Client Engagements:

Senior executives call on us to help in a variety of circumstances. Some of our clients ask us to assess their current people and processes. Others call on us to help examine and evolve business strategies and tactics or refine their value proposition. Typical engagements for various companies may entail:

Real estate executive teams

  • Assessing the current trajectory of the business and its potential
  • Determining the best and highest yield strategies/goals/tactics
  • Designing and implementing a progress plan
  • Tracking, monitoring and encouraging success

Real estate branch management

  • Creating and executing profit plans
  • Recruiting high company dollar experienced agents
  • Retaining top talent
  • Coaching and growing promising rising stars

Mortgage company management

  • Increasing originations per loan officer
  • Managing pipeline for increased pull through
  • Recruiting experienced resale producers
  • Retaining top loan officers
  • Coaching for success
  • Developing lead generation systems

Title management

  • Increasing title sales
  • Targeting high volume, high profit clients
  • Utilizing tools, tactics and strategies for success
  • Tracking and managing performance
  • Implementing lead generation systems