Real Estate Brokers & Team Leaders - Create Tasks To Help Your Agents

Dated: February 21 2023

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This is a blog post about how to help a real estate brokerage or team reach its numbers and goals. The video that inspired the post was intended for broker owners and team leaders who may need a refresher or motivation to help their agents and team members achieve success. The post will cover the basic steps that every broker owner or team leader should take to ensure their agents and team members are aligned with their goals and have a clear plan to accomplish them.

The first step is to create a goal sheet for every agent or team member. Without knowing what their goals are, it will be difficult to help them accomplish them. Broker owners and team leaders should be focused on the agents or team members, and not on their personal production. Knowing their goals will allow broker owners and team leaders to focus on helping their agents and team members achieve their goals.

The second step is to run the numbers. Once the goals have been established, the next step is to put together a plan that includes all the expenses, taxes, and commissions the agent needs to make to bring home their desired income. It is important to base the numbers on the agent's past experience and to look at the sources of business that they were strong in.

The third step is to identify the agent's strengths. By analyzing the past sales of the agent or team member, it is possible to determine where the majority of their sales came from. This will help broker owners and team leaders identify their strengths and weaknesses, and determine where they should focus their efforts.

The fourth step is to double down on those strengths. Once the strengths have been identified, the agent or team member should be encouraged to double down on them. This may include Cold calls, video content, holding open houses, or FSBO and expired prospecting. Broker owners and team leaders should help point agents in the direction they need to take to accomplish their goals.

The fifth and final step is to analyze and repeat. Broker owners and team leaders should periodically sit down with their agents and team members to analyze their progress and adjust their plans accordingly. By repeating this process on a regular basis, broker owners and team leaders can help their agents and team members achieve their goals and ensure their brokerage or team is hitting its numbers.

In conclusion, helping a real estate brokerage or team reach its numbers and goals is not difficult, but it does require focus and effort. By creating a goal sheet, running the numbers, identifying strengths, doubling down on those strengths, and periodically analyzing progress and adjusting plans, broker owners and team leaders can ensure their agents and team members achieve their goals and their brokerage or team is hitting its numbers.

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Josh Barnett

Josh Barnett, a real estate agent with eXp Realty, who has been serving the real estate market for 19 years. During his career, Josh has helped 657 customers successfully close on their properties, an....

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