The Agent's Year-End Business Reset: Using Technology to Get Tax-Ready, Cut Costs & Build a Smarter 2027

Year-end is the perfect time for real estate professionals to clean up more than their database. It’s an opportunity to get financially organized, prepare for tax season, evaluate where your money went, and make sure the technology running your business is actually earning its keep. In this practical, technology-focused session, we’ll explore how agents can use digital tools and simple workflows to organize income and expenses, track mileage and receipts, prepare records for their tax professional, and reduce the annual tax-season scramble.

We’ll also conduct a year-end technology audit to identify redundant subscriptions and unnecessary expenses, examine how to determine which marketing and technology investments actually contributed to revenue, and identify opportunities for automation in the year ahead. Finally, we’ll turn the year-end cleanup into a plan for 2027—showing how accounting platforms, CRM data, expense-management tools, AI, automation, and simple business dashboards can help agents better understand their businesses and make smarter decisions throughout the year. Attendees will leave with a practical year-end checklist and a framework for creating a more organized, measurable, and technology-enabled real estate business in 2027.

Hosted by RETI's Warren Dow

REGISTER HERE!