An Effortless Transition

Your Business, Uninterrupted

As agents ourselves, we understand how important a seamless client service experience must be through a brokerage transition. That’s why we’ve created a comprehensive process to customize and streamline every system to ensure a smooth, successful transition for our agents.

You see to your clients; we’ll see to the details.

Systems Integration

Two not-so-exciting words with an absolutely vital meaning in our industry.

Concierge Services

  • Preparation of Our Proprietary CRM
  • Website Integration for You and Your Listings
  • Creation of Welcome Campaigns for Digital, Social and Print
  • Access to Our Extensive Marketing Toolkit
  • Hands-On Staff, Marketing, PR and Executive Team Support

Marketing Toolkit

Every agent has a dedicated Marketing Account Manager who provides one-on-one, personalized, service to help you strategize on your marketing plans. We take the time to know you, your business and your clients, customizing our extensive marketing toolkit of more than 100 templates for listings, ads, eblasts and more.


Our biggest collaborative tool is our proprietary technology platform, AgencyConnect. This custom-built, fully integrated system allows us to seamlessly communicate amongst each other, collaborate, network and share referrals.


The Agency’s wealth mapping software discovers potential buyers based on a property’s attributes and provides you with multiple paths of communication to prospects. The platform allows you to search by location, hobbies, interests, business— anything that helps target your outreach.


A primary focus of our technology allows us to capture and vet leads, making it easier for agents to convert those leads into business. We drive leads from multiple sources to agents, prequalify leads for client success and help place leads with the best-matched agents.

The Agency University

Training and educating our agents is what made us who we are. The Agency provides resources from new agent training to ongoing education and business coaching every step of the way. We focus on inspiring and elevating one another throughout each phase of our agents’ careers.