How Oak & Algorithm Works With Realtors, Loan Officers, and Builders

Yes. Oak & Algorithm works with solo agents, growing teams, top producers, and independent brokerages. Team engagements can define roles, handoffs, CRM stages, follow-up routines, listing workflows, content responsibilities, and reporting so leads and marketing tasks stop falling between people. The scope depends on team size, platforms, and the systems already in place.

Yes. Track 5 is built for loan officers, mortgage brokers, and branch teams. It can cover Google Business Profile and local visibility, compliance-aware Realtor co-marketing, borrower education, referral-partner outreach, AI implementation, and CRM follow-up that keeps the lender useful and visible between closings. Explore the dedicated mortgage marketing services.

Yes. Track 6 is built for home builders, community developers, and new construction sales teams. It covers community and floor plan pages built to rank, Google Business Profile for eligible sales centers, relocation and new construction content, agent outreach and broker events, and follow-up for interest lists and model home visitors. The goal is simple: buyers and agents find your community before they find the builder down the road.

No. Oak & Algorithm usually improves the CRM and tools you already use instead of forcing a replacement. Work may include HubSpot, Real Geeks, Follow Up Boss, Sierra, or another existing setup. The goal is to clarify stages, tags, handoffs, automation, and follow-up so the platform supports the business instead of becoming another neglected database.

Yes. Start with the $125 Google Visibility Audit, choose the $200 version when you also need AI search reviewed, or purchase another clearly scoped project. Both audit options credit toward a qualifying package of $500 or more. You can move into systems implementation or monthly support later when the next priority is clear.

Oak & Algorithm needs your goals, market, current platforms, relevant account access, and any existing brand, content, client, or workflow assets required by the scope. You receive a clear intake and access list before the work begins, so the engagement does not stall while everyone waits for information nobody knew was missing.

Google Visibility Audits are $125, or $200 with AI search review. AI Operating System implementation is $2,200 for an individual and $2,650 for a small team. Fractional support starts at $1,500 per month, with higher tiers at $2,500 and $4,000. Websites, CRM builds, and larger systems are priced by scope.

A track describes the current season of your business, such as New Agent Launch, Growing Team Systems, or Loan Officer and Mortgage Pro. An engagement option describes what you purchase, such as an audit, systems build, website, AI sprint, or monthly support. Oak & Algorithm matches the business stage to the smallest useful engagement.

No long agency contract. Fractional partnerships start with a three-month commitment, because strategy, implementation, publishing, and measurement need that long to produce useful evidence. After that, it is month to month with 30 days notice and a fixed written scope. You are never locked into a six- or twelve-month agreement, and the work has to keep earning its place.

Yes. Messaging alignment happens before production so Oak & Algorithm can document your voice, market, audience, positioning, offers, and language preferences. Content, workflows, AI instructions, and client communication are built from that context instead of generic templates. You keep ownership of your accounts, finished assets, source materials, and operating workflows.

Timing depends on the work and your starting point. Google Business Profile improvements may create earlier movement, while website authority, content, local SEO, and AI search visibility build over months. CRM and follow-up systems can affect existing opportunities sooner because they work the leads already in your database. Oak & Algorithm does not promise overnight rankings or leads.

No. Raleigh, the Triangle, Lake Norman, and Mooresville are Oak & Algorithm's home markets, but the work is fully remote. Real estate agents, teams, brokerages, loan officers, and mortgage professionals throughout the United States can use the same audit, website, AI implementation, CRM, content, systems, and fractional marketing engagement process.