How Alex & Lisa Mont-Ros Built And Sold A Real Estate Business And Pivoted To AI

In this episode of the REalized Gains Podcast, Steven & Jordan sit down with Alex & Lisa Mont-Ros to break down how they built, scaled, and successfully exited a real estate service business—and how they’ve now pivoted into helping professionals leverage AI in their businesses. Lisa shares her journey from bartending to becoming a top-performing real estate agent, eventually identifying a major gap in the industry: the lack of high-quality transaction coordination services. Instead of settling for what was available, they built their own solution—focused on high-level service, communication, and operational efficiency. Alex brings a different perspective, having gone through the 2008 market crash where he lost everything and had to rebuild from scratch. That experience, combined with his time in corporate tech working with enterprise clients, helped shape the operational mindset that allowed their business to scale effectively. Together, they grew their transaction coordination company to over 30 employees, focusing not just on service—but on helping agents actually understand how to run a real business. Their approach went beyond paperwork, emphasizing systems, processes, and scalability—something many agents struggle with. They also break down: What it takes to build a business with the intention of selling How valuations and multiples work for service-based companies Why most agents fail to operationalize their business The biggest mistakes people make when outsourcing too early After successfully exiting their company, Alex & Lisa transitioned into the AI space, where they now train and consult businesses on how to actually implement AI—not just use it for surface-level tasks. We dive deep into: How AI can automate real estate workflows Why most people are using AI wrong How to think about AI as a “team member,” not just a tool Practical ways to start using AI in your business today If you’re a real estate agent, entrepreneur, or business owner looking to scale—or trying to understand how AI is going to impact your industry—this episode is a must-watch. 📲 Connect With Us Steven Tran 📞 Call / Text: (971) 285-2002 📧 Email: [email protected] Jordan Lee 📞 Call / Text: +1 (503) 887-3619 📧 Email: [email protected] #REalizedGainsPodcast #RealEstateBusiness #Entrepreneurship #AIinRealEstate #BusinessGrowth #ScalingABusiness #RealEstateAgents