

THE FIRST AI TEAM LEADER FOR REAL ESTATE
THE FIRST AI TEAM LEADER FOR REAL ESTATE
THE FIRST AI TEAM LEADER FOR REAL ESTATE
I Onboard, Train and Develop Your Agents Until They Produce
I Onboard, Train and Develop Your Agents Until They Produce
I Onboard, Train and Develop Your Agents Until They Produce
The AI Team Leader is a platform that automates agent onboarding and training — so you get more production from more agents, without depending on you or your staff to push every step.
The AI Team Leader is a platform that automates agent onboarding and training — so you get more production from more agents, without depending on you or your staff to push every step.
Clients I work with
Clients I work with
With 12,000+ agents across 200+ teams and brokerages — I've onboarded more agents than anyone in real estate.
With 12,000+ agents across 200+ teams and brokerages — I've onboarded more agents than anyone in real estate.
Clients I work with
The three jobs I take off your plate
The three jobs I take off your plate
The three jobs I take off your plate
1. Onboard new agents into production faster
I know onboarding is slow, manual, and scattered across Google Drive, emails, and binders.
No accountability. No visibility. No timeline.
I deliver a complete agent onboarding experience from admin checklists through core skills training to their first client under contract in 20 days.
Bring your own playbook or use my ready-made content library: AI Script Roleplays, Lead Certification Programs, 30-60-90 Day Plans.
Onboard any number of agents — without ever doing it manually again.
1. Onboard new agents into production faster
I know onboarding is slow, manual, and scattered across Google Drive, emails, and binders.
No accountability. No visibility. No timeline.
I deliver a complete agent onboarding experience from admin checklists through core skills training to their first client under contract in 20 days.
Bring your own playbook or use my ready-made content library: AI Script Roleplays, Lead Certification Programs, 30-60-90 Day Plans.
Onboard any number of agents — without ever doing it manually again.


2. Develop existing agents to produce more
Developing 1099 contractors is the ultimate challenge. Attendance at training sessions is low, and the LMS full of videos has become a graveyard of content nobody sees.
I work differently. Instead of serving the same content to everyone, I connect to your CRM and transaction management system to find each agent's bottleneck — then deliver deeply personalized weekly briefs that keep them focused on the dollar-producing activities that actually move their business.
Every week, agents get training aimed at their real skill gaps and the accountability to keep moving. Every week, you see exactly who's executing and who's not.
2. Develop existing agents to produce more
Developing 1099 contractors is the ultimate challenge. Attendance at training sessions is low, and the LMS full of videos has become a graveyard of content nobody sees.
I work differently. Instead of serving the same content to everyone, I connect to your CRM and transaction management system to find each agent's bottleneck — then deliver deeply personalized weekly briefs that keep them focused on the dollar-producing activities that actually move their business.
Every week, agents get training aimed at their real skill gaps and the accountability to keep moving. Every week, you see exactly who's executing and who's not.
3. Show you who's likely to produce and who's at risk
Your agents' performance defines the success of your business, yet we know so little about them. Transactions only tell you what already happened. Habits, behaviors, and work patterns tell you what's coming.
Agently is the first platform in real estate to give you true business intelligence on every agent. I combine transaction data, CRM activity, and unique behavioral data into a Production Confidence Score — showing you which agents have real growth potential and which are unlikely to produce.
So you can focus your attention and resources only on the agents who earn it through their work, not their promises.
3. Show you who's likely to produce and who's at risk
Your agents' performance defines the success of your business, yet we know so little about them. Transactions only tell you what already happened. Habits, behaviors, and work patterns tell you what's coming.
Agently is the first platform in real estate to give you true business intelligence on every agent. I combine transaction data, CRM activity, and unique behavioral data into a Production Confidence Score — showing you which agents have real growth potential and which are unlikely to produce.
So you can focus your attention and resources only on the agents who earn it through their work, not their promises.

Results I've delivered
Results I've delivered
From 30 to 83 producing agents — without adding staff
From 30 to 83 producing agents — without adding staff
From 30 to 83 producing agents — without adding staff
30 → 83
increased number of producing agents in two years — without adding more staff or overhead
51 → 20 days
from joining the team to completing onboarding and getting a client under contract
48.5%
of all production now comes from agents who had never closed a deal before

“We credit 25 to 30% of this growth directly to the operating system we built inside Agently.”
Team Peterson-Jackson, eXp ICONS of The Year

Routine tasks were a time sink. Flowline’s automation cut errors and ramped up productivity instantly.
Marcus, Operations Manager


“We credit 25 to 30% of this growth directly to the operating system we built inside Agently.”

Team Peterson-Jackson, eXp ICONS of The Year
Routine tasks were a time sink. Flowline’s automation cut errors and ramped up productivity instantly.

Marcus, Operations Manager
Results I've delivered
How I work
How I work
How I work
Train me (~2 weeks)
To build out your system, simply share your onboarding checklists, training content, processes, SOPs and any resources you have. Don't have them? Don't worry — use my ready-made library of content. And you'll have a real human account manager supporting you throughout your entire journey with Agently.
Train me (~2 weeks)
To build out your system, simply share your onboarding checklists, training content, processes, SOPs and any resources you have. Don't have them? Don't worry — use my ready-made library of content. And you'll have a real human account manager supporting you throughout your entire journey with Agently.
Connect me to CRM
Plug me into your CRM and transaction management system. I'll learn everything about your agents from the data that's already there, and generate a Production Confidence Score that shows you who's likely to produce and who's at risk. Your account manager handles the integration with you — no IT project required.
Connect me to CRM
Plug me into your CRM and transaction management system. I'll learn everything about your agents from the data that's already there, and generate a Production Confidence Score that shows you who's likely to produce and who's at risk. Your account manager handles the integration with you — no IT project required.
Launch me
Your account manager will help roll out the app to your agents. From there, onboarding and training run on autopilot — simply add new agents and delegate the rest to me. I send you a weekly digest of everything I took off your plate and will only bring you in when needed. Monthly progress calls with your account manager cover KPIs and what's next.
Launch me
Your account manager will help roll out the app to your agents. From there, onboarding and training run on autopilot — simply add new agents and delegate the rest to me. I send you a weekly digest of everything I took off your plate and will only bring you in when needed. Monthly progress calls with your account manager cover KPIs and what's next.

Finally, everything in one place
One app replaces a dozen disconnected tools and logins — onboarding, training, coaching, team chat, calendar, resources, and business intelligence, all under your brand.
One place for agents to look. One place for them to act. From the day they join through every stage of their journey with you.
Finally, everything in one place
One app replaces a dozen disconnected tools and logins — onboarding, training, coaching, team chat, calendar, resources, and business intelligence, all under your brand.
One place for agents to look. One place for them to act. From the day they join through every stage of their journey with you.
How a $500M Team Turned Onboarding Process Into a Growth Engine
From 30 to 83 producing agents — without adding staff
How a $500M Team Turned Onboarding Process Into a Growth Engine










Works with the tools you already have
Your CRM and transaction system are sitting on the most valuable data in your business — and it's going unused.
Your AI Team Leader connects to any CRM and any transaction platform, and puts that data to work.
Then it adds what no system has ever captured: a behavioral layer — habits, follow-through, coachability — on top of your production data. Together, they power the Production Confidence Score.
For the first time, activity, behavior, and production live in one system. No guesswork — just who's on track, who's slipping, and what happens next.
Works with the tools you already have
Your CRM and transaction system are sitting on the most valuable data in your business — and it's going unused.
Your AI Team Leader connects to any CRM and any transaction platform, and puts that data to work.
Then it adds what no system has ever captured: a behavioral layer — habits, follow-through, coachability — on top of your production data. Together, they power the Production Confidence Score.
For the first time, activity, behavior, and production live in one system. No guesswork — just who's on track, who's slipping, and what happens next.
Your Questions Answered
Find quick answers to the most common questions.
Your Questions Answered
Find quick answers to the most common questions.
What is an AI Team Leader?
Who is Agently for?
Do we need to have our playbook and training documented first?
Does it replace me or my leadership team?
Is it really hands-free?
What is the Production Confidence Score?
Will agents feel watched?
Does Agently replace our CRM or transaction system?
Can it carry our brand?
How long does setup take, and what does it cost?










