February 2023 OKR Meeting Notes

Feb 05, 2023

1) Community Vendor: Andrew Perkel w/ CSA Realty Group (Commercial)

2) Welcome!

Zoe Wafelbakker
Ashley Figur
Berbas Group
- Jen Berbas
- Amadora Puchol
- David Love-Moxham
- Irene Ginakakis
- Jean Samillano
- Kristin Castillo
- Rachel Carpenter

3) January 2023 Key Results

$1M+ Closings

Crystal = $1.8M
Lynn = $1M

$1M+ Contracts

Tara = $2.2M
Danny = $2.3M
Kasey = $2M
Corinne = $1.1M
Philip = $1.5M

*Note: We contracted more units in Jan 2023 than in Jan 2022. 27 agents contracted 39 units. (Buyer urgency is gone. This market will be a slow start off the line.)

Leading Indicators

Top Talker: Chris 4hr 59min
Top Texter: Lindsey 249 texts
Top Client Portal User: Annette 149 points
Top Client Portal Searcher: Gina 115 searches

*Note: Our dev asked me about the increased engagement in the portal. He noticed an uptick in client comments, favorites, and possibilities.

4) Austin Metro Stats

5) What We're Working On

ChatGPT: Demo/Explainer Video

Brand Identity Expansion / Brand Consistency Guidelines
- Why?
  - We want to make sure everyone stays TREC compliant. These policies make sure that you're always compliant.
  - We've all worked incredibly hard to build a great reputation in Austin. You're a huge part of that. When we're brand consistent, it helps to build and reinforce that great reputation.
  - We want to look organized and polished. Brand consistency reinforces that.
  - We want you to be able to flex your creative muscles. Our brand identity/consistency guidelines give you the flexibility to market yourselves. There's no takeaway there. The guidelines make sure there's no takeaway in terms of TREC compliance or reputation. Everyone wins when our interests are aligned.
- Brand Identity Guidelines
  - Guidelines for teams vs individual agents
  - Guidelines for "personal brand/logo"
  - TREC Guidelines for Advertising and Social Media "gray area". When must you include branding?
- Brand Identity Expansion
  - The fun part!
  - Lots of additional templates
  - Additional fonts and colors to expand the brand identity to accommodate custom designs

Client Portal Roadmap (Near Term 4-6 weeks)
- UI Fixes for desktop and mobile
- Agent control over "unsubscribe" - can turn off searches and suggestions without deleting searches
- Better map functionality
- Improved navigation to accommodate more functionality
- Agent lookup tool. "How much does this agent produce?" (Helps you understand who you're working with.)
- 20 new search fields
- Expanded text search functionality
- Advanced operators like "exclude"
- Redesigned property detail page to include much more information, better images browsing, and easier agent contact + agent branding

6) Market Watch

About the Author

Last updated: 02/05/2023

2300+ Client reviews!

Christopher Penaloza

JC was very helpful during the process of buying my first home. He directed me to lenders that truly had my best interest at heart. I almost made a few bad decisions that JC was there to wave off for me. I truly appreciate JC's responsiveness to ALL of my many questions and his willingness to be a sounding board for my frustrations in the process. I still hear from JC from time to time ensuring that I am happy with my home and letting me know of up and coming business in my area that might affect my property value. I will absolutely be using JC to purchase my next home.

LanceLunsford

JC does a great job with attention to detail and ensuring he has answers to your questions as you navigate the process of a home purchase. JC understands the process of the transaction in a home purchase and makes sure the details are covered.

Christopher Dunn

Ruth helped us to view many houses and (over months) to make multiple offers in a really, really tough market for buyers. Our low bids were our own fault! Ruth's guesses are always spot on. We finally had a bid accepted last month, and Ruth helped us re-negotiate after significant problems were discovered. Ruth has gone above and beyond for us, giving us far more time during this long search than we could reasonably have expected. She even helped us look for a rental when we'd basically given up. Her advice has always been immensely valuable and brutally honest. She is the most knowledgeable agent I've met on the Central Austin market. She also handled our stress well, and believe me, buying in Austin right now is stressful!

Jerry Nash

Excellent service and follow through. Very professional!

Steve Sanders

I highly recommend Kristen for all real estate needs.

Danielle Hughes

I had a great experience working with Bramlett Residential Real Estate. Jean Holm was my agent and she & her team made the whole process very simple. She explained everything very well, was knowledgeable, had great advice, and got our home sold. Definitely reccomend!

Jeremy K

I worked with Jeremy Vandermause to buy my first home. Jeremy was so patient throughout the process (which I definitely dragged out as I gathered all the facts). He consistently sent me homes I was interested in and was eager to show them off, and on the odd occasions where I found one he hadn't already seen he always made himself available to walk through with me. He was very helpful in those walkthroughs pointing out home features I would have missed, or providing context on neighborhood. As a native Austinite, he definitely knows the history and cultural fabric of the city and each neighborhood. I started with close to zero knowledge of the home-buying process and Jeremy walked me through every step with clarity and patience. So excited about the home I now own! Plus, he's just a legit cool dude. I always really enjoyed our conversations and could tell from the start he was someone worth knowing in Austin

Jian M.

This review is about Joe Gage, their real estate agent. I'm based in Sam Francisco and was looking for investment property in Austin. I tried out three different agents based on recommendations from different sources, including Yelp. Joe clearly stands out. He's very patient and responsive. I'm not familiar with the area at all thus had a lot of questions. His email reply contains detailed information of the neighborhood, including shops nearby, schools and so on. He regularly screen houses and give recommendations once he sees a good fit for investment house offered at reasonable price. He's very knowledgeable about the area. All his recommendations comes with details around why he thinks it's a good investment and sales/rental data in the neighborhood to justify the price he thinks it's worth as well as the expected rental income. I found him to be very methodical and organized. He's not a typical sales person. Maybe this is because he used to be an accountant. Needless to say he earned our trust and we went with him to make the purchase. I was very impressed through the whole process. He's very calm and never pushy. His recommendation on the bid price was right on and he was very good at following up with various parties to push things through. The process went through very smoothly. If anyone is looking for a good real estate agent in Austin, I'd recommend Joe whole-heartedly. His professionalism and calm personality make him a real pleasure to work with.

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