Introducing – Real Estate Team Builder 2.0.  Newly enhanced videos, updated content, and more…

Built for Real Estate Teams and Brokerages!



  • You are interested in building a profitable and successful team
  • You already have a team and want expert team building training & coaching
  • You want to learn how to implement effective business systems, hire an assistant and 1-2 buyer agents
  • Expansion Teams into other markets is your ultimate goal
  • You are a broker-owner or manager wanting to grow a more profitable company


  • Decide on a team model, compensation & structure
  • Implement effective team systems
  • Recruit, hire and retain the right team members
  • Coach, manage and lead a successful team
  • Build an asset and create your exit strategy
  • Leverage team leader best practices


  • We have been coaching and training real estate professionals for more than 20 years
  • Our coaches have been licensed real estate agents/brokers/managers for over 20+ years
  • Our philosophy is to guide you to run your business as a real business
  • It starts with getting your house in order and systems in place; then hiring agents to plugin to your effective systems


Let us guide you every step of the way to implement the Real Estate Team Builder system.  We have done all the work – all you need to do is customize the procedures and documents for your business and market.  Take a preview by watching the video to the left.

Training Modules & Lessons

Documents & Forms

Tech & Bonus Videos

Real Estate Team Builder is a turnkey system ~ click the tabs below to see the course curriculum plus all of the documents, forms, videos, manuals, and extras that come with the program:
Module 1– The Big Picture     In this first module, we will lay the foundation and cover in greater detail the philosophy and core components of real estate team building.

  • Lesson 1: Introduction to Real Estate Team Building
  • Lesson 2: Primary Focus Areas for Team Building
  • Lesson 3: The Four Archetypes and How They Fit
  • Lesson 4: Six Components of a Successful Business
  • Lesson 5: Two Critical Keys to Team Building
  • Lesson 6: Agent Team Models
  • Lesson 7: Know Your Company Policies & State Requirements
  • Lesson 8: Let’s Get to Work!
Module 2 – Team Operations and Admin     This training module will cover the team administrative set-up and essential operational systems including:

  • Lesson 1: Choosing Your Team Model and Organization Chart
  • Lesson 2: Team Member Compensation Plans
  • Lesson 3: Customize the WBNL Team Operations Manual
  • Lesson 4: Team Member Job Descriptions and Agreements
  • Lesson 5: Hiring & Onboarding System
  • Lesson 6: Team Reporting and Tracking
  • Lesson 7: Team Software Solutions
  • Lesson 8: Let’s Get to Work!
Module 3 – Implement Effective Team Systems

This module takes the essential real estate business systems (training is included in our WBNL Wanderers Club online membership platform) and shows you how to make the necessary adjustments for the team.

  • Lesson 1: Team Real Estate Business Plan & Goals
  • Lesson 2: Your Vision, Purpose and Brand 
  • Lesson 3: Attracting Perfect Clients & UVP
  • Lesson 4: Marketing and Advertising 
  • Lesson 5: Your Database & Referral System
  • Lesson 6: Listing and Farming System
  • Lesson 7: Buyer, Escrow and Transaction Management System
  • Lesson 8: Lead Generation and Follow-up Systems
  • Lesson 9: Internet and Social Media Marketing
  • Lesson 10: Leveraging Technology and Productivity Apps
  • Lesson 11: Mobile & Paperless Operations
  • Lesson 12: Business and Financial Systems
  • Lesson 13: Let’s Get to Work!
Module 4 – Attract and Hire Team Members

In this module, you will learn our proven recruiting and retention strategies to attract the right team members including:

  • Lesson 1: Set Your Attraction (Recruiting) Goals
  • Lesson 2: Identify Your Recruit Sources and Strategies
  • Lesson 3: Develop a Recruit Connection & Action Plan
  • Lesson 4:  Create Your Affiliation (Recruiting) Proposal
  • Lesson 5: Leverage a Career Page & Social Media
  • Lesson 6: Screen Candidates & Conduct Interviews
  • Lesson 7: Five Steps to an Effective Interview
  • Lesson 8: Follow-up Action Plan
  • Lesson 9: Transition Plan & Onboarding (Hiring) Process
  • Lesson 10: 90 Day Onboarding & Training Plan
  • Lesson 11: Retaining Quality, Productive Professionals
  • Lesson 12: Let’s Get to Work!
Module 5 – Coach, Manage and Lead a Successful Team

Discover and learn the power of coaching and empowering your team members in this module.  We will also cover team accountability, production tracking, and overall productivity strategies.

  • Lesson 1: Coaching Agents to Success
  • Lesson 2: Effective Communication
  • Lesson 3: Master These Coaching Skills
  • Lesson 4: The Coaching Process
  • Lesson 5: Managing the Four Personality Styles
  • Lesson 6: Level 5 Leadership
  • Lesson 7: You Already Have a Culture – It’s You
  • Lesson 8: Team Leads, Production and Escrow Tracking
  • Lesson 9: How to Run an Effective Team Meeting
  • Lesson 10: Productivity, Accountability, Project Management Tools
  • Lesson 11: Let’s Get to Work!
Module 6  – Build an Asset and Create Your Exit Strategy

We will conclude the Real Estate Team Builder training with this comprehensive module on how to build an asset (your team and overall real estate business) and design your exit strategy.

  • Lesson 1: Exit Strategy Guide and Checklist
  • Lesson 2: Team Business Plan and Key Business Metrics
  • Lesson 3: Determining the Value of Your Business
  • Lesson 4: Review of Exit Strategy and Buyout Options
  • Lesson 5: Let’s Get to Work!
Real Estate Team Builder

List of Documents, Forms, Manuals

Module 1– The Big Picture

  1. Real Estate Business System Assessment
  2. Partnership Checklist
  3. Sample Partnership Agreement
  4. Non Disclosure Agreement
  5. eMyth Revisited Key Points
  6. What’s Your Time Worth Worksheet
  7. Getting Things Down (GTD) Worksheets
  8. Let’s Get to Work: Team Planning Worksheet & Checklist

Module 2 – Team Operations and Admin

  1. Complete Hire and Onboarding System
    • System Checklist
    • Sample Ads (Admin, Marketing, TC)
    • Sample Job Description – Admin Asst
    • Sample Job Description – Marketing/TC
    • Online Application Form Template
    • Email 1 – Take the DISC assessment
    • Email 2 – Task/Project
    • Interview Questions (phone)
    • Interview Questions (in-person)
    • Onboarding Checklist
  2. Licensed vs. Unlicensed General Guidelines
  3. Sample Admin Employment Agreement
  4. Assistant Task Checklist Template
  5. Employee Performance Review Forms
  6. Payroll Costs Worksheet
  7. Team Accountability and Production
  • Team Production Tracking Template
  • Team Commission Tracking Template
  • Lead Tracking Report
  • Lead Conversion Tracking Form
  • TA Commission Disbursement Form
  • Escrow Tracking Report
  • Team Annual Production Wrap-Up Worksheet
  • Database Growth Tracking Worksheet
  • Vacationing Agent Form
  • Internal Team Referral Examples
  • RETB Team Operations Manual Template
  • RETB Team Manual Task Template

Module 3 – Implement Effective Team Systems

  1. Real Estate Business System Checklists (Team Versions)
    • Team Real Estate Business Plan and Goal-Writing 
    • Your Brand and Value Proposition
    • Identifying Your Perfect Client
    • Marketing and Advertising
    • Your Database/Past Client/Referral System
    • Listing & Farming System
    • Buyer/Escrow System
    • Lead Generation and Follow-up System
    • Internet & Social Media Marketing Strategy
    • Technology, Mobile Operations
    • Business Financial Basics for the Real Estate Agent
  2. Rainmaker Business Plan
  3. Team Associate Business Plan & Goals Template (7 forms)
  4. Vision, Purpose, Mission & Values Template
  5. Create Your Unique Value Proposition (UVP)
  6. WBNL Coaching Emails/Letters
    • Your Database (3)
    • Introducing New Team Associate (2)
    • Settlement Statement
    • Testimonials & Reviews
    • Farming Series
  7. Pre-Listing Package List
  8. Pre-Listing Kit (.zip file)
    • Pre-Listing Presentation Template (PPT)
    • Seller’s Homework template (WORD)
    • Pre-Listing Package emails (WORD)
  9. Top Producer Listing Service Plan
  10. Homebuyer Handbook Content Guide
  11. Sample Buyer Consultation Guide (PPT)
  12. Buyer Lead Action Plans (3)
  13. Seller Lead Action Plans (2)
  14. 50 Lead Generation Ideas
  15. Escrow Invoice Form

Module 4 – Recruit, Hire and Retain the Right Team Members

  1. Recruiting Goals Template
  2. Recruiting Production Tracker
  3. Recruiting Action Plan Template
  4. 50 Recruiting & Attraction Ideas
  5. Recruiting Conversion Tracking form
  6. Broker-Manager Perfect Week
  7. Team Associate Sample Ads/Job Posting
  8. Recruiting Scripts & Dialogues
  9. Team Associate Interview template
  10. Interview Hire Template
  11. Team Member Application Form
  12. Team Associate Screening Emails
  13. Team Associate Onboarding Checklist
  14. Affiliation Proposal PowerPoint template
  15. Sample Team Associate contract addendum to ICA
  16. Sample Team Associate Compensation Models
  17. Team Associate 90 Day Onboarding & Training Manual 50+ Documents Included in this Training Manual

Module 5- Coach, Manage and Lead a Successful Team

  1. Coaching Agents to Success Guide
  2. Team Meeting Guidelines & Agenda
  3. List of Team Meeting Ideas/Topics
  4. Sales & Productivity Contest Ideas
  5. Guide to Team Events, Retreats, Advance Meetings
  6. Team Recognition & Awards Guide

Module 6  – Build an Asset and Create Your Exit Strategy

  1. Business Budget Template
  2. Real Estate Business Plan
  3. Profit & Loss Statement
  4. Marketing ROI Worksheet
  5. Balance Sheet
  6. Checklist for Sale of a Business
  7. Letter of Intent – Business Transaction
  8. Sample Agreement to Sell Business
  9. Bill of Sale with Quitclaim
  10. Exit Strategy Checklist

Bonus Videos: Tech & Social Media

  1. How to Get More Client Reviews
  2. You are Being Googled! – Online Reputation Management
  3. Landing Pages for Lead Generation
  4. Creating & Optimizing Your Facebook Business Page
  5. Facebook Ads for Sellers
  6. Facebook Ads for Buyers
  7. Facebook Introduces New Job Posting Feature
  8. Google Drive for Business
  9. Productivity Apps and Tools List
  10. Google for Business
  11. Top Producer 8i Tutorial Part 1
  12. Top Producer 8i Tutorial Part 2
  13. LinkedIn All-Star Profile
  14. LinkedIn Suite of Mobile Apps
  15. Build Your Network with Strategic Connecting on LinkedIn
  16. Using Evernote for Business
  17. Dropbox for Your Real Estate Business
RETB Team Operations Manual

  1. Customizable tasks, procedures, docs for the online manual:
    1. Listings (Sellers)
    2. Sales (Buyers)
    3. Lead Gen – Database
    4. Lead Gen – Farms
    5. Lead Gen – Social Media, Internet
    6. Lead Gen – Networking
    7. Hiring & Onboarding
    8. Team Admin & Reporting
  2. Implementation Guide/Checklist
  3. Google Drive setup (Video)

Meet the WBNL Coaching Team


Jan O'Brien

Jan O'Brien

Co-Founder, WBNL Enterprises | Business & Real Estate Coach

As a real estate broker, coach and industry leader for over 23 years, Jan is keenly aware that the single biggest obstacle in any business is implementation of the basic systems and activities that are the foundation of a prosperous and long-lived career.  With this in mind, Jan builds programs and systems around that and gets the fear out of the way.  Once that is accomplished, the sky is the limit and she has guided 100’s of top producing real estate sales professionals, teams and business owners to implement effective systems that allow them to thrive.
Matt Emerson

Matt Emerson

Co-Founder, WBNL Enterprises | Travologist | Business Coach

Matt’s philosophy in life and business can be summed up with ease; look for the best in people, listen more than you talk, be inclusive, create balance, and make each day better than the day before.   This has served him well during his 29 years of leading individuals, teams, and companies to success. Understanding what motivates someone and how they can best reach their personal goals and improve their quality of life has always come easy to Matt and he enjoys being a part of that journey.   Taking charge of your destiny is the most freeing & empowering thing you can do – let’s get to work!
Jan is an awesome coach – especially if you have or are looking to build a team!  I have a team, but had no one to get advice from about where/how to grow it and deal with issues that come up.  What to require, what to pay, what to include.  Jan helped me figure all of that out.  I had her coach not only myself, but my buyers agents and assistants. Then, after coaching them one on one a few times, she brought us back together as a team with goals to accomplish.  She’s really helped me set my boundaries and learn how to talk to each one so that I can keep them on track while still inspiring and motivating myself and my team.  Definitely worth the money!  Thanks, Jan!
Faith Harmer

Team Leader, Urban Nest Realty, Las Vegas

The Team Tasks & Procedures Guide is just one of the resources that you have provided me with that will change the landscape of my business. There is a level of personal client care laced throughout these tasks that would leave any client feeling incredibly valued. WBNL Coaching exceeds my expectations in every way.  Your one-on-one help that leverages my efforts to help me reach my goals has surpassed what I could have ever imagined. I get the benefit of the hundreds, probably thousands of hours that YOUR training, professional network and pursuit of technology has given you. I am truly grateful!
Sheri Page

Realtor® ABR, CRS, GRI, e-PRO, Team Page - Realty ONE Group

It has been a breath of fresh air working with Jan. With the ever changing market she has given me the knowledge and tools to stay ahead of the curve. Along with her expertise of the industry, I appreciate her investing her time and efforts into seeing my business grow. I feel our meetings have been personally tailored to my style and I look forward to future endeavors.
Jackie Valiente

Team Leader, TEAM VALIENTE, Urban Nest Realty, Las Vegas

I had been searching for a coach with a training program that wasn’t one size fits all. One that could assess where I was and what the next step in my team’s growth should be. Jan and I clicked on our first phone call. She listened, was able to identify what steps needed to be taken and then mapped out a strategy that incorporated our teams values and goals. I appreciated her organization, the ability to move through the WBNL modules at the time I needed them, but most of all her willingness to go above and beyond in helping me find the best resources for my team so that we could move forward. She has proven to be an excellent sounding board when at a cross roads and can quickly discern the better path to take. I can wholeheartedly recommend Jan and the WBNL Coaching program. If you are searching for a structured business plan with a coach that will guide you through solid systems while still enjoying a personal life. You have found it!!
Marie Tanabe

Realtor, Certified Luxury Home Marketing Specialist, GRI, at Marie Tanabe Group,, Illustrated Properties

I am a broker of over 33 years in the Real Estate Industry. I am so impressed with the programs WBNL Coaching provides. Jan is helping me build my small company into a professional organization. Jan, is always available to answer my concerns and insecurities. The program is a systematic system and all in place and makes perfect sense. On a personal level I cannot express how grateful I am that Jan has come into my life, she is a good person and we need more like her. I highly recommend this program to each and every person in the real estate business to better themselves.
Pamela Robinson

Owner-Broker, Seiko Properties, San Diego, Ca

WBNL Coaching is a fantastic training and coaching group! Jan is wonderful and helped me implement systems and strategies to grow my real estate business.  I recommend her to all my associates trying to grow their team the right way!
Paul Holub

Team Leader, Holub Team, Keller Williams, Houston , TX

Not Ready for Team Building?

At WBNL Coaching we offer a wide variety of training for anyone who wants to grow their business including; Connecting Your Real Estate Business (Online course), 2 training Webinars Monthly, Monthly Marketing Kit, Weekly Business Coaching Tips, and much more.

Wandering But Not Lost Podcast

Your online source for finding balance, so that you can Align, Connect, and Prosper! Real Estate and Reality meet as co-hosts, Jan O’Brien and Matt Emerson bring you Tips, Tools, & Topics to supercharge your business.  They’ll share their insights along with interviews with Agent Team Leaders, Brokers and other industry thought leaders.

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