1. Group Responsibilities
   1. Vision
   2. Strategic Relationships
   3. Day of event managemtn
2. Spencer Lugash - CCO & Broker of Record
   1. Compliance - Legal - Back Agent - Broker Support
      1. Compliance
         1. All DRE regulated procedures
         2. DBA Registration
         3. Mitigating Liability
            1. Research new agents
            2. Compliance training
            3. Live and recorded
         4. Contract creation
            1. Agents
            2. Investing
            3. Affilate
         5. Investing
            1. See Legal?
         6. Managing All hands on this deck
      2. Legal
         1. EVERTHING Legal
         2. Managing Corporate council
         3. Investing council and compliance
      3. Back Agent
         1. Office Manager Lisa Ellsworth
            1. Agent Setup
            2. Agent front line request
            3. Agent concierge?
         2. Transaction Coordinator Jeana-Lee
            1. File Management
            2. Front line broker request
            3. Manage Spencer level broker request
            4. Transaction Services for hire
         3. Back agent fixes
         4. Training
         5. Overall management
         6. Upholding Back Agent expectations
            1. Internal
            2. External
      4. Broker Support
         1. Manage all Broker related agent questions / issues
         2. Expectations
         3. Management tool
            1. Ticket system?
         4. Phone support
            1. System for timely response
3. Sam Khorramian - CEO
   1. Recruitment - Training - Affiliates - Expansion
      1. Recruitment
         1. Sales Manager Sam Khorramian
            1. Sales Rep 1
            2. Sales Rep 2
            3. Sales Rep 3
         2. Appointments with prospects
            1. Sales system
         3. Lead Management
            1. Before Apt
            2. After Apt
         4. Recruiter Hiring Process
         5. Recruiter Training
            1. Record everything
      2. Training
         1. Event Trainer (Sam Khorramian)
            1. System to train new "event trainers"
         2. 1 on 1 Trainer (Sam Khorramian)
            1. Create scalable model
         3. Online training platform
            1. Content / Training creation
            2. Internal material
            3. Affiliate training
            4. Video training for email marketing and back office training
      3. Affiliates
         1. Meetings / Closing
            1. Set me up with Apt. I'll close
         2. Growth partners
            1. Radio 50
         3. Revenue Partners
            1. Five Star
            2. Radio 50
         4. Training Partners
            1. Affiliate split
         5. Relationship management
      4. Expansion / Vision
         1. Additional profit centers
            1. Escrow
            2. Radio 50
         2. Open new markets
            1. On the ground support
            2. Find interested partners
         3. Open new offices
         4. Reality TV Show
4. Oliver Graf - CFO
   1. Marketing - Finances - Operations - Agent Experience
      1. Marketing
         1. Infusion Management
            1. All emails
            2. Front
            3. Value add marketing
            4. Middle
            5. Back
            6. Sales process
         2. Online traffic generation
            1. SEO
            2. PPC
            3. PPV
            4. Retargeted ads
            5. Video
            6. SEO
            7. New videos
            8. Ask Sam to make
            9. Press release, etc...
         3. Off-line marketing
            1. Send out cards
            2. In the black
         4. Affiliate Marketing
            1. Additional income source
      2. Finances
         1. Book-keeper Lisa Ellsworth
            1. Monthly report and overview
         2. Build company credit
         3. Budget management
            1. Advertising
            2. Events
            3. Branding
            4. Etc...
         4. Investing books
         5. Payroll
      3. Operations
         1. Human Resources
         2. Service Provider management
            1. Hosting
            2. Insurance
            3. Etc.
         3. Office Manager Lisa Ellsworth
         4. Branch office management
            1. Compliance
            2. Accountability
         5. Customer Service
            1. "Zappos Effect"
      4. Agent Experience
         1. "Apple Effect"
         2. Welcome Package
         3. Agent Concierge
         4. Family only events
5. Sandro Natale - President of Investing
   1. Property Sourcing
      1. BBR Listings
         1. TC to watch for properties
         2. Marketing to internal and external agents
      2. Live events
      3. Radio
      4. CoreFacts
   2. Deal Underwriting
      1. 2 Step verification process
         1. Internal (Sandro)
         2. External (Dirk, Rory)
      2. Drive Property
      3. Full report of numbers
         1. Oliver approval on all offers
      4. Purchase vs. Wholesale report
   3. Construction
      1. Manage teams
      2. Manage deadlines
      3. Manage costs
      4. Quality Control
   4. Exit
      1. Manage listings on resale
         1. Quality control on listing with listing agent
         2. Market property to internal buyers
         3. Open house
         4. Handle offers
      2. Wholesale Process
         1. Market to investor list
         2. System to determine wholesale fee
         3. Collect Fees
      3. All closings with 5 Start Escrow and internal TC
      4. Add to portfolio
   5. Finances / Capital
      1. Money Sources
         1. Hard Money
         2. Private money
         3. Institutional funding
         4. Rehab funding
         5. Long term money
         6. syndication
      2. Bookkeeping
   6. Compliance
   7. Branding