Your real estate business is complex and ever-evolving



Choose what you need, when you need it or opt for a free, no-obligation assessment

Core services

These things are at the very centre of a successful real estate business

Value Proposition

Culture & Education (see below)

Comp plans

What you expect of agents, what they can expect of you

Mentorship programs

Lead generation

Recruiting

  • Career seminars
  • Incenting existing agents - pros/cons, how-to's
  • Generating un-incented internal referrals

Intentional Retention

  • Structured plans for individual agent interaction
  • Guidelines for meeting agents needs
  • Toolkit for agent engagement
  • Troubleshooting and identifying flight risks
  • Building community
  • Surveying agent satisfaction

Team needs*

So many options and so much potential

*Large and growing teams need almost everything brokerages need too, so if you're a team leader check out everything on this page. We have a wealth of experience working with teams.

Starting on the right foot

Comp options

Brokerage relations

Mini brokerage - recruiting, culture

Growing from mid-size to Mega

Culture & Education

The glue that holds your people together

Sales Meetings

Coffee talks, Seminars, Knowledge sharing

Celebrations & other events

Specialized workshops (eg Listing Lab)

Community engagement

Agent training

Business development

Management mentorship program

Organization & Operations

Nothing is more important than getting the basics right

Org chart and back up planning

Roles & responsibilities

Compensation

Recruiting & hiring management & support staff

New manager training

Hiring & training support/admin

Performance management tracking

All team alignment to company goals

Rewarding performance

Compliance & Dispute Resolution

The not-fun stuff

Regulator requirements - conflicts, terminations, transfers, onboarding

FINTRAC

Privacy

Competition

Provincial/Federal Employer Req'ts as they relate to agents

Local board/MLS feed (IDX/Vow/Reporting)

DNCL/CASL

Advertising

Internal Dispute Resolution

Commission and Client "ownership"

Harassment/Unwelcome behaviour (agent to agent)

Agent/staff conflicts

Your Label Policies & Miscellaneous

A la carte tools, templates and temporary services when you need them

Office Policy/Operations Manual

Market assessment

Succession planning - company

Succession planning - agents

Partnerships & adjacent services

Identifying easy wins

Organized real estate & other groups

Time management & outsourcing

Lead Generation

  • online sources - through office
  • online sources - through agent

Broker-Manager Stand-in

Running a Virtual Office