How Next Level Agent Support Built a 100-Agent Client Base in 18 Months Without Spending a Dollar on Advertising

In a business environment where most service companies pour significant resources into paid lead generation and digital advertising, Next Level Agent Support reached a milestone that many firms take years to hit: more than 100 agents supported across Florida and into Georgia, all within 18 months of launching, and without spending a single dollar on marketing.

Travis Moore, a co-founder of the Jacksonville-based transaction coordination firm, attributes that growth to one thing above all others.

"That's actually where most of our business comes from," Travis said. "We don't spend any money on advertising or anything like that. It's generally just word of mouth and connections. It's all about the relationships."

The story of how Next Level Agent Support reached that point offers a detailed look at how a service-driven business can scale through quality, collaboration, and intentional team design rather than through marketing spend.

A Company Built by People Who Chose Not to Go It Alone

Travis spent years developing his skills inside two highly productive real estate organizations. He learned transaction coordination from the ground up at the Welch Team at Keller Williams, where Christina and her team immersed him in the role quickly enough that he fell in love with it almost immediately. From there, he moved into a lead transaction coordinator position at another group, eventually building out an entire transaction coordinating department during the peak of the COVID-era sales surge and later stepping into a director of operations role that included mentoring new agents.

By the time Travis was ready to go independent, he had accumulated deep operational knowledge, but he recognized something important about himself. He did not want to build alone.

"I went back and thought about that sales, that person, 'Travis doesn't like sales,'" he said. "And I was like, 'I don't wanna do this alone.' And that's how we actually co-founded Next Level Agent Support."

He brought together Whitney Rocha and Deanna McGinley, both experienced transaction coordinators, to co-found the company. Each of the three retains the autonomy to run her or his own business and team under the Next Level umbrella, while operating collectively on brand decisions, process improvements, and problem-solving. Travis runs his division under the name Transactions with Trav. Deanna runs Transactions Made Easy, and has maintained relationships with some of her agents for five or six years.

"We each have the autonomy to still run our business, but we're doing it together, so that way there's always someone to lean on," Travis explained. "If you ever run into a scenario you haven't hit before, you've got a team behind you."

The Hiring Philosophy Behind Sustainable Volume

At the height of a summer rush, Travis has carried as many as 90 transactions pending simultaneously. Managing that volume requires more than personal organization. It requires a team built with intention.

When it came time to bring on an additional transaction coordinator specifically for his Transactions with Trav team, Travis approached the process the way a seasoned interviewer would: by looking for qualities he recognized in himself.

The candidate he ultimately hired had been a real estate agent previously and had a background in customer service. She demonstrated detail orientation, strong follow-up habits, and the ability to communicate clearly under pressure. Travis spoke with multiple people who had worked with her in the past, and the feedback was consistent.

"I kinda saw myself in her," Travis said.

One interview question stood out as particularly revealing. Travis asked her to describe what she would do if she were the center of a transaction that was going sideways, with every party orbiting in a different direction and everyone needing something at once. Her answer focused on narrowing down priorities, identifying what was within her control, and determining who the decision-makers were before taking any action.

"She answered that in how she does it now," Travis said. "There might be ten things that have to happen right now. You can't do ten things at once, so you start focusing on the first one. What's the one that needs to be done first? Who do you need to talk to? Who are the decision-makers?"

Behind Travis, a key member of his internal team is his admin, Dana, whom he describes as his Abby from NCIS. She manages the technology infrastructure that makes volume possible, including building out customized, brokerage-specific compliance checklists that automatically load into the system whenever a new transaction is created for a given brokerage.

"I honestly wouldn't be here if it wasn't for her," Travis said. "She has been able to build out all of these things to make them so that I can handle the volume that we're handling."

Cross-Training, Coverage, and the Vacation Problem

One of the most common reasons transaction coordinators burn out or lose agents is the inability to take time away. A coordinator managing 30 to 50 active transactions cannot simply disappear for a week without either the transactions suffering or the agent becoming frustrated.

Next Level Agent Support addresses this by ensuring every team member is cross-trained and capable of stepping into any file when needed.

"You can't leave your agents hanging when you're gonna be out of town or if you're sick," Travis said. "Everyone's cross-trained, and everyone can kinda jump in where they're needed."

This structure is not just a logistical convenience. Travis frames it as a direct parallel to the advice he gives agents about why they need transaction coordination in the first place.

"We preach to the agents, 'You need a transaction coordinator so you win your time back,'" he said. "We do the same thing on our side. So we make sure that we have those things in place so that you can."

Serving Brokerages, Not Just Individual Agents

As Next Level Agent Support has grown, a meaningful portion of its client relationships now exist at the brokerage level rather than the individual agent level. Travis works with brokerages ranging from boutique four-person operations to groups of 30 to 40 agents. In some cases, the firm handles every transaction for an entire brokerage and manages compliance submissions, CDAs, and software updates that would otherwise require a dedicated in-house employee.

Several of those brokerage relationships came not from outreach by Travis but from referrals by brokers who noticed the quality of files coming through Next Level.

"The files that we get from you guys are better than the files we get from people that don't have transaction coordinators. We're not having to send back a million times," Travis recalled brokers telling him.

Next Level also offers consulting services to brokerages that want to streamline their internal processes, helping them reduce redundant paperwork and create more agent-friendly systems. Travis was careful to note that he never shares information between clients, but uses his operational experience to advise on process design.

The Closing Tide Charity Model: Making Every Transaction Count

From the very beginning, the co-founders of Next Level Agent Support wanted the company to do more than generate revenue. They built a giving structure directly into their transaction fee model. Five dollars from every single transaction is donated to a local charity selected by a monthly team vote.

Over roughly 18 months of operation, the program has generated approximately seven thousand dollars in charitable donations. The company never repeats a charity recipient from month to month. Agents are encouraged to nominate organizations that have touched their lives or their families, and partner companies have occasionally matched donations.

"We wanted to do something that was going to help the community around us," Travis said. "Every transaction needs to make an impact."

The response from recipient organizations has been consistent. What the team sometimes views as a modest monthly contribution of six to seven hundred dollars is often received as a significant donation by smaller nonprofits and community groups.

What Agents Looking to Vet a TC Firm Should Actually Ask

Travis offers practical guidance for any agent evaluating a transaction coordinating firm for the first time. He suggests skipping the checklist comparison entirely, because base transaction coordinating checklists are largely similar across the industry. The real differentiators live elsewhere.

First, ask what specific tasks will come off your plate and in what sequence throughout the transaction. Second, ask about experience, and if the coordinator is relatively new to the industry, ask who mentors them and whether you can speak with that person. Third, ask about their long-term commitment to the role, and if they plan to return to sales, what their transition plan looks like for the agents they support.

"At the end of the day, the checklist is not the thing that's going to wow your customers," Travis said. "It's not the thing that's gonna set them apart from anybody else. It's how the checklist is processed. It's how the experience is managed from start to finish."

The Takeaway

Next Level Agent Support grew to 100 agents in 18 months not through advertising or aggressive outreach, but through a structure designed so that every person inside it, every agent they serve, and every transaction they touch reflects something worth talking about. The business grew because the work was good enough that agents told other agents.

For any real estate professional building a support team or evaluating one, the model Travis describes raises a useful question: is the firm you are considering building something worth talking about, or simply completing a checklist?