Our Commitment To YOU
🔹 Retain & Grow Company Dollar
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Preserve business when agents retire instead of losing to competitors
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Keep client relationships in-house for ongoing production
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Build stronger teams that produce more under your brokerage
🔹 Agent Retention & Recruiting
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Give retiring agents a reason to stay and still earn income
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Provide Lead Agents a proven growth path within your company
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Attract agents from other brokerages with a unique solution
🔹 Protect Market Share
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Retain listings, buyers, and referrals that could go elsewhere
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Position your firm as valuing legacy and long-term client care
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Strengthen your brand reputation as a leader in agent support
How We Make It Happen
🔹 Proven Systems & Resources
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Structured onboarding
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Database organization and client handoff dialogues
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Professional-grade training, guides, and marketing support
🔹 Mentorship & Membership
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Referring Agent and Lead Agent vetting and pairing support
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Ongoing mentorship and accountability for Lead Agents
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Broker updates and feedback to ensure success
🔹 Marketing & Brand Support
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Marketing with the Retiring Agent still in the spotlight
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Client events to maintain loyalty
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Recognition of your brokerage’s leadership in agent support
🔹 Operational Consistency
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Legal templates for Referring Agent and Lead Agent contracts
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Access to Stepping Up! materials and operations manuals
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24/7 access to the Stepping Up! member portal
The Nuts and Bolts
🔹 Our Systems
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Qualifying and pairing Referring and Lead Agents
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Onboarding and orientation systems for success
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Handoff and presentation training
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Strategic marketing guidance and accountability
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Commission models that work
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Written agreements to protect both agents
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Mentoring success!