
BrokerUp: The Program
Step 1: SetUp for Success
Clear your desk, clear your inbox, clear your schedule…
…or at least part of your schedule. Implement BrokerUp’s proven strategies to 3x your productivity so you can complete the projects in the upcoming modules.
Step 2: Determine & Leverage Your Company Ideals
Gain clarity around your ideals & strengths to excel in your role as leader.
You’ll work on your “why” so you can set your company ideals in such a way that they are meaningful to your agents and clients. You’ll assess your strengths in order to leverage your management superpowers and elevate your team.
Step 3: Your Bottom Line
Are you making a profit?
Where are your revenues coming from? How could your profits grow? In this module, we’ll help you determine your financial goals. We’ll help you cut the fat, and decide what to measure, when.
Step 4: How’s the Market?
How do you stack up against the competition?
We’ll look at the competition and market factors to see how you can stand out! We’ll help you decide what data to assess regularly. We’ll also help you determine how to provide it to your agents so they can elevate their sales!
Step 5: Business Strategy – Done Your Way.
Decide how you want to GROW your business!
We’re going to take everything you’ve created in the first few modules (your company strengths, financials, competition & market assessment) and help you wrap it all into a unique business strategy for your brokerage. THEN we’re going to help you get your people behind any necessary changes with the use of some change management tactics that you can employ for the rest of the program.
Step 6: Craft Your Value Proposition
Your strategy is going to lead you to clarity around your value proposition.
We’ll help you determine what your ideal agent and client wants and needs from you. You’ll answer the all-important question, “What do we really sell”. We’ll help you craft your value proposition: why an agent, employee, or client would rather work with you over the competition.
Step 7: Develop Your Marketing
Express your value to the world!
You’ll create a marketing strategy that highlights your company values and grows with your branding and budget. This module will guide you to create marketing tactics, templates and schedules.
Step 8: Build Your Web Strategy
What’s your strategy to move a contact from web lead to “in person”?
We’ll help you take this “backend” plan and work it into your “frontend” (your website) to capture the attention of your target market. Then, you’ll craft strategy to market your website.
Step 9: Manage Your Operations
Align your policies & Procedures with your company values.
Write your Human Resources policies, decide on your change management procedures, determine how you’ll communicate (method and character) with your people. This step comes complete with templates and checklists to help you along the way!
Step 10: Develop Your Agents
Implement sales tracking, monitoring, agent education, training, and development.
You’ll create a new agent onboarding system and an agent training system, all aimed at elevating your brokerage to a winning company culture.
Step 11: Develop Your Staff
Do you inspire your staff?
Structure how you’ll support and reward your employees. Create consistent training for each position to make your life easier.
Step 12: Prioritize & Schedule Your Projects
Elevate your brokerage.
The previous 11 steps have likely created a list of projects. Here, we’ll prioritize and get them in your calendar, so you can continue to implement and elevate your brokerage.
BrokerUp: The Extras
You’ll get our Policies & Procedures Template, Agent Onboarding Templates, and more! ($4,000 value)
You’ll get our Website Planning Template so you can design the best website for your brokerage. ($1,500 value)
We’ll even give you our complete social media checklists so you can create a social media manual for your brokerage and agents! ($600 value)
You’ll also receive exclusive BrokerUp bonus content – only accessible from within our program.
PLUS: We don’t overwhelm you with course content: It drips out once per month.
PLUS: You’ll have lifetime access, and the ability to download modules. There’s no need to rush through. You can BrokerUp at your own pace.
PLUS: We put our money where our mouth is: We have a 60 day refund policy (see terms and conditions here).
BrokerUp: The Support

We’ll follow up when you’re stuck to see how we can help.
BrokerUp is run through an online learning management system so you can track your progress.
Better yet, you can ask questions and receive answers directly in the comments on each video.
We’ll give you templates and worksheets to help you through the whole process of optimizing your brokerage.
You’ll be part of a Private Facebook Group of like-minded real estate broker/owners.
You’ll have the support of your peers along the way – through the learning management system and the Facebook group.