Our Annual Unite Conference is
Made for Inside Real Estate Users
WHAT IS UNITE?
The Inside Real Estate family is coming together for a dynamic two-day conference in Charleston, South Carolina, dedicated to networking with the best in real estate, energizing your business with innovations and fresh perspectives, and sharing actionable strategies to ensure your success.
With inspiring keynotes, educational breakouts, product announcements and demos, and more networking opportunities than ever, it’s a can’t-miss event for anyone looking to get inspired and seize opportunity.
TICKETS
*See our FAQS below for Refund and Ticket Transfer policies.
AGENDA
We have an incredible lineup of business veterans, rising stars, and inspiration from outside the industry on deck. Get ready to power up with all the innovative perspectives, success strategies, and insights you can act on.
April 28, 2025 8:00am – 5:30pm
REGISTRATION/BADGE PICK-UP OPEN
Check in, snag your admission badge, and get ready to blaze the trail!
April 28, 2025 8:00am – 11:30am
rise & Unite
Fuel your day with a curated selection of breakfast-inspired bites and energizing beverages.
April 28, 2025 8:30am – 5:30pm
GENIUS BAR
Catch the team LIVE at our Genius Bar, and get a front row seat to their expertise. Our support team, client success, and digital strategy teams are in attendance to answer your questions and talk strategy.
April 28, 2025 8:30am – 5:30pm
THE SWAG SHOP
Don’t miss your chance to snag some swag! Check out our extensive shop of fun, branded items and show your support in style.
April 28, 2025 8:30am – 5:30pm
THE SPONSOR HALL
Power-up your business with game-changing innovations from our event sponsors!
April 28, 2025 8:30am – 8:45am
WELCOME
Kick off the conference with a warm welcome from our hosts.
Agent
Team Leader
Broker / Owner
Admin / Ops
April 28, 2025 8:45am – 9:45am
KEYNOTE: More Power to YOU
Join Inside Real Estate leaders as we kick off Unite with a dynamic keynote that sets the tone for transformation, growth, and impact. You’ll hear directly from Inside Real Estate’s leadership on how our shared vision is reshaping the real estate experience – for agents, teams, brokerages, and the clients they serve.
Discover how we’re fueling innovation, delivering meaningful results, and empowering you with the tools, technology, and strategies to not just keep up – but lead.
This is more than a product update. It’s your front-row seat to the future of real estate.
Agent
Team Leader
Broker / Owner
Admin / Ops
April 28, 2025 10:00am – 10:45am
Breaking In and Breaking Through: Proven Paths to Real Estate Success
Get inspired by four unique journeys to real estate success—a rookie turned top producer, a tech pro turned team owner, a military spouse turned top military RE goto expert and an industry veteran who started her own brokerage. Learn how they defied the odds, built standout brands, and conquered new markets. Walk away with actionable tips and fresh motivation to carve your own path to greatness.
Agent
Team Leader
Broker / Owner
Leadership & Growth
Marketing & Branding
April 28, 2025 10:00am – 10:45am
Traffic to Transactions: High-Converting Actions that Boost Engagement
Getting traffic is just the start. In this session, learn actionable strategies to turn online engagement into meaningful client relationships. Explore how top-performing agents and teams are leveraging personalized follow-ups, strategic content, and seamless workflows to boost engagement and consistently convert leads into long-term clients. Walk away with proven techniques that don’t just generate leads—they generate trust and results.
Team Leader
Broker / Owner
Pipeline & Sales
Client Experience
April 28, 2025 10:00am – 10:45am
The Strategy Lab | Setting the Stage for Automation & Boosting Lead Engagement
In this Basecamp session, hosted by the Customer Success Team, we’ll focus on establishing a FOUNDATIONAL (Foundation Four) strategy to help increase lead engagement by leveraging our set-it-and-forget-it tools. You’ll learn simple, actionable (take-away) techniques to connect with potential clients/leads and nurture them as they move through the sales funnel.
Agent
Team Leader
Broker / Owner
Admin / Ops
Client Experience
Tech & Systems
April 28, 2025 10:30am – 11:30pm
Snack Break Sponsored by RateMyAgent
Refuel and recharge for more great content.
April 28, 2025 11:00am – 11:45am
Effortless Growth: Scale Your Business, Reclaim Your Time
This ‘work smarter, not harder’ panel delivers real-world strategies to scale your business with streamlined systems, smart hiring, and game-changing efficiencies. Learn how to expand without burnout and take back your time while achieving sustainable, rewarding success.
Team Leader
Broker / Owner
Admin / Ops
Leadership & Growth
Pipeline & Sales
April 28, 2025 11:00am – 11:45am
Mastering the Buyer Conversation: Building Trust, Closing Deals
The right conversation can turn hesitation into action. In this session, powerhouses Andrew Undem & Chris Speicher break down their proven processes for guiding buyers from pre-approval to post-settlement with confidence. Learn how to position your value, navigate loan options, find hidden opportunities, craft compelling offers, and keep clients engaged even after closing. Walk away with a framework for more effective, trust-building conversations that drive better results.
Agent
Team Leader
Broker / Owner
Pipeline & Sales
Industry Trends
April 28, 2025 11:00am – 11:45am
The Strategy Lab | BoldTrail Hacks: Hidden Features & Pro Workflows
Level up your efficiency in this power-user session with the Training Team! Uncover hidden tools, clever shortcuts, and workflow hacks that will supercharge your daily productivity with BoldTrail.
April 28, 2025 12:00pm – 12:45pm
Be the Brand They Can’t Ignore: Building Influence & Lasting Impact
Ready to stand out in a crowded market? This session will show you how to craft a brand that not only gets noticed but leaves a lasting impression. Learn how to awaken your unique story through brand audits and competitive research, then activate a strategy that creates a narrative and visual identity that resonates with your audience. Finally, amplify your brand with practical tips for a year-long marketing plan that consistently attracts your ideal clients and positions you as a leader in the industry.
Agent
Team Leader
Broker / Owner
Marketing & Branding
Client Experience
April 28, 2025 12:00pm – 12:45pm
Boosting Platform Adoption: How to Get Your Team to Embrace the Tech
Struggling to get your team on board with the CRM? This interactive session will show you how to make CRM adoption fun, seamless, and productive. Learn how to integrate the CRM into your agents’ daily routines, boost adoption, and increase productivity with simple, practical strategies. We’ll walk through a “Day in the Life” to demonstrate how easy it can be to stay organized, track leads, and close deals with the right tools in place. Get ready to inspire your team to adopt and maximize their platform.
Team Leader
Broker / Owner
Admin / Ops
Leadership & Growth
Tech & Systems
April 28, 2025 12:00pm – 12:45pm
The Strategy Lab | Speed Listings: How To Win & Market More Listings With BoldTrail
Master the art of winning and marketing listings in this tactical training with the Training Team! Get hands-on with BoldTrail’s CRM, Playbooks, and marketing tools to attract, secure, and promote listings like a pro.
April 28, 2025 12:45pm – 2:15pm
LUNCH BREAK
Venture out into the Charleston food scene. Need some lunch suggestions? Click here.
April 28, 2025 1:00pm – 2:30pm
Lunch ‘N’ Learn Sponsored by MaverickRE: AI Sales Manager in
a Box (Lunch Provided)
Build a brokerage that top agents can’t resist. This session reveals how to attract talent naturally by creating a supportive, relationship-driven culture—no hard recruiting needed. Discover how trust, connection, and an agent-first mindset fuel organic growth, retention, and long-term success.
Team Leader
Broker / Owner
Admin / Ops
Leadership & Growth
Tech & Systems
April 28, 2025 2:30pm – 3:15pm
The Talent Magnet Strategy: Growing Your Team Naturally
Build a brokerage that top agents can’t resist. This session reveals how to attract talent naturally by creating a supportive, relationship-driven culture—no hard recruiting needed. Discover how trust, connection, and an agent-first mindset fuel organic growth, retention, and long-term success.
Team Leader
Broker / Owner
Admin / Ops
Leadership & Growth
Tech & Systems
April 28, 2025 2:30pm – 3:15pm
From Agent to Consultant: Growing Your Business with Education and Opportunity
In today’s evolving market, success requires more than just transactions—it demands expertise and strategic growth. This session explores the transition from agent to consultant, highlighting how continuous education and seizing the right opportunities can elevate your business. Learn how to position yourself as a trusted advisor, expand your knowledge base, and unlock new pathways for long-term success. Whether you’re looking to strengthen client relationships or differentiate yourself in a competitive landscape, this talk will provide actionable insights to help you thrive.
Team Leader
Broker / Owner
Admin / Ops
April 28, 2025 2:30pm – 3:15pm
Explode Your Engagement: Mastering Smart Campaigns, Video, & Landing Pages
Take your conversations, conversions, and engagement to the next level! In this session, we’ll explore how to use smart campaigns, high-converting landing pages, and video to create more meaningful interactions with your leads. Learn how to trigger personalized campaigns with hashtags, design landing pages that drive action, and integrate video into your outreach for maximum impact. Plus, we’ll share tips on overcoming video self-consciousness and how to leave a lasting impression.
Agent
Leadership & Growth
Tech & Systems
Culture
April 28, 2025 3:00pm – 3:30pm
Snack Break
Refuel and recharge for more great content.
April 28, 2025 3:30pm – 4:15pm
Scaling Smart: The Power of Systems, Strategy & Repeatable Success
Success isn’t just about selling—it’s about building a business that can scale. In this dynamic session, Andrew Undem (Founder/Owner, SURE Group) and Riley Kratzer (Director of Growth) share how strategic operations transformed their brokerage. Learn why everything needs to be a repeatable process, how to create systems that drive efficiency, and what it takes to build a business that runs smoothly—without you having to do it all. Get a behind-the-scenes look at how Riley flipped their operations upside down (for the better) and how you can do the same.
Team Leader
Broker / Owner
Admin / Ops
Leadership & Growth
Tech & Systems
Culture
April 28, 2025 3:30pm – 4:15pm
The Real Estate Leadership Playbook: 3 Secrets to Ignite Agent Success
In a tough market, true leaders rise. In this session, Simeon reveals 3 proven strategies for empowering your agents and leading them to consistent success. Learn how to build unshakable trust, create a culture of accountability, and implement systems that drive real results. Walk away with tactical tools to unlock your team’s potential and leave the competition behind.
Agent
Team Leader
Broker / Owner
Leadership & Growth
Pipeline & Sales
Tech & Systems
Culture
April 28, 2025 3:30pm – 4:15pm
Forward Together: BoldTrail Platform Innovation & What’s Next
Want the inside scoop on what’s shaping the future of your business? Join us for a sneak peek into the next wave of BoldTrail & BoomTown innovation. This session will explore the latest front-office tools, features, and strategies designed to elevate your success. Be the first to hear about exciting updates and innovations that will empower you to engage clients and grow your business like never before. Ready to lead the way forward? Don’t miss this!
Agent
Team Leader
Broker / Owner
Admin / Ops
Tech & Systems
Industry Trends
April 28, 2025 4:30pm – 5:30pm
KEYNOTE: DAVID CHILDERS
David Childers is a featured thought leader in the real estate industry, widely recognized for his expertise, leadership, and unwavering commitment to educating agents on the ever-changing dynamics of the market. He is known for his ability to captivate audiences by combining his profound market knowledge with engaged storytelling. His unmatched ability to simplify complex market concepts and distill them into actionable strategies equips agents with the knowledge and clarity they need to maximize their business and stand out as the go-to resource in their local market.
Agent
Team Leader
Broker / Owner
Admin / Ops
April 28, 2025 5:30pm – 6:30pm
Cocktail Hour
Unwind and connect after a day of inspiration and ideas. Whether you’re catching up with colleagues or making new connections, this is your time to mingle, and toast to what’s ahead.
April 28, 2025 7:00pm – 9:00pm
WELCOME PARTY
Join us at Union Station for unlimited food, drinks, and entertainment along with some fun surprises and all of the power-mingling that you can handle. You must purchase this ticket in order to ensure your spot at the Welcome Party.
*Dinner, Drinks, Dancing included
*Separate Ticket Required
April 29, 2025 8:00am – 5:30pm
REGISTRATION/BADGE PICK-UP OPEN
Check in, snag your admission badge, and get ready to blaze the trail!
April 29, 2025 8:00am – 11:30am
rise & Unite
Fuel your day with a curated selection of breakfast-inspired bites and energizing beverages.
April 29, 2025 8:00am – 5:30pm
GENIUS BAR
Catch the team LIVE at our Genius Bar, and get a front row seat to their expertise. Our support team, client success, and digital strategy teams are in attendance to answer your questions and talk strategy.
April 29, 2025 8:30am – 5:30pm
The SWAG Shop
Don’t miss your chance to snag some swag! Check out our extensive shop of fun, branded items and show your support in style.
April 29, 2025 8:30am – 5:30pm
THE SPONSOR HALL
Power-up your business with game-changing innovations from our event sponsors!
April 29, 2025 8:30am – 8:45am
WELCOME
Kick off the conference with a warm welcome from our hosts.
Agent
Team Leader
Broker / Owner
Admin / Ops
April 29, 2025 8:45am – 9:45am
KEYNOTE: SPRING BENGTZEN
Spring Bengtzen is the CEO of one of the largest real estate teams in the country. When she started her career 20 years ago, that wasn’t her goal. Her focus was on being the best real estate agent in her market. Once she accomplished that, she began mentoring other agents on the skills, syxqstems, and strategies it takes to be successful. That grew into building a team, and later expanding into the team of 80+ agents in 3 locations she runs today. In addition, she has also expanded into multiple ancillary businesses, including a title company, mortgage company, coaching company, and many others. Spring lives life at the highest level across the board. Whether it’s continuing to be a top 1% performer herself, leading her team of agents to consistently be on top, or being a present wife, mom, and friend…
She’s proof it’s absolutely possible to have it ALL.
Agent
Team Leader
Broker / Owner
Admin / Ops
April 29, 2025 10:00am – 10:45am
From Competition to Collaboration: Creating Teams That Win Together
Discover how a culture of collaboration can be your ultimate competitive advantage. This session will show you how to shift from “me vs. them” to “us together,” empowering your team to reach new heights. Learn actionable strategies to overcome obstacles, unify your team, and create a culture that drives results—not just numbers. Perfect for agents and leaders ready to unlock collective success and growth.
Team Leader
Broker / Owner
Tech & Systems
Industry Trends
April 29, 2025 10:00am – 10:45am
All About AI: Demystifying AI & Unlocking Practical Uses for Real Estate
Ready to crack the AI code? This session breaks down the complexity of artificial intelligence and shows you how to turn it into a real estate powerhouse. Learn how to make AI your secret weapon for streamlining tasks, connecting with clients, and boosting your brand—all in real, actionable ways. Get practical insights from the expert who wrote the AI playbook for real estate pros and leave with the tools you need to unlock your business’s next-level potential.
Agent
Team Leader
Broker / Owner
Admin / Ops
Tech & Systems
Industry Trends
April 29, 2025 10:00am – 10:45am
The Strategy Lab | Squeeze Page Power Hour: Turn Clicks into Clients!
Get ready for a Squeeze Page Power Hour—a hands-on, high-energy session, hosted by the Customer Success Team, designed to help you generate free leads using one of BoldTrail’s most powerful tools! This session will feel like a party, complete with sweet treats to keep you powered up as we break down winning strategies, creative templates, and expert insights to maximize your lead flow. Expect to walk out with at least one page you can use with your business and learn pro tips to get your squeeze pages converting like never before.
Agent
Team Leader
Broker / Owner
Admin / Ops
Client Experience
Tech & Systems
April 29, 2025 10:30am – 11:30am
Snack Break SPONSORED BY BROKERBLOCKS
Refuel and recharge for more great content.
April 29, 2025 11:00am – 11:45am
The New Normal: Key Issues Facing Brokers Today & Tomorrow
Join James Dwiggins, Co-CEO of NextHome, Inc., for a candid look at the rapidly evolving brokerage landscape. From shifting consumer expectations to industry-wide legal and regulatory changes, James will unpack the most pressing issues brokers are navigating now—and what’s coming next. This session is a must-attend for leaders looking to stay ahead, adapt with confidence, and turn today’s challenges into tomorrow’s opportunities.
Agent
Team Leader
Broker / Owner
Admin / Ops
Industry Trends
April 29, 2025 11:00am – 11:45am
5-Step Reset: Walk Away from Unite with More Business & Meaningful Conversations
Ready to hit reset and transform your approach? In this session, we’ll walk you through a 5-step plan to sharpen your focus, boost your business, and craft intentional conversations with the people who matter most. Discover actionable strategies for connecting with clients, partners, and prospects in ways that drive results and build lasting relationships. Walk away with a clear blueprint for turning every conversation into an opportunity and setting your business up for growth.
Agent
Team Leader
Broker / Owner
Leadership & Growth
Pipeline & Sales
April 29, 2025 11:00am – 11:45am
The Strategy Lab | The ‘Inbox Zero’ Challenge: Email & Task Automation With BoldTrail
Unlock the full power of BoldTrail in this hands-on session with The Training Team! Learn how to seamlessly integrate your email and calendar, automate follow-ups, and streamline task management—so you can work smarter, not harder.
April 29, 2025 12:00pm – 12:45pm
Agent Mastery: Breakthrough Habits for Real Success
Want to level up your real estate game? This session breaks down the key habits that lead to success and the common pitfalls holding you back. Discover how discipline, accountability, and finding your purpose can reignite your passion and productivity. Learn practical strategies to stay focused, get consistent, and crush your goals—no more burnout, just results.
Agent
Team Leader
Broker / Owner
Leadership & Growth
Pipeline & Sales
Tech & Systems
April 29, 2025 12:00pm – 12:45pm
Life After the NAR Lawsuits: Turning Challenges into Opportunities
The NAR lawsuits shook things up—but real estate leaders are finding new ways to thrive. In this session, we’ll explore how the industry has pivoted, the silver linings that have emerged, and how you can leverage this shift to your advantage. Get inspired by success stories, learn strategies for adapting to the new landscape, and discover what’s next for brokers, agents, and buyers. Walk away ready to turn change into your biggest opportunity yet.
Agent
Team Leader
Broker / Owner
Admin / Ops
Leadership & Growth
Pipeline & Sales
Industry Trends
April 29, 2025 12:00pm – 12:45pm
The Strategy Lab | Neighborhood Networking: Using BoldTrail to Capture & Convert Community Event Leads Like a Pro
The fortune is in the follow-up! This interactive workshop, hosted by The Training Team, teaches agents how to leverage community events to grow their Sphere of Influence (SOI) and turn casual connections into real business opportunities. The big takeaway? Setting appointments—because leads without action don’t convert. Agents will walk away with a clear strategy for capturing, organizing, and following up with event attendees using BoldTrail’s CRM, Playbooks, and automation tools.
April 29, 2025 12:45pm – 2:15pm
LUNCH BREAK
Venture out into the Charleston food scene. Need some lunch suggestions? Click here.
April 29, 2025 1:00pm – 2:30pm
Lunch ‘n’ Learn: Turn Your Database into a 24/7 Listing Engine
Presented by Fello
Did you know that 7% of an agent’s database will list their home this year? Are you prepared to identify these potential sellers? Join Fello to discover proven strategies for unlocking more listings from your database. Learn how to maximize results with Fello’s powerful integration with BoldTrail.
*Lunch provided!
*Limited space. First come, first serve!
April 29, 2025 2:30pm – 3:15pm
How Compassion Actually Fuels Profitability: Leading with Heart in a Tech-Driven World
Compassion isn’t just a feel-good idea—it’s a business strategy that drives real results. Discover how heart-centered leadership inspires teams, resonates with agents and clients alike, and boosts profitability in today’s tech-driven world. Leave this session ready to lead with purpose, transform your culture, and elevate your bottom line.
Agent
Team Leader
Broker / Owner
Admin / Ops
Leadership & Growth
Culture
April 29, 2025 2:30pm – 3:15pm
Love Your People: Elevating Client Experience with White Glove Service
In a world full of one-size-fits-all service, it’s time to set the bar higher. This session reveals how to create a client experience that feels as unique as your brand—think boutique charm paired with the luxury of white glove service. Discover the secrets to making every interaction feel personal, unforgettable, and tailored to the individual. From surprise and delight moments to thoughtful touches that go above and beyond, learn how to turn clients into lifelong advocates who can’t wait to refer you.
Agent
Team Leader
Broker / Owner
Marketing & Branding
Client Experience
April 29, 2025 2:30pm – 3:15pm
Farming 2.0: Harnessing Tech for Market Domination
Say goodbye to old-school farming. Learn how to pair BoldTrail’s cutting-edge tools with modern marketing strategies to own your geographic farm. From buzzworthy digital campaigns to hyper-targeted ads, this session shows you how to dominate your market and stay top-of-mind at every stage of the funnel.
Agent
Team Leader
Broker / Owner
Pipeline & Sales
Tech & Systems
April 29, 2025 3:00pm – 3:30pm
Snack Break
Refuel and recharge for more great content.
April 29, 2025 3:30pm – 4:15pm
The Hidden Metrics of Success: Data-Driven Strategies You’re Not Tracking (But Should Be)
Go beyond the basics and unlock the power of unconventional data. From re-list percentages to client satisfaction trends, school district impact, and hyper-local market analysis, discover the overlooked insights that top-performing agents use to price smarter, identify emerging markets, and craft better offers. Walk away with actionable strategies to track, interpret, and apply these success metrics for real, measurable growth.
Team Leader
Broker / Owner
Admin / Ops
Leadership & Growth
Pipeline & Sales
Tech & Systems
April 29, 2025 3:30pm – 4:15pm
Trailblazing Conversations: 20 Power Questions to Convert Leads into Deals
In today’s competitive market, the right questions can mean the difference between a cold lead and a closed deal. This high-energy breakout session will equip real estate professionals with 20 strategic, results-driven questions designed to build trust, uncover motivation, and create urgency with buyers and sellers. Learn how to navigate objections, spark meaningful conversations, and guide leads seamlessly from interest to action. Walk away with a proven framework to turn every conversation into a conversion. Ready to blaze the trail to more deals? Let’s go!
Agent
Team Leader
Broker / Owner
Pipeline & Sales
Client Experience
April 29, 2025 3:30pm – 4:15pm
Forward Together: BackOffice Innovation & What’s Next
Get ready to dive into the future of your business operations. This session offers an exclusive look into the BoldTrail BackOffice, Recruit, and Folio innovations designed to streamline your workflow and drive efficiency. From game-changing tools to behind-the-scenes upgrades, you’ll walk away with a clearer vision of how our evolving platform is set to make your back-office processes smoother, faster, and more effective. Be the first to get the inside track—this is one session you won’t want to miss!
Team Leader
Broker / Owner
Admin / Ops
Tech & Systems
April 29, 2025 4:30pm – 5:30pm
Keynote: Mike DelPrete
Mike is a global real estate tech strategist, and a scholar-in-residence at the University of Colorado Boulder. He is internationally recognized as an expert and thought-leader in real estate tech. His evidence-based analysis is widely read by global leaders, and he is a sought-after strategy and new ventures consultant. Currently based in Boulder, Colorado, he has travelled the world working with leading property portals and real estate tech businesses, gathering first-hand knowledge and insights on industry trends and themes. He has built a reputation as a trusted, well-researched, and balanced voice for the industry. Mike’s research and insights have featured in the New York Times, Wall Street Journal, Financial Times, and The Economist. He is also regularly invited to speak at industry-leading events, and teaches a first-of-its-kind university course on real estate technology.
Agent
Team Leader
Broker / Owner
Admin / Ops
MEET OUR SPEAKERS
Check out the incredible lineup bringing fresh ideas to the stage.
Joe Skousen
CEO, Inside Real Estate
Grier Allen
Chief Strategy Officer, Inside Real Estate
Julia Laurin
Chief Product Officer, Inside Real Estate
David Childers
President, Keeping Current Matters
Spring Bengtzen
CEO, The Utah Life Real Estate Group at Real Broker
Mike DelPrete
Real Estate Tech Strategist
ACCOMODATIONS
We’ve curated several options to make travel as accessible as possible for everyone. Unite will take place at the Charleston Gaillard Center!
$259
THE MEETING STREET INN
Distance from event 0.5 miles
$289
HOMEWOOD SUITES
Distance from event 0.8 miles
$306
THE EMBASSY SUITES
Distance from event 0.5 miles
$329
COURTYARD BY MARRIOTT
Distance from event 0.3 miles
$529
THE DEWBERRY
Distance from event 0.3 miles
FAQ
THANK YOU TO OUR SPONSORS
