Real Estate Team OS

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 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/

In this engaging discussion, Tiffany Gelzinis, a tech-savvy Realtor in Residence, and Kyle Draper, a dynamic real estate team leader from Los Angeles, dive into the transformative power of AI in real estate. They explore how AI voice and text technologies enhance lead engagement and improve agent-client interactions. Tiffany shares her insights on implementing AI for seamless communication, while Kyle highlights strategies for effectively managing live transfers. Together, they showcase the innovative ways AI can boost productivity and enrich the real estate experience.

Brian Leonhardt, co-team leader of the Leonhardt Team and former NFL player, shares his unique journey from the gridiron to real estate. He discusses the essentials of building a successful team, emphasizing discipline, teamwork, and strategic hiring. Leonhardt reflects on overcoming challenges during his career transition and the vital role of vision and shared beliefs in achieving a $100 million goal. He also highlights the importance of rest and balance in maintaining productivity and team dynamics.

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 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/

“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/

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 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/

Discover how real estate professionals can transform online leads into lifelong clients by focusing on empathy and trust. Learn the significance of a 'friends and family' approach and the DIRECT coaching model to foster effective relationships. Dive into strategies for better engagement using Google's 7-11-4 rule to create personalized interactions. The discussion highlights that while all leads are equal, treating them with care and understanding their unique needs is key to successful conversions.

Ten real estate professionals dive into rapid-fire discussions, tackling topics like the role of Inside Sales Agents and the quirks of virtual assistants. They share hilarious stories about the best and worst closing gifts and negotiate tips that might just save the day. Frustrations with vendors get aired as they deliver insights on effective communication and managing client expectations. From personal passions in sports to innovative business ideas, this engaging conversation is packed with both humor and wisdom!

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 Ferry organization, and started his own business that allows him to serve team leaders more like a fractional CEO than a coach.The main theme of his work historically: turning your real estate job into a real business.The main theme of his work lately: turning around your unprofitable business.He’s helped people who are selling their investment properties or even their primary residences to keep their real estate business alive. And he shares cautions, tips, and step-by-step advice to help you stay ahead of that pain.Watch or listen to this conversation with Mike for insights into:- Two types of leaders - process-focused and outcome-focused- How the library served Mike years ago as YouTube serves entrepreneurs today- The transition from trying to grow a team in an environment that wasn’t team-friendly to coaching, consulting, and serving team leaders in a high-growth era- Specific tips for any team leader, coach, or mentor to master personality styles and meet people where they are- Four real estate team models with tips and cautions for each- The first place a team leader should look for missing profits- The basic steps of a business turnaround and the two factors that prevent it or slow it down- The difference between hiring a leader and hiring a manager (besides the 2x cost of a leader)- How to determine when you need a sales manager - and when you can afford one (with actual numbers)- Why and how to set standards that eliminate low-producing agents who are costing you money (with actual numbers and examples)- A specific caution to protect team culture and maintain productivityAt the end, learn about loyal fandom, a critical coach, a Miami Blue Porsche, and an actor’s or athlete’s cycles.Resources mentioned in this conversation:- DISC+ https://www.innermetrixnorthamerica.com/disc.aspx- Social Styles Handbook  https://global.wilsonlearning.com/resources/the-social-styles-handbook/- Versatile Selling https://global.wilsonlearning.com/resources/versatile-selling/Episodes related to this conversation:- FUBCON Sessions https://www.youtube.com/playlist?list=PLCJiXNo93cVopyNz34nrcV-kVacpWjvAm- Tom Ferry https://www.realestateteamos.com/episode/tom-ferry-differentiation-accountability- Chris VanderValk https://www.realestateteamos.com/episode/inside-whissel-realty-group-agent-leverage-coo-chris-vandervalk- Mark Adams from RealTrends Verified https://www.realestateteamos.com/episode/real-trends-ranking-top-real-estate-teams-mark-adams- Andy Mulholland from Simple Numbers https://www.realestateteamos.com/episode/mastering-real-estate-business-financials-andy-mulhollandConnect with Mike Schumm:- https://www.instagram.com/mikeschumm_/- https://profytz.comFollow Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

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, why we’re confused about our net profit, why me must align our economic model with our operating model (and what the three main models are), how to define our goal posts (not a specific target), why “reinvesting profits” is really just spending too much money, and more!Watch or listen for insights into:- Numbers as the purest form of communication- Why lifestyle was the spark for his real estate team- Three top takeaways from his team-building journey - Why we’re so focused on top line numbers like agent count, units, and volume- Three primary economic models (Teamerage, School of Fish, Shark with Feeder Fish)- Three reasons team leaders are confused about their net profit- Two questions to ask to help you understand the health of your business- Ways to think about direct and indirect expenses for a clearer picture of your bottom line- Two places a team leader is struggling if they’re not profitable- The three (maybe four) elements of Cost of Goods Sold or Cost of Sale- How and why to pay yourself as an agent before leaving production- How to pay yourself after you’ve left sales production (remember: Profit First)- Why “reinvesting profits” is really just “spending too much money”- What NAVY Seal teams or Schools of Fish must keep an eye on to continue to thrive in the futureAt the end, hear about a true team culture, an appreciation for Porsches, tractors, and old pickups alike, and hitting the road inn an RV.Andy Mulholland:- https://simple-numbers.com- https://www.instagram.com/andy_mulholland/Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/