
Real Estate Team OS
Real Estate Team OS is your guide to starting, growing, and optimizing a real estate team. Weekly episodes give you stories, insights, decisions, and hard-learned lessons of team leaders, operations leaders, brokerage owners, and real estate agents at every stage of business growth from solo agent to mega team.
Latest episodes

Aug 6, 2024 • 57min
037 Prospecting for Listings with Greg Harrelson
Talk or type with our new Team Bot: https://realestateteamos.com/botProspecting to set up listing appointments. It was foundational to a successful real estate business 30 years ago.It remains so today.Greg Harrelson got his start prospecting. And growth from appointment setter, to a small real estate team, to a teamerage with 9 offices and 5 markets in the Carolinas that closed nearly 4,000 transactions last year all happened through … prospecting for listings.Greg, who prospects alongside his agents for 3 hours every day, describes his approach as “developing talent and amplifying wealth.” In this wide-ranging conversation, he welcomes us into the philosophy and practices behind his success.Listen to this Real Estate Team OS episode with Greg Harrelson to learn: - The 3 must-have characteristics of your next real estate team member- How to find the right coach, how to become more coachable, and why he’s always sought coaching- The brokerage challenges from which teams emerged, how online buyer leads accelerated teams, and the future of real estate teams- The four things every brokerage or team must provide (and what they all have in common)- Why culture is more about agent retention than attraction- How he built and then disbanded his real estate team- Insights into acquiring agents, developing agents, and recruiting agents - The org structure for their 9-office, 5-market team and his place and role in it (including his 10-80-10 approach)- What’s been lost in the real estate industry and how easy it is to correct (spoiler: talk to more people)- Coaching an acquired agent from 40 transactions per year (mostly buyers) to 90 transactions per year (all listings)- Why he’s coaching pricing presentations, price reduction presentations, and listing extension presentations “religiously” right now- Very specific advice for the leader of a small real estate teamConnect with Greg Harrelson:- https://realestatesalessolutions.com/agent-success-academy/- https://www.facebook.com/groups/235977313258813- https://www.instagram.com/gregharrelsonrealestate/Connect with 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

Jul 30, 2024 • 1h 2min
036 AI + Agents = The Future of Your Team with Taylor Hack
Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribeThe future of your real estate team is agents working with AI. It's a human experience, not a bot experience. A well-equipped, tech-enabled agent becomes a cyborg.But don’t confuse a cyborg for a robot. The former is simply a living organism augmented by an artificial component or technology.So, a well-equipped human is a cyborg. For example: with a smartphone and a ton of texting shortcuts to save time or with a prompting process to write more personal emails or replies to reviews faster.The future of real estate sales and services belongs to those moving in this direction. Learn how and why - in a practical, approachable, no-hype way - with Taylor Hack, Owner of Hack&Co in Edmonton, Alberta. Taylor shares why he built a team (but not a mega team), how guests of Real Estate Team OS like Veronica Figueroa, Justin Havre, and Kris Lindahl have helped him on his journey, how he’s leveraged his passion for marketing and technology, and specific ways he’s using AI to improve himself, his team members, and their results.Get specific tips to increase speed and maintain quality in getting insights from spreadsheets, writing and replying to emails, responding to online reviews, and more!Listen to Ep 036 with Taylor Hack for:- A meaningful definition and clear benefits of synergy- How high-end car sales, mortgages, and irritation helped him produce $1M in commission in his first 32 months in real estate- Why he started his real estate team and how hard it is to learn to run a business- Why his 10-person team is exactly the right size (and how to find your right size)- Why “the future of real estate is cyborgs” delivering “awesome” and “now” five-star experiences- How to find the balance of people and machines in your business (how to make sure clients can’t “see the wires” of your machines)- How he learned about AI and a framework to better leverage Chat GPT (concluding with 3 critical questions)- Places to turn for trustworthy AI guidance (a couple of links here: https://linktr.ee/taylorhack)- Writing emails, replying to emails, and replying to reviews with AI- The benefits of a voice paragraph (written by and for AI)At the end, learn about earning a vintage 911, mowing the lawn, being present with dogs, and trading the two worst hours of your day for the two best.Taylor Hack:- https://www.instagram.com/taylorthehack/- https://linktr.ee/taylorhack- https://www.google.com/search?q=taylor+hack+follow+up+boss- https://www.hackandco.ca/team-pageReal 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

Jul 23, 2024 • 40min
035 What's In Your Real Estate Team Operating System?
Talk or type with our new Team Bot: https://realestateteamos.com/botWhat’s the OS stand for in Real Estate Team OS? Operating System!So what exactly is in your real estate team operating system?It’s everything backstage, behind the curtain, back of house, and behind the agent. It’s the people, processes, and technology we put into place to keep agents in dollar-productive activities and to add efficiency and scalability to our organization.In this episode, you’ll hear about key elements of the operating systems of 7 different team leaders and teamerage owners from New Jersey, Virginia, and Florida over to Colorado, Arizona, and Texas. Specifically, we asked: What are one or two key people, processes, or technologies that you couldn’t have built your team without?Watch or listen to Episode 035 of Real Estate Team OS for insights from:Dave NessFounder of Thrive Real Estate Group, an independent teamerage in Denver, ColoradoTwo key roles: the integrator (which gets various titles) and a dedicated sales leaderThe importance and challenge of having these roles well-staffedThe changing needs of your team over timeMicah HarperCEO of Exquisite Properties, an independent teamerage in San Antonio, TexasWhy his inside sales leader is titled Director of Opportunity How a truly empowered ISA team operatesWhat a healthy ISA-agent partnership looks likeBecky GarciaFounder and CEO of The Garcia Group, a 99% female real estate organization in Phoenix, ArizonaTwo roles to save time and improve results: operations manager and personal assistantThe challenge and benefits of migrating from one CRM to anotherTraining agents to communicate and demonstrate the differences in and benefits to the consumer of how your team operatesMarcus LarreaFounder and Team Lead at Palm Paradise Realty Group, an independent teamerage in southwest FloridaFirst two hires: transaction coordinator (do-it-all ops person) and marketingTwo key tools: Follow Up Boss and Cloud CMA (“best tool,” “best investment”)Mercy Lugo-StruthersCEO and Principal Broker at Casals, Realtors, in Northern VirginiaCharacteristics all staff and agents need to possess and how she evaluates them in the first 7 days and first 30 daysA piece of tech that’s “the glue of the team”The benefits of an accountability partner like the Zillow Flex programJoe OzRemote Team Leader of Joe Oz Real Estate Group in Montclair, New JerseyThe benefits of investing in a team member and having them grow into their strengthsRetention through compensationGetting saved from yourselfAbel GilbertBroker/Owner of ONEPATH Realty, an independent teamerage in Miami, FloridaThe constant change and evolution required in your operating systemMaintaining your database and sales processes in one, central hubSeeing the future 60 to 90 days out and making changes accordinglyConnect with Dave Ness: https://www.instagram.com/thrivedenver/Connect with Micah Harper: https://www.instagram.com/micahharper/https://www.instagram.com/exquisitepropertiessa/Connect with Becky Garcia:- https://www.instagram.com/garciagroupaz/Connect with Marcus Larrea:- https://www.instagram.com/marcuslarrea/- https://www.instagram.com/palmparadisegroupfl/Connect with Mercy Lugo-Struthers:- https://www.instagram.com/mercylugostruthersteam/- https://www.instagram.com/mercylugostruthers/Connect with Joe Oz:- https://www.instagram.com/joeozrealestate/Connect with Abel Gilbert:- https://www.instagram.com/growwithabel/- https://www.instagram.com/onepathrealty/Connect with 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

5 snips
Jul 16, 2024 • 54min
034 Simplifying Your Real Estate CRM with Elena Kee
Elena Kee, a former real estate team ops leader and now a tech consultant, shares her expertise. She reveals how a CRM migration sparked her journey in real estate. The conversation dives into identifying the right operations personnel and highlights the common challenges with tech stacks. Elena emphasizes the importance of streamlined workflows and transparency in CRM systems. Solo agents and mega teams alike can benefit from her insights on optimizing lead management and enhancing client engagement while maintaining a work-life balance.

Jul 9, 2024 • 41min
033 The Past, Present, and Future of Real Estate Teams
Tom Ferry, a real estate luminary known for his team-building expertise, teams up with Chris Heller, a seasoned expert in the evolution of real estate teams. They delve into the rich 30-year history of real estate teams and the impressive transformation from solo agents to collaborative units. The conversation highlights the critical role of team culture in boosting productivity and client satisfaction. They also explore the future of real estate teams, pondering whether they will dominate the industry as agents seek more support and structure.

Jul 2, 2024 • 57min
032 The Problem with Content-Based Training with Carmen Morin
Carmen Morin discusses the flaws in content-based training for real estate agents and emphasizes the importance of performance-based training. She highlights the significance of developing skills, behaviors, and mindsets, along with providing support and feedback for agent success. The conversation also delves into the balance between autonomy and support in training programs, the distinction between content-based and performance-based training in real estate, and effective training methods within a real estate team.

6 snips
Jun 25, 2024 • 51min
031 Why Growth Doesn’t Always Look Like Growth with Marcus Larrea
Marcus Larrea, Co-Founder of Stellar Medical and Founder of Palm Paradise Realty Group, shares insights on gamifying standards, social media engagement, and team building strategies. He discusses the importance of competitiveness, reinvesting profits, and creating a competitive edge. Learn about his unconventional journey, leadership principles, and maximizing performance in real estate teams.

4 snips
Jun 18, 2024 • 55min
030 More Listings in 90 Days with Jordana Tobel
Jordana Tobel from Premier Listings discusses tripling agent count, 90-day listing program, AI training, positive culture, and evolving team structure for agents of different proficiency levels. Insights on buyer consultations, professionalization of real estate industry, and personal journey from tennis to career development.

Jun 11, 2024 • 50min
029 Culture as Your Key to Sustainable Success with Abel Gilbert
Abel Gilbert, broker/owner of ONEPATH Realty in Miami, discusses the significance of culture and mindset for sustainable success in real estate. He reflects on the importance of focusing on the human experience of agents and clients. Abel shares insights on transitioning from agent to leader, the five essential departments of a real estate team, and the two crucial indicators to track. He emphasizes the need for robust systems, continuous learning, and nurturing a supportive team culture to navigate the ups and downs of the industry.

6 snips
Jun 4, 2024 • 1h 6min
028 Getting New Agents to 100% Proficiency with Jose Samano and Jeffery McGonigle
Jose Samano and Jeffery McGonigle, co-owners of Power Real Estate Group, discuss attracting and empowering new agents, emphasizing a collaborative culture and sales athlete development. They highlight the shift to professionalism in real estate, effective SOPs, team structure, and celebrating VAs. Key takeaways include the importance of grit and fundamentals, ISA support, building a professional team, working with VAs, personal preferences, and investing in learning and collaboration.
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