Episode 035

What's In Your Real Estate Team Operating System?

Show Notes

What’s the OS stand for in Real Estate Team OS?
Operating System!
So what exactly is 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 Ness
Founder of Thrive Real Estate Group, an independent teamerage in Denver, Colorado
  • Two key roles: the integrator (which gets various titles) and a dedicated sales leader
  • The importance and challenge of having these roles well-staffed
  • The changing needs of your team over time
Micah Harper
CEO of Exquisite Properties, an independent teamerage in San Antonio, Texas
  • Why his inside sales leader is titled Director of Opportunity
  • How a truly empowered ISA team operates
  • What a healthy ISA-agent partnership looks like
Becky Garcia
Founder and CEO of The Garcia Group, a 99% female real estate organization in Phoenix, Arizona
  • Two roles to save time and improve results: operations manager and personal assistant
  • The challenge and benefits of migrating from one CRM to another
  • Training agents to communicate and demonstrate the differences in and benefits to the consumer of how your team operates
Marcus Larrea
Founder and Team Lead at Palm Paradise Realty Group, an independent teamerage in southwest Florida
  • First two hires: transaction coordinator (do-it-all ops person) and marketing
  • Two key tools: Follow Up Boss and Cloud CMA (“best tool,” “best investment”)
Mercy Lugo-Struthers
CEO and Principal Broker at Casals, Realtors, in Northern Virginia
  • Characteristics all staff and agents need to possess and how she evaluates them in the first 7 days and first 30 days
  • A piece of tech that’s “the glue of the team”
  • The benefits of an accountability partner like the Zillow Flex program
Joe Oz
Remote Team Leader of Joe Oz Real Estate Group in Montclair, New Jersey
  • The benefits of investing in a team member and having them grow into their strengths
  • Retention through compensation
  • Getting saved from yourself
Abel Gilbert
Broker/Owner of ONEPATH Realty, an independent teamerage in Miami, Florida
  • The constant change and evolution required in your operating system
  • Maintaining your database and sales processes in one, central hub
  • Seeing the future 60 to 90 days out and making changes accordingly

Watch Episode 035 about your Real Estate Team Operating System:

Listen to Episode 035 about Your Real Estate Team Operating System:


Connect 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/

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