Getting Right-Fit Agents Into Production with Katy Carlson

Show Notes

Katy Carlson

[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 Agent Development.

Today Katy serves as Agent Success Manager.

Learn what her role entails and how she helps get right-fit agents into active production quickly.

Get details on their full-time, two-week training program, their mentorship program, the three main tools agents have to learn, the balance of different types of training methods, and more!

Watch or listen to this Inside Whissel Realty episode with Katy Carlson for insights into:

Everyone following the same sequence and heading in the same direction despite different skill levels and paces
The scope and mission of the Agent Success Manager role
How she chose Whissel Realty Group as an agent after interviewing four other companies
Training energy regulation, sales skills, and mindset
The design of the first three months of agent onboarding, including the full-time, two-week training program, the mentorship program, and the green-lit/on-probation/cut-from-the-team outcomes for agents
The three main tools agents use (and get trained on)
The limited changes to buyer agent training
The types of training - role-play, refresh, required, optional, virtual, in-person, etc
The three things she’s focused on for 2025

At the end, learn about one-way tickets, new people, and beautiful experiences.