We build Affinity programs from the ground up, identifying relevant service offerings, incorporating existing providers or company services, establishing business terms, and creating the operational processes needed for smooth execution. This includes tracking, cash back and rebate structures, billing workflows, and both internal and external marketing to drive awareness and adoption. Attend client meetings to help position programs within company guidelines.

Identify and capture opportunities through targeted corporate calling strategies, clearly defined business terms, and structured processes built around consistent tracking and follow-up. We also develop the internal marketing and awareness campaigns needed to keep agents engaged and producing.

We develop full DSP programs, including Settling In Services (SIS), identifying service offerings, establishing fee structures (program fees and SIC fees), and sourcing and managing both outside Settling In Consultants and real estate agent SICs. We build awareness with RMCs and direct corporate clients, and implement end-to-end processes for tracking, billing, and SIC payment.

We help you position your firm to capture RMC-referred business by building awareness of your real estate and DSP capabilities, including rental assistance, home search, home sale, area tours and group moves. We provide agent training, and establish the processes and tracking systems needed to manage RMC relationships and incoming referrals effectively.

We evaluate and implement internet lead programs and outside lead generation partnerships, covering agent training, lead distribution, follow-up systems, performance metrics, contract terms, and business processes. We ensure your firm is positioned to convert leads efficiently and consistently.

We design both internal and external referral campaigns, establishing business terms, tracking processes, including structured follow-up protocols to protect conversion.

We provide hands-on mentoring and coaching across customer service excellence, recruiting and retention strategies, and the development of your firm's competitive story. We also conduct thorough evaluations of your current programs and systems, identifying gaps and opportunities for improvement.