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User
Elequate OLC — Year One Review
Zambito Realtors
Service started —  ·  Annual renewal —
73 more transactions.
Year one is the proof of concept. Volume up, pipeline moving, team bought in. What the data shows us now is where the ceiling actually is — and based on what we're seeing, it's a lot higher than last year's results suggest.
+74%
Transaction lift
+$490K
Additional GCI
+$16.5M
Additional volume
+74%
Dormant pipeline lift
  • 73 more transactions in year 1 vs the prior year.
  • $16.5M more in volume — deal count, not deal size inflation.
  • Commission rate held flat at 2.96% through growth.
Year Over Year — All Metrics
Metric Pre-Coaching 1st Year Change
Transactions (UC + Closed)99172+74%
Dormant Pipeline Converted2340+74%
Avg Deal Size$254,641$246,989−3%
Volume$25,464,124$41,988,207+65%
Avg Commission %2.96%2.96%flat
GCI$752,732$1,242,644+65%
ROI Calculation
Metric Year 1 (Actual) Year 2 (Est.)
Additional GCI (YOY)$489,912$818,700
After Zillow referral fee (34.56%)$342,938$573,100
After agent split (company dollar)$171,469$286,500
Elequate annual investment$36,000$36,000
Net company dollar gain$124,299$209,684
2.5 mo
Break-even
4.8x
Year 1 Actual
8.0x
Year 2 Est.
4x ROI.
After the referral fee and agent splits, the incremental GCI from coaching returns $4 in company dollar for every $1 invested in Elequate.
  • $489,912 in additional gross commission this year.
  • After 34.56% Zillow referral fee: $342,938 net GCI lift.
  • After agent split: $171,469 company dollar.
  • $36,000 annual Elequate investment.
Year 2 Methodology
Projection is data-driven, not assumed. Jan–Feb 2026 closed transactions are up 75% vs the same months last year. The trailing 6-month growth rate (Sep–Feb) shows +18.8% sustained momentum. 36 pending transactions totaling $226,972 are already in-flight heading into Year 2. Blended signal: 21% projected growth. Investment remains flat at $36,000.
The gaps
we're closing.
The lift was real. These are the known breakdowns that kept it from being larger — and the ones we're building year two around.
Critical
Speed to Lead
10 of 27 agents average over an hour before their first call on a Zillow lead. Three average over 8 hours. The rest of the team is fast — medians under 10 minutes. But Zillow scores consistency at the team level. Slow responders don't just lose their own leads — they pull down future allocation for everyone.
10 of 27 agents slow · 3 averaging 8+ hrs · team score penalized collectively
Critical
2,706 Leads Going Cold
39% of all leads in the system — 2,706 people — are stuck at "Lead" or "Attempted Contact" with no meaningful conversation logged. At the current 3.4% close rate, converting just 10% of this group adds 92 transactions and $672K in GCI.
2,706 unreached · 39% of total database · $672K latent GCI
Watch
10 Days of Gain
The 2,706 unreached leads are the target pool for this protocol. A structured 10-touch sequence over 10 days for new un-reached leads would systematically work this pipeline before it goes cold — instead of letting leads age into the "Attempted Contact" graveyard.
2,706-lead addressable pool · protocol not yet applied at scale
Watch
1,367 Appointments Never Met
2,714 appointments set. Only 1,347 resulted in a met-with — a 50.4% no-show rate. Closing even half the gap (683 more met-withs) at the current 12.8% close-after-met rate equals 87 additional transactions — more than half of Year 1's total lift.
50.4% no-show rate · 1,367 appts lost · 87 tx opportunity
Critical
Multi-Address Initial Tours
The entire team logged 5 MAITs in Year 1. 39 of 43 agents recorded zero — 90.7% of the team never executed a documented multi-address first appointment. MAITs are the most conversion-correlated behavior in the program. This isn't a compliance gap. It's an execution gap.
5 MAITs all year · 39 of 43 agents at zero
Watch
CRM Health
1,576 of 1,836 active leads haven't been touched in 30+ days. 1,488 nurture leads are past the 90-day follow-up window. 170 leads are missing phone numbers — no way to call them even if an agent tried. The pipeline looks bigger than it is.
1,576 active leads cold · 1,488 nurture overdue · 170 unreachable