Real Estate Team OS

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 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/

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 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/

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 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/

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.