Brittany Geotes

Founder | Product Designer & Client Experience Strategist
AgentEdge — 2024–Present

• Founded and developed AgentEdge, a customizable digital onboarding and training platform used by brokerages nationwide. The system features 50+ AI avatar–led training videos and more than 60,000 words of instructional content, with templated modules that brokers personalize with their office policies and state requirements. Built to help brokerages streamline agent training, improve organization, reduce repetitive questions, and enhance both revenue and experience quality.
• Led product research, content design, and user experience planning - translating complex processes into clear, structured, and engaging digital learning experiences customized to each brokerage.
• Created instructional content, interactive guides, templates, and AI assisted onboarding scripts designed for ease of understanding and autonomy.
• Built automated workflows, CRM support tools, and help libraries to simplify onboarding, reduce support needs, and improve user experience.
• Refined the platform based on real user feedback - mirroring how travel products are tested, evaluated, and improved for quality.

• Built and scaled a client-focused brokerage from launch to over 120 agents across two locations, requiring strategic planning, budgeting, research, negotiation, and strong operational management.
• Developed daily, weekly, and monthly processes, onboarding systems, and educational resources for agents and clients, including templates and guides that improved efficiency and clarity.
• Regularly created and led group training classes, mentorship sessions, and skill-development workshops for agents, focused on communication, client experience, law and service standards.
• Selected to serve on the national Growth Committee for the NextHome franchise, mentoring broker-owners across the country on culture, retention, agent experience, and scalable operations.
• Created client-facing materials that simplified complex information and supported confident decision-making, similar to building itineraries, experience summaries, or informational travel content.
• Established a service model based on communication, clarity, trust, and personalization, aligned with experience-based planning in travel and hospitality.
• Consistently ranked among the top-performing brokerages nationwide, including top 12 out of 500+ offices, with repeat-referral rates well above industry average.

• Designed fully customized residential and commercial spaces by interpreting client preferences, lifestyle needs, and functionality requirements- including using self taught CAD software to create visual layouts and design concepts (samples featured on my LinkedIn).
• Managed timelines, budgets, contracts, documentation, and vendor coordination across multiple projects, requiring strong organization, logistical planning, and attention to detail.
• Guided clients through design and selection decisions using visual plans, simplified options, and clear communication -strengthening clarity, personalization, and overall experience.

• Built a reputation for high-touch, personalized service by understanding client goals, earning strong referral rates and repeat business.
• Guided clients through complex decisions with clear communication, education-focused support, and relationship based consultative service.
• Consistently ranked in the top 5% of agents regionally and received multiple awards recognizing service quality, client satisfaction, and performance.
• Known for delivering smooth, trust-centered client experiences that prioritized clarity, responsiveness, and long-term relationships.