March 2023 OKR Meeting Notes

Mar 07, 2023

1) Community Vendor: Adrienne Laosa w/ Treaty Oak Properties

2) Welcome!

Jean Holm
Ever Valdovinos

3) February 2023 Key Results

$1M+ Closings

Lindsey Pearlstein = $3.6M
Denny Holt = $2.5M
Kasey Gilliam & Team = $2M
Katie Dochen = $2M
Yolanda Johnson = $1.1M
Corrine Elgin = $1.1M

$1M+ Contracts

Berbas Group = $10.5M
McGuire Team = $3.6M
1. Tara McGuire = $1.8M
2. Stacy Zellner = $1.4M
Jeremy Vandermause = $1.7M
Crystal Hirst = $1.4M
Ashley Figur = $1.3M
Leah Roustan = $1.2M
Lindsey Pearlstein = $1.1M
Jackie Good = $1.1M
Julie Stoakley / Nest Egg Group = $1M

Leading Indicators

FUB Points Leader: Chris w/ 8379 pts
Top Talker: Jeremy w/ 7hrs 17min
Top Texter: Chris w/ 407 texts
Top Client Portal User: Eric E w/ 215 points
Top Client Portal Searcher: Stacy w/ 50 searches

4) Austin Metro Stats

*Not Listed Here: Resale contracts declined by -22%. This is an improvement over Jan, which saw ~25% decline, but the resale market is not recovering as quickly because builders are dumping inventory. They will continue to do so until they've sold their glut of inventory.

5) What We’re Working On

ChatGPT Process was implemented w/ LC about a month ago and is working really well. If you're not using LC, I highly recommend implementing the process on your own.
Lots of listing process/system things
- Rush fees and why
  - $150 if you don't have it to them 2+ weeks out
  - $150 if you don't have pics to them 2+ days before list date
- Pricing Guidance for staging and photography. This turned into a really big project because no stagers were offering 90 days as a standard rental, even though ADOM is 72. We had to negotiate with 3 stagers and we now have great pricing and pricing guidance for everyone. More info here.
- Listing Presentation update. The download link is available here. The world's shortest overview of the changes is available here.
More birthday and HPA options!!! You now have the ability to select ACB or Tiff's Treats for birthdays and HPAs. Everyone's spreadsheets have been defaulted to ACB for birthday and nothing for HPA (unless you've been told otherwise separately). We will have an email to everyone explaining how to update your spreadsheets. We are sunsetting Thnks.com for HPAs.
Wrapping up branding guidelines and expanded brand identity. This has taken longer than expected.
Client Portal
- Completed
  - Better property page!
  - 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.)
- Working On (4-6 Weeks)
  - Adding ~25 new search fields
  - Better text search functionality
  - Exclude functionality
  - Select and send a list of properties (or a single property) to a client. Add as suggestions. Add to cart.

5) Market Discussion (Bailey)

About the Author

Last updated: 03/07/2023

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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