Brokerage Survival Series™
Modern brokerages work in complex transaction environments: emerging technologies, compensation transparency shifts, digital marketing exposure, evolving supervision standards, and structural risk areas that traditional education often overlooks.
The Brokerage Survival Series™ is four courses built around the exposures that reach a managing broker's desk. Two are paired with published workbooks so the protocols stay in the office after the class ends; two are in development for 2027. Book one, several, or the full series, then close with the Broker Leadership Session.
Companion Reading for This Program
Two courses in the series are paired with published workbooks, both available on Amazon.
Ethical AI & Fair Housing Risk Management A Professional Workbook for Real Estate Agents and Brokers
The operational compliance guide for brokerages navigating AI tools, automated marketing, and fair housing obligations. Designed to be used directly in brokerage environments.
Reputation Is Revenue: The Workbook
The companion workbook to the Ethical Lead Generation System™, paired with Lead Generation and Compensation Compliance After the NAR Settlement. Lead generation that builds a reputation instead of risking one.
Series Structure
The Series is designed as a scalable, association-deliverable framework. Each module may be delivered independently or as part of a coordinated education track for brokerages and associations seeking structured risk literacy.
• Ethics-eligible programming addressing AI use, Fair Housing exposure, and digital compliance
• General CE modules focused on emerging transaction liabilities
• Supervision-focused briefings for managing brokers
• Practical documentation and disclosure protocols
• Case-based instruction grounded in real transaction scenarios
All modules are aligned with the NAR Code of Ethics and applicable Fair Housing standards.
Current Series Modules
1. Wire Fraud and Cyber Defense (in development, coming 2027)
Wire fraud, deepfake voice scams, and seller impersonation fraud, with step-by-step protocols your agents and staff follow every time money or identity is in question.
2. Supervision That Holds Up (in development, coming 2027)
Documentation discipline and the oversight records that protect a broker when a complaint or lawsuit arrives.
3. Lead Generation and Compensation Compliance After the NAR Settlement (workbook: Reputation Is Revenue: The Workbook)
RESPA, TCPA, and CAN-SPAM; buyer agreements; and how agents carry the commission conversation clearly and compliantly.
4. Fair Housing in the Age of AI and Social Media (workbook: Ethical AI & Fair Housing Risk Management)
Ad targeting, chatbot screening, and algorithmic bias: where automated tools create Fair Housing exposure, and how a brokerage catches it before a consumer does.
Capstone: Broker Leadership Session
Brokers bring what they took from the series and turn it into policy for their own office: who does what, what gets documented, and what happens when something goes wrong. Every broker leaves with one written office risk plan.
Unlike topic-specific CE courses, the Brokerage Survival Series™ is structured around systemic risk literacy: identifying patterns of exposure before they surface in complaints, licensing inquiries, or transaction failure.
Instruction emphasizes supervisory clarity, documentation discipline, and defensible brokerage policy alignment.
Series Inquiries
The Brokerage Survival Series™ may be delivered as standalone modules, coordinated association programming, or broker-owner leadership tracks.
For scheduling, CE coordination, or conference alignment inquiries, please visit the