A chord of 3 strands is not easily broken

Live Luxury Concierge

Project Kickoff — April 1, 2026

Meeting Summary & Project Commitments

Project Team

Pat FloodProject Sponsor
TJ FloodProject Supervisor
Tai AndersonProject Manager
Courtney GardnerBrand Manager
Chris ThomasTechnical Director
Kyle MackieContent Director

Project Mission

"Empower southeast luxury agents with world-class tools while building Supreme Lending loyalty and revenue."

Commitments to Pilot Group

Brand Support — Stabilizing Social Media

Agents excel at transactions but struggle with lifestyle branding. Golden Millennials — the fastest-growing luxury buyer segment — choose agents they trust as community insiders, not just deal closers. These four tiles build that trust and long-term client stickiness.

Lifestyle-based social media postsWORKING
Email blasts to agent databaseIN PROGRESS
Public Facebook submissionsWORKING
Newsletters to agent databaseIN PROGRESS

Listing Support — Enhanced Property Marketing

Professional tools that convert trust built through brand work into transactions. UX improvements to video tool underway to ensure quality output regardless of photo upload quality.

AI-enhanced listing videosOPERATIONAL
Custom social graphics for listingsOPERATIONAL
Virtual stagingOPERATIONAL

What Success Looks Like

Live Luxury agents don't think about leaving. They don't think about switching brokerages. They don't think about referring anyone but Supreme Lending — because these tools add undeniable value to their business and their lives.

Project Phases

April 15
Phase 1 — Deliver Existing Promises to Pilot Group
All 7 commitments fully functional in rebuilt platform. No disruption to existing beta users during transition.
May 1
Phase 2 — Optimize Workflow Through FMLS Automation
MLS listing trigger automates content pipeline. Manual review option retained for agent confidence.
Monthly
Phase 3 — Expand Concierge Services (June 1 onward)
New features or content added monthly. Advanced tools unlocked through Supreme Lending referrals.

Immediate Next Steps

1
FMLS API Key — Courtney leads. First contact this week. Timeline assessment by April 8.
2
UX Workflow Huddle — Kyle, Courtney, Chris meet immediately following this meeting.
3
Pat Approval Email — Tai sends this AM. Confirm go-ahead to build new platform. Chris and Pat to align on scope and budget.
4
Phase 1 Status Check — Full team Wednesday, April 8. All 7 commitments + FMLS progress.

Meeting Cadence

Weekly all-hands — Wednesdays when Tai is in office.
Individual huddles — 3x per week as needed between Kyle, Chris, Courtney, and Tai.
Shared tracker — Chris maintains live checklist accessible and shareable to full team.