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Real Estate Team OS

Ethan Beute | Follow Up Boss

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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.
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In our fourth episode in the Summit Series, we pick up again with these four real estate team leaders in one conversation: - Renee Funk of The Funk Collection - Ken Pozek of Pozek Group - Ben Laube of Ben Laube Homes - Jenny Wemert of Wemert Group Realty Each runs their business differently - from vision to lead generation to culture. So you’ll hea…
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Welcome to our first-ever, six-episode Summit Series! Here in our third episode, we host four real estate agents in one conversation: - Bree Tucker with Pozek Group - Tony Galarza with Wemert Group Realty - Matt Anderson, solo agent with eXp Realty - Nick Nelson, solo agent with eXp Realty Real Estate Team OS is bringing you the Summit Series, a ne…
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Welcome to our first-ever, six-episode Summit Series. Here in this second episode, we host two operations leaders in one conversation: - Emily Smith, Chief Operating Officer for Wemert Group Realty - Gio Sanginesi, Agent Partner who's also served as VP of Growth for Pozek Group The Summit Series a new format that has an element of our Inside The Te…
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Welcome to our first-ever, six-episode Summit Series. In our first episode, we host four real estate team leaders in one conversation: - Jenny Wemert of Wemert Group Realty - Ken Pozek of Pozek Group - Ben Laube of Ben Laube Homes - Renee Funk of The Funk Collection To help you make your next decision or take your next step, no matter where you are…
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Hiring the wrong first person could cost you months or even years. Minisodes, a new Real Estate Team OS series, were made to help you get it right in 10 minutes or less! In under 9 minutes, you’ll learn: • Why hiring a buyer’s agent first is often a MISTAKE • What your actual first hire should be—and how to define their role • Real stories and hard…
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Facebook Groups. They’re the foundation of the introvert-friendly strategy that jump-started Marisa Lindsay’s real estate business, serves as the foundation for her real estate team in Colorado Springs, and fuels a growing referral network across the country. Learn from the founder of The Collective by Marisa Lindsay, as well as from their TC/CTO/p…
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Less than three years ago, Team Peterson-Jackson was a two-agent domestic real estate team. Today, they’re at 74 agents and counting. All along, they’ve been on a mission to: increase African American homeownership rates build generational wealth create knowledgeable and productive real estate agents In this conversation, LaShawn and Towanna Peters…
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We talk regularly about the role of tech, automation, and AI here on Real Estate Team OS. The predominant vision: these tools make real estate agents more consistent and efficient. Among countless other visions: AI will relegate the agent to a glorified door opener. Here in this preview episode of our upcoming, six-episode Summit Series, you’ll hea…
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Over the past 20 years, Dustin Oldfather has connected with and been coached by the best in the real estate business, including several of our guests on Real Estate Team OS. As a result, he’s experimented with different methods and models - with VAs, ISAs, training cadence, lead distribution, and more. The top-ranked real estate team in Delaware, T…
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The JDRE Team was growing quickly in the relatively small and highly competitive market of Hood River, Oregon. But when their Director of Operations and Marketing Manager separated from the organization, team leader Jen Dillard found herself back in a challenging, undesirable, and familiar spot - wearing all the hats and doing all the things, but n…
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Seasoned agents and new agents alike often wonder what they’ll give up when they join a team - including their identity. Over the past decade, Lisa Stafford has refined an identity-based team model that blends the best of both the team and solo experiences - your individual identity and the team’s collective support. To reflect this approach, she c…
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When you’re an early stage team leader who’s built your business on a high level of customer care, you have to figure out how to balance the needs and wants of your clients, agents, systems and processes, and … life. Instead of seeking balance, Jordan Quaresma has opted for integration. Jordan’s the leader of a four-person, four-year-old team that …
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A Division I college athlete, Chief of Logistics with the US Army Corps of Engineers, licensed real estate agent, franchise founder, and entrepreneur, Harvey Yergin discovered EOS like you … the hard way. A friend gave him a copy of Traction, which he didn’t read … until he experienced pain, frustration, confusion, and misalignment within one of hi…
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Owned and led by Kristina and Kiki Salcido, K2 Omni Group is based in Albuquerque, but they’ve expanded to Boston and Dallas. How? By finding the right business partners and providing their “business in a box.” In order to do that, you need a standardized team structure and refund, centralized systems. Go inside their operating system, which is und…
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Verified rankings of the top agents and teams in your city, state, or nation - that’s what RealTrends Verified works to produce every year. Go inside the rankings to learn how they work. What’s the difference between an agent and a team (it’s not as easy as you might think)? What’s the difference between a large team and a mega team? How do you ver…
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Jessica Boswell’s goal is to build the first female-led team to be #1 in units sold in Connecticut. And she’s off and running. The founder and team leader of J. Boswell Team at LPT Realty in West Hartford, Connecticut, Jessica refuses to “cheap out,” works to get things done “the right way,” and is “all in” on all things. In this conversation, you’…
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Top-line revenue growth of a real estate team is great. But driving that growth while preserving your gross profit margin and net profit margin is even better. In this conversation, Anthwon Thomas shares his numbers along with the story of starting and growing Silver Lining Real Estate Group brokered by Real in Lafayette, Indiana. Learn the key ele…
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Founder and team leader George Laughton is focused on top-line revenue growth. COO Billy Hobbs is focused on expense management and operational efficiency. Both have an eye on net operating income, but neither is cuffed to the numbers or focused on making a specific margin at all costs. Ultimately, they’re working to build a durable business - one …
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Phone calls create conversations. Conversations make paychecks. How many two-minute conversations do you need to make a paycheck? About 31. Throughout this conversation, Tyler Blair repeatedly emphasizes a real estate fundamental: “phone calls are the only thing that matters.” Learn how that helped him grow 15% in a down year and 4x agent count ove…
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Most great agents and teams provide significant value to clients before and during a real estate transaction. But most aren’t as systematic or successful after the transaction. Amy Stockberger solved this problem with margarita machines (among other tools and supplies!). In this conversation, Amy walks us through a system that serves your clients, …
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Jonathan Campbell leads the #1 real estate team in Pennsylvania. The 20 agents on the team each close 45-50 units per year. Together, they more than tripled the units and nearly doubled the volume of the second-ranked team. What are the keys to this success? How does the team sustain such high per-agent productivity? After appearing as one of four …
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Over the past few years, Tarasa Hurley has become licensed, a real estate agent, a team leader, and a co-owner of an independent brokerage. One key to this progress is a problem many people would love to have: too many leads! Hear the story of tearing down the team’s first iteration and rebuilding. Learn how speed, flexibility, and control over onl…
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Like many team leaders, Jill Biggs didn’t intend to become a real estate agent or start a team. Today, she leads the top team in her market, The Jill Biggs Group with Coldwell Banker Realty in Hoboken, NJ. Get stories and lessons from nearly 20 years of growing the team to about 60 agents. Learn some of the key roles brought in to support the team,…
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Along with her first two team members (who are still with the team today), Treasure Davis built the #1 real estate team in Colorado Springs - a team of 15 agents who closed more than 400 units last year. More than 20 years into the business and more than a dozen years into building the team, Treasure reflects on the people, processes, and technolog…
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From being one of the first four real estate agents of a new real estate company to serving as Chief Operating Officer of a +1,000-member organization, Lauren Bowen has experienced, learned, and achieved more than most in the industry over the past decade … all with boldness and kindness. We opened 2024 with Lauren as our first guest. Now we’re ope…
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Compared to 2023, production was down about 18% this year for The Funk Collection brokered by eXp Realty in Orlando, Florida. Co-team leader Renee Funk took no pleasure in sharing that, but also acknowledged that it’s a fact. Many teams experienced similar results, driven by all kinds of change. But change presents opportunity and Renee is bullish …
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Meet and learn from four of your fellow Real Estate Team OS listeners who share 2024 wins and 2025 game plans with you. Each person shares what's ahead in 2025, the state of their real estate business today, and what they've learned and implemented from guests on the show. A few themes in this special year-end episode: - People power (and supportin…
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Meet and learn from four of your fellow Real Estate Team OS listeners who share 2024 wins and 2025 game plans with you. Each person shares what's ahead in 2025, the state of their real estate business today, and what they've learned and implemented from guests on the show. A few themes in this special year-end episode: - A framework to scale your r…
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Get key takeaways from The Teams Report, a first-of-its-kind report providing essential benchmarks for real estate teams. Get insights into the teams of your peers and competitors in categories like: team size, org structure, roles, compensation, GCI, growth expectations, tech budget, lead gen and distribution, cost per lead, referral fees, databas…
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[Episode 10 in the Inside Whissel Realty series on Real Estate Team OS] For each of the past few years, Adrian Quijano has doubled sales production - from 15 to 30 to nearly 60. And he’s pacing to double it again this year. Learn how and why the top real estate agent in Whissel Realty Group and a top 1% Realtor in San Diego County plugged into the …
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[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 organiz…
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[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:…
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[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 app…
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[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 tact…
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[Episode 5 in the Inside Whissel Realty series on Real Estate Team OS] After managing a yoga studio for a decade, Katy Carlson joined Whissel Realty Group brokered by eXp Realty in San Diego as a real estate agent. In her first 18 months, she became a mentor and helped mature the mentorship program. She then shifted to the admin side as Head of Age…
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[Episode 4 in the Inside Whissel Realty series on Real Estate Team OS] Learn from school-teacher-turned-ISA-turned-sales-leader Rachel Choo how the skill of regulating emotions improves sales as we dive into the agent training, mentorship, and role-play behind the #1 team in San Diego, a top team in the nation, and a top team in eXp Realty globally…
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[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 (no…
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[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 w…
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Within 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-epi…
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Shawn 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, …
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Four and a half years ago, Kyle Draper started Serene Team (brokered by eXp Realty in Los Angeles) with two agents he’d mentored earlier in his career and an admin. Today, the team is more than 40 agents strong - and growing. As you’d expect, the path was filled with hard-learned lessons and supported by the guidance of mentors. Those initial team …
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Chase Whitney is doing geographic farming activities today that he was doing as a pre-teen to support his parents' real estate business. After more than a dozen years as an agent himself, Chase still does many hands-on, in-person, face-to-face, and human-to-human activities that can’t be scaled or leveraged. But he’s also passionate about tech and …
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Deep experience with transaction coordination and operations. Roles on mega teams and small teams alike. A passion for and understanding of technology. Lisa Vo brings more than a dozen years of industry experience and specific strengths and insights to this Techtember conversation. Watch or listen to this Techtember episode of Real Estate Team OS t…
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From studying supply chain management to running operations for a team from 0 to 100 agents to becoming COO of a real estate team committed to per-agent productivity, Chelly Herren’s seen, tried, learned, and achieved a lot - especially in the zones of real estate tech and real estate ops. And she’s here to share it with you. - How to simplify your…
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Real estate agent. Operations leader for a real estate team. Partner in a real estate brokerage. Real estate tech consultant. These are just a few of the roles Lee Adkins has played and seats he’s been in over the past couple of decades in the industry. He’s the Co-Founder and Chief Partnership Officer of Amplified Solutions, a team that designs, i…
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When set up properly, your technology should be shaped to your real estate team’s way of doing things. It should support your vision and your dreams. It should enhance and improve your SOPs. But often we get things turned around and allow our tech to dictate how we operate. Instead of adding efficiency and profitability, our tech can add unnecessar…
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Your customer is your North Star. They're the reason you're in business. They're the source of revenue and referrals. You may have personal motivations and goals for yourself and your team, but none are achieved if you don’t attract the right people and deliver exceptional customer experience. So how do you build a customer-centric culture, then su…
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In recent years, The Duncan Duo Team has been twice the size and done twice the transactions. Today, they’re in a healthy spot between a small SEAL team and a mega team - and Owner Andrew Duncan is back in, hands-on, every day. Leadership changes. Marketing changes. Buyer agency changes. Andrew speaks to them all in this conversation. He shares how…
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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 the…
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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 yea…
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