A complete operating system for building a vertically integrated real estate, mortgage, and construction company — from 5 loans per month to market dominance across Florida.
Establish mortgage operations, launch content production, build VA infrastructure, and prove the unit economics before scaling headcount.
Add LOs and agents, bring processing in-house, scale content to 3–4 videos/week, launch first expansion market content, and build the media machine.
Multi-market presence across 2–3 Florida markets, full media team, franchise-ready platform, and the TruLux brand as the dominant Space Coast media company in real estate.
Space Coast market data, aerospace employment drivers, competition landscape, and market share projections through Year 3.
Four LO comp models, processor cost analysis, UWM strategy, non-QM premium, P&L at 5/12/20 loans per month.
Agent splits, eXp vs Real vs TruLux model, RESPA compliance, ISA system, revenue share design, NAR settlement impact.
Ken Pozek playbook adapted for Space Coast. Content framework, cost progression, lead capture, attribution, and "Space Coast Real" brand.
Philippines VA team ($5,150/month vs $220K+ US), TC systems, SOPs, lead routing architecture, automation workflows.
Training systems, gamification framework, KPI dashboards, agent leveling, Claude API integration ($900–$2,550/mo vs $30K+ incumbent).
36-month P&L model, break-even analysis, revenue stacking, overhead breakdown, and cumulative projections by phase.
Full risk matrix across mortgage, real estate, media, and operations. High/Medium/Low classifications with specific mitigation strategies.
Six Florida markets ranked, Orlando & Jacksonville priority analysis, expansion triggers, franchise replication playbook, nationwide path.
The third vertical. Florida GC licensing, service tiers, subcontractor network, construction-to-perm financing stack, and phase-gated growth plan.