The I.O. Broker Program
Scale identity-led operating systems across your entire brokerage
Most brokerages compete on commission splits and generic promises. Leadership knows they need differentiation to recruit and retain top agents, but they lack the operational infrastructure to deliver on a brand promise consistently across offices and agent experiences.
IBRE turns leadership identity into a brokerage-wide operating system. We align executives, equip brokers, and roll out agent-ready SOPs and IOAI, so your brand promise is delivered at scale.
This isn't a rebrand. It's installing operational infrastructure that changes how your brokerage competes, recruits, and retains.
The IBRE Journey: 6-12 Month Transformation
Scaling identity-led operations across a brokerage takes longer than individual transformation—because you're not just changing one person, you're changing an entire system.
Phase 1: Leadership Foundation (Months 1-3)
Leadership workshops and discovery sessions to unify executive and key broker identity. We guide you through the process, but your leadership team does the deep thinking. This is where alignment emerges—who you are as a brokerage, what you stand for, and which agents you serve best.
Deliverables: Leadership Identity Framework, Broker IBRE profiles, Rollout roadmap
Phase 2: System Build & Reveal (Months 3-5)
We take your leadership identity work and plug it into the Identity Ops System—revealing your brokerage operating system. Agent-facing SOPs, messaging kit, recruiting tools, and IOAI setup tailored to broker and agent workflows. You're getting the infrastructure. Now we teach your team how to use it.
Deliverables: Operating Principles, Agent SOPs (recruiting, onboarding, production, client experience), Communications kit, IOAI prompt packs, Program dashboard
Phase 3: Pilot & Activate (Months 6-12)
Pilot agent cohort implementation. We show your brokers and agents how to use the system—holding their hands as they move with intention into new ways of operating. We test, refine, and prepare for broader rollout.
Deliverables: Pilot cohort enablement, Agent selection framework, Recruiting and retention tools, Sustainability plan, Quarterly review cadence
Beyond
Most brokerages continue with advisory support—because evolution is ongoing, agent needs change, and staying installed matters.
Stay installed. We continue to evolve your SOPs, enable new agent cohorts, and review outcomes quarterly.
Monthly leadership cadence with decision support
Agent cohort enablement as you scale
Quarterly performance assessments
Continued guidance as your brokerage refines and scales
This is a commitment. Scaling change across a brokerage requires leadership buy-in, broker engagement, and sustained focus. But if you're ready to build something that compounds and creates a real recruiting advantage—this is how you do it.
How It Works
Leadership Identity Discovery → We facilitate workshops to unify executive and key broker identity, creating alignment on who you are and what problems you solve best.
Identity-to-Brand Alignment → We translate your leadership identity into a brokerage-wide brand system that moves from making promises to delivering on them consistently.
Brand-to-SOP Build → We convert your brand into standard operating procedures for agents: recruiting narrative, onboarding workflows, production systems, client experience protocols, and retention tools—all rooted in your authentic identity.
IOAI Build-Out → We set up your Identity Ops AI assistant with custom prompt packs for brokers and agents to execute consistently and efficiently.
Pilot Launch & Enablement → We launch with a pilot agent cohort and train your brokers to become brand literate and operationally fluent.
Scale & Support → We provide the framework and tools to scale what works across additional offices and agent cohorts.
A focused engagement that ships operational infrastructure you'll actually use—not just a presentation deck.
Engagement Model
Advisory-led with embedded implementation
Weekly leadership sessions during Phases 1-2
Pilot cohort sessions in Phase 3
Standard timeline: 6-12 months, including pilot and enablement
Custom-scoped based on the number of offices and the agent cohort size
Option to start small with a single office or agent cohort, then scale
The Result: Outcomes You Can Measure
Leadership Alignment + Operational Infrastructure = Agent Attraction + Retention
When your leadership identity drives brokerage operations, you get:
✓ Clarity — Leadership and brokers speak from one unified identity with conviction. A recruiting narrative that differentiates beyond commission splits.
✓ Consistency — Repeatable agent experience across every office and transaction. No more one-off campaigns.
✓ Attraction — Top agents choose you because you solve their actual problems, not because you match commission rates.
✓ Efficiency — Less reinvention, more execution across your entire system. Brokers stop building from scratch.
✓ Profitability — Top agents pay to join brokerages that offer authentic strengths and operational support, not just splits.