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 & Creative Center
  • Hands-On Staff, Marketing, PR and Executive Team Support

Creative Center

Our fully-accessible, online marketing platform is home to our comprehensive Marketing Toolkit of agent and property assets. Available to you 24/7, the platform allows you or your Marketing Account Manager to access and create everything you need to market yourself and your properties across print and digital channels, including ads, social media graphics, eblasts and more.


Our in-house Relocation Department handles all inbound and outbound referral leads at The Agency. The team nurtures relationships with companies worldwide to capture leads for our agents. Additionally, the department secures relationships with out-of-area brokers to handle referrals from our agents.


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.