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Real Estate Daily Team Huddle


The Daily Team Huddle will:
  • Streamline communications with team members (including the team leader).
  • Provide daily motivation, training, and accountability.
  • Who: All team members and lenders attend.
  • When: 7:30 a.m. (most effective time)
  • Where: or Go To Webinar


Real estate teams today suffer from a number of challenges involving (but not limited to):
  • Inefficient use of time
  • Lack of or inefficient systems
  • Lack of tracking and accountability
  • Lack of Training
  • Lack of Motivation
  • Poor Communication
  • Weak or no culture
  • And more…
Fortunately, these, and other challenges can be easily solved, and productivity and profits increased with the implementation of the Daily Team Huddle.
At the risk of making it sound uber simple, a 20-30 minute call each day can easily make a 20% difference in your bottom line at the end of the year! Ask yourself, “Is my real estate team as efficient as it should be?”


As the team leader, do you know what is going on with most transactions? The wants and needs of your team members?  The daily team huddle gives you the opportunity to know and learn all of these things in an easy 20-30 minute huddle (call) with your team every morning!

DAILY Team Huddle

Holding your team huddle on a DAILY BASIS is CRITICAL to keeping everyone on the same page and dramatically reduce daily interruptions for you, your assistant, and other team members.
Think about it, throughout the day, the team leader and especially the administrative team members are interrupted with tasks and questions that aren’t absolutely critical to that moment. These things can wait until the following daily team huddle.
The daily team huddle also helps everyone start their day on time! By hosting the huddle every morning at the same time (We do ours at 7:30 a.m.) you ensure that your team is up and ready to go for the day.



This checklist includes what you should be talking about on your huddle, and what you should never skip over!

Who Should Attend?

  1.    Team Leader
  2.    Listing Agents
  3.    Buyer Agents
  4.    Admin Staff
  5.    Listing Coordinator
  6.    Transaction Coordinator
  7.    Lender

Why Should They Attend?

Team Leader – There is no better way to know the pulse of your business than to participate in the Daily Team Huddle. Harvey Mackey calls this “Walking the factory floor”. You simply must MUST keep regular contact and be ‘present’ for your team.

Because the daily team huddle is done by webinar or by phone, (freeconference you and your team members are able to fully participate from anywhere in the world!

Listing Agents – Tired of your listing packets being incomplete? Need to tell the listing coordinator about that call you just had with the angry seller? There are TONS of reasons why you and the team as a whole will benefit from your participation on the Daily Team Huddle.
As a key Team Leader (yes, listing agents are natural team leaders, and need to provide an example to other agents on the team) your presence on the calls is invaluable.
Also, you’ll be able to tell buyer agents about ‘coming soon’ listings, price reductions, and more, which will help everyone involved. The Team Leader (and other team members) are also counting on you example of consistent prospecting and its accompanying success, to motivate and inspire them to do better!
Administrative Team – Do the other team members interrupt you throughout the day? Is the team leader wearing you out with calls, emails, texts and other forms of communication that take you away from the task at hand? Have you been praying for help and relief? The Daily Team Huddle (and the use of Trello) are the answer to your prayers!
By limiting distractions and interruptions throughout the day, you will get far more accomplished! Think about this each time a call from a co-worker comes to you, you have to:
  1.    Stop what you are doing
  2.    Focus on them
  3.    Take action on their request
  4.    Return to what you were doing
Each time, it takes anywhere from 5 to 20 minutes from the time the interruption came in, until the time you are back focused on the task you were working on before that person interrupted you in the first place!
Next time someone interrupts you (including the Team Leader) ask them the following 2 questions:
  1.    Can this wait until tomorrow mornings huddle?
  2.    If so, will you please add it to my Trello?
If the Team Leader wants to interrupt you, say “Is this an emergency or can you add it to Trello so I can get to it when I am finished with what I am working on?”
Buyers Agents – Tired of not knowing what’s going on with your transactions? Would you benefit from having your Team Leader, lender, and administrative support team in a group conversation about your pending transactions and what needs to be done to get them closed?
Of course, you would! Too often, as a real estate buyers agent, you are overwhelmed with the need to call assistants, lenders, listing agents, buyers, inspectors, appraisers, title companies, escrow companies, attorneys, and even more of the 48 people who touch the average real estate transaction.
Imagine a world where you can handle 90% of the necessary communication on each of your transactions in a single call, and in a way that ensures there is no miscommunication and that all parties are getting the same accurate and necessary information at the same time!!
Lender – Tired of trying to get agents to send transactions your way? Are agents wearing you out with requests for financial contributions, but can’t seem to fill you in on transaction details or respond when you have borrower issues to go over with them?
The Daily Team Huddle will solve virtually all of these issues and more! Imagine a world where you are a true partner to the real estate agent’s team, where you participate in the daily team huddle and are able to update the Team Leader, transaction coordinator, and buyer agents on borrower and loan status at the same time!
No more calling over and over again trying to reach agents who are virtually impossible to get a hold of. No more calling 3 different people and repeating yourself 3 different times about the same thing. You can and will be more efficient and more productive.
You will deepen relationships with the buyer agents, team leader, and administrative team members (many of whom may also end up doing business with you!).
You will be top of mind, get more referrals, and close more loans! There simply is no substitute for being a full, complete, and embedded partner to the real estate agents and teams that you serve. Success can and will be yours.


No more having to repeat yourself multiple times in multiple conversations about the same things. No more wasted time making sure everyone knows what’s going on!
Imagine what you will do with all that extra time finally liberated from unnecessary calls! Next time your assistant or team administrative members call you mid day to ask you about a transaction, Ask the following:
  1.    Is this an emergency, or can it wait until our daily team huddle tomorrow?
  2.     If it can wait, will you please add it to Trello so we can discuss it on the daily team huddle tomorrow?
Then, go back to making follow up calls or whatever you were doing before the interruption.




This huddle is to highlight what is going on in the business and to bring up questions, concerns, and even great things that are happening so everyone is on the same page! So the question is, what should we be talking about?
  • Any big wins?
  • Open discussion about open escrow, transaction troubleshooting.
  • New clients, not pending yet.
  • Buyer agency agreements recently signed.
  • Recent offers written up.
  • New open escrow that the whole team might not know about.
  • Role play and do small training sessions as often as possible.
  • Find out what every team member wants/needs.
Your daily team huddle doesn’t have to be long and drawn out. This should be a 30-minute call at the beginning of your day. This gives you the opportunity to make sure that as a Team Leader, your team is on track and you are up to date as well.
When doing this, the results are remarkable! You will have less time wasted, fewer interruptions during the day, and more efficiency between team members. This will ultimately lead to your time being worth more. As your DPH (dollars per hour) are rising, you are becoming more efficient with your time and inevitably WORKING LESS!
As the Team Leader, when you are making more per hour, SO IS YOUR TEAM!
Of course, this wouldn’t be a complete blog without a KILLER download. This checklist includes what you should be talking about on your daily team huddle.
Club WealthAs our way of saying thank you for taking the time to read this blog, we invite you to a FREE 55-minute NO PITCH one-on-one coaching call with a Club Wealth coach! Request Strategy Session!



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