The Program

For Real Estate Brokerages and Teams

Section 1: Foundations

SetUp For Success

Do you feel like you’re being pulled through your day? Like the only things you get done are emails and phone calls (and even those are never actually done?). This is problematic as the BIG projects that will move your business forward get pushed aside for constant interruptions and squeaky wheels.

Don’t panic! (And know that everyone feels this way, sometimes.) The people who get the BIG things done have learned to manage these distractions. In this first module of BrokerUp, we’re going to set you up for success. I’ll show you my system for time management, sorting out the email overwhelm, and making sure you don’t miss a thing, all in preparation for you to get the big projects planned and done through BrokerUp.

Course Complete  - 8%

Section Complete  - 25%

Your Purpose Fuels Everything.

The market. The agents. The staff. Do you ever wonder why you got into this in the first place? What’s the end game? What’s the POINT?

In this module, we are going to help you reconnect with your WHYs, determine your company’s purpose, and define your values. This is an important foundational module because all of the other modules in BrokerUp are going to build on and extend from this one. The exercises in this module are going to help you run your business on your terms, according to your ideals on the path to more profit.

Course Complete  - 17%

Section Complete  - 50%

Financial Foundation


Are you exactly sure about your monthly brokerage finances? Maybe you know where the money is coming from, but that knowledge makes you a little nervous? (Especially if it is coming from one source or agent?)

On the flip side of this coin, do you ever wonder where all the money goes?

In this module, we’re going to break out the income streams, really understand what and who are the most profitable streams and people in your company. Do your income streams and expenditures align with your company values and purpose? Do your  expenditures make enough return? In this module, we are going to analyze it all AND we’re going to banish budget anxiety with a clear budget template and simple monthly tracking so you can see where you’re going and where you’ve been without the quarterly panic attacks.

Course Complete  - 25%

Section Complete  - 75%

Business Strategy, Your Way

Are you really any different than your competitors? Do you use your strengths, ideals and personal genius to maximize your brokerage business? How are your values reflected in your business strategy? Do you even have a clear, written strategy?  

If not, DON’T PANIC! We are going to help you create one in this module. We’ll take what you’ve defined in module 2 and learned in module 3 to set up a powerhouse business strategy that differentiates you from your competitors. In this module, you’ll also determine the most pertinent changes to make in your brokerage or team. We’ll even give you some tactics to start the change ball rolling!

Course Complete  - 33%

Section Complete  - 100%

Section 2: Marketing

How’s the Market?

Do you really know what your competition is doing? Do you care? You should.

What about your market? Do your agents have the best possible understanding of it? Are they able to give the best advice?

The bottom line is you need a method of keeping on top of your competitors and your market regularly. In this module, we’ll go through what competitor and market data to collect, how to analyze it and glean the information that you really need to be ahead of the curve. We’ll also look at what data you can provide to your sales agents and staff on a regular basis so that they can be the best in the business and elevate their sales. Lastly, you’ll create a conservative sales projection based on your current agents and market condition trends, so you can gauge where to take your company growth next!

Course Complete  - 42%

Section Complete  - 25%

Crafting Your Value Proposition

Have you ever been told by an agent that they are leaving your company because your competitor offered product/feature/service “X”, when you offer X+++? Have you ever had an agent express worry that that a client went with a competing REALTOR® because the (false) perception that they offered better/more/shinier things? It’s frustrating, isn’t it? We often don’t get the chance to correct them until it’s too late. 

This is precisely the reason we focus entire module on crafting a stellar value proposition for your brokerage or team. Your values, strengths, purpose, market and competitor analysis all funnel into this module to answer the question “What do we really sell?” clearly and succinctly. You will craft your offer in such a way that expresses why an agent, employee, or client would want to work with you over the competition.

Course Complete  - 50%

Section Complete  - 50%

Living Your Brand: Branding & Marketing

Marketing. Every day it feels like there is a new shiny thing that we must do or we’ll be left in the dust. Unfortunately, with every squirrel that we chase, we lose focus on our well thought out goals and strategies. The good news is, now that we know what we do, what are the best ways to reach customers who needs what we offer? What really sells houses? What marketing really helps agents? We’re going to sort that out and more in this module as we help you create a clear path for your marketing tactics in such a way that they align with your values and ultimate company purpose. 

At the same time, you’ll gain clarity on how to live your brand. You’ll also implement a system for monitoring your marketing progress so you can update your future tactics with more purpose, and less squirrels.

Course Complete  - 59%

Section Complete  - 75%

Web Savvy

Do you ever feel like you have to pull teeth to get someone to help you update your website? Do you dread the day it starts to look outdated, or the phone call from the agent or client to let you know that such and such a search feature is not working? Is your website even doing anything? Or is it just a mish mash of different features and bits of information that you thought you needed ages ago?

More importantly, do you have a clear web strategy? Does it align with your brand and ideals?

There are so many questions to be answered around all things web – this module is huge. FOR THE LOVE of all things real estate, this module is going to help you get control of your website and use it as the amazing tool that it is meant to be! We’ll also help you determine a clear web strategy on which you can build and grow instead of throwing things at the (Facebook) wall to see what sticks.

Course Complete  - 67%

Section Complete  - 100%

Section 3: People & Change Management

Operations Management & HR

When you hire someone, is it time consuming to train them? Are employees confused about company policies? Do you have difficulty applying policies consistently across employees (mostly because they are not clear?) Are you company policies and procedures in alignment with your values and purpose?

Never fear! By the end of this module, you’ll have a clear path to policies and procedures, employee onoarding, and hiring practices in full alignment with your company ideals. This module comes complete with templates and checklists to save you time. 

Course Complete  - 75%

Section Complete  - 25%

Agent Development

Let’s face it: when your sales agents do better, your company does better, whether your income is based on agent commission splits or fees.

Lesson 1 is about Sales tracking, monitoring, agent training and development: All of these things need to be done to keep your sales running like a well-oiled machine. In some respects, sales projections are a self-fulfilling prophecy. You’ll need to know where each of your agents is in order to get them to where they need to go.

Lesson 2 is about helping your agents reach their full potential. Here you’ll look back at your ideals and value proposition to determine what fits best with your brokerage in terms of agent consultation, education, and expectations.

In Lesson 3, you’ll set in place communications practices, including an onboarding strategy for new agents, and with the next module focused on your staff, you’ll begin to build a winning company culture.

Course Complete  - 83%

Section Complete  - 50%

Employee/Staff Development

While agents may be entrepreneurs working under your brokerage or team, what about your staff? This module is all about the development of your internal team.

Lesson 1 is about discovery: What motivates them? Why do they stick around. (Do they stick around? Or are you constantly training new people?

In Lesson 2, you’ll structure how to support and reward your employees, and in doing so, prevent employee turnover.

In Lesson 3, we’ll dial into employee onboarding and training, so that it is consistent and aligned again, with your company ideals and standards.

Course Complete  - 92%

Section Complete  - 75%

WrapUp: Prioritizing & Scheduling Your Projects

By the time you arrive at this module, you will likely have a long list of projects to implement. Depending on where you are in your brokerage, and your previous skill set, these things may range from new accounting review procedures, to new agent development programs, and marketing tactics, or new technology.

Here, you’ll learn how to set up your change management plan, and you’ll strategize and implement a program for assessing your projects to make sure they fit within your vision. Then we’ll work on getting all of your brokerage and team building projects in your timeline.

Course Complete  - 100%

Section Complete  - 100%


Module 1

Set Up for Success

Launch Date: September 12, 2017

Module 2

Brokerage/Team Backbone

Launch Date: September 18, 2017

Module 3

Financial Magic

Launch Date: September 25, 2017

Module 4

Business Strategy, Your Way

Launch Date: October 2, 2017

Module 5

How's the Market?

Launch Date: October 10, 2017

Module 6

Crafting Your Value Proposition

Launch Date: October 16, 2017

Module 7

Living Your Brand: Branding & Marketing

Launch Date: October 23, 2017

Module 8

Web Savvy

Launch Date: October 30, 2017

Module 9

Operations Management and HR

Launch Date: November 6, 2017

Module 10

Agent Development

Launch Date: November 13, 2017

Module 11

Employee/Staff Development

Launch Date: November 20, 2017

Module 12

WrapUp: Prioritizing & Scheduling Your Projects

Launch Date: November 27, 2017

BrokerUp Works Because We’ve Got Your Back with:

1. Serious Support to Get It Done!

Step by Step process
Complete Learning Management System
Full Support
Private Facebook Group

2. Resources to Help You Implement!

Do it Now! and Idea Sheets
Full Arsenal of Templates
Downloadable Content


How Do I Know BrokerUp is For Me?

Hint: BrokerUp is For You If…

  • You are pulled in all different directions each day and systems would help you to be more profitable.
  • You KNOW your brokerage or team could be more profitable, but you just haven’t gotten there yet.
  • You need some more consistent policies and procedures in place, but you haven’t had time to think through the decisions that need to be made.
  • You and your agents are constantly stressed about “office” or “company” issues. (i.e. Stuff that doesn’t sell houses).
  • You would like to be better at attracting and/or retaining agents, naturally, without the cold calls and the sales pitches.
  • You would like to earn more inside your business.
  • You would like to create a sellable asset of your company or business with valuable systems in place.
  • You desire to build a company with intrinsic meaning, that people want to work for and with.
  • You would like to build a company or team that is easier and less stressful to operate.

So, you’ve still got questions? That’s OK Because we’ve got answers!

Q: What's with the Launch Schedule? Why can't I have it all at once?
Q: When Can I Access the Program?
Q: Can I Download the Program?
Q: Will I really get the value out of BrokerUp?
Q: How can I accomplish any business projections? Real Estate is dependant on the market!
Q: My brokerage is in a market where business is just done differently. Is BrokerUp still beneficial to me?
Q: I'm super busy as it is - how will I have time to implement this course?
Q: How much time does it take to go through the program?
Q: Will I be on a deadline/hard and fast schedule? Is the program delivered live?
Q: What if I do not want to add anymore agents to my brokerage or team? Will BrokerUp still be worth it for me?
Q: I am an individual agent - not a Broker/Owner/Manager nor Team Leader. Is BrokerUp for me?

30 Day Money Back Guarantee!

You real estate people are a surprisingly risk averse group! It’s OK – we’ve got you!

In addition to helping you streamline your brokerage or team so that you are making more and wasting less, we’ll guarantee our work with a risk-free money back policy.

What does this mean?

You will have the opportunity to try out Modules 1, 2 and 3 as they will be released within 30 days of BrokerUp Program Launch. 

If you have completed Modules 1 and 2 and their respective missions, just email us your work and the reasons you feel that BrokerUp is not what you need, within 30 days of the program start date and we’ll refund you in full. We’d be sad to see you go, and you’ll miss the remaining 9 course modules, but we want what’s best for you.

That’s it, that’s all. We want to provide a service that helps makes your business more efficient, and we want to see you grow. That is our Why – We love witnessing limitless human potential in all forms, so we’re happy to put our money (er, your money?) where our mouth is. 

Love from Previous Clients ~ and Friends

(Love you back! Mwah!)

What Are You Waiting For? We’ve Only Got 30 Spots Available! Jump In! Plus, There are 2 Ways to Pay

BrokerUp Monthly Payment Option

BrokerUp Course: Value $3000+ 

(Value-add to your business: limitless)

BrokerUp Templates: Value $3000

BrokerUp Bonuses: Value $4,185

BrokerUp Facebook Group Peer Support Network: Value $500+


Total Value: $10,685+

You Pay: $10,000?




BrokerUp Program Price UNTIL JULY 1st ONLY: $2,997 paid in 10 monthly instalments of $299.70

Yes! I choose this option to pay monthly!

BrokerUp Best Value Option

BrokerUp Course: Value $3000+

(Value-add to your business: limitless)

BrokerUp Templates: Value $3000

BrokerUp Bonuses: Value $4,185

BrokerUp Facebook Group Peer Support Network: Value $500+


Total Value: $10,685+

You Pay: $10,000?



BrokerUp Program Price UNTIL JULY 1st, 2017 ONLY: $2,997 paid in 10 monthly instalments of $299.70

PLUS: Save an additional $500 when you pay in full by July 1st, 2017! Choose this option and your price is $2,497

Yes! I choose the best value option to pay in full!