guides the leverage he providesThe level of control agents have over their marketing and branding (spoiler: it’s a lot)How the team helps agents with wealth building (including their Agent Success Plan)The five core values that power team culture (integrity, service, innovation, collaboration, fun)The three readiness factors behind buying a home and joining a team or brokerageAt the end, get drive-by on the Cincinnati Bengals, University of Illinois tennis, 1990s sweatshirts, and … this show!Mentioned in this episode:→ Kaizen https://kaizen.com/what-is-kaizen/→ EOS episode https://www.realestateteamos.com/episode/eos-principles-scale-faster-real-estate-harvey-yergin→ eXp Team Leader Academy https://life.exprealty.com/exp-realty-team-leader-academy/→ Andy Mulholland episode www.realestateteamos.com/episode/mastering-real-estate-business-financials-andy-mulhollandConnect with Ben Schreiber:→ Ben at ServicePlusRE dot com→ https://www.serviceplusre.com/Follow Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/
Get email-exclusive insights and subscriber-only episodes - absolutely free: https://realestateteamos.com/subscribeWhat 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 supports—not sabotages—your life.In a story of clarity, process, and self-awareness, Lindsay breaks down the difference between being a people person and a process person, why most agents shouldn’t start teams, and how to know if you’re better off plugging into someone else’s system or building your own.You’ll hear how City Chic’s 30-day onboarding challenge weeds out the uncommitted, why their agents are 50/50 new and experienced, and how a focus on admin, marketing, and transaction management enables top solo agents to thrive without needing to build teams of their own.Lindsay also details the leap to running their business from 500 miles away, the key roles that make remote leadership possible, and the systems that keep everything humming. You’ll get a transparent look at their tech stack (including why she’s a self-described “Zap-aholic”), the real numbers behind their 12-agent, $72M brokerage, and the philosophy that underpins the Happy Agent approach: start with joy, design for your life, and don’t buy into the myth that more is always better.Watch or listen for insights into:What “team fever” is, why it’s rampant, and how to avoid building a business you’ll regret.Why intentionality—knowing your “why”—is the must-have characteristic for high-performing leaders and teams.How to assess if you’re a people person or a process person, and why it matters for team leadership and the hiring process.Why City Chic is a brokerage rather than a team, why agents are a 50/50 mix of new and experienced, and how that shapes culture.How to test-drive team leadership before going all-in—without risking your business or sanity.What it takes to run a brokerage remotely, including the key roles and systems that make it possible.How to design marketing that actually keeps agents in front of their sphere (and why most fail).How to ramp up newer agents by connecting them with renters.Why simplicity in tech stacks beats complexity, how she became a “Zapaholic,” and how to drive agent adoption.How agents can find their right fit team or brokerage by aligning personality, lifestyle, and goalsAt the end, learn about a $10,000 fridge and solo, three-day retreats.Follow Lindsay Dreyer:→ https://www.instagram.com/lindsay.dreyer/→ https://citychicrealestate.com→ https://happyagent.coFollow Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/