The Elegran Experience
Our Vision
To provide a safe family environment that nurtures and matures real estate advisors at all stages of their careers.
OUR GOAL IS SIMPLE: To humanize the world of real estate.
Agent Personas
ARE YOU AN:
Originator, Doer, or Supporter?
TAKE THE SELF ASSESSMENT TO FIND OUT.
What gives you energy?
Meeting people & building relationships
Networking
Showings & research
Client support
Getting things done
Originator
If you answered yes to A or B, you might be an Originator.
WHO: Builds
relationships & generates business
An Originator is always creating opportunities.
WHAT: Generates more business than they can effectively handle
BEST ALIGNED WITH:
Doer and/or a Supporter
JOHN DUGAN
My great love for NYC, paired with my passion for cultivating deep, personal relationships with my clients, and leading my team is a combination that is rewarding. Throughout my time in the US Marine Corps and in working in Michelin Starred restaurants in Manhattan, I was able to hone my ability as a leader in intense and demanding settings. Building a real estate business from scratch was no easy task and initially I relied on working in volume to surmount many challenges. With Elegran’s support, I’ve been able to work smarter, and have gained time back by utilizing in-house support.
If you answered yes to B or C, you might be a Doer.
A Doer is building their business and needs access to more clients and opportunities.
WHO: Does the day-to-day job of an Agent
WHAT:
Shows properties, submits offers, researches the market, runs comps and does marketing
BEST ALIGNED WITH:
An Originator to generate more opportunities to work
My goal is to create a superior experience for my clients when purchasing in New York City. A big part of that is absorbing the stress and tasks that accompany buying and selling a home. Elegran’s support systems have been essential in enhancing my existing ability to get things done. This allows me to focus on what I love which is making dreams come true and brings fulfillment to my life.
PIA SKRIKO
Supporter
If you answered yes to D or E, you might be a Supporter.
Fun Fact: Elegran has support personnel on teams who have more than tripled their starting salaries.
WHO: Either Admin [back-office] or Jr. Agent [front-office]
WHAT: Runs operations efficiently to support team
BEST ALIGNED WITH:
Originators and Teams
JARED ANTIN
I began my career in real estate as an assistant for two agents. This allowed me to learn the nuts and bolts of the business. The opportunity to begin at the bottom was really the best gift, allowing me to learn and gain an appreciation for all the moving pieces which are vital for deals to happen. In that role, I learned the importance of attention to detail, and that doing the little things right and in a systematic way is the key to scaling success in this business. Working with Elegran has allowed me to choose my own path, going from an entry-level position and parlaying that experience into my current role as Managing Director of Elegran. After all, you can’t build a skyscraper on a weak foundation.
Real Estate is a Journey.
It’s not about the destination, it’s about the people you meet and experiences and fun you have along the way.
With Elegran you have a team and family by your side for your journey.
1.Discovery
CURIOSITY
LEARNING
BUILDING
You’re just beginning your journey, curious and ready to learn.
This is the stage where you’re figuring out what real estate is all about and starting to create the foundation for your future success. Every experience becomes a valuable teacher, so embrace the learning curve and stay curious—it’s just the beginning!
95%+ IN the business vs 5% or less ON the business
DISCOVERY CHECKLIST
Production & Client Engagement
Close 1–2 rental deals per month
Achieve basic conversion ratios on Elegran leads [10% to Appointment and 1% closing]
Demonstrate continued improvement in conversion metrics
Tool & Platform Proficiency
Basic use of Elegran Academy, G-Suite, OneLogin, Lofty (importing clients, taking notes, tagging, etc.)
Familiarity with ActivePipe, Renthop, RealtyMX, OLR/Urban Digs for property searches
Sales & Skill Development
Complete First Contact, Negotiation 101, Rental 101, Offer Presentation trainings
Complete Rental Live Call Station (RLCS) certification
Has a Sphere of Influence (SOI) identification and tagging strategy Previewing properties with a purpose
Mindset & Habits
Engages in Mindset Training (Success Patterns, CEO Mindset) Practices calendar/email management for workflow efficiency Completes the Why Exercise
Marketing Resources
Has access to FAQ Courses, Advisor Toolkit, Monthly Marketing Office Hours
Basic use of Elegran Creative Studio, Lofty, ActivePipe (if applicable)
Uses basic buyer and renter guides
Utilizes Social Media
Advancement Criteria
Consistent improvement in rental conversions
Completes Academy & role-play sessions
Executes 2 automated smart plans in Lofty
Presents key takeaways from CEO Mindset Training to manager Obtain 5 Reviews + 1 Referral or Repeat Client Passed initial Buyer and Renter Qualification Test
2.Foundation
BUILDING
PROCESS
COLLABORATION
You’ve identified what you need to learn and are actively building the foundation of your business.
By developing processes and collaborating with others, you’re creating a sustainable path for long-term success. With every new client and collaboration, you’re laying the groundwork for a career built to last.
90%+ IN the business vs 10% ON the business
FOUNDATION CHECKLIST
Production & Client Engagement
Produces at least $75,000–$120,000 annual GCI
Rental First Agent: Closes 36 rentals + 1–2 sales per year OR Sales First Agent: Closes 15-20 rentals + 4-5 sales per year
Referral and past-client business make up at least 25%-40% of total production
Tool & Platform Proficiency
Advanced use of Elegran Creative Studio (creates 3 unique marketing pieces per quarter)
Proficient in ActivePipe, Lofty, Academy Begins exploring Studio25 for branding
Has built out custom pitch decks in Creative Studio
Sales & Skill Development
Masters Rental Training & RLCS certification
Completes Live Call Station (LCS) certification
Completes REBNY Financial 101 + Negotiation 101 & 201
Mindset & Business Planning
Completes Wheel of Life exercise
Develops business plan & tax setup
Implements Eat that Frog (time management method)
Introduced and sampled personal development trainings
Systems & Processes
Maintains calendar discipline & tracking
Establishes robust client follow-up sequences
Builds vendor relationships (Financing, Attorney, Design, etc.)
Marketing Resources
Utilizes Marketing office hours
Expands use of ActivePipe, Lofty, Studio25
Advancement Criteria
Consistent production across rentals + sales
Demonstrates measurable self-generated business (20-35% of closed deals)
Using tools and consistently measuring key performance indicators
Masters negotiation, presentations, marketing
3. Acceleration
COLLABORATION
EFFICIENCY GROWTH
You’re closing deals, spotting opportunities, and improving efficiency. At this stage, you’re expanding your impact by leveraging what you’ve built and reinvesting in your growth.
Your hard work is paying off, and with the right systems in place, your business is set to take off.
80%+ IN the business vs 20% or less ON the business
ACCELERATION CHECKLIST
Production & Client Engagement
On track for $250k+ annual GCI
Referral and past-client business reaches 35%+
Converts multiple deals from each client and transaction
Tool & Platform Proficiency
Fully proficient in ActivePipe (automation & segmentation)
Uses Elegran Creative Studio & Studio25 for advanced marketing
Sales & Skill Development
Completes advanced REBNY Financial 201 & Listing
Playbook Training
Masters Rent vs. Buy & investment analysis
Implements FSBO approach & 3-deals-from-one-client strategy
Mindset & Habits
Learns and understands Mastermind Structure
Practices Core Values Index & Trivial Many/Vital Few strategy Engages in Personal Development Courses
Systems & Processes
Tracks cost per lead & pipeline efficiency in Lofty
Uses automation for lead nurturing
Marketing Resources
Has Quarterly Marketing Strategy Meetings
Uses ActivePipe, Studio25, Lofty for campaigns and client engagement
Advancement Criteria
Referral business accounts for 35%+ of total business Consistent/projection of $250k+ GCI annually
4.Expansion
GROWTH
LEADERSHIP SCALING
Your business has grown beyond what you can manage alone, and it’s time to think bigger. Scaling up means delegating tasks, implementing systems, and possibly building a team to handle your growing opportunities. You’ve reached the point where your leadership is the key to unlocking the next level of success.
70%+ IN the business vs 30% ON the business
EXPANSION CHECKLIST
Production & Client Engagement
On track for $500k+ annual GCI
Referral business at 50%+
Exploring additional markets/verticals (Forbes Partners, New Dev, etc.)
Tool & Platform Proficiency
Mastery of Lofty & ActivePipe Uses Luxury Presence & external tools (Marketproof, Envelope, Simplex, etc.)
Sales & Skill Development
Completes advanced tax training (Paul K (Tax), Appraisal 301, 1031 exchanges, DSTs)
Develops higher-level negotiation
Commercial Real Estate 101
Working with High Net Worth Individuals (HNWI)
Completes Team Building Playbook Training (Right People, Right Positions)
Leadership & Mindset
Focuses on delegation & organizational charts
Strengthens leadership & structured quarterly planning (Leadership Training)
Expands brand presence externally
Participates in Mastermind Workshops
Marketing Resources
Has Monthly Marketing Strategy Meetings
Has a website, subdomain or landing page
Has decided on and executes consistently on a Social Media Strategy
Advancement Criteria
500k+ GCI, 50%+ referral business
Identifiable team structure or robust support system
Demonstrates consistent leadership & mentorship across either team, vendors, or any supportive staff needed to aid in expansion
5A. Industry Icon
SCALING VISION
AUTONOMY
You understand the true value of time and have a clearly defined partnership with your brokerage. At this stage, 90%+ of your time is dedicated to business development, focusing on strategic partnerships that align with your goals and propel your business to new heights. Whether you leverage your brokerage’s support to create a work-life balance or continue scaling your top-line revenue, the choice is yours.
You excel at building and nurturing relationships, generating referrals at scale, and providing value beyond NYC real estate transactions—while ensuring you’re getting paid for it.
50-70%+ IN the business vs 3050% or less ON the business
INDUSTRY ICON CHECKLIST
Production & Client Engagement
$1M+ GCI or top-tier production
The Business has 90%+ of its “working time” dedicated to business development 70%+ referral-based business
Autonomy & Leverage
Leverages VA and/or admin for daily tasks
Has near-complete mastery of Elegran platforms & marketing tools
Balances scaling with work-life autonomy
Sales & Skill Development
Builds strategic partnerships (wealth managers, relocation, global clients)
Focuses on high-value deals, public speaking, industry leadership
Brand and Relationship Based Marketing Expert Public Speaking 101 and other related courses
Marketing Resources
Has Monthly marketing strategy + Brand meetings, as needed
Engages at least 1 external marketing company, resource, or paid campaign to magnify brand
Advancement Criteria
Sustains high-level production & autonomy Year over Year (YoY)
Establishes thought-leadership reputation
Receives 1-3 external engagement requests per quarter
Sustains a high level of engagement growth (>20% annually) across brand-building platforms
5B. Visionary & Leader
SCALING
WORK-LIFE BALANCE
VISION & AUTONOMY
Your business is now working for you, effortlessly generating opportunities and driving growth. At this stage, your focus shifts to strategic partnerships that align with your vision and elevate your business to even greater heights. With a wellstructured foundation, you can achieve work-life balance while prioritizing long-term growth and leadership.
You’ve mastered the art of relationship-building, creating value beyond NYC real estate transactions—and you’re getting paid for it.
30-40%+ IN the business vs 60-70% ON the business
VISIONARY/LEADER CHECKLIST
Production & Time Freedom
Business produces high revenue with minimal daily involvement
Focuses on strategic partnerships & major opportunities
Team & Leadership
Runs structured team handling daily transactions
Structure creates a path for the growth of team members
Mastery and continued development of leadership principles
Mentors emerging advisors & internal leaders
Sales & Skill Development
Builds strategic partnerships (wealth managers, relocation, global clients)
Focuses on the highest and best use of everyone’s time in the organization
Investing in external businesses that help support the core business
Public Speaking 101 and other related courses
Mindset & Systems
Prioritizes work-life balance while scaling production Uses advanced analytics & forecasting for business strategy
Participates in external masterminds, trainings or thought leadership workshops
Marketing Resources
Virtual Assistant or Admin Staff handles marketing execution
Has monthly marketing strategy meetings, as needed
Advancement Criteria
Leads with autonomy & minimal operational workload
Can go away for long periods of time, and business still grows
Maintains/grows production through leadership
Working on or through a 10-100 year business plan as opposed to just an annual plan
6. Legacy
AUTONOMY SUCCESSION IMPACT
You’ve built something extraordinary; now it’s time to plan for the future. Your business generates income independently, allowing you to focus on leaving a lasting impact. Whether it’s through succession, partnerships, or new ventures, this stage is about turning your success into a legacy of financial freedom and purpose.
10% or less IN the business vs 90%+ ON the business
LEGACY CHECKLIST
Succession & Impact Strategy
Structures succession plan (exit, transition, new ventures)
Document your “DNA”: Create a comprehensive “legacy playbook” outlining your core values, principles, and the cultural DNA of the business to guide future leadership.
Structured Leadership Transition: Identify, mentor, and formally empower a next-generation leadership team with clear roles and succession paths.
Board and Advisory Engagement: Establish a board of directors or advisors to offer strategic guidance, oversee succession, and continue your vision after your exit.
Focuses on philanthropy, board positions, or industry impact
Autonomous Production
Diverse Income Streams: Multiple streams should grow without your daily involvement.
Enhanced Systems and Automation: Invest in advanced automation, data analytics, and forecasting tools to ensure the business continues operating efficiently without your day-to-day involvement.
Risk and Contingency Planning: Implement robust risk management frameworks and succession contingency plans to maintain stability during transitions.
Culture of Accountability
Instill a strong accountability framework that upholds the business’s core values, even in your absence.
Long-Term Talent Cultivation: Establish long-term development and retention strategies that ensure the continuity of leadership and expertise.
Foster a culture where seasoned leaders mentor emerging talent, creating a bridge between the present and future leadership.
Mindset & Vision
Establishes financial freedom & legacy vision
Thought Leadership: Engage in activities such as writing books, speaking at events, or hosting seminars that share your journey, insights, and future vision.
Leads community impact, authorship, or industry-wide contributions
Adaptive Future Planning: Regularly revisit and refine your long-term business plan (10-100 year horizon) to keep pace with changing market dynamics and societal needs.