4-Step Transactions Growth Framework for Teams & Brokerages
There's so much distraction in real estate right now.
Sometimes we forget about the fundamentals of growing our business.
Today, I would like to shift focus away from all the noise around the Clear Cooperation Policy, tariffs, and mortgage rates, and focus on what YOU can control.
Today, I would like to share a framework that helps teams and brokerages CONSISTENTLY grow transactions month after month after month.
This framework was adopted by 4 Agently clients. We’ve been blown away by the results so far.
Transactions Growth Framework for Teams & Brokerages
Assumption 1: The only way to increase real estate transactions is to increase the number of dollar-producing activities by agents. To accomplish that, you can either recruit more agents or drive existing agents to do more activities. Here we will focus on the second approach.
Assumption 2: You can't increase what you don't measure. There’s just no way to know if you increased something if you didn’t measure it in the first place to see before and after. If you don’t use Agently, you can use a simple spreadsheet & email.
Let’s go!
1. Set Goals, Expectations & Productivity Standards
As a broker or team leader, you know what drives success in your market — and what it takes to succeed. Agents chose your team for a reason. Lead them by setting clear goals, expectations, and productivity standards, so when agents open the app, they know exactly which dollar-producing activities to focus on.
Use leading indicators as goals (dials, conversations, door knocks etc). Those will eventually convert into lagging indicators (app set/met, contracts signed, listings taken etc).
Example:
2. Track Dollar Producing Activities
Once the goal is set, start regularly tracking agent activities inside your Agently dashboard.
What if some agents don’t execute
I get this a lot: “Max, I know some of my agents won’t take any action.”
Well, if some agents aren’t serious about their real estate career, focus on those who are.
The fact that there are some non-producers should not be used as a justification to deprive high-potential agents of the tools and guidance they need to grow.
This may sound crazy, but I see many brokers spending more energy avoiding the frustration of non-producing agents than investing in empowering the high-potential agents who can ultimately deliver growth.
Some agents won’t take action - it’s given. This is where agents need YOUR leadership. Agently gives you a unique ability to engage and communicate with agents based on how well or how poorly they perform. You can see who’s on track and who’s behind.
IMPORTANT: Send agent communication at least once a week. Regular communication drives GROWTH!
Send a message/video to “On Track” agents, motivating them to keep going.
Send a message to underperforming agents to engage and re-activate them.
Agently makes it really simple, showing you who’s who.
3. Evaluate What Activities Translate Into Transactions
At the end of the month, use the Agently dashboard to evaluate your team’s results at each stage of your funnel. Or spreadsheet.
IMPORTANT: The objective is to consistently increase KPIs by 10% every month
4. Recognize Top Performers
All agents strive for recognition. Recognition drives retention and helps build a culture of success. At the end of the month, share an update with all agents, recognizing all agents who contributed towards achieving a team goal and not just the top producers based on transactions.
Repeat
Use the past month’s performance to set next month’s goals:
Many conversations but not many appointments?
Next month’s focus on app. setting techniques.
Many appointments but not enough listings taken?
Focus on presentation skills & objection handling.
The goal is to simply do 10% better each month.
If you had 50 active agents in April, make it your goal to get 5 more agents engaged in May.
If you had a total of 911 dollar-producing activities across all agents in April, make it the team’s goal to hit 1000 in May.
This framework is so simple that it fits on one page.
Stick to this for at least 3 months, and you won’t want to stop after:
Month 1: Measure the current agent activity (as is)
Month 2: Proactively use communication to get as many agents engaged
Month 3: Whatever the result and KPIs were in Month 2, aim to improve by 10%
You can thank me later or schedule a demo at Agently.com if you would like to learn how exactly our Agent Performance Platform drives transaction growth for brokerages and teams.