Real Estate Team OS

[Inside The Team] Building Your Tech Stack for Scale with Julia O’Buckley

May 9, 2024

Julia O'Buckley, Operations Manager with The Laughton Team, discusses building a tech stack for scale, including switching CRMs, with insights on agent adoption. They share their use of Follow Up Boss, Bara Agency, Sisu, and other tools to help their 200+ agents succeed.

34:04

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Episode guests

Julia O’Buckley

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Episode notes

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Quick takeaways

Emphasizing the importance of enhancing agent experience through efficient tech tools and system processes.

Highlighting the role of transaction coordinators in real estate operations for seamless transactions.

Evolution of Lawton team's tech stack with tools like Follow Up Boss and Wylopo to drive agent efficiency.

Deep dives

Julia O'Buckley Discusses Elevating the Agent Experience Through Systems and Processes

Julia O'Buckley, the operations manager at Lawton team, emphasizes the importance of enhancing the agent experience by utilizing efficient tech tools and system processes. She highlights their focus on transaction coordination, improving tech stack effectiveness, and ensuring smooth agent adoption. Through collaboration and trust within the team, they achieve a strong culture that empowers each member to succeed.

Introduction

2min

Evolution in Real Estate Operations

6min

Navigating the Challenges of Leaving Sales Production and Ensuring Efficient Transaction Coordination in Real Estate Teams

2min

Tech Evolution in Real Estate Organization

9min

Driving Tech Adoption Through Trust and Engagement

11min

Supporting Agents with Technology and Scaling Operations

3min

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Go inside a top-ten team in the nation ($1B in sales volume and nearly 2,500 transaction sides in 2023) in this Inside The Team episode with Julia O’Buckley, Operations Manager with The Laughton Team in Phoenix, Arizona.

To the operations role, Julia brought experience as a real estate agent and as a transaction coordinator. She helps run the ISA team, the TC team, database management, and a tech stack that puts their 200+ agents in the best position to win.

Learn how they uncover problems and opportunities, vet potential tech solutions, and roll it out into the organization - including the keys to agent buy-in and adoption. Specifically, she shares the story of switching CRMs from concept to implementation.

Hear references to Follow Up Boss, Bara Agency, Sisu, BrokerMint, Ylopo, Grow.com, Curaytor, and other tools used by this top team.

Watch or listen for Julia’s insights into:

- What the Operations Manager role includes and how she brings it to life

- Matching transaction coordinators and agents for better customer experience, including the file per TC ratio they shoot for

- The state of their tech stack, why 2023 was the year to switch CRMs, why Follow Up Boss was the choice, and how they got everyone on board

- How Ylopo and Sisu have benefitted The Laughton Team

- Specific tips to increase agent adoption, including trust, value, communication, and training

- How the team has invested in her as a person and as a professional

At the end, learn how working with your hands can quiet down your mind.

Connect with Julia O'Buckley and The Laughton Team:
- https://myphoenixhomesearch.com/team/julia-obuckley
- https://www.linkedin.com/in/julia-o-buckley-60ab2a98/
- https://www.instagram.com/laughtonteam/
- https://www.facebook.com/laughtonteam/

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Real Estate Team OS

[Inside The Team] Building Your Tech Stack for Scale with Julia O’Buckley

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Julia O'Buckley Discusses Elevating the Agent Experience Through Systems and Processes

Julia O'Buckley's Transition from Agent to Operations Manager and Role Description

Significance of Transaction Coordinators and Building Relationships with Agents

Tech Stack Evolution and Importance of Agent Adoption

Future Focus on Empowering Agents Through Tech and AI Integration

Remember Everything You Learn from Podcasts