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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 fifth and final Techtember episode this year, Real Estate Team OS brings you the co-founders of Lab Coat Agents in conversations at the intersection of AI and relationships. In just 20 minutes, Tristan Ahumada recommends top tech tools for today’s environment, why agents who use AI won’t replace agents who don’t, the right way to differentia…
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In a very basic and very real way, real estate technology comes down to problems and solutions - an iterative journey toward a better result, a better business, and a better life. Here in our fourth Techtember conversation, you’ll learn how two leaders clearly identify problems and built their own tech solutions. Spend just over 20 minutes with Rya…
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Marketing is being eaten by AI. What’s that mean? And, more importantly, what does that mean for you and your real estate business? For answers, you’ve got two of the top marketing minds in real estate, Jimmy Mackin and Jason Pantana, here in our third Techtember episode. Leveraging generative AI and agentic AI. Balancing quality and efficiency - b…
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In order to protect, scale, and optimize a real estate business, you need systems. Tech-powered systems. AI-enhanced systems. In our second Techtember episode, Chief Operating Officer Camila Rivera and Operations Manager Julia O’Buckley give you insights into the evolution of tech stacks that don’t just enhance efficiency - they also drive agent su…
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AI voice and texting are changing the way we connect with the people in our database and convert new leads. And it’s changing the real estate agent’s role in the process. Here in our first Techtember conversation, real estate team leaders and returning Team OS guests Kyle Draper and Tiffany Gelzinis share the tools, strategies, and tactics of using…
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Get Brian's Playbook on discipline, structure, and healthy competition: https://vid.us/229qta Talent alone is never enough. The best in the business focus on fundamentals. It’s as true in real estate as it is in professional football. Brian Leonhardt shares lessons from his journey from professional football player to real estate agent to co-team l…
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The mission of SPACE in one line: “the greatest agent experience on Earth.” Their goal: “to be the first organized, actual team within a broker entity to navigate all 50 states and all metros in the entire country.” How did they get here? Co-founder and CEO Keith Anderson joins us to talk through their ambitious goals and unique approach to buildin…
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“I didn’t know those agents were on your team.” That’s the best compliment Ben Schreiber’s received recently. It came during a conversation with a couple of agents in his team’s market. Why is it a compliment? The model behind his real estate team is all about the agent, not about him. He wants them running their businesses their way - including lo…
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What does it take to build a real estate business that you truly love - rather than one you secretly want to burn down? In this conversation, Lindsay Dreyer, founder of City Chic Real Estate and Happy Agent Co, shares hard-won lessons from 14 years of brokerage ownership, including how she runs her boutique firm remotely, why intentionality trumps …
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What if every online lead that enters your CRM was the start of a lifelong client relationship—and not just a one-off deal? Here in our third Minisode, we reveal how top teams are converting above 20% by focusing on empathy, systems, and the long game … by starting conversations, assessing needs, and earning trust. As we’ve heard here on Real Estat…
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We’re just a few weeks removed from our first-ever Summit Series on Real Estate Team OS. In that series, we met and learned from 10 different real estate professionals from four teams in the same market. These team leaders, operations leaders, and real estate agents talked through a variety of helpful topics in mastermind-style conversations. Each …
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Before Mike Schumm coached, consulted, and partnered with many of the top teams in the real estate industry, he built 10 small businesses - from meat packing to property management to national cleaning franchise. He brought that experience to real estate concurrent with the release of The Millionaire Real Estate Agent, got blocked while building hi…
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Andy Mulholland spent a decade building and running a successful real estate team. He and his wife, Ellyn, now run the books for many top real estate teams. He joins us on Real Estate Team OS to help you get a handle on your real estate business financials. Your P&L. Your net profit margin. And he does it by keeping things simple. Andy shares with …
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Welcome to our sixth and final episode in the all-new Summit Series! As we were in the third episode, we’re joined by 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 See or hear our first conversa…
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Holding agents accountable drives activity, productivity, and profitability. But it can also create confusion, frustration, and burnout for you - and for your agents. So how do you set up accountability systems that agents will actually use and benefit from? In under 10 minutes, our five guests cover: - The relationship between and metrics behind a…
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Welcome to our fifth episode in the all-new Summit Series! As we were in the second episode, we’re joined by 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 See or hear our first conversation with Emily and Gio…
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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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