This week, you’ve got two episodes in one! Both were recorded live on stage at Unlock by Zillow in November 2025. The first half takes you inside Hiller Group on Florida’s Emerald Coast and Opt Real Estate in Portland, Oregon.
MARK HILLER
Finding and empowering the right person allowed Mark to double production as a solo agent, start a real estate team, and set it up to scale. He shares lessons from that person and process, explains how he preserved profits as his housing market slowed to a halt, and gives you specific tips for working successfully with virtual assistants.
Go inside Hiller Group, a 12-agent, 5-staff, 8-VA team in Niceville, Florida.
Watch or listen for insights from Mark on:
DREW COLEMAN
Opt Real Estate is a 100-person company on pace to for 1,000 transactions and more than $500M in sales. But for Founder Drew Coleman, that’s not a goal - it’s an outcome of a dedication to “fabled service” for agents and their clients.
Be sure to listen for a great Olympics metaphor that serves as an important reminder and even a caution about recruiting and retention!
Watch or listen for insights from Drew on:
Team Bot (free, always on):
→ https://realestateteamos.com/bot
Connect with Mark Hiller:
→ https://www.instagram.com/markhillerfl
Connect with Drew Coleman:
→ https://www.instagram.com/drewcoleman
→ (503) 351 3739
Connect with Real Estate Team OS
→ https://www.realestateteamos.com
→ https://linktr.ee/realestateteamos
→ https://www.instagram.com/realestateteamos/
Get email-exclusive insights and subscriber-only episodes - absolutely free: https://realestateteamos.com/subscribe
This week, you’ve got two episodes in one! Both were recorded live on stage at Unlock by Zillow in November 2025. The first half takes you inside The Nickley Group in Florida and the second half takes you inside HomeTeam4U in Wisconsin.
TOM AND ALEXIS NICKLEY
Alexis and Tom Nickley, co-team leaders of The Nickley Group in Orlando, credit team culture with the growth and success of their 65-agent, 20-staff real estate team pacing for 900 transactions and $400M in sales.
Learn two key roles, four core values, and three things they’re focused on in the year ahead!
Watch or listen for insights from Alexis and Tom on:
JEN STAUTER
Jen Stauter serves as team leader of HomeTeam4U in Sun Prairie, Wisconsin. She walks you through the personality types that work within their 32-agent organization, how she plans to get to 50 agents, two specific ways the Agent Success Coordinator roles has helped her and the team, a unique quality of their mentorship program, and more!
Watch or listen for insights from Jen on:
Connect with The Nickley Group:
→ https://www.instagram.com/thenickleygroup/
Connect with Jen Stauter:
→ https://www.instagram.com/jennifer_stauter_kornstedt/
Connect with Real Estate Team OS
→ https://www.realestateteamos.com
Get email-exclusive insights and subscriber-only episodes - absolutely free: https://realestateteamos.com/subscribe
If you’re looking for ways to leverage AI, automations, and technology without losing sight of what matters most - relationships, culture, and client goals, then you’re in the right place!
This is just some of what you’ll get with Matt Croteau, team leader with The Fernandez Group in Orange, California.
Get tech tips that honor the human touch and your client’s goals and that make AI your assistant, not your replacement. Learn Custom GPTs for on-the-fly coaching and real-time scripting. Hear automations that drive lead engagement and save time.
Watch or listen for Matt’s insights into:
- Ways to sustain a healthy culture even when agents aren’t in the office
- The path from loan officer to real estate agent to team leader
- Foundational pieces needed to start a productive partnership
- The importance of staying focused on client goals
- The role of AI and automation vs the role of the real estate agent
- Best practices for AI voice and texting, including seamless handoffs to humans
- Three specific ways to set up for success in Follow Up Boss
- Specific automations to set up to improve lead engagement and lead conversion
- The RELIC framework for better AI prompts and specific prompting tips for better output
- The basics and benefits of Custom GPTs - with two time-saving examples
- One way the Comet browser from Perplexity saves him time
- What’s stayed the same and what’s changed for lead conversion over the past several years
- Who to hire in-house and what to hire out to virtual assistants
At the end, learn about a disappointing baseball season, overpriced robots, open skies, and quieter trails.
Mentioned in this episode:
→ Techtember on Real Estate Team OS https://www.youtube.com/playlist?list=PLCJiXNo93cVoSlXhdFv_RC9V8G5tUw1QX
→ Follow Up Boss Success Community https://www.facebook.com/groups/followupbosscommunity
Connect with Matt Croteau:
→ Email: Matt at MattSellsOC dot com
Connect with Real Estate Team OS
→ https://www.realestateteamos.com
→ https://linktr.ee/realestateteamos
→ https://www.instagram.com/realestateteamos/
Get email-exclusive insights and subscriber-only episodes - absolutely free: https://realestateteamos.com/subscribe
After earning two degrees in architecture and starting your career with a design firm, you get into real estate operations.
Your first task: turn a real estate team into an independent brokerage. Overnight, if possible.
Your second task: expand and renovate the office to prepare for growth.
Meanwhile: you need to get the systems and processes out of people’s heads, merge them together, get it documented, redesign onboarding, and teach it to agents.
That’s just some of what you’ll get in this conversation with Matteo Zingales, Director of Operations at Team Zingales Realty, a family-owned, independent teamerage.
How to create the role from scratch.
Why to put observation before innovation.
How to set up the tech stack for scale.
Which three questions to ask to get constructive criticism from your business partners.
Four years into his journey, Matteo shares these details and more!
Watch or listen for insights into:
At the end, learn how Gillette Group, Wemert Group Realty, and SERHANT. Real Estate fuse brand, systems and performance, how luxury items can commemorate milestones, and which books have helped this Director of Operations.
Mentioned in this episode:
→ Camila Rivera https://www.realestateteamos.com/episode/team-leader-guide-making-your-first-operations-hire-camila-rivera
→ Jenny Wemert https://www.realestateteamos.com/episode/jenny-wemert-group-realty-independent
→ Emily Smith https://www.realestateteamos.com/episode/emily-smith-intrapreneur-entrepreneur-teamerage
→ 10X is Easier Than 2X https://10xeasierbook.com/
→ Rocket Fuel https://rocketfueluniversity.com/rocket-fuel-book/
Connect with Matteo Zingales:
→ https://www.instagram.com/matteoonops/
→ https://www.linkedin.com/in/mzingales/
→ https://www.tiktok.com/@team.zingales.realty
→ https://teamzingales.com/team-zingales-difference/meet-our-team/
Connect with Real Estate Team OS:
→ https://www.realestateteamos.com
Webinar: See what your contacts are doing on Zillow - Mon, Dec 8 - https://followupboss.zoom.us/webinar/register/WN_-jOL8Gu3TZ2IWR_atbijlA#/registration
What if your biggest mistakes became the blueprint for your next business?
That’s exactly what Marissa Canario is doing with Apex Realty Group, which she’s building from Milwaukee, Wisconsin.
After building a 7th-level insurance agency and after opening 168 markets (yes 168!) as a real estate leader on a national expansion team, Marissa’s now taking lessons learned to build again - with deeper obsession and a clearer value prop.
She shares the key to improving both agent experience and client experience. She details her segmented approach to onboarding (and re-onboarding) agents. She explains the pitfalls to avoid in market expansion and when to know if you’re ready. And she shares a vision of teams getting larger and larger in the years ahead through mergers and acquisitions.
Watch or listen for Marissa’s insights into:
At the end, learn about the value of integrity, the ends of toilet paper rolls, the bottoms of shampoo and ketchup bottles, and fewer business books.
Episodes mentioned:
→ AI Voice and Texting with Kyle Draper and Tiffany Gelzinis
→ Redefining the Role of the Real Estate Team Leader with Keith Anderson
→The Roll-Up Strategy for Business Growth with Sam Khorramian
Connect with Marissa Canario:
→ https://www.instagram.com/marissacanario/
Connect with Real Estate Team OS:
→ https://www.realestateteamos.com
Webinar: See what your contacts are doing on Zillow - Mon, Dec 8 - https://followupboss.zoom.us/webinar/register/WN_-jOL8Gu3TZ2IWR_atbijlA#/registration
Which is the better direction for you: real estate team leader or independent brokerage owner? Or even: independent teamerage owner.
Get practical tips and helpful ideas to help you figure out which is right for you from Brad Nix, who helped turn two teams into brokerages.
Go inside Path & Post, a brokerage that runs as a unified team of 6 staff and about two dozen agents - with a focus on onboarding and training professional Strategic Guides, creating your own systems and processes, and on making decisions based on core values.
Their ultimate metric: 5-star reviews.
Watch or listen to this conversation with Brad for insights into:
At the end, learn about season tickets, a bag closet, board games, and a healthy diet for your mind.
Mentioned in this episode:
→ https://realestateteamos.com/bot
→ https://www.getguru.com/
→ https://reformationbrewery.com/
Connect with Brad Nix:
→ https://pathpost.com
Connect with Real Estate Team OS:
→ https://www.realestateteamos.com
→ https://linktr.ee/realestateteamos
→ https://www.instagram.com/realestateteamos/
From fix-and-flip investor to Founder and Owner of the #1 real estate team in California and #3 in the United States, Sam Khorramian has been driven by “pigheaded determination.”
Sam talks through primary drivers of his success, including “wow” experiences, a differentiated business model, and a roll-up strategy for business growth. He explains why it made sense to go from independent brokerage to a team brokered by LPT Realty.
Learn to acquire complementary businesses outside of the three most common ancillaries and RESPA requirements with no money out of your own pocket - with an example of how those deals are structured. And learn how to make your real estate team a more valuable acquisition target.
Watch or listen for Sam Khorramian’s insights into:
At the end, learn about underdogs, expensive passions, and masterminds.
Mentioned in this episode:
→ Big Block and LPT Realty (webinar) https://youtu.be/-kMlDY4KLuk
→ The New Gold Standard (book) https://www.josephmichelli.com/yournewgoldstandard.com/
→ Epic Network https://epicnetwork.com/
→ Mango Automotive https://www.mangoautomotive.com/
Connect with Sam Khorramian:
→ https://www.instagram.com/the9thzero/
Connect with Real Estate Team OS:
→ https://www.realestateteamos.com
→ https://linktr.ee/realestateteamos
→ https://www.instagram.com/realestateteamos/
You’re growing your real estate team or real estate brokerage.
Some of your agents are interested in starting a team within your business. Or small teams are approaching you about joining your team or brokerage.
What kinds of rules and standards should you have in place? What are the tough conversations you need to have? How do you open up this opportunity while preserving the integrity and profitability of your business?
For helpful ideas and practical lessons, enjoy this conversation with Eric Bramlett, Broker and Owner of Bramlett Partners, an independent brokerage with 125 agents.
Pay special attention to the three paths an agent can take to get what they want without starting a team!
Watch or listen for Eric’s insights into:
At the end, learn about individual performers, the Innovation Hub, delivery vs pickup, and the days-on-mountain metric.
Team Standards at Bramlett Partners:
→ Team eligibility and team building policies: https://support.bramlettpartners.com/article/329-team-eligibility
→ Team and team leader hiring process and standards: https://support.bramlettpartners.com/article/776-team-team-leader-hiring-process-standards
→ Team culture code: https://bramlettpartners.com/join-bramlett#culture
→ Team retention stats: https://bramlettpartners.com/join-bramlett#growth
Mentioned in this episode:
→ Research on what agents want from brokerages: https://www.mikedp.com/articles/2025/8/21/research-study-what-agents-really-want-in-a-brokerage
→ Sean Soderstrom (Courted) and Eric Bramlett discussing the research: https://youtu.be/rECokGVWZkA
→ Brittany Hodak on The Customer Experience Podcast: https://bombbomb.com/podcasts/creating-superfans-brittany-hodak-customer-experience/
→ Brittany Hodak on Bramlett Partners Podcast: https://youtu.be/X-CJs13KNhc
→ Creating Superfans: https://brittanyhodak.com/book#/
→ The Real Estate Innovation Hub: https://www.reinnovationhub.com
→ FUB Co-founder Dan Corkill on Real Estate Team OS: https://www.realestateteamos.com/episode/customer-centricity-follow-up-boss-founder-dan-corkill
Connect with Eric Bramlett:
→ Eric @ Bramlett . me
→ https://bramlettpartners.com/agents/eric-bramlett
→ https://www.instagram.com/bramlettpartners/
Connect with Real Estate Team OS:
→ https://www.realestateteamos.com
What does it take to form a real estate partnership that lasts? One that’s built to endure all kinds of markets, to serve all kinds of clients, and to stand the test of time?
Some of the components - like shared values and great people - are intuitive. Others - like valuations, management agreements, and unified brands - are less so.
Mike Hines joins us to share lessons learned in partnering with Scott Hines to create Oyler Hines, an incredibly productive team.
Learn how they put it all together culturally, financially, and legally - and get tips on per-agent productivity and new construction sales.
Watch or listen for Mike's insights into:
At the end, learn about the end of the loaf, workout retreats, and head-clearing, all-day walks.
Mentioned in this episode:
→ Kevin Oakley https://www.doyouconvert.com/team/kevin-oakley/
→ 1000watt https://1000watt.net/
→ Jill Biggs https://www.realestateteamos.com/episode/hardwired-for-hard-work-with-jill-biggs
→ The 12-Hour Walk https://12hourwalk.com/
Connect with Mike Hines:
→ https://www.instagram.com/mphines1/
→ https://oylerhines.com/mike-hines/
→ Mike at OylerHines dot com
Connect with Oyler Hines:
→ https://www.instagram.com/oylerhines/
→ https://oylerhines.com/
Connect with Real Estate Team OS:
→ https://www.realestateteamos.com
→ https://linktr.ee/realestateteamos
→ https://www.instagram.com/realestateteamos/
Ever wondered when it’s time to hire your first full-time recruiter? Or what it takes to lead the market in agent retention?
Tiffany Williamson, Owner and President of Navigate Realty, shares the hard lessons and successful steps that have driven their growth to hundreds of agents in multiple markets. From hiring a full-time recruiter (on the third try!) to running blind surveys after every onboarding, this conversation is packed with actionable insights to help you recruit and retain agents.
At the center of it all is culture. And at the center of culture are people, stories, and transformations. That’s because people don’t join value props. People join people.
Tiffany shares the strategies and tactics that have the team pacing for $1B in sales this year, including value prop and agent avatars, onboarding your recruiter and building out a department (no real estate experience required!), and lifting agent success and retention.
Watch or listen for Tiffany’s insights into:
- The central role consistency plays in success
- Backing away from buying a company to double down on Navigate
- Why they went the independent brokerage route
- How focusing on what agents need and leading the market in retention are driving a $1B pace
- Lessons learned in hiring a full-time recruiter
- What should be in place before hiring your recruiter and why it’s not as big a risk as you think
- What the first 90 days should look like for your recruiter and why stories of transformation should be their focus
- How they’ve evolved their onboarding program from version 1.0 to version 3.0 and how they run it
- Why the industry is going more toward big teams and brokerages (spoiler: it’s getting more agent-centric)
At the end, learn about a secondhand Chanel bag, 80% capacity for short-term rentals, and the Canyon Ranch experience.
Connect with Tiffany Williamson:
→ https://www.instagram.com/tiffany_williamson_/
→ https://www.navigaterealty.com/agents/tiffany-williamson/
Connect with Real Estate Team OS:
→ https://www.realestateteamos.com
→ https://linktr.ee/realestateteamos
→ https://www.instagram.com/realestateteamos/
The Agency Team is the #1 real estate team in Hawaii. They recently achieved their first 100-unit month. They recently expanded beyond the islands to the mainland. They’ve grown to 150 agents.
And they’ve done it all with zero recruiting.
How? Attraction.
On day one, team leader Dylan Nonaka created a “culture code” that focuses on family and relationships and emphasizes the abundance mindset and pay-it-forward practice.
Two channels that help attract agents and clients to them: video and social media.
Two concepts you’ll hear in this episode: “your vibe attracts your tribe” and “who not how.”
Watch or listen to this conversation with Dylan for insights into:
At the end, learn about Javelin Squad with 3rd Battalion, 7th Marine Regiment, about never paying for a haircut, about being forced to be fully present, and why “the devil lives in the white space.”
Mentioned in this episode:
→ https://whonothow.com/
→ https://unlockconference.com
Connect with Dylan Nonaka:
→ https://www.instagram.com/konabroker/
→ https://www.youtube.com/channel/UCNtK6ItXmpLIPB7FWUSsyyw
Connect with Real Estate Team OS:
→ https://www.realestateteamos.com
→ https://linktr.ee/realestateteamos
→ https://www.instagram.com/realestateteamos/
A common question among real estate team leaders: How do I find my first operations person?
Every visionary needs an integrator. Every people person needs a process person. Every team leader, at some point, needs an assistant or operations manager to continue growing their business efficiently and sustainably.
When is that point?
Where do I look?
What should I look for in terms of skills or characteristics?
How should I pay them?
Can’t I just use an overseas VA instead?
For answers to these questions and more, we're honored to bring you Camila Rivera, COO of Laurie Finkelstein Reader Real Estate. She has a decade of tenure there and started as a part-time, do-anything assistant. She also coaches operations for teams across North America.
When you find the right person and invest in them properly, they could be the Chief Operating Officer you'll need!
Watch or listen for Camila’s insights into:
At the end, learn the value of five siblings, five-star hotels, movement as medicine, and mental endurance.
Connect with Camila Rivera:
→ Instagram https://www.instagram.com/camila_rivera/
→ Facebook https://www.facebook.com/camila.rivera.967
→ LinkedIn https://www.linkedin.com/in/camila-rivera-817903113/
Meet us at Unlock:
→ Unlock https://www.unlockconference.com/
→ Use promo code TEAMOS for 20% off the current price
Related episodes:
→ Camila Rivera and Julia O’Buckley https://www.realestateteamos.com/episode/agent-success-tech-crm-camila-rivera-and-julia-obuckley
→ Laurie Finkelstein Reader https://www.realestateteamos.com/episode/laurie-finkelstein-reader-people-over-profits
→ COO Emily Smith https://www.realestateteamos.com/episode/emily-smith-intrapreneur-entrepreneur-teamerage
→ Christy Belt Grossman https://www.realestateteamos.com/episode/operations-leadership-real-estate-assistant-coo-christy-belt-grossman-ops-boss
Connect with Real Estate Team OS:
→ https://www.realestateteamos.com
→ https://linktr.ee/realestateteamos
→ https://www.instagram.com/realestateteamos/
Right now, Q4, is the most common time for real estate agents to leave their real estate team or brokerage and join another one.
But why do agents leave? And what are agents looking for?
For answers to those questions and more, watch or listen to this conversation with Chris Giannos. He’s personally recruited hundreds of agents - at time at a pace of 10-15 agents every two weeks. And the company he leads, Humaniz, has a 2024 recruiting data set informed by more than 30,000 agents.
Improve your recruiting process and results based this data and experience. Get insights from whether you’re even ready to recruit through screening and interviewing.
Watch or listen to Episode 081 with Chris Giannos insights into:
At the end, learn about winning with Tenacious Z, eating “total trash” with no shame, and using AI “without losing (yourself)”.
Connect with Chris Giannos:
→ https://www.instagram.com/chris.giannos/
Connect with Real Estate Team OS:
→ https://www.realestateteamos.com
→ https://linktr.ee/realestateteamos
→ https://www.instagram.com/realestateteamos/
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 differentiate through tech, and a simple process to keep up with the latest trends.
Then, in under 20 minutes, Nick Baldwin breaks down the marketing challenge of meeting client expectations, how to get better results from ChatGPT, and how he’s blending in-person and tech-enabled experiences as he heads back into production as an agent.
TRISTAN AHUMADA
Before he founded Lab Coat Agents, Tristan Ahumada built a tech-forward reputation in his first real estate office and then in his local real estate market.
Over the past 20 years, he’s remained a “10 out of 10” in his passion for new tools and tech to empower agents, teams, and brokerages. He returns to Real Estate Team OS to talk about AI, attention and relationships and brings both trends and counter-trends to the conversation.
Tristan recommends specific tools and challenges common hype.
Watch or listen for Tristan Ahumada's insights into:
NICK BALDWIN
What happens when a self-described “incurable” shiny object syndrome tech junkie returns to real estate sales production?
Based on his 20 years in the business, Nick Baldwin shares how he went from manually uploading listings before IDX existed to building a tech stack powered by AI, automation, and a healthy dose of human touch.
Along the way, he shares helpful tips to improve your marketing and to get more out of ChatGPT.
Watch or listen for Nick Baldwin's insights into:
Mentioned in this episode:
→ First episode with Tristan Ahumada https://www.realestateteamos.com/episode/tristan-ahumada-keys-real-estate-team-success-fubcon
→ Tube Buddy https://www.tubebuddy.com/
→ CapCut https://www.capcut.com/
→ Claude https://claude.ai/
→ ChatGPT https://chatgpt.com/
→ Lab Coat Agents https://www.facebook.com/groups/labcoatagents/
→ Your Daily Real Estate https://www.youtube.com/channel/UCdD80T1OmYdwSLTcH9VNQHw
Connect with Tristan Ahumada:
→ https://www.instagram.com/tristan.ahumada/
→ https://bio.site/tristanahumada
Connect with Nick Baldwin:
→ Facebook: https://www.facebook.com/NickBaldwin79
→ Email: nickbaldwin1979 at gmail dot com
→ Icenhower Coaching and Training: https://therealestatetrainer.com/
Connect with Real Estate Team OS:
→ https://www.realestateteamos.com
→ https://linktr.ee/realestateteamos
→ https://www.instagram.com/realestateteamos/
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 Ryan Young - CEO and Team Leader of the #1 team in Ohio, as well as CEO and Co-Founder of Fello.
Then spend just under 24 minutes with Brian Hurley - a Google engineer who also builds marketing and tech solutions for his wife Tarasa, who’s grown from agent to team leader to brokerage co-owner.
RYAN YOUNG
When you’re building the #1 real estate team in your state, you run into problems. One of the most important: building a moat around your most valuable asset - your database.
Ryan Young, CEO and Team Leader of The Young Team in Northeast Ohio, decided to build a solution. And that solution became Fello, where’s Co-Founder and CEO.
Learn how he evolved from a post-it-note agent to a tech-obsessed, AI-driven leader. Learn how Fello continues to iterate on its solutions as problems, opportunities, and capabilities continue to evolve. And get tips to turn your database from “glorified spreadsheet” to dividend-paying asset.
Watch or listen for insights into:
BRIAN HURLEY
For more than a decade, Brian Hurley’s served as a Google software engineer. But he’s also built the tech behind a real estate business that’s grown from solo agent to team to brokerage.
One big observation: we need to make it about the problem and solution, not about the tech.
Brian shares several great examples, shares his approach to experiments, and explains the role of automation vs the role of the agent.
Watch or listen for insights into:
Mentioned in this episode:
→ Fello https://fello.ai/
→ Tarasa Hurley https://www.realestateteamos.com/episode/real-estate-leads-tarasa-hurley-river-point-realty
→ Chelly Herren https://www.realestateteamos.com/episode/techtember-operations-real-estate-tech-stack-chelly-herren
→ Techtember https://www.youtube.com/playlist?list=PLCJiXNo93cVoSlXhdFv_RC9V8G5tUw1QX
→ Follow Up Boss Success Community https://www.facebook.com/groups/followupbosscommunity
→ Real Estate Team OS AI Bot https://www.realestateteamos.com/bot
Connect with Ryan Young:
→ Ryan at Fello dot ai
Connect with Brian Hurley:
→ https://www.tarasa.com
→ https://conrya.com
Connect with Real Estate Team OS:
→ https://www.realestateteamos.com
→ https://linktr.ee/realestateteamos
→ https://www.instagram.com/realestateteamos/
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.
You’ve got about 25 minutes Jimmy followed by 24 minutes with Jason - here in our third Techtember episode - on Real Estate Team OS!
JIMMY MACKIN
“AI is massively under-hyped right now.”
“There’s never been a better time to be in real estate."
“We’re living through the most interesting revolution of our time.”
You’ll hear all three of these statements in just the first three minutes of a philosophical, strategic, and tactical conversation with Jimmy Mackin, who’s on a mission to be the most useful person in the real estate industry.
Learn how AI is affecting marketing, customer experience, and automation - and get some tools and next steps to help.
Watch or listen for insights into:
JASON PANTANA
If you’d benefit from learning processes to audit and automate your operations, segment and personalize your email marketing, leverage AI for content creation, focus on human touch where it matters, and experiment with new AI tools, you’re in the right place.
For nearly a decade, Jason Pantana’s served as a coach, trainer, and speaker for Tom Ferry International, where he’s the resident AI expert and creator of the AI Marketing Academy.
In this conversation, he shares a simple, powerful “autonomous driving vehicle” metaphor for AI and your email marketing and a simple, powerful vision for an “army of AI agents” powering your business operations.
He also gives you a quick-hit round up of 8 top tech tools and ways to use them, including video and voice cloning.
Watch or listen for insights into:
AI-related tools mentioned in this episode:
→ AI Marketing Academy (use code AIM50OFF) https://aimarketingacademy.ai/
→ Endel https://endel.io/
→ Perplexity https://www.perplexity.ai/
→ Intercom https://www.intercom.com/
→ Fyxer https://fyxer.ai
→ Zapier Agents https://zapier.com/agents
→ Captions https://www.captions.ai/
→ BigVu https://bigvu.tv/
→ Descript https://www.descript.com/
→ CapCut https://www.capcut.com/
→ ElevenLabs https://elevenlabs.io/
→ HeyGen https://www.heygen.com/
→ Claude https://claude.ai/
→ ChatGPT https://chatgpt.com/
Connect with Jimmy Mackin:
→ https://www.instagram.com/jimmymackin/
Connect with Jason Pantana:
→ https://www.instagram.com/jasonpantana/
Connect with Real Estate Team OS:
→ https://www.realestateteamos.com
→ https://linktr.ee/realestateteamos
→ https://www.instagram.com/realestateteamos/
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 success.
CRM transitions. Open APIs. Enhanced visibility. Efficiency gains for agents and teams alike.
It’s all here in just under 20 minutes with Camila, then just under 20 minutes with Julia.
Enjoy our second Techtember episode … here on Real Estate Team OS!
CAMILA RIVERA
A 10-year team member and COO of the Laurie Finkelstein Reader Real Estate Team in South Florida, Camila Rivera has overseen significant evolutions in their technology, efficiency, and visibility.
Camila breaks down key steps in that evolution, including tips for a successful CRM transition and the one thing that can’t be automated or artificially generated (spoiler: it’s human connection and it shows up in their online reviews).
Watch or listen for insights into:
JULIA O’BUCKLEY
When she joined The Laughton Team, Julia O’Buckley wasn’t sure what an API was or how it worked. Today, as Operations Manager, she’s a “full-fledged 10” when it comes to tech knowledge and passion.
Julia walks us through the four key elements of a tech stack that supports a +200-agent, 5-office operation and explains how and why she’s re-packaging and re-selling it to agents. She also explains how her efforts add efficiency, improve data integrity, provide transparency, and unlock sales.
Watch or listen for insights into:
FOLLOW UP AND LEARN MORE
Mentioned in this episode:
→ First episode with Julia O’Buckley https://www.realestateteamos.com/episode/real-estate-tech-stack-scale-operations-julia-obuckley
→ Inside The Laughton Team series https://www.youtube.com/playlist?list=PLCJiXNo93cVr9Oc0ptse5z6Vaq5l0T1kA
→ George Laughton and Billy Hobbs https://www.realestateteamos.com/episode/profitability-durability-real-estate-team-george-laughton-billy-hobbs
→ Justin McLellan https://www.realestateteamos.com/episode/real-estate-agent-productivity-skill-justin-mclellan
→ Follow Up Boss Success Community https://www.facebook.com/groups/followupbosscommunity
→ Follow Up Boss https://www.followupboss.com/
→ Dotloop https://www.dotloop.com/
→ Sisu https://sisu.co/
→ Fello https://fello.ai/
→ HouseWhisper https://www.housewhisper.ai/
Connect with Camila Rivera:
→ https://www.instagram.com/camila_rivera/
→ https://www.instagram.com/lauriefinkelsteinreaderteam/
→ Email: camila at lauriereader dot com
Connect with Julia O’Buckley:
→ https://www.instagram.com/juliaobuckley/
→ https://www.instagram.com/laughtonteam
Connect with Real Estate Team OS:
→ https://www.realestateteamos.com
→ https://linktr.ee/realestateteamos
→ https://www.instagram.com/realestateteamos/
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 AI phone calls, AI text messages, and AI role play to improve agent and team outcomes.
Enjoy our first Techtember conversation - 22 minutes with Kyle followed by 22 minutes with Tiffany - on Real Estate Team OS!
KYLE DRAPER
Kyle Draper returns to the show to share how his real estate team is transforming the client journey from first contact to follow-up using the latest in AI voice, texting, and data enrichment.
The Team Leader, Lead Agent, and Principal of Serene Team brokered by lpt realty in Los Angeles, Kyle gives you specific tools, use cases, and stories of how he and his team are improving client relationships and accelerating agent productivity with tech that would be “mind blowing” just a few years ago.
Watch or listen for Kyle's insights on:
TIFFANY GELZINIS
Today, Tiffany Gelzinis is a tech-loving team leader and Realtor in Residence with Follow Up Boss. But just a few years ago, she was a self-described 4 or 5 out of 10 in terms of passion for new tools and tech.
Learn how she unlocked that passion and how her team is creating more and better conversations with AI texting and AI calling - and get a couple of detailed, step-by-step processes to use yourself.
Watch or listen for Tiffany's insights into:
FOLLOW UP AND LEARN MORE
Mentioned in this episode:
→ Learn more about Unlock https://www.unlockconference.com/
→ First episode with Kyle Draper https://www.realestateteamos.com/episode/growing-real-estate-team-agents-kyle-draper
→ First episode with Tiffany Gelzinis https://www.realestateteamos.com/episode/tiffany-gelzinis-on-patience-people-process-profit
→ Ylopo and Follow Up Boss https://www.followupboss.com/integrations/ylopo
→ MaverickRE https://www.maverickre.com/
→ BrokerBlocks https://brokerblocks.com/
Connect with Kyle Draper:
→ https://www.instagram.com/thekyledraper/
Connect with Tiffany Gelzinis:
→ https://www.instagram.com/tiffany_gelzinis/
→ Tiffany at FollowUpBoss dot com
Connect with Real Estate Team OS:
→ https://www.realestateteamos.com
→ https://linktr.ee/realestateteamos
→ https://www.instagram.com/realestateteamos/
Meet us at Unlock in November (use code TEAMOS for an extra 20% off your ticket): https://unlockconference.com
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 leader. And he shares key decisions on the four-year journey of the Leonhardt Team, brokered by Coldwell Banker in the Twin Cities area, from initial partnership to 10 agents, 3 staff, and an $80M pace this year.
Learn the transferrable skills and habits that helped him find real estate success - both in sales and in leadership. And get the vision and values that have been vital to team growth.
Watch or listen to this conversation with Brian for insights into:
At the end, learn about the two NFL teams he roots for (even though he rarely watches), two years of rice and beans, and the need for wilderness.
Get Brian's Playbook:
→ https://vid.us/229qta
Connect with Brian Leonhardt:
→ https://www.instagram.com/brianleonhardt87/
→ https://www.instagram.com/leonhardtteam/
→ https://www.tiktok.com/@leonhardtteam
→ https://www.facebook.com/LeonhardtTeam/
Connect with Real Estate Team OS:
→ https://www.realestateteamos.com
→ https://linktr.ee/realestateteamos
→ https://www.instagram.com/realestateteamos/
Free, virtual session: What Elite Real Estate Teams Do Differently That You Can Do Today with Barry Jenkins: https://tinyurl.com/barrycoaching
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 building their real estate team.
One of the key discoveries that led to their model: the team leader is often what’s wrong with the real estate team.
Learn how they’re solving for this by removing the bounds of team leaders and agents alike to operate more like successful businesses in other industries than like today’s real estate teams.
Watch or listen to this conversation with Keith for insights into:
- The one trait required to build a next-level, generation-affecting team (and two ways to develop that trait)
- Why to ask yourself (and honestly answer) whether you’d work on your own team and pay your own splits
- The mission of delivering “the greatest agent experience on Earth” and the goal of serving clients in all 50 states and every metro in the country
- Removing the bounds of geography for agents and team leaders to deliver the greatest experience, period, not the greatest accessible experience
- Turning local team leaders into national coaches
- The operating system that’s supports the mission and goals
- How to know whether or not you should use Follow Up Boss for recruiting and agent management
- Three pieces of advice for team leaders: 1 Are you sure you want to do this?, 2 Find profitability first, and 3 focus on people, not tech.
- How hiring marketing and recruiting leaders unlocked his own potential
- The unique marketing investment made in every single agent (both up front and ongoing)
- The types of agents they’re targeting and the promises that they’re making
- The hottest topic around real estate teams
At the end, learn about the WORST team experience he’s ever had, expensive mattresses and cheap shoes, the power trio of golf, travel, and audiobooks, and a process to destroy your limiting beliefs.
Mentioned in this episode:
→ Unlock https://unlockconference.com
→ Incredibles https://youtu.be/nyMYCVqT1as
Connect with Keith Anderson:
→ https://www.instagram.com/keithcarlanderson/
→ https://www.instagram.com/spaceteamre/
→ https://spacere.com/
Connect with Real Estate Team OS:
→ https://www.realestateteamos.com
→ https://linktr.ee/realestateteamos
→ https://www.instagram.com/realestateteamos/