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

$499

GENERAL ADMISSION

*Limited quantity available.
Only available until it sells out.

This ticket includes:

  • Access to all General Sessions
  • Access to all Breakout Sessions
  • Access to our Support, Training, & Customer Success Teams
  • A Unite tote bag filled with gifts

$75

WELCOME PARTY ADD-ON*

*General Admission required.

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.

  • Monday, April 28th
  • 7:00pm – 9:00pm
  • Union Station

*This is not a standalone ticket. You must purchase a General Admin ticket to Unite in order to purchase this add-on.

$175

TRAINING DAY ADD-ON*

*General Admission required.

Join us for an all-day deep-dive into mastering the platform’s fundamental tools with our experienced Product Trainers and industry experts. Lunch will be provided for training-day attendees.

  • Sunday, April 27th
  • 9:00am – 3:00pm
  • Homewood Suites

*This is not a standalone ticket. You must purchase a General Admin ticket to Unite in order to purchase this add-on.

*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 27, 2025 2:00pm – 5:00pm

REGISTRATION OPEN (BADGE PICK-UP)

Check in, snag your admission badge, and get ready to blaze the trail!

Charleston Gaillard Center, 95 Calhoun St, Charleston, SC 29401, Lower Lobby

April 27, 2025 9:00am – 3:00pm

TRAINING DAY

Join us for an all-day deep-dive into mastering the platform’s fundamental tools with our experienced Product Trainers and industry experts. Whether you are a BoldTrail, kvCORE, or BoomTown user, get set to unlock the full potential of your platform and discover best practices, inspiring thought leadership takeaways, and proven strategies for real estate success too!

*Separate ticket required
*Lunch Included

Homewood Suites, 415 Meeting St, Charleston, SC 29403

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!

The Gaillard, Lower Lobby

April 28, 2025 8:00am – 11:30am

rise & Unite

Fuel your day with a curated selection of breakfast-inspired bites and energizing beverages.

The Gaillard, Ballroom II/Genius Bar

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.

The Gaillard, Ballroom II

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.

The Gaillard, Lower Lobby

April 28, 2025 8:30am – 5:30pm

THE SPONSOR HALL

Power-up your business with game-changing innovations from our event sponsors!

The Gaillard, Ballroom I + II Pre-function Space

April 28, 2025 8:30am – 8:45am

WELCOME

Kick off the conference with a warm welcome from our hosts.

The Gaillard, Performance Hall
Stacey Soleil and Josh Johnsen

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.

The Gaillard, Performance Hall
Joe Skousen, CEO of Inside Real Estate
Grier Allen, Chief Strategy Officer at Inside Real Estate
Julia Laurin, Chief Product Officer at Inside Real Estate
Special Guests

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.

The Gaillard, Ballroom I

Alicia Holmquist – REALTOR®, Welcome Home Realty
Brian Ostrowiak – Co-Owner Bird Dog Group
LaToya Washington – Principal/Broker Covenant Realty
Tiffany Klusacek – Owner, Tennessee’s Elite at Berkshire Hathaway HomeServices PenFed Realty

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.

The Gaillard, Ballroom III
Jeremy Collins, Founder and Marketing Coach at Level/Up Consulting Group

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.

The Gaillard, Salon I
Your Inside Real Estate Customer Success Team

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.

The Gaillard, Ballroom II/Genius Bar

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.

The Gaillard, Ballroom I

Danielle Little – Broker/Owner, Century 21 Community
Jennifer Staats – Owner/Manager, Staats Solutions
Jessica Souza – Broker/Co-Owner at Paradise Exclusive Real Estate

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.

The Gaillard, Ballroom III
Andrew Undem, Founder, Co-Owner, Managing Partner of the SURE Group
Chris Speicher, Managing Director | Broker(R) Coldwell Banker Island Properties

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.

The Gaillard, Salon I
Your Inside Real Estate Training Team

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.

The Gaillard, Ballroom I
Christine George, Founder & CEO, Post and Beam Creative, LLC

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.

The Gaillard, Ballroom III
Courtney Schafer, Owner, Core Coaching for Real Estate

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.

The Gaillard, Salon I
Your Inside Real Estate Training Team

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 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.

The Gaillard, Ballroom I
Jessica Souza, Broker/Co-Owner at Paradise Exclusive Real Estate

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.

The Gaillard, Ballroom III
Bobby Puim, Vice President of Operations, REC Canada

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.

The Gaillard, Salon I
Robert McArtor, Team Leader, Maryland Homes Team with RE/MAX Components

Agent

Leadership & Growth

Tech & Systems

Culture

April 28, 2025 3:00pm – 3:30pm

Snack Break

Refuel and recharge for more great content.

The Gaillard, Ballroom II/Genius Bar

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.

The Gaillard, Ballroom I

Andrew Undem – Founder, Co-Owner, Managing Partner of the SURE Group
Riley Kratzer – Director of Growth, SURE Group

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.

The Gaillard, Ballroom III
Simeon Papailias, Co-Founder & Managing Partner, REC Canada

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!

The Gaillard, Salon 1
Product/Innovation Front Office

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.

The Gaillard, Performance Hall
David Childers, President of Keeping Current Matters

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.

The Gaillard, Ballroom II/Genius Bar

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

Union Station, 652A King St, Charleston, SC 29403

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!

The Gaillard, Lower Lobby

April 29, 2025 8:00am – 11:30am

rise & Unite

Fuel your day with a curated selection of breakfast-inspired bites and energizing beverages.

The Gaillard, Ballroom II/Genius Bar

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.

The Gaillard, Ballroom II

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.

The Gaillard, Lower Lobby

April 29, 2025 8:30am – 5:30pm

THE SPONSOR HALL

Power-up your business with game-changing innovations from our event sponsors!

The Gaillard, Ballroom I + II Pre-function Space

April 29, 2025 8:30am – 8:45am

WELCOME

Kick off the conference with a warm welcome from our hosts.

The Gaillard, Performance Hall
Unite Emcee

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.

The Gaillard, Performance Hall
Spring Bengtzen

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.

The Gaillard, Ballroom I
LaToya Washington, Principal/Broker Covenant Realty

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.

The Gaillard, Ballroom III
Rajeev Sajja, Senior Vice President of Digital Marketing and Innovation, Fox & Roach Realtors

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.

The Gaillard, Salon I
Your Inside Real Estate Customer Success Team

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.

The Gaillard, Ballroom II/Genius Bar

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.

The Gaillard, Ballroom I
James Dwiggins, Co-CEO of NextHome, Inc.

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.

The Gaillard, Ballroom III
Renee Funk, Team Leader of The Funk Collection brokered by eXp Realty

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.

The Gaillard, Salon I
Your Inside Real Estate Training Team

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.

The Gaillard, Ballroom I
John Gscheidmeier, CEO and Broker/Owner of RE/MAX Service First

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.

The Gaillard, Ballroom III
James Dwiggins – Co-CEO of NextHome, Inc.
Andrew Undem – Founder, Co-Owner, Managing Partner of the SURE Group
Renee Funk – Team Leader of The Funk Collection brokered by eXp Realty

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.

The Gaillard, Salon I
The Training Team

April 29, 2025 12:45pm – 2:15pm

LUNCH BREAK

Venture out into the Charleston food scene. Need some lunch suggestions? Click here.

Icon Label

Icon Label

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!

Kerry Kleckner, Head of Partnerships, Fello

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.

The Gaillard, Ballroom I
David Anderson, Owner, Principal Broker Blue Sky Realty Partners

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.

The Gaillard, Ballroom III
Brittany Jordan, Realtor®, Broker/ Owner, Mason & Magnolia Real Estate

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.

The Gaillard, Salon I
Kevin Johnson, CEO/President at CENTURY 21 Edge

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.

The Gaillard, Ballroom II/Genius Bar

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.

The Gaillard, Ballroom I
Ken Baris, CEO and Chief Visionary BHHS Jordan Baris Realty

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!

The Gaillard, Ballroom III
Suzie Savage, Broker/Owner of Savage Real Estate Group brokered by eXp Realty

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!

The Gaillard, Salon I
Product/Innovation Back Office

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.

The Gaillard, Performance Hall
Mike DelPrete

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

Alicia Holmquist
Andrew Undem
Bobby Puim
Brian Ostrowiak
Brittany Jordan
Chris Speicher
Christine George
Courtney Schafer
Dani Little
David Anderson
George Mountis
Graeme Canivet
Jay Teresi
Jennifer Staats
Jeremy Collins
Jessica Souza
John Gscheidmeier
Karen Abram
James Dwiggins
Ken Baris
Kevin Johnson
LaToya Washington
Rajeev Sajja
Renee Funk
Riley Kratzer
Robert McArtor
Simeon Papailias
Stacey Soleil
Suzie Savage
Tiffany Klusacek

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

What Our Users Have to Say About Unite

FAQ

CANCELLATION/REFUND POLICY

Unfortunately, we will not be able to issue refunds for Unite tickets. This applies to all ticket types & add-ons.

IS THIS EVENT BEING HELD IN PERSON?

Yes, Unite is being held live in-person at the Gaillard Center in Charleston, SC April 27-April 29th 2025.

WHAT ARE THE EVENT HOURS?

Our event will run from 8:00am – 5:00pm on April 28th and 29th. Times are subject to change. We recommend checking back regularly for more details on specific content tracks and sessions.

CAN I BUY TICKETS FOR MY TEAM?

Unfortunately, no, registrants must purchase tickets one at a time in order to ensure attendee information is correct.

IS THERE A VIRTUAL COMPONENT TO THIS EVENT?

No, this event is only being held live, in-person.

SUBSTITUTION/TRANSFER POLICY

You may substitute/transfer your conference registration to another individual for the same event you are registered for by using your registration email and confirmation # to modify your registration.. You and the respective party are responsible for exchange of funds. This applies to all ticket types & add-ons.

FORCE MAJEURE

If events beyond the reasonable control of Inside Real Estate prevents at least 40% of the attendees from arriving for the event, so that it is impracticable, illegal, or impossible to hold the conference, Inside Real Estate may cancel the event and offer attendees a credit for a future Inside Real Estate conference in the amount of the paid registration fee.

DO I NEED TO BOOK MY OWN HOTEL ROOM?

Yes, if you would like a hotel room, you need to book it. Visit our accommodations section of the website for more information on rates and how to book.

WHO SHOULD ATTEND?

The Unite conference is an event exclusively designed for Inside Real Estate clients – specifically using the BoldTrail, BoldTrail BackOffice, BoomTown platform. If you are a real estate professional leveraging these cutting-edge platforms, this conference is your unique opportunity to dive deep into the latest features, innovations, and strategies tailored to enhance your real estate endeavors. Connect with like-minded peers, industry experts, and gain valuable insights during keynote presentations, breakout sessions, and hands-on training. Whether you’re a real estate agent, broker, or industry enthusiast, attending Unite ensures you stay at the forefront of technology and industry trends, fostering collaboration, innovation, and success within this exclusive community. Don’t miss out on the chance to amplify your skills and network with the best in the business at Unite.

WHAT ARE ADD-ON EVENTS?

We have a couple add-on events throughout Unite. These are optional add-ons to your ticket type and can be added when registering, or any time after by modifying your registration. Please note capacity is limited, so save your spot by registering early.

Training Day: Sunday April 27th.
Welcome Party: Monday April 28th

THANK YOU TO OUR SPONSORS