エピソード

  • AI for Marketing with Jimmy Mackin and Jason Pantana | Techtember | Ep 078
    2025/09/16
    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 - balancing new tools and tech with the good old human touch.Enhancing efficiency and profit.Evolving past basic automations to improve marketing and operations.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:Why “there’s never been a better time to be in real estate”Why he recommends buying research tools and hiring a research assistantWhy and how marketing is being “eaten by AI”How to balance quality vs efficiencyHow agentic AI is transforming the if/then automations we’ve relied onThree things a real estate professional should do today in light of this conversationJASON PANTANAIf 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:Why email marketing is the most underused or misused tech in most real estate businesses and how to improve itWhat agentic AI is and why it’s the “single greatest operational enhancement and advantage ever known to technology and it’s right under your nose right now”A 3-step process to intelligently automate more of your operationsHow to decide where to automate and where to maintain the human touchA quick-hit round up of 8 top tech tools and ways to use themAI-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/
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    54 分
  • Agent Success with Camila Rivera and Julia O'Buckley | Techtember | Ep 077
    2025/09/09
    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 RIVERAA 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:Digitizing operations, getting more out of your current tech investments, and improving your sales pipelineSpecific steps and tips for transitioning from one CRM to another (and bringing 100,000+ contacts with you)How open APIs improve data and communication flows, enhance visibility for operations staff and leadership, and deliver efficiency gains to agentsWhen human touch matters most and how tech efficiency supports itJULIA O’BUCKLEYWhen 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:How her familiarity with and passion for tech grew, what tech changes delivered great agent feedback, and a non-real-estate app she opens every dayHow Follow Up Boss, Sisu, Fello, and HouseWhisper help agents and how she would describe that value to agentsWhich tools are the “base” of the operation, the “sexiest” in the stack, and like “Homebot on steroids”How the team humanizes their AI assistant “Nora” and how it brings all the other tools and tech togetherFOLLOW UP AND LEARN MOREMentioned 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 comConnect with Julia O’Buckley:→ https://www.instagram.com/juliaobuckley/→ https://www.instagram.com/laughtonteamConnect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/
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    44 分
  • AI Voice and Texting with Kyle Draper and Tiffany Gelzinis | Techtember | Ep 076
    2025/09/02

    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:

    • When and why Kyle became a tech enthusiast (spoiler: it was a differentiator)
    • How AI voice assistants work in tandem with AI texting assistants to create live transfers to human real estate agents
    • Ways to use AI with every client, no matter their stage or status
    • Tips for AI role play with every agent, whether they’re new to the industry or leading the team
    • How to police the database and nudge agents with AI to increase productivity and improve ROI
    • Specific wins with clients and with a homebuilder thanks to AI

    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:

    • Specific ways to find tools and tech that fit you, your goals, your situation, and your personality
    • Why ChatGPT isn’t just for writing and where it’s made the biggest difference in her business
    • How to use AI to find high-intent people in your database (step by step)
    • The big difference between automated texting and AI texting
    • Who her team is engaging with AI texting and how the handoff to agents works (in detail)
    • Tips to improve the value of AI calling and live transfers to agents

    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/

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    49 分
  • The Winning Playbook for a $100M Goal with Brian Leonhardt | Ep 075
    2025/08/26

    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:

    • The basics of team success
    • The challenges of transitioning from NFL player to real estate agent to co-team leader
    • The path from starting at team to 10 agents, 3 staff, and an $80M pace
    • The way they found, tasked, and invested in their operations leader
    • The value of setting a 3- to 5-year vision
    • The evolution of a value prop, starting from “we’ve got leads” to shared belief
    • The benefits of having a co-team leader rather than going it alone
    • The transferrable skills and habits from NFL player to real estate professional
    • The two top tips for an agent thinking about starting a team

    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/

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    46 分
  • Redefining the Role of the Real Estate Team Leader with Keith Anderson | Ep 074
    2025/08/19

    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/

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    52 分
  • Behind the Curtain of a Truly Agent-Centric Team with Ben Schreiber | Ep 073
    2025/08/12

    “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 logos, marketing, and branding. It’s an example of what it really means to build an agent-centric team—and what it looks like in practice, not just in theory.

    In this episode, the team leader of Service Plus RE and a former college tennis player and coach breaks down the philosophy, structure, and leverage behind their 25-agent, $70M-volume organization, a top-ranked team in Kentucky.

    Ben shares why he started a team rather than a brokerage, why he didn’t name the team after himself, why he’s obsessed with meeting agents where they are (whether they want to sell 6 homes a year or 40), and the three pillars are of his model (culture, support/implementation, and wealth building).

    Watch or listen to this conversation with Ben for insights into:

    • How to make “agent-centric” a strategic operating principle, not just a buzzword
    • Why coaching agents, like coaching tennis players, must be individualized
    • The five staff roles on their 25-agent, $70M team
    • Why the team isn’t named after Ben and why he prefers a “Wizard of Oz” role
    • How kaizen and EOS help improve your business
    • Why he doesn’t refer to splits and what he calls them instead
    • The four things he wants agents to be doing and how that guides the leverage he provides
    • The level of control agents have over their marketing and branding (spoiler: it’s a lot)
    • How the team helps agents with wealth building (including their Agent Success Plan)
    • The five core values that power team culture (integrity, service, innovation, collaboration, fun)
    • The three readiness factors behind buying a home and joining a team or brokerage

    At the end, get drive-by on the Cincinnati Bengals, University of Illinois tennis, 1990s sweatshirts, and … this show!


    Mentioned in this episode:
    → Kaizen https://kaizen.com/what-is-kaizen/
    → EOS episode https://www.realestateteamos.com/episode/eos-principles-scale-faster-real-estate-harvey-yergin
    → eXp Team Leader Academy https://life.exprealty.com/exp-realty-team-leader-academy/
    → Andy Mulholland episode www.realestateteamos.com/episode/mastering-real-estate-business-financials-andy-mulholland


    Connect with Ben Schreiber:
    → Ben at ServicePlusRE dot com
    → https://www.serviceplusre.com/

    Follow Real Estate Team OS:
    → https://www.realestateteamos.com
    → https://linktr.ee/realestateteamos
    → https://www.instagram.com/realestateteamos/

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    48 分
  • Building a Business You Don’t Secretly Want to Burn Down with Lindsay Dreyer | Ep 072
    2025/08/05

    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 “team fever,” and how to design a business that supports—not sabotages—your life.

    In a story of clarity, process, and self-awareness, Lindsay breaks down the difference between being a people person and a process person, why most agents shouldn’t start teams, and how to know if you’re better off plugging into someone else’s system or building your own.

    You’ll hear how City Chic’s 30-day onboarding challenge weeds out the uncommitted, why their agents are 50/50 new and experienced, and how a focus on admin, marketing, and transaction management enables top solo agents to thrive without needing to build teams of their own.

    Lindsay also details the leap to running their business from 500 miles away, the key roles that make remote leadership possible, and the systems that keep everything humming. You’ll get a transparent look at their tech stack (including why she’s a self-described “Zap-aholic”), the real numbers behind their 12-agent, $72M brokerage, and the philosophy that underpins the Happy Agent approach: start with joy, design for your life, and don’t buy into the myth that more is always better.

    Watch or listen for insights into:

    • What “team fever” is, why it’s rampant, and how to avoid building a business you’ll regret.
    • Why intentionality—knowing your “why”—is the must-have characteristic for high-performing leaders and teams.
    • How to assess if you’re a people person or a process person, and why it matters for team leadership and the hiring process.
    • Why City Chic is a brokerage rather than a team, why agents are a 50/50 mix of new and experienced, and how that shapes culture.
    • How to test-drive team leadership before going all-in—without risking your business or sanity.
    • What it takes to run a brokerage remotely, including the key roles and systems that make it possible.
    • How to design marketing that actually keeps agents in front of their sphere (and why most fail).
    • How to ramp up newer agents by connecting them with renters.
    • Why simplicity in tech stacks beats complexity, how she became a “Zapaholic,” and how to drive agent adoption.
    • How agents can find their right fit team or brokerage by aligning personality, lifestyle, and goals

    At the end, learn about a $10,000 fridge and solo, three-day retreats.

    Follow Lindsay Dreyer:
    → https://www.instagram.com/lindsay.dreyer/
    → https://citychicrealestate.com
    → https://happyagent.co

    Follow Real Estate Team OS:
    → https://www.realestateteamos.com
    → https://linktr.ee/realestateteamos
    → https://www.instagram.com/realestateteamos/

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    57 分
  • All Leads Are Created Equal, Are You Treating Them That Way? [MINISODE]
    2025/07/29

    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 Estate Team OS several times before: remember that all leads are created equal. But that doesn't mean we treat them exactly the same. In fact, it's the opposite: each lead is an individual person with unique needs and wants for us to learn, understand, and serve.

    In under 10 minutes, four real estate leaders share with you:

    • The mindset required to engage online leads in the most effective way
    • The value of a “friends and family” approach to people in a vulnerable situation
    • The DIRECT coaching model to drive the right mindset and culture with agents
    • Google’s 7-11-4 rule to help people get to know you and what it means for your lead nurturing
    • Caring about the person more than the price point, property, or commission

    See or hear the full episodes with these guests:

    • Koby Sway (The DIRECT Model for Agent Accountability) https://www.realestateteamos.com/episode/direct-model-real-estate-agent-accountability-koby-sway
    • Winston Murray (Splits vs Services) https://www.realestateteamos.com/episode/winston-murray-works-real-estate-splits-services
    • Preston Guyton (Hands-On Lead Generation and Conversion) https://www.realestateteamos.com/episode/preston-guyton-real-estate-lead-generation-conversion
    • Justin McLellan (The Will and Skill Behind Agent Productivity) https://www.realestateteamos.com/episode/real-estate-agent-productivity-skill-justin-mclellan

    Access the collective wisdom of our 100+ guests by talking or typing with our Team Bot: https://realestateteamos.com/bot


    Get email-exclusive insights, guest previews, and subscriber-only episodes: https://realestateteamos.com/subscribe

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    13 分