The Program

For Real Estate Brokerages and Teams

Section 1: Foundations

SetUp For Success

Lesson 1 is an introduction to how we’ll go through the course, the support services, and the learning management system.

In Lesson 2 we’ll implement my greatest productivity systems and set up your schedule for the next several weeks so you can successfully BrokerUp. We’ll look at time management, sort out the email overwhelm, and put a system in place so that you don’t miss a thing, all in preparation for you to get the big projects planned and done through BrokerUp. I’ll tell you the tools I use to be productive and efficient.

Course Complete  - 8%

Section Complete  - 25%

Brokerage/Team Backbone

Lesson 1: We’ll go through some exercises to determine your company mantra, your raison d’être, your “Whys”. It may seem a little wishy, washy at first, but this is what holds everything else up so you can run your brokerage on your terms. This is important for determining your services, value proposition, policies and procedures, and it is important in your leadership of the company.

Lesson 2: Here, we’re going to set your company Ideals in such a way that is important to your customer. We’re taking your “Whys” and adding an outward focus, and aligning with the needs of the customer. These 2 lessons are harder than they seem, but we have some great exercises to help you get clarity around this foundation of your business, so you can move onward and upward.

Lesson 3 is all about your super powers – you didn’t get here by accident, and your strengths are going to help you to get to the next level. We’ll help you find them, and use them, to elevate your brokerage or team.

Course Complete  - 17%

Section Complete  - 50%

Financial Magic

We call this module Financial Magic because we are going to make some costs disappear and revenues appear, right before your eyes (at least if your eyes are looking at a spreadsheet!) How does that sound? Lesson 1 of this module is all about income. Where is your money coming from at a macro-level? Does this align with your Ideals as set in Module 1? Where could your income grow? You have some decisions to make here as the Broker Owner or Team Leader that are really going to affect your culture. We’ll also start to set your financial income goals here.

In Lesson 2, we’ll look at expenditures – are you spending on the right things? How do you know? There is a lot of data analysis here, so be prepared to get out the spreadsheets-we’re going to get into some great data visualizations here. You may be surprised at where your dollars go.

In Lesson 3, we’re going to go deep into budgeting and really cut the fat. This is probably where you’ll get the immediate return on your BrokerUp investment. The course more than pays for itself, concretely, right here in this module.

In Lesson 4, we’re looking ahead. We’re going to set you up with what to measure and when, plus you’ll get our templates to make sure you can keep it up, in a clear, simple way, every month, every quarter, every year we’ll focus on a company financial health analysis, setting your budget according to your newly solidified ideals, and setting your preliminary financial goals. You’ll learn what to measure and when, plus you’ll get our templates AND I’ll show you how I use data visualizations to make sure you can keep it up, in a clear, simple way, every month, every quarter, every year.

Course Complete  - 25%

Section Complete  - 75%

Business Strategy, Your Way

This is a really fun module because now we can be creative about how you decide to GROW your business. Maybe you’ll go as far as changing your entire model…We can’t wait to see what you decide to do!

Lesson 1 is all about taking your ideals, and strengths, throwing in a dash of your financials (now that we know where we are) and creating a unique strategy intended to put you ahead of the competition.

In Lesson 2, we’ll determine the most pertinent changes you’d like to make in your business.

In Lesson 3 we’re going to show you how to get your people behind these changes with some change management tactics that you’ll be able to employ for the rest of the program.

Course Complete  - 33%

Section Complete  - 100%

Section 2: Marketing

How’s the Market?

This is perhaps the most cliché phrase used in the real estate world, so I thought I’d throw it in there for good measure. This module is actually about assessing your market and competition. Now that you know what you want to do in terms of strategy, we’ll add in competition and market factors so you can see where you differentiate.

You’ll learn what data to collect, how to read it, what to do with it, and how to store it to benefit everyone in your company. We’ll also review your financial goals from Module 3, and in light of market data, confirm or adjust those goals.

In the final lessons of this module, we’ll look at what data you can provide to your staff and agents, so they can elevate their sales. We’ll also go through a sales projection workshop so we can really see where you’re going next.

Course Complete  - 42%

Section Complete  - 25%

Crafting Your Value Proposition

Your strategy, confirmed by your assessment of your market and competition, is going to help lead you to clarity around your value proposition. Through the lessons in this module, you are going to figure out what your ideal client wants and needs from you, and we’re going to put it on paper.

You’ll answer the all-important question of “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

Once your Value Proposition is clear, and your ideals are set, this module is going to help you express them to the world. Here, we’ll flesh out what your branding really says about your business, and we’ll get into a clear, over-arching marketing strategy for your business that highlights your company ideals, and works and grows with your current budget and financial situation.

You’ll finish this module with clarity around how to live your brand, as well as marketing tactics, templates, and schedules. 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.

Course Complete  - 59%

Section Complete  - 75%

Web Savvy

Web tech is big, so it gets its own module.

Lesson 1 is all about how we’re going to get from online to in front of people. These are the “backend” decisions you’ll need to make before you pay for those tech tools or update your website.

In Lesson 2, we’ll take that “backend” and determine how we’re going to display it on the front end to capture the attention of your target market. (In a nutshell, this is your website strategy).

In Lesson 3, we’ll delve deep into the world of how to market your website through Social Media and other means.

In Lesson 4 We’ll address ways to avoid “new shiny” syndrome, so you can stop wasting money, stick to your solid strategy, and implement what will really work for your brokerage. You’ll do a tech systems analysis to see if there is anything that you can add that will save or make you time, money, sanity, or all three (especially if you can get some of your systems working together!)

Course Complete  - 67%

Section Complete  - 100%

Section 3: People & Change Management

Operations Management & HR

This module is a bit heavy, but it should be because it is about your people. They make your business run, and they are important.

Here, we’ll look at your overall Policies and Procedures, hiring practices, and change management (we have a feeling there will be a lot of changes to implement at your brokerage after this course!)

You’ll determine how you communicate with your team, and how often so that you’re all on the same page and efficient! This module comes complete with templates and checklists to save you time.

Be prepared to walk away with updated policies and procedures, in full alignment with your company ideals.

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: June 12, 2017

Module 2

Brokerage/Team Backbone

Launch Date: June 26, 2017

Module 3

Financial Magic

Launch Date: July 10, 2017

Module 4

Business Strategy, Your Way

Launch Date: July 17, 2017

Module 5

How's the Market?

Launch Date: July 24, 2017

Module 6

Crafting Your Value Proposition

Launch Date: July 31, 2017

Module 7

Living Your Brand: Branding & Marketing

Launch Date: August 7, 2017

Module 8

Web Savvy

Launch Date: August 14, 2017

Module 9

Operations Management and HR

Launch Date: August 21, 2017

Module 10

Agent Development

Launch Date: August 28, 2017

Module 11

Employee/Staff Development

Launch Date: September 11, 2017

Module 12

WrapUp: Prioritizing & Scheduling Your Projects

Launch Date: September 18, 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.

But Wait, There’s More!

(Confession: I’ve always wanted to say that)

Sign up before June 1st, 2017 to Get These AWESOME Bonuses!

Bonus 1

Create Your Own Agent Learning Management System

You are going to get a full behind the scenes look at how I created my learning management system. Better yet, I’ll go through step by step training on how you can create your own learning management system that can be used for your agent and staff training and development.

Value: $997

Bonus 2

Behind the Scenes in the BrokerUp Video Studio

In anticipation of your Agent Development videos, I’m going to show you how I built a video studio in our office. It doesn’t have to be huge or expensive to be effective! You’ll be surprised at how little room you actually need and you’ll get a true behind-the-scenes look at BrokerUp, here. You’ll also get access to my presentation on uses for video in your brokerage!

Value: $197

Bonus 3

Wiki Manual Templates

As part of the BrokerUp Bonuses, you are going to get our full wiki-manual templates, and we’re going to show you how to organize your office manuals into a wiki (yes, sort of like wikipedia) for your team to access and use. This will save you countless hours of questions and discussions once your brokerage or team policies are complete. You’ll be able to refer your agents and staff to the policy on the office “wiki” or send them a link – saving you time, and keeping everything consistent across your brokerage or team.

Value: $997

Bonus 4

Neighborhood Website Marketing Program

You are going to receive full behind the scenes access to my Neighbourhood/Development Website Marketing Program, designed to get your brokerage in front of local sellers and business people, while building relationships and providing your community with valuable content and information. This program is officially Host Management designated as “non-spammy”. You’ll get video tutorials of exactly how I build out the program for each neighbourhood in a market, and how we grow our brokerage community by helping others and genuinely caring for our neighbours. 

Value: $1297

Bonus 5

Development Marketing Program

As an additional bonus, I’ll give you my small development marketing program. Your brokerage or team could be the go-to agency for small real estate developments, if you can provide them with the website and lead capture they need to sell their product. I’m going to show you how to do it easily and consistently for results, and I’m going to show you how cost effective it can be!

Value: $697


Total Value of Bonuses Alone: $4,185

Don’t Miss Out!

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 JUNE 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 JUNE 1st, 2017 ONLY: $2,997 paid in 10 monthly instalments of $299.70

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

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