How to prep your brokerage for 2026 budget planning

Overview

You're constantly challenged to do more with less. With the 2026 budget season on the horizon, now is the time to evaluate your brokerage's current back-office operations to ensure they are optimized for efficiency and profitability.

At Buildout, we work with thousands of brokerages nationwide, giving us unique insight into the operational challenges firms face during budgeting.

What you'll learn

• Prep for the 2026 Budget Season: Learn how to build a strong business case for your operational needs and secure the necessary resources.
• Identify Back-Office Inefficiencies: Discover common bottlenecks and manual processes that are costing your team time and money.‍
• Streamline Operations: Explore ways to automate workflows and empower your team to focus on high-value tasks.