Real Estate Team OS

Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribe[Episode 8 of the Inside Whissel Realty series on Real Estate Team OS]In her move into real estate, Karlee VanDyke spent six months interviewing nearly every team and brokerage in her market.Now you can learn from that process - how to know what you’re looking for, red flags to watch out for, and one question that tells you how strong the organization is.Today, Karlee’s a top agent with Whissel Realty Group brokered by eXp Realty in San Diego. Learn about her accelerated path from Bronze to Platinum and what that brought her. Get unique and specific benefits from being on a great team (like “pond days” and agent relationships).Whether you’re a team leader or an agent, you’ll get helpful ideas in this conversation about how teams can best support and serve agents.Listen to this Inside Whissel Realty episode with Karlee for insights into:- Time-blocking to protect money-producing activities- What she learned interviewing teams and brokerages and how you know you found the right one- How the team supports her sales production- The path to Platinum from Bronze and the benefits of putting in that work- How she plugged into the system and started generating her own opportunities- A simple fact for an agent concerned about team splits- How she handles forms, conversations, and presentations after the NAR settlement- Specific red flags as agents try to find the right team or brokerage (like shielding your top agents)- How the “pond day” in Follow Up Boss benefitted her business (and how she made calls to those potential clients)- The most valuable aspect of being on the team at this stage of her career: leveraging agent relationships- Why she’s not leaving Whissel Realty Group and one question that lets you know how good any team is- The primary sign that a team is a good one: top agent tenureAt the end, learn of a love of Padres, Chargers, and VanDykes!Karlee VanDyke:- https://www.instagram.com/karleevandyke.realestate/- https://www.facebook.com/karlee.vandykeWhissel Realty Group:- https://thewhisselway.com/- https://www.instagram.com/thewhisselway/Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/ Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribe

Talk or type with our new Team Bot: https://realestateteamos.com/bot[A bonus episode in the Inside Whissel Realty series on Real Estate Team OS]Before we bring you two of Whissel Realty Group’s top-performing agents to close the series, we’re highlighting one of the most important themes you’ve heard from the team.  A key lesson in the series: providing agent leverage profitably.  A unique way they bring it to life: the ACE Team (Agent Concierge Experience).  In this short, jam-packed episode, get the philosophy, strategy, and tactics behind the ACE Team, including specific tips for working more effectively with virtual assistants.  CEO Kyle Whissel - The three things they want agents doing most often - The leverage they provide to make that happen - The way they do it profitably and equitablyCOO Chris VanderValk - The macro trend that requires a team to provide agent leverage- The specific value the ACE Team adds to the sales funnel- The importance of the team providing this leverage, rather than agents providing it themselvesDirector of Operations Shannon Youssefi- The core services provided by the ACE Team- The lessons she learned hiring the initial VA to building a 25-member international teamAt the end, hear from our two final guests in the Inside Whissel Realty series - Adrian Quijano (who’s tripled unit sales for three years straight and is pacing to do it again this year) and Karlee VanDyke (who’s closed $45M in volume in her first two years with the team). Talk or type with our new Team Bot: https://realestateteamos.com/bot

Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribe[Episode 7 of the Inside Whissel Realty series on Real Estate Team OS]New to Whissel Realty Group and new to the real estate industry, Max Bolanos is drinking from a fire hose. And he was kind enough to join us in this series just 90 days into that journey as the team’s new Director of Marketing.Learn how Max developed a strategic, structured approach to omnichannel marketing and how the #1 team in San Deigo and a top team in the US and in eXp Realty globally will benefit from this experience.Listen to this Inside Whissel Realty episode with Max for insights into:- The benefits of pressure and intensity- How a memorable ad campaign (and a less-than-desirable letter grade) launched his marketing career- A definition and example of an omnichannel marketing campaign- The challenges of marketing attribution, especially in real estate- How he joined Whissel Realty Group and what the plan was for his first 30, 60, and 90 days- The power of a creative brief and intake form for new listings- A valuable change to your project management process- Honoring different creative visions- Balancing marketing and branding- Getting more out of in-person events- Leveraging the ACE team (Agent Concierge Experience)At the end, learn about a diverse, healthy, structured, and aligned team.Max Bolanos:- https://www.linkedin.com/in/maxbolanos/- https://www.instagram.com/thewhisselway- https://thewhisselway.comReal Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/ Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribe

Talk or type with our new Team Bot: https://realestateteamos.com/bot[Episode 6 in our Inside Whissel Realty Series on Real Estate Team OS]Besides Kyle Whissel, CEO and Team Leader of Whissel Realty Group brokered by eXp Realty in San Diego, very few people have been on this team’s journey longer than Media Manager Bryan Koci. How long? Nearly a decade!  In this conversation, Bryan brings you the strategies and tactics behind their agent-facing content like the Media Mayor Mastermind and The Whissel Way podcast, as well as their consumer-facing content for the top, middle, and bottom of the sales funnel.You’ll also learn how the media team serves agents, how and why to balance “low production” (iPhone) with “high production” (studio), why they have multiple YouTube channels, Instagram handles, and Facebook pages and groups (and why you might, too), and how all of this evolved over the past decade.Listen to this Inside Whissel Realty episode with Bryan Koci for insights into:- The modular studio he built that we recorded the series in- How the structure provided by EOS took the team “to the next level”- How the evolution of the company and the media team introduced him to the challenges and questions that every team leader faces- The importance of balancing “high production” and “low production” of your video content - and the role of each in helping your business- The three pillars of their content strategy - agent-facing, mid- to bottom-of-funnel consumer-facing, and top-of-funnel consumer-facing- Specific distribution tips for Facebook and YouTube all under the theme of “separate channels for separate audiences”- How and why to bring Collaborators into your Instagram content- Doing things because it’s right or good, not just because of the ROIAt the end, learn about camera gear that never gets used, shared Netflix logins, and boxes of cords and cables.Bryan Koci:- https://instagram.com/bryankoci- https://thewhisselway.com/Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/ Talk or type with our new Team Bot: https://realestateteamos.com/bot

Katy Carlson, Agent Success Manager at Whissel Realty Group, brings her unique perspective from managing a yoga studio to her role in real estate. She discusses the intricacies of training agents to achieve productivity swiftly. Katy outlines their innovative two-week training program and diverse mentorship strategies. The conversation also dives into the importance of balancing different training methods and the role of mindset in agent success. With insights on maintaining energy and connection, she highlights the significance of supportive environments for new agents.

In this engaging conversation, Rachel Choo, Director of Sales at Whissel Realty, shares her journey from school teacher to real estate leader. She highlights the importance of emotional regulation in sales and how it aids in building trust with clients. Rachel dives into their mentorship program and the significance of clear expectations within a high-performing team. She also discusses effective lead sources and strategies for agent training, emphasizing the connection between personal growth and professional success.

Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribe[Episode 3 in the Inside Whissel Realty series on Real Estate Team OS]From third-generation real estate agent to team operations leader, Shannon Youssefi has unique experience and skillsets. Even within Whissel Realty Group, brokered by eXp Realty in San Diego, she’s been in multiple seats from listing management to transaction coordination to (now) Director of Operations.  Shannon shares lessons learned while unifying systems and technologies across the company. This never-ending process seeks to provide more leverage to agents, more clarity and efficiency for staff, and a better experience for clients.Pay special attention to tips on storytelling with data to improve sales and working successfully with international VAs.Watch or listen to this Inside Whissel Realty episode with Shannon Youssefi for insights into:- How issues take care of itself when you have the right people in the right seats- The unique experience and skillsets of a salesperson turned ops leader- The evolution and scope of the Director of Operations role, including the people and teams she oversees and the people she connects with daily, weekly, and monthly- Building the “backbone of the whole sales funnel” - the process and the benefits- Storytelling with data for better training and results- The never-ending process of improving listing management and transaction coordination, including roles, rules, and exceptions- The core tech powering operations - and the role of the data scientist- Lessons learned from building the international team of VAs from one to 25 members- Why problems and mistakes are often a “me” problem, not a “them” problemAt the end, learn how a stockpile of phone cases is more attractive than selfie mode.Whissel Realty Group:- https://thewhisselway.com/- https://www.instagram.com/thewhisselway/- https://whisselrealty.com/Real Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/ Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribe

Talk or type with our new Team Bot: https://realestateteamos.com/bot[Episode 2 in the Inside Whissel Realty series on Real Estate Team OS]From head of acquisition for an eliminated partnership program to ISA team builder to EOS integrator and hands-on COO to eyes-on/hands-off COO, Chris VanderValk has seen and contributed a lot to Whissel Realty Group brokered by eXp Realty in San Diego.In this conversation, he walks the line between criticism and positivity, explains how the Agent Concierge Experience team and new Agent Advisory Board help agents, talks through lead sources, and describes how and why they left the cap model and allowed agents to claw back splits through GCI. A top theme: creating more leverage for agents.A primary lens: “We have to make this so valuable people can’t leave - period.”A result: the #1 real estate team in San Diego and consistently a top team in the nation and in eXp Realty globally.Watch or listen to this Inside Whissel Realty episode with Chris for insights into:- Improving processes and results through a culture of “hyper criticism with positivity”- The arrival into and evolution of the COO role and the EOS process (including a layoff, a resignation letter, and a democratic process)- How and why they’re launching an Agent Advisory Board (including interviewing, selecting, tasking, and rewarding the agents)- Ways to enhance agent productivity in a profitable way (including their ACE or Agent Concierge Experience team)- How and why they successfully transitioned from a cap model to a no cap model and uniquely allow agents to claw back splits through GCI tiers- A rundown of top lead sources from open houses to the “belle of the ball” (Zillow Flex)- Enhancing agent leverage in 2025 through changes to the ACE and ISA teams- Why the traditional job of a real estate agent is “illogical”At the end, the fun and relaxing nature of catching, cleaning, cooking, and eating halibut and corvina.Chris VanderValk:- https://www.instagram.com/chris_vandervalk/- https://whisselrealty.com/- https://thewhisselway.com/thewhisselwayReal Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/ Talk or type with our new Team Bot: https://realestateteamos.com/bot

Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribeWithin a couple of days of recording this conversation, Whissel Realty Group brokered by eXp Realty in San Diego, had 42 transactions scheduled to close. On one day! This type of performance isn’t possible without mature and optimized systems.Kyle Whissel welcomed us into his recording studio and his real estate team to help us kick off this 9-episode series taking you Inside Whissel Realty, who consistently perform as the #1 team in San Diego and a top team in the nation and across eXp Realty globally.How to get past vanity metrics and how to know who knows their numbers.Seven key inflection points on the team-building journey.How they know which agents to bring on and which to cut.The elusive power of brand building.How they’re keeping agents in the three most dollar-productive activities.Kyle shares all this and much more right here in this conversation!Watch or listen to the first episode Inside Whissel Realty for insights into:- Two benefits of running the team on a system (specifically: what life was like before and after they implemented EOS)- Why the systems run the company and the people run the systems - and where that leaves the leader- Two things you can expect to hear more about in this 9-episode series- How and why he shifted out of commercial real estate into residential- The piece of direct mail he can still see in his mind that sent him down the team path - and two big mistakes he made in the process- How you’ll know if you’re the right person to build and lead a team and what type of agents you should design for- The financial and cultural upsides of “running the play that’s called”- How they’ve built a company that keeps agents doing the three things that make money (going on appointments, prospecting, and negotiating contracts)- How to know who knows their numbers - and who doesn’t- Where he turns for credible, valuable insights to help him learn and grow as a person and as a business- The power of brand, the value of video, and the challenge of marketing attribution- Key points of inflection on his team-building journey- Why top agents love seeing low performers get cut - and what minimum standards must be met to stay on the teamAt the end, learn about a Buffalo pilgrimage, a serious student, and late-game legs.Kyle Whissel:- https://www.instagram.com/kylewhissel/- https://whisselrealty.com/- https://thewhisselway.com/thewhisselwayReal Estate Team OS: - https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/ Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribe

Talk or type with our new Team Bot: https://realestateteamos.com/botShawn Getty sold 186 homes in the first half of his third year in real estate, including a stretch of 60 homes in 60 days. And he did it all with $0 in ad spend.Shawn started the team-building process 6 or 7 times before getting the traction he has today (including losing 27 agents all at once). But Getty Group, brokered by eXp Realty in Calgary, has grown from 4 to 48 agents in an 8-month window this year.Learn his tactics for agent attraction, the structure of his recruiting conversation, and many hard-learned lessons from the fits and starts of building his real estate team.Listen to this Real Estate Team OS episode with Shawn Getty for insights into:- Two basic truisms of team success- Multiple false starts on the team-building journey- Building an education-based and skills-based team of people who hunt together, rather than alone- Growing agent count by 12x (from 4 to 48) in under 8 months- How to attract agents using Instagram- The specific conversation structure to bring agents onto your team- A free social media tactic drives 30-40% of their business (and that other agents make fun of)- A free social media tactic to become top of preference, not just top of mind (with a specific example)- The two ways he’s working on the main bottleneck in his business today- Why teams will be bigger, more prominent, more impactful, and more needed in the futureAt the end, learn about “the uniform of the wealthy,” “the champion sweater that can’t be beat,” and the balance in being all on or all off.Shawn Getty:- https://www.instagram.com/shawngetty- https://www.gettygroup.ca/Real Estate Team OS: - https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/ Talk or type with our new Team Bot: https://realestateteamos.com/bot