Deliverables 9–10 · Decisions · October 22, 2026
Every choice still open for the brand, website and launch, with the options side by side, a recommendation, who decides and what each one holds up.
Prices are published planning figures, not quotes. Nothing here is legal advice; compliance items go to REWAP's broker of record.
Awaiting decisions| Decision | Recommendation | Who decides | Holds up |
|---|---|---|---|
| Brand direction and logo | Approve A + B and the logo system as shown in the brand book | Brandon and Kaitlyn | Launch |
| Portrait photography | Confirm whether the portraits are real photographs; commission a shoot either way | Brandon and Kaitlyn | Launch |
| Agent profile details | Supply bios, titles, headshots; say "Kaitlyn" or "Kait" | Brandon and Kaitlyn | Profiles |
| Community list | Keep all 27 guides; add Boston neighborhood guides next | Brandon and Kaitlyn | Town guides |
| Umbrella publication title | Keep "[Town] at Home" per town for now | Brandon and Kaitlyn | Journal |
| Team email | A team Gmail now, with team@oberdorferteam.com forwarding; Google Workspace when the team is ready | Brandon and Kaitlyn | Google tools, forms |
| Worcester office hours and status | Publish hours once the office opens; visits by appointment until then | Brandon and Kaitlyn | Launch |
| Local phone line | Keep 406-250-7620; consider adding a 508 or 774 office line | Brandon and Kaitlyn | Google Business Profile |
| Coming-soon page on the domain | Publish the built page once REWAP approves its wording | Brandon and Kaitlyn, with REWAP | Search history, Business Profile link |
| Licenses, disclosures, privacy policy | Supply license numbers; broker approves disclosures and policy | REWAP broker of record | Launch |
| IDX vendor | Showcase IDX Essentials, or IDX Broker Core if its pages are crawlable | Team with REWAP | Launch |
| MLS PIN approval | Broker of record applies for the chosen vendor | REWAP broker of record | Launch |
| Long-term product goal | Decide later; it only changes the IDX path after launch | Team | Nothing yet |
| CRM mode | Built-in only at launch; add Follow Up Boss later if wanted | Brandon and Kaitlyn | Lead handling |
| Response window and town owners | 15 minutes in business hours; both leaders own every town until agents join | Brandon and Kaitlyn | Lead routing |
| Email service and sender addresses | Elastic Email through Cloudways for site notifications; a separate sender for marketing | Team and developer | Nurture |
| Automatic AI sending | Approval required for every message at first | Team leaders | Nurture |
| Lead retention period | 24 months for unconverted leads | Team with REWAP | Privacy policy |
| Keyword data tool | HarborRank free allowance now, Search Console after launch | Team | Keyword plan |
| Google Business Profile | Wait for REWAP's answer, then create it as a separate team listing at Unit B | Brandon and Kaitlyn, with REWAP | Map results |
| AI search crawlers | Allow them, so answer engines can cite the town guides | Brandon and Kaitlyn | robots.txt at launch |
The publication was made with ChatGPT. It is not confirmed whether the portraits of Brandon and Kaitlyn are real photographs.
Twenty-seven guides are live on the prototype as a proposed list, in nine regions. Tier 3 was added on October 22.
The account that owns Google Ads, Search Console, Analytics and the Business Profile should belong to the business.
Free
Paid per user
Paid per user
The address is decided: 652 Park Ave, Unit B, Worcester, MA 01603 (see the log below). Still open: opening hours, the opening date and the office's formal status under REWAP. Hours go on the office page and the Business Profile, and Google expects them to match.
406 is a Montana area code. It is confirmed and must stay consistent everywhere.
A one-page WordPress theme is ready to install on oberdorferteam.com while the full site is built. It is advertising for the team, so REWAP approves the wording first. See the page.
The website and the CRM are built in, so the IDX product only needs to supply MLS PIN search and listing pages and pass leads to the site. All-in-one platforms that replace the website (Real Geeks, Lofty, Sierra Interactive, BoldTrail, CINC, Ylopo, AgentFire, Placester, Luxury Presence, iHomefinder) are benchmarks, not candidates. Prices: vendor pages and MLS PIN, checked October 17 to 22, 2026.
$94.95/mo · 2 seats
$87/mo · $80 for 2 agents + $7 MLS PIN fee
Free
$179/mo monthly · 1 license · 500 contacts
Only matters if the platform might be licensed to other brokerages.
$449/mo for MLS PIN
$100/mo brokerage · $525/mo vendor
The site's built-in CRM keeps every lead. An outside CRM is optional.
$138/mo · 2 × $69
Marketing email must not send from the web server. Whichever service is chosen, marketing and nurture email stays separate from the site's notifications, so a complaint about marketing never delays a lead alert.
Cloudways SMTP add-on; check current pricing there
Billed by volume
AI drafts nurture emails from the lead's record and the site's sourced content only.
Replaces estimates in the keyword plan with real search volumes.
Free allowance, then from $29/mo
Free with a Google Ads account
Free software + DataForSEO credit ($50 minimum)
Subscription
The single biggest factor for "real estate agent near me" map results. On hold (Oct 22, 2026) while the team checks with REWAP: the team shares REWAP's building at 652 Park Ave, and REWAP lists that address on its own site. Google allows an agent or team its own profile at a brokerage's address only when it is clearly separate, or it may treat the two as duplicates. No profile exists yet.
Questions for REWAP: is Unit B the team's own space or REWAP's office? Does REWAP allow its teams their own Google profile? Who can receive Google's verification at the office?
Whether AI tools such as ChatGPT, Claude, Perplexity and Gemini may read the site. The site's robots.txt states the choice at launch. Google's AI Overviews use the ordinary Google crawler, so they are not affected.
