Real Estate Team OS

Lauren Bowen, Chief Operating Officer of Robert Slack, shares her remarkable journey from one of the first four agents to leading a 1,000-member real estate organization. She discusses optimizing lead management by narrowing focus from five sources to just two for agents. Insights into the importance of grace in leadership, the emotional challenges of delegation, and maintaining team dynamics as they expand are highlighted. Bowen also emphasizes the significance of personal connections in the real estate community, advocating for genuine relationships over social media.

Renee Funk, co-team leader of The Funk Collection in Orlando, shares her insights on navigating the changing real estate landscape. She discusses how recent regulatory changes can open up new opportunities for growth. Renee emphasizes the importance of operational support, defining success on personal terms, and fostering open communication within teams. She also highlights the need for real estate agents to adapt to consumer empowerment and the evolving market, while promoting curiosity and connection as essential elements of success.

In this insightful discussion, Jonathan Campbell shares his secrets for maximizing agent productivity while highlighting his unique recruiting approach. Jennifer Staats dives into the necessity of strong operational systems for growth, pinpointing key evaluation areas for planning. Brandon Doyle discusses content creation's role in audience engagement, while Kim Robert Schieldknecht reveals the benefits of independent brokerage models for personal branding. Together, they explore strategies to tackle 2025's challenges in real estate with innovative teamwork and goal-setting.

Cory Martin, Broker/Owner of Martin Group, shares insights on scaling teams and prioritizing video over AI for communication. Lawrence Pritchett, Managing Broker at MODUS Real Estate, discusses the balance between production and development opportunities for agents. Meg Schaefer, Founder of Pixel Mentor, highlights using CRM Action Plans to boost marketing efficiency. Scott McAnany emphasizes structured training for agent success. Together, they offer intriguing frameworks and strategies for 2024 and beyond, focusing on collaboration and leveraging technology.

Andrew Flachner, Co-founder and President of RealScout, dives into the transformative power of data in real estate. He shares findings from The Teams Report, revealing that 75% of teams anticipate significant growth. Discussions cover important metrics like team size, organization structures, and lead generation costs, highlighting the need for strategic lead nurturing. Flachner emphasizes the future potential for standardization and scale in the industry, providing invaluable insights for team leaders eager to thrive in an evolving market.

Adrian Quijano, a top 1% Realtor in San Diego and a member of Whissel Realty Group, shares his incredible journey from selling 15 homes to nearly 60 in just a few years. He discusses the importance of teamwork and mentorship in real estate, emphasizing the shift from team-generated leads to self-driven success. Adrian also reveals key traits for agents, his daily routines focused on income-producing activities, and how his time in the Marine Corps instilled a sense of discipline in his career. Personal growth and support fuel his impressive sales trajectory.

Mentioned in this episode:Chat with the wisdom of every Team OS guestLearn more about Unlock (November 2025 in Vegas)[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/ Mentioned in this episode:Chat with the wisdom of every Team OS guestLearn more about Unlock (November 2025 in Vegas)

Mentioned in this episode:Learn more and sign up for Unlock (Nov 2-5 in Vegas)Try out the free AI-driven Team Bot from Real Estate Team OS[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). Mentioned in this episode:Learn more and sign up for Unlock (Nov 2-5 in Vegas)Try out the free AI-driven Team Bot from Real Estate Team OS

Mentioned in this episode:Chat with the wisdom of every Team OS guestLearn more about Unlock (November 2025 in Vegas)[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/ Mentioned in this episode:Chat with the wisdom of every Team OS guestLearn more about Unlock (November 2025 in Vegas)

Mentioned in this episode:Learn more and sign up for Unlock (Nov 2-5 in Vegas)Try out the free AI-driven Team Bot from Real Estate Team OS[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/ Mentioned in this episode:Learn more and sign up for Unlock (Nov 2-5 in Vegas)Try out the free AI-driven Team Bot from Real Estate Team OS