Real Estate Team OS

An incredibly valuable part of your team operating system: the ISA function, your ISA team, and your Inside Sales Manager. Here in Episode 38, Lisa Ryan, Director of Opportunities at Exquisite Properties LLC, an independent teamerage in San Antonio, Texas, shares her path from ISA and Inside Sales Manager into her current role. You’ll learn how they build trusting partnerships with agents, how they compensate ISAs, which daily activities are expected, what metrics they track, how they manage handoffs to agents, when ISAs take opportunities back from agents, the role of AI in opportunity development, their training cadence for agents and ISAs, and much more!Watch or listen to Episode 038 with Lisa Ryan to learn:- The benefits of modeling behavior in-office and in-person- The path in and out of ISA and Showing Assistant positions and why the ISA position isn’t “entry level”- The language and mindset of opportunity- Keys to a healthy agent-ISA relationship- How they compensate ISAs on buyer and seller transactions and with bonuses and incentives- Core activities in the role, including 1,000 calls per week- How they manage handoffs from ISA to agent (and exactly when and why ISAs are empowered to take those opportunities back)- Key metrics they pay attention to besides calls and appointments- What their training schedule looks like- The pros and cons of AI in lead engagementAt the end, you’ll hear about fantasy football, ramen noodles, family walks, and “adult cartoons.”Connect with Lisa Ryan: - https://www.instagram.com/exquisitepropertiessa/- https://www.tiktok.com/@isasofsa- Email: Lisa @ ExquisiteSA . comConnect with Real Estate Team OS: - https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

Prospecting 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/

The 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/

What’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/

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.

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.

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.

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.

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.

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.