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A Personalized Business-Growth Briefing

Mariann, you've already proven what you're capable of. Let's explore what's possible next.

Decades of experience. An established Orange County real estate brand. A history of multimillion-dollar transactions.

You've already built the hardest part: the experience, relationships, and credibility that clients trust.

The opportunity now is to explore how the right systems, support, and strategic partnership could help you turn those strengths into an even more consistent and rewarding business.

Mediterranean-style coastal estate overlooking the Pacific at golden hour

33Years

Real estate experience, approximately

$9.87M

Trailing 12-month closed volume

$3.29M

Average closed sale price

$16.9M

Historical annual production peak

A business with a history worth building on.

02 / What You've Built

You've built more than transactions. You've built a reputation.

Mariann, there are certain advantages that can't be purchased, automated, or learned in a weekend.

Experience is one of them.

Your history includes significant transactions in Coto de Caza, San Juan Capistrano, Beverly Hills, and other desirable Southern California communities.

Your Cordova Real Estate Group brand reflects something equally important: an identity that exists beyond the logo of your brokerage.

Your own website presents an established professional presence, a strong local identity, and client testimonials centered on market knowledge, negotiation, and personal service.

That's a valuable foundation.

I wouldn't want to replace it. I'd want to understand what you've built, identify what you want next, and see how we could help strengthen it.

Explore Cordova Real Estate Group(opens in a new tab)

01

Experience

Approximately three decades of understanding clients, navigating transactions, and adapting to changing markets.

02

Luxury credibility

Demonstrated representation of multimillion-dollar homes across several Southern California markets.

03

Your own identity

An established Cordova Real Estate Group presence that should remain an important part of any future business strategy.

03 / Your Business by the Numbers

The numbers tell an interesting story. And point toward an opportunity.

$9,865,000

Trailing 12-month sales volume

$3,288,333

Average closed sale price

$271,288

Estimated gross commission income, trailing 12 months

$16.9M

Approximate annual volume in 2022

$3,815,000

Recent Coto de Caza closed transaction

$3,650,000

Recent San Juan Capistrano closed transaction

$2,400,000

Recent Beverly Hills closed transaction

$2,999,000

Current advertised listing price at Paseo Sillin

Production figures are directional, based on public production research and MLS data, not a complete private business record.

Production historySales volume, $ millions
0
6
12
18
20192020202120222023202420252026 YTD
View data table
Annual sales volume in millions of dollars
YearVolume
2019$4.65M
2020$13.61M
2021$13.49M
2022$16.90M
2023$1.34M
2024$2.29M
2025$4.92M
2026 YTD (year to date)$6.05M

Your career has included several years of substantial production, followed by periods of a different business rhythm. More recently, your closed transactions have moved into a particularly attractive price range.

Whether those changes were intentional or simply reflect how the business developed is an important part of understanding where to go next.

What would your business look like if your strongest years became your normal years, assuming that's what you want?

04 / Where the Opportunity Lives

The opportunity isn't learning how to sell real estate. It's making what you already know produce more consistently.

My first instinct, looking at your history, isn't that you need a different skill set.

It's that there may be an opportunity to build more consistency, better systems, and stronger support around the skills you've spent decades developing.

Here are five areas I'd be interested in exploring together.

  1. 01

    Relationship-to-production system

    With decades in the industry, you've had the opportunity to develop a substantial professional network.

    What would happen if more of those existing relationships were supported by intentional follow-up, personalized market communication, and better visibility into future buyer and seller opportunities?

  2. 02

    Luxury listing support

    At your average sales price, each transaction matters.

    A strong luxury listing deserves a clear marketing strategy, access to qualified buyer demand, effective seller reporting, and a consistent process for turning interest into serious conversations.

  3. 03

    More predictable business

    Your production history proves you can operate at a substantial level.

    The question is whether additional structure could help you achieve your preferred pace of business with greater predictability.

  4. 04

    Strengthening your existing brand

    Cordova Real Estate Group is an established identity.

    The opportunity is to support that identity with marketing resources, technology, and a company platform without losing what makes it personal.

  5. 05

    Your next professional chapter

    More production may be the goal. More freedom may be the goal. Building a stronger group or creating a business that works with less day-to-day involvement may matter more.

    The right business plan begins with what you want, not what somebody else thinks you should want.

"Your effort deserves better leverage."

Let's Map Out the Plan

05 / Where Your Experience Creates an Advantage

You already operate where each relationship matters. Now let's make every opportunity count.

Three recent transactions illustrate the level at which you're capable of working.

15 Long View Road, Coto de Caza

Coto de Caza

15 Long View Road

$3,815,000

Buyer-side transaction · November 2025

An established luxury community where local knowledge, trust, and experienced representation matter.

31561 Peppertree Bend, San Juan Capistrano

San Juan Capistrano

31561 Peppertree Bend

$3,650,000

Listing-side transaction · July 2026

Premium Orange County real estate where thoughtful preparation, pricing, and seller representation can create meaningful value.

2072 Coldwater Canyon, Beverly Hills

Beverly Hills

2072 Coldwater Canyon

$2,400,000

Listing-side transaction · March 2026

Experience representing significant properties beyond a single neighborhood or local market.

26308 Paseo Sillin, San Juan Capistrano

A Current Listing

26308 Paseo Sillin San Juan Capistrano, CA 92675

Advertised price
$2,999,000
Approx. size
3,502 sq. ft.
Built
2021
Community
Harbor View at Pacifica San Juan
Feature
Ocean and Dana Point Harbor views

Your Paseo Sillin listing represents the kind of property where premium marketing, qualified buyer reach, and excellent seller communication are especially important.

It's also an example of the business we could work together to support with First Team's luxury network, internal buyer systems, and marketing infrastructure.

View the Property(opens in a new tab)

Imagine a business in which four to six luxury transactions per year are supported by an intentional pipeline, a strong personal brand, and a growth partner helping you identify the next opportunity.

06 / The Platform

A powerful company behind you. A real growth partner beside you.

Coldwell Banker is a respected brokerage with a significant luxury platform.

This conversation isn't about pretending those resources don't exist.

It's about exploring what could become possible when First Team's resources are combined with a manager who works directly with you on strategy, systems, and execution.

What you've already builtWhat First Team + Jacob could add
Established luxury relationshipsSystematic relationship management, smart follow-up, and more intentional referral development
Successful multimillion-dollar listingsLuxury Portfolio International, LeadingRE, internal buyer matching, and seller-facing reporting
An independent personal brandMarketing department support, polished digital assets, MAXA, and brand strategy
Decades of market expertiseMarket Trends, comparative market analysis tools, local market intelligence, and data-backed client communication
An established real estate group identityBusiness operations planning, stronger team systems, and scalable client-service processes
Proven professional abilityDirect coaching, regular business reviews, implementation assistance, and accountability shaped around your goals

Established 1976

50 years of brokerage history

2,200+ Agents

A substantial regional professional network

Luxury Portfolio International

Premium property marketing reach

LeadingRE

National and international brokerage relationships

The difference isn't simply having access to more tools.

It's having a thoughtful plan to turn the resources available to you into results that actually matter.

07 / The Proof Is in the Results

Good agents already have the ability. The right partnership can change the outcome.

Modern leverage for an established producer

She was already successful. The opportunity was to see more.

Sharon was an established Southern Orange County producer doing approximately $24 million in annual volume.

Working with Jacob on AI, relationship intelligence, and more intentional business development helped her recognize higher-value opportunities already inside her existing network.

$24M

Approximate annual production before the highlighted strategies

2

Buyers with budgets exceeding $10 million identified within her network

76%

Increase in average sales price

"He is always there when his agents need him, ready to help, offer guidance, and share his deep understanding of the industry."

Sharon Custer

Personal brand + proactive support

Better positioning. Stronger opportunities.

Marlene already had the professional ability to succeed.

Jacob worked with her and First Team's marketing department to clarify her brand, position her more effectively in coastal luxury, and create a practical path toward her desired market.

$4M+

First listing in desired market within 90 days

$10M

Closed sales volume within six months

68%

Business increase in the reported year

"His one-on-one training, guidance, and support with personalizing my brand have been beyond anything I expected from a manager."

Marlene Hennings

Experience + the right structure

The talent was always there.

Preston had nearly two decades of experience and strong sales ability.

What changed was building a strategy around his actual strengths and supporting that plan with more consistent implementation.

2005

Year licensed

$1.5M → ~$12M

Approximate annual sales volume change

640%

Reported annual production increase

"Sometimes the agent already has the talent. What they are missing is the right strategy to unlock it."

The Preston Willson story

A narrative reflection on Preston's story, not a personal testimonial.

Different agents. Different goals. Different opportunities.

The common thread is that the right strategy, systems, and support can help existing ability produce stronger outcomes.

08 / The Right Tools for the Right Job

Not more technology for the sake of technology. Better support for the business you want.

01

Luxury Portfolio International + LeadingRE

Additional luxury marketing reach and a broad referral network for clients moving into or out of Southern California.

A complementary platform for an agent already working with significant properties.

02

First Team Buyer Pipeline

Access to internal buyer-demand systems that can strengthen future listing strategies and help identify relevant buyer interest.

03

Sneak Preview

Pre-market and off-market inventory tools that may create additional opportunities for your buyer clients and future listings.

04

Listing Activity Reports

Structured seller-facing marketing and activity reporting to make communication clearer and support better conversations about listing performance.

05

Follow Up Boss + AI

A more intentional way to organize past clients, relationships, opportunities, and follow-up.

Jacob helps build the actual processes, rather than simply providing a login.

06

Market Trends + Branded CMA

Data-rich client presentations that strengthen your natural market knowledge and support more informed pricing discussions.

07

MAXA + Brand Support

Professional marketing materials and support for maintaining a polished Cordova Real Estate Group identity.

08

First Impressions Concierge

Listing preparation support for qualifying sellers considering staging, repairs, improvements, and other services that could improve presentation and marketability.

The tools only matter if they make your business better.

My role would be to help you choose the right ones, set them up, and make sure they're actually being used.

09 / The Person Beside the Platform

First Team provides the resources. I help you turn them into execution.

Jacob Lawlor

Jacob Lawlor

Regional Branch Manager
First Team Real Estate

I'm Jacob Lawlor, Regional Branch Manager of First Team Real Estate's Mission Viejo and San Clemente offices.

I work directly with agents on their businesses.

My focus isn't simply on helping agents close their next transaction. It's helping them build stronger systems, better habits, and more consistent production around the strengths they already have.

With experienced agents, I don't start by teaching the basics. I start by understanding the business they've built and where they want to take it.

"I don't want to give you another set of tools and wish you luck.

I want to help you put together a plan that makes sense for your business and then work alongside you to carry it out."

Jacob Lawlor
Get to Know Jacob Lawlor (opens in a new tab)

Pillar 1

Strategy

Together, we'd identify your goals, your strongest sources of business, the opportunities worth prioritizing, and the business model that fits your life.

Pillar 2

Systems

We'd build or refine the CRM, follow-up, marketing, team workflows, and AI-assisted processes that support your relationships and reduce unnecessary manual work.

Pillar 3

Execution

We'd stay involved through implementation sessions, regular business reviews, and direct support to turn the plan into actual business activity.

10 / A Possible Next Chapter

Imagine the business you've built. With a stronger system working behind it.

What you already have

  • Decades of transaction experience
  • Strong luxury market credibility
  • Established client relationships
  • Independent Cordova Real Estate Group identity
  • An ability to represent multimillion-dollar properties
  • Proven capacity for substantial annual production

What we could build together

  • A clear production or lifestyle objective
  • A measurable 90-day business plan
  • More consistent engagement with past clients
  • Stronger seller-facing marketing systems
  • Better visibility into future buyer and seller opportunities
  • A practical operating structure for the real estate group
  • Regular coaching and implementation assistance
  1. Phase 1 · First 30 days

    Protect what you've built.

    Review existing branding, business systems, client communications, current pipeline, and team workflows.

    Identify the highest-value opportunities without interrupting active business.

  2. Phase 2 · Days 31–60

    Build the systems.

    Refine the CRM, establish follow-up priorities, strengthen listing marketing workflows, and develop practical AI-assisted processes.

  3. Phase 3 · Days 61–90

    Put the systems to work.

    Review client conversations, qualified opportunities, listing activity, referral sources, and team workflows.

    Adjust based on real results.

  4. Phase 4 · Beyond 90 days

    Build the business you actually want.

    Decide which business activities Mariann wants to increase, simplify, delegate, or maintain.

    Continue refining the plan based on her goals.

Scenario

What could a few more transactions mean?

At your current average sales price, small changes in annual transaction volume can have a significant impact on gross production.

5
345678

Projected annual volume

$16,441,665

Illustrative gross commissions

$452,146

Additional gross commissions vs. 3 sides

$180,858

Assumes $3,288,333 average price and an illustrative 2.75% gross commission rate. Illustrative scenario only, not a forecast or guarantee. Actual commissions vary by transaction and brokerage agreements. Figures exclude brokerage splits, expenses, team allocations, and taxes.

More production is only valuable if it supports the life you want to live. The goal isn't necessarily more transactions. It's a better business.

Let's Map Out the Plan

11 / Let's Talk About Your Goals

The best plan starts with a conversation. And a few good questions.

Mariann, I'd enjoy learning more about what you've built and where you'd like to take it.

I don't want to assume what your next chapter should look like.

I'd rather understand what matters most to you and see whether there's something valuable we could build together.

  1. 1

    What have you enjoyed most about your real estate career?

  2. 2

    When you look back at your highest-producing years, what was working particularly well?

  3. 3

    What would you like your business to look like over the next few years?

  4. 4

    How is Cordova Real Estate Group organized today, and how would you like it to evolve?

  5. 5

    What aspects of your business would you most like to improve or simplify?

  6. 6

    If we could meaningfully strengthen one part of your business together, what would matter most?

Confirm or Reschedule

Our conversation is scheduled for Monday, November 2, 2026, at 10:00 AM.

First Team Real Estate, Mission Viejo Office
27451 Los Altos, Suite 100
Mission Viejo, CA 92691

If your schedule changes, please reach out directly. I'm happy to coordinate with you.

Jacob Lawlor · 949-201-0899 · JacobLawlor@FirstTeam.com

First Team Real Estate · Mission Viejo Office

12 / Looking Ahead

You've already built something valuable. Imagine what we could build around it.

Mariann, after decades in this business, you've already earned the experience and credibility that so many agents spend their careers trying to establish.

I'd be interested in helping you make the most of what you've built.

That might mean more luxury transactions.

It might mean a stronger Cordova Real Estate Group.

It might mean better systems, a more predictable income, or simply more freedom to enjoy the business on your terms.

Whatever that next chapter looks like, I'd enjoy exploring it with you.

Jacob Lawlor

Regional Branch Manager
First Team Real Estate
Mission Viejo & San Clemente

Let's Map Out the Plan