Keller Williams OC Coastal Realty

What Keller Williams OC Coastal Realty does

Keller Williams OC Coastal Realty is a residential real estate brokerage franchise headquartered in San Clemente, California, serving buyers and sellers across Orange County and, by referral, statewide and worldwide. The office operates as an independently owned franchise under the Keller Williams Realty, Inc. franchise system, which provides the underlying brand, technology platforms (notably the Command platform at agent.kw.com), training infrastructure, and access to a global network of 189,000+ associates. Its product surface consists primarily of an internal Agent Portal that bundles training event calendars, associate resources, List-To-Close marketing packages, and a dedicated luxury service line branded as the House of Excellence; these function as integrated service modules rather than standalone technology products.

The company generates revenue through transaction-based real estate commissions, where the office shares commissions with its agents according to the Keller Williams commission split model and pays franchise fees to the parent. Its go-to-market is sales-led and field-driven, with agents conducting in-person showings, negotiations, and client meetings throughout Orange County, supplemented by digital channels (Instagram, Facebook) and a digital intake path via phone, email, and the Agent Portal. The customer segment is horizontal and use-case based, targeting individual residential home buyers and sellers, with no enterprise or institutional clients disclosed. Its primary partnerships are with parent franchisor Keller Williams Realty, Inc. (for brand, technology, and training) and OC Coastal Escrow (for closing services). The current local leadership team is anchored by Jeff Stearman as Broker and Operating Principal, with Jordan Greene (COO), Karyn Sontag (Productivity Coach), Kaj Leonard (Team Leader), Gracelynn Bryant (Director of Agent Experience), and Kimberly Tulo (Escrow Officer) rounding out the office's operational structure.

Name

Keller Williams OC Coastal Realty

Legal name

Keller Williams Realty, Inc.

Website

https://kwoccoastal.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

11–50 employees

Short description

Keller Williams OC Coastal Realty is an independently owned residential real estate franchise brokerage in San Clemente, California, serving individual home buyers and sellers across Orange County under the Keller Williams brand and technology platform.

Ownership category

akta.pro rank

Product category

Residential Real Estate Brokerage

NAICS

Offices of Real Estate Agents and Brokers (53121), Offices of Real Estate Agents and Brokers (531210), Offices of Real Estate Agents and Brokers (5312)

SIC

Real Estate Agents & Managers (For Others) (6531), Real Estate (6500)

akta.pro primary industry

Traditional Residential Brokerage (Existing Homes) (BPAJAAAA)

Keywords

• Residential real estate brokerage
• Luxury property services
• Real estate franchise
• Buyer and seller representation
• Orange County real estate

Headquarters

HQ city

San Clemente

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Real Estate Commission: The brokerage generates revenue through real estate transaction commissions earned when agents represent buyers or sellers in property transactions. As a Keller Williams franchise office, commissions are shared between the agent and the franchisor according to KW's commission split model.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Keller Williams OC Coastal Realty is a real estate brokerage franchise providing residential and luxury property sales services to buyers and sellers in Orange County, California, and beyond. The office delivers professional representation through its team of agents, supported by the Keller Williams Command platform, Agent Portal, training events, productivity coaching, and marketing packages such as List-To-Close. Revenue is earned through transaction commissions shared between agents and the franchisor.

Product overview

Keller Williams OC Coastal Realty operates as a real estate brokerage offering a unified service portfolio centered on residential and luxury property transactions. The primary client-facing and agent-facing offering is the Agent Portal, which serves as the central hub for accessing training events via Events Calendar, associate resources, marketing materials including List-To-Close packages, and luxury real estate services branded as the House of Excellence. These products function as integrated modules within a single real estate service offering rather than separate standalone platforms.

Differentiator

Problem solved

Functional benefit

Products and services

• Agent Portal Internal agent platform providing access to training events, meeting calendars, associate resources, marketing materials, and team collaboration tools for Keller Williams OC Coastal Realty associates.
• List-To-Close Packages Comprehensive marketing packages covering the full real estate transaction lifecycle from listing through closing for agents and their clients.
• Events Calendar Platform for finding and accessing training events and team meetings for associates at the franchise office.
• Luxury (House of Excellence) Luxury real estate services and market segment targeting high-value property transactions for high-net-worth buyers and sellers of luxury homes.
• Associate Resources Resources and tools to help associates achieve their professional goals within the franchise office.

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• OC Coastal EscrowcoreStrategic or Co-development PartnerPreferred escrow partner providing closing services for real estate transactions. Listed as a key partner under 'Our Partners' section on the company website.
• Keller WilliamscoreChannel Partner/ Reseller/ DistributorParent franchise company providing brand, technology platforms (Command), training systems, and operational support. Keller Williams is described as the world's largest real estate company with 189,000+ associates globally.

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• Century 21 Real Estate: Long-established residential franchise network operating comparable franchise offices in Orange County; directly comparable business model, commission structure, and target customer.
• Better Homes and Gardens Real Estate: Franchised residential brokerage backed by a media brand; operates similar agent-network model targeting the same residential buyer/seller demographic as KWOCC.
• Sotheby's International Realty: Luxury-focused residential franchise brokerage directly comparable to KWOCC's House of Excellence offering, competing for high-net-worth coastal California listings.
• Redfin: Technology-enabled residential brokerage offering reduced-commission services; competes for both sellers and agents in the same Southern California markets as KWOCC.
• Coldwell Banker Residential Brokerage: Large franchised residential real estate brokerage operating a similar agent-network model with similar commission structures, serving Orange County and surrounding markets where KWOCC competes for agents and listings.
• eXp Realty: Cloud-based residential brokerage with a low-overhead agent model that competes for the same pool of independent agents in California; a direct competitor for agent recruiting.
• RE/MAX: Global franchise-based residential real estate network with franchise offices serving the same Southern California buyer/seller pool as KWOCC; comparable commission split and franchise economics model.
• Compass: Tech-forward residential brokerage competing in Orange County for high-end listings and agents; represents the modern, technology-led model threatening traditional franchise brokerages like KWOCC.
• Berkshire Hathaway HomeServices: Franchised residential brokerage with strong brand and luxury presence operating in the same California coastal markets; directly comparable franchise model and luxury tilt.

Broad incumbents

• Zillow: Largest residential real estate platform in the US, operating as both a listing/marketing channel and iBuyer; not a direct brokerage competitor but reshapes how KWOCC's clients search, evaluate agents, and transact.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/KellerWilliamsOCCoastal
• Instagraminstagram.com/kwoccoastal
• LinkedInlinkedin.com/company/keller-william-oc-coastal-realty

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Keller Williams OC Coastal Realty