Real Estate Team OS

Kate Robinson, operations manager who rose from agent to run systems and training at Melnychuk Real Estate Group. She discusses scaling a deep partnership with one builder, building integrated ops and tech stacks, what makes top-producing agents, and the intensive selection and training process for new-home sales. Short, practical stories about expanding markets, tight builder integration, and plans to tighten systems and staff.

Jason Mitchell, founder of The Jason Mitchell Group and builder of a B2B referral powerhouse, explains stepping away from personal sales to scale an operation. He discusses shifting into an operator role, early expansion pitfalls, accountability and retention strategies, diversifying referral sources, and protecting market performance. He also touches on team culture, family balance, and treating partners well.

Jason Mitchell, founder and CEO of the Jason Mitchell Group, built a national real estate operation that handles massive referral volume. He talks about shifting from agent to builder, a B2B referral model that scales, centralized operations and onboarding, and how trust, leadership development, and market-opening strategies fuel rapid growth.

Devin Tryan, founder and CEO of Talk Realty and former Pineapple Homes leader, is a real estate entrepreneur focused on team building, media-driven marketing, and brokerage operations. He traces the shift from prospecting-first teams to a content factory producing 200+ pieces monthly. Short takes cover his hiring philosophy, a five-step content system with three buckets, and designing an agent-first brokerage.

Like many successful, high-growth, The Perna Team had systems and playbooks to support agents with nearly every lead source.But what about the best source of all … an agent’s sphere? Their SOI?Sadie Callegari, Director of Coaching and Training of this 120-agent team, gives you all the details of the start, iteration, re-launch, and evolution of their sphere marketing program. It’s her system to keep agents top of mind with their family and friends with done-for-you videos, photos, social posts, emails, calls, and texts.What they’re writing.What they’re recording.Where they’re shooting.How they’re editing.When and where they’re posting and sending.What agents need to do and commit to in order to participate.All the other details that make agent adoption easy!Sadie also describes her role, when and why the team needed her role, how she transitioned into it from being a high-performing agent, the structure and duration of the main coaching and training programs she’s developed, and more.Watch or listen for Sadie’s insights into:0:00 Intro and welcome1:40 Staying adaptable (even as a detailed person who loves systems, boundaries, and rules)4:25 The shift from real estate agent to Director of Coaching and Training9:10 Top tips after interviewing nearly every team in her market15:30 Why the Director of Coaching and Training role was needed, how it’s evolved, and pieces you can replicate19:00 The structure, duration, and details of three of their main programs22:20 How to keep existing materials updated while still creating and launching new materials25:42 How they got performant out of the gate as a Zillow Preferred partner29:47 The problem and opportunity that led to the Sphere Program33:00 The three main elements of the Sphere Program and how she launched it37:40 One requirement to participate in the Sphere Program38:33 The exact structure of their content day, what they shoot, and how they deliver it back to agents for posting48:29 Why joining teams will increasingly make sense for most agents51:14 At the end, learn about the Montana State Bobcats, necessary flights, a good fiction:non-fiction ratio, and escaping the echo chamber.Connect with Sadie Callegari:→ https://www.instagram.com/sadie.callegari/→ https://www.facebook.com/sltynesConnect with Real Estate Team OS→ https://www.realestateteamos.com → https://linktr.ee/realestateteamos → https://www.instagram.com/realestateteamos/

Jordan Vreeland, a real estate and mortgage entrepreneur who built an integrated business with a 70-agent brokerage and ISA team. He shares playbooks on tech hubs, unified operations, merged calls to save deals, building ISA teams into a strategic back office, and coaching new agents to get to production quickly.

Carol Foderick, a Toronto real estate leader who built a 20-agent, 15-staff referral-only operation that closed 500+ deals last year. She breaks down the hard numbers behind referral math. Hear how weekly calls, notes and pop-bys fuel deals, why agents keep their own databases, the staffing structure that preserves productivity, and what traits make someone fit for a referral model.

Do you need an ISA? When? How do you comp them? What if they want to be agents? What if they’re overseas?Should your team follow scripts? How closely? Where are the non-negotiables and where do you find room to stay human?How do we uncover motivation and handle objections in a helpful way that improves client experience?Nikki Pais is here to address all that and more. She brings years of experience as an EA, ISA, and Director of Inside Sales, as well as years of experience coaching ISAs, agents, and team leaders across North America on better conversations, effective nurturing, and more closings.Watch or listen for Nikki’s insights into:0:00 Intro and welcome1:33 Why to apply what you learn without waiting, without tweaks, and without doubts8:35 The most common problem among the teams she’s coaching: exceptions (plus when to turn an exception into a tier)10:56 The difference between coaching and training - and how to figure out what you need15:19 Top signs that you’d benefit from an ISA17:28 Who makes a great ISA (domestic vs international, aspiring real estate agents, current agents)20:31 How to comp ISAs22:50 Managing handoffs and the division of labor between agents and ISAs27:39 Why to treat every new lead as a buyer (yes, even sellers)30:45 How to uncover motivation in a meaningful way33:53 The right way to use scripts35:34 The difference between objections and conditions - and how best to handle objections39:18 Taking notes vs relying on AI summaries41:33 Facing the challenge of sales skepticism43:47 Leveraging AI calls and texts for the right reasons45:03 At the end, learn about an inherited team, soaps you don’t like, well-traveled boxes, and 50 audiobooks for 50 ideas to apply immediately.Other episodes you’ll enjoy:→ More Deals from Your Database With (or Without) an ISA with Travis Halverson https://www.realestateteamos.com/episode/travis-halverson-deals-database-isa-inside-sales→ From ISA to Director of Opportunities with Lisa Ryan https://www.realestateteamos.com/episode/inside-sales-manager-isa-real-estate-opportunities-lisa-ryan→ How to Drive Per-Agent Productivity with Jonathan Campbell https://www.realestateteamos.com/episode/how-to-drive-per-agent-productivity-jonathan-campbellConnect with Nikki Pais:→ https://www.facebook.com/nikki.shanelle.pais→https://www.ezdials.com/shut-up-and-dialConnect with Real Estate Team OS→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/

Brett Jennings is making a big bet on peer accountability pods. A billion-dollar bet.The Owner and Founder of Real Estate Experts, Brett shares the details behind the nearly 10x growth of his hybrid teamerage (from $165M to $1.2B in sales) and the strategy to growth through acquisitions to $4B.Learn how purpose has made team agents, solo agents, and staff more productive (creating more than a dozen first-time $1M GCI producers in one year) and how purpose serves as a filter to find right-fit companies to acquire.Get proven strategies and simple tactics to grow revenue by growing your people (and why they might call themselves a Good Vibe Tribe).Watch or listen for Brett’s insights into:0:00 Intro and welcome1:50 Clarity within leadership and resilience within team members4:41 Two ways to test for agent grit and growth (including 1,000 calls in 10 days)7:14 What team agents and solo agents get in Brett’s hybrid brokerage model9:44 How working with Tony Robbins and Deepak Chopra helped Brett unlock agent and team growth12:24 Where to go next after nearly 10x sales in three years15:06 The motivation and plan to grow through acquisitions to $4B and 600 agents19:34 How peer accountability helped create more than a dozen $1M GCI producers21:52 Two characteristics of a well-aligned acquisition target28:06 Why agents and staff need a bigger “why” than money alone - and how to deliver31:38 How to create your own peer accountability pods and why Brett’s betting big on them35:16 How to increase participation in the optional pod program38:33 Why self-discipline and self-actualization are the next iteration of conscious business42:13 The next steps for the Good Vibe Tribe movement44:56 At the end, learn about expert advisors, luxury watches and refillable bottles, and two practices to revitalize your operating system.Free resources from Brett Jennings:→ https://goodvibetribeworldwide.com → https://bearealexpert.comConnect with Real Estate Team OS→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/

No matter what stage of business maturity your real estate team or brokerage has achieved, you face growth constraints. Many are structural to your organization and to the industry - like affordability challenges, disconnected tools, siloed data, and even lead abundance.Learn to circle back to harden your foundation, identify and relieve stress points, and prepare for tomorrow’s market with Works Real Estate CEO Winston Murray and long-time collaborator Jon Boller, who are leading a 250-agent, 10-market operation into an AI-driven, Uberized future that requires more operational efficiency than ever.Get Winston’s vision for supply-side solutions to the affordability crisis - and steps you can take yourself.Learn how a 150-page manual about serving buyers and sellers connected them, supported team growth, got leveraged further with a new learning management system, and united the front and back of house within their independent brokerage.Discover an X-ray approach to agent success through data transparency.And see a consumer-focused vision of the future created through death of ego and setting swords down across the industry.Watch or listen for insights from Winston and Jon on:0:00 Intro and welcome1:47 The balance of a clear, big-picture vision and efficient, ground-level operations4:39 The role of education and simplification in growing from a 3-person team to 250 agents in 10 markets6:56 What the “Uber-fication” of real estate actually looks like - and what it requires of you9:10 How Jon partnered with Works Real Estate over the past decade14:01 The power of a 150-page manual (and the mantra "scale thyself")16:44 Why agents never graduate off their lead programs19:50 Three stages of business maturity and what each requires22:52 A vision for the death of ego and setting swords down across the industry to best serve consumers26:23 The key to differentiating Works Real Estate 28:33 Top projects for 2026, including unifying the front and back of house36:36 The challenge and opportunity of supply-side affordability solutions49:09 At the end, learn about a startup hockey team, an unexpected underdog, the benefits of style, and a zero-based social feed.Connect with Works Real Estate:→ https://worksrealestate.co/→ https://www.instagram.com/worksrealestateco/Connect with Real Estate Team OS→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/