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In this powerhouse panel hosted by Faith Crosgrove and Alex Chrisman, real estate leaders Katie O'Keefe and Carlos Pichardo reveal the secrets behind building a thriving referral-based real estate business. From the value of community involvement to the role of CRMs, events, and digital tools, this episode is packed with actionable advice for agents at every stage. Whether you're new to the industry or ready to scale your brokerage, you'll learn exactly how to deepen relationships and keep referrals flowing. What you'll learn from this episode Strategies to build trust through consistent client engagement and value-driven follow-up Why community involvement and charity events generate long-term referrals The art of asking for business without sounding salesy Tech tools, CRMs, and AI platforms that keep you top of mind How to future-proof your business in a rapidly changing real estate landscape Resources mentioned in this episode Business Network International ChatGPT Homebot myhomeIQ Raving Fans by Ken Blanchard and Sheldon Bowles | Paperback and Hardcover The Millionaire Real Estate Agent by Gary Keller | Paperback and Kindle About Katie O'KeefeKatie O'Keefe, owner and broker of Dream Realty, has been helping buyers and sellers achieve their real estate goals for over 20 years. With a passion for people and a deep understanding of the market, Katie specializes in making the buying or selling process enjoyable, empowering, and far less overwhelming. Her boutique approach allows for exceptional service and competitive commission rates, all while turning clients into lifelong friends. About Carlos PichardoCarlos Pichardo is the broker-owner of CAP Real Estate in the DMV area, DC, Maryland, Virginia, and an expert in referral growth, client education, and first-time homebuyer programs. With a background in telecom and a strong reputation for service, Carlos has become the go-to agent for multigenerational families. Connect with Katie Website: Dream Realty LinkedIn: Katie O Keefe Connect with Carlos Website: CAP Real Estate, LLC LinkedIn: Carlos Pichardo Connect With UsLove what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected. Explore more on our website: www.alltechnational.com/podcast Stay updated with our newsletter: www.mochoumil.com Follow Mo on LinkedIn: Mo Choumil Stop waiting on underwriter emails or callbacks—TitleGPT.ai gives you instant, reliable answers to your title questions. Whether it's underwriting, compliance, or tricky closings, the information you need is just a click away. No more delays—work smarter, close faster. Try it now at www.TitleGPT.ai. Closing more deals starts with more appointments. At Alltech National Title, our inside sales team works behind the scenes to fill your pipeline, so you can focus on building relationships and closing business. No more cold calling—just real opportunities. Get started at AlltechNationalTitle.com. Extra hands without extra overhead—that's Safi Virtual. Our trained virtual assistants specialize in the title industry, handling admin work, client communication, and data entry so you can stay focused on closing deals. Scale smarter and work faster at SafiVirtual.com.
Discover how top-producing agents are navigating shifting real estate markets, leveraging powerful client engagement tools, and staying ahead with data-driven strategies to spark more listings and deepen relationships.In this episode, real estate professionals Jenn Auten, Alyson Caffrey, and Mike Chabot share insights into current market trends from Denver to Santa Clarita to Palm Springs. Jenn breaks down how her team uses Homebot to boost client engagement, manage data, and identify high-potential sellers. The discussion dives into innovative follow-up strategies, listing timelines, and the evolving role of technology in staying connected with clients and maximizing opportunities.
What if your past clients could generate consistent leads—for you and your referral partners—every single month? Dan MacDonald, CEO and co-founder of Ownwell, joins us to talk about how his journey from comic book artist to tech entrepreneur led him to build one of the most powerful homeowner engagement tools in Canada. Ownwell helps brokers stay top of mind and turn client databases into a lead-generating machine. In this episode, we'll cover: The Origin of Ownwell – Why Dan built a Canadian version of Homebot to help brokers maintain relationships and drive repeat business What Brokers Are Doing Wrong – Most brokers send boring, irrelevant content to past clients. Ownwell changes that with highly personalized reports. What Makes Ownwell Work – With open rates as high as 80%, brokers can stay top-of-mind by showing clients their home equity, buying power, and more. Adopt My Mortgage – A new feature that lets brokers co-market with referral partners and access their databases to generate leads. Mindset of Top Performers – Don't overthink it—just enroll your clients and start the conversations. The brokers who win are the ones who take action. Want to turn your past client database into a steady stream of mortgage leads? Go to ownwell.ca, use code ILMB100 at checkout to waive the $100 setup fee, and claim one of the remaining limited spots for the “Adopt My Mortgage” feature! To follow Dan, you can check out the links below: https://ownwell.ca/ LinkedIn Follow Scott on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com Join my newsletter! I Love Mortgage Brokering is in partnership with Ownwell. To learn more, visit: ownwell.ca.
Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribeJessica Boswell's goal is to build the first female-led team to be #1 in units sold in Connecticut. And she's off and running. The founder and team leader of J. Boswell Team at LPT Realty in West Hartford, Connecticut, Jessica refuses to “cheap out,” works to get things done “the right way,” and is “all in” on all things. In this conversation, you'll learn about her part-time agents, staff of VAs, business reinvestment strategy, agent value prop, and concierge, white-glove client services. You'll also hear references to services like Sphere Rocket, Fello, RealScout, Homebot, and Follow Up Boss. Watch or listen to this episode for insights into:- Leading by example and modeling what you want to see- Leaving biopharmaceutical industry after a decade, becoming a listing specialist, closing 100 units, and needing to start a team- Why she welcomes part-time agents onto the team (half of her 22 agents are part-time)- How and why she built her staff with VAs (EA, TC, listing manager, leads manager, two marketing staff)- How and why she built systems as if she had a 50-agent team (when she only had a couple of agents) - providing leverage to agents and a concierge, white-glove experience for clients- How she thinks about profitability and reinvestments in her still-young business- How she evaluates their 20+ lead sources and what types of sources she's cut- How her team has built out Smart Lists and Ponds in FUB- How her value prop to agents has changed over time- How and why she changed brokerages to join lpt realtyAt the end, hear about a founding team who've all been on this show, old cars and old clothes, a private yacht, and a conference lineup.Jessica Boswell:- https://www.facebook.com/Jessica.E.Boswell79 - https://www.instagram.com/jboswellteam - https://www.makingcthome.com/about/ - jessica (at) jboswellteam (dot) comReal Estate Team OS:- https://www.realestateteamos.com - https://linktr.ee/realestateteamos - https://www.instagram.com/realestateteamos/ Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribe
The market is shifting, and realtors who adapt will thrive. This week, we're covering Austin's cooling home prices, the latest mortgage rate forecast, and the best AI tools for real estate professionals looking to scale their business. Plus, our ‘Weekly Wildcard' takes a deep dive into an unexpected economic twist that could shake up the housing market.Episode OverviewThe real estate industry is evolving, and AI tools are becoming essential for realtors who want to work smarter, not harder. In this episode, Mike Mills breaks down:✅ The Best AI Tools for Realtors – How automation is transforming lead generation, marketing, and client follow-ups.✅ Austin's Housing Market Slowdown – Why home prices are dropping, inventory is rising, and what it means for buyers and sellers.✅ 2025 Mortgage Rate Predictions – Is 7% the new normal? What realtors need to know about where rates are headed.✅ Pricing Strategies for Sellers – How to price homes competitively in a shifting market to attract buyers.✅ Weekly Wildcard Segment – A surprising economic twist that could impact real estate trends—stay tuned for the unexpected!If you're a realtor, investor, or mortgage professional, this episode is packed with must-know insights to help you navigate today's unpredictable market.
In today's episode of the ATL Mastermind podcast participants shared their successful strategies for engaging with leads, especially around the concept of differentiating themselves from competitors by providing valuable, tailored follow-ups. Bill highlighted the effectiveness of using a detailed presentation package, including CMA reports and local market comparisons, which helped him secure listing appointments through a softer approach that didn't directly mention divorce. Other participants echoed the importance of follow-up and consistent engagement with leads using various tools like Homebot, which automates nurturing communications. Additionally, the conversation touched on new opportunities for investors in real estate, including potential funding sources for property acquisitions without the hassle of traditional inquiries. Previous episodes: AllTheLeads.com/probate-mastermindInterested in Leads? AllTheLeads.comJoin Future Episodes Live in the All The Leads Facebook Mastermind Group: https://facebook.com/groups/alltheleadsmastermindBe sure to check out our full Mastermind Q&A Playlist Support the show
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In this episode, we welcome Craig Davis, Area Manager for the Ohio Valley region with Keller Home Loans, and Chelsea Vandersnick, Vice President of Education at Keller Home Loans. Both Craig and Chelsea bring a wealth of experience from the mortgage and real estate industries, having started their careers as Keller Williams agents. Their unique perspectives on partnering with real estate agents, especially double-duty agents, provide invaluable insights into making these partnerships successful.Key Topics Discussed:Keller Home Loans' Unique Approach:How Keller Home Loans is built by agents, for agents.The importance of understanding agent needs from the ground up.Training and Education for Double Duty Agents:The development of on-demand training resources.Leveraging digital platforms for continuous learning.Effective Communication Tools:The use of video communication (e.g., BombBomb) to improve clarity and client interaction.How video can help dual-career agents manage their time more effectively.Leveraging AI for Real Estate Success:The role of AI in streamlining agent tasks, from client communication to lead generation.Specific tools like HomeBot and ListReports that assist agents in managing their databases and predicting client readiness.The Importance of a Strong Mindset:Strategies for maintaining a positive outlook in a challenging market.The power of community and mentorship within Keller Williams.Choices, Actions, and Mindset Shifts Highlighted:Choices: Choosing the right partners and tools to maximize efficiency and success.Actions: Implementing proactive communication strategies and leveraging AI.Mindset Shifts: Embracing a positive, growth-oriented mindset and seeking out a supportive community.Key Takeaways:The importance of having the right vendor partners to support your real estate business.Practical tips for managing a real estate business alongside other commitments.How Keller Home Loans is uniquely positioned to support double-duty agents through tailored education and AI-driven tools.Contact Information for the Guest:Craig Davis: Area Manager, Ohio Valley RegionChelsea Vandersnick: Vice President of Education, Keller Home LoansWebsite: kwlends.comSocial Media Links for the Guest:Craig Davis: EmailChelsea Vandersnick: Email YOUR GIFT FROM CRAIG AND CHELSEA: Pair with Craig or Chelsea, Set up your profile and unlock the ListReports benefits FREE – no charge. Additional Resources Mentioned:ListReports: listreports.comHomeBot: homebot.aiBombBomb: bombbomb.comIf you enjoyed this episode, please subscribe, rate, and review the Double Duty Agent Podcast. Share these inspiring stories with fellow agents who could benefit from the insights shared. To receive our weekly newsletter, please visit doubledutypodcast.com. Until next week, stay motivated, stay focused, and keep pushing towards your goals!Send us a text
In this short 10-minute podcast series, Scott shares how Wally 7X his database and continues to grow in a very challenging market. In this episode we will cover: Create a client concierge plan for your database; Track your outbound referrals; and Have a business conversation with your referral partners To Register for Scott's Upcoming Webinar with Wally -> How to Build a 6 Lane Highway of Referrals Follow me on Instagram I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com I Love Mortgage Brokering is brought to you by Finmo. To learn more, visit: www.finmo.ca/ilmb Discover Wally Elibiary's transformative “5X Database Strategy” that grew his client base from 4,000 to 28,000 homeowners. Learn actionable tactics to boost referrals and build a powerful marketing system, including insights from Chip and Dan Heath's “Switch.” Tune in for a deep dive into leveraging tools like Homebot.ai and creating structured touchpoints to elevate your business, plus get details on an exclusive upcoming webinar for more in depth strategies. In this episode, we will cover: Wally Elibiary's 5X database strategy. Nurturing existing databases. Three key steps for replicating Wally's success. Leveraging “bright spots” for effective marketing. Building a robust marketing system tailored to your audience. Using Homebot.ai and structured touchpoints. Generating referrals for yourself and key partners. Strengthening partnerships through understanding the value of referrals. Tracking and dollarizing referrals. Regular business conversations with partners. Combining referral tactics with niche marketing for solidifying referral networks.
In this informative episode, host Phil Treadwell welcomes Tucker Haas to discuss the impact of Homebot on the mortgage industry. Tucker, the CEO and Founder of Quo Finance, now the Lead Engineer at Homebot, shares insights into how this innovative tool enhances client engagement, empowers homeowners with valuable financial information, and ultimately drives business growth for mortgage professionals. From improving client retention to uncovering new opportunities, this episode delves into the many ways Homebot is reshaping the mortgage landscape. Don't miss this deep dive into a game-changing technology that is helping professionals showcase their value and stay ahead in a competitive market. Tucker Haas is the VP of Engineering at Homebot, leading all development of the Homebot platform. Prior to Homebot, Tucker was the co-founder of Quo, a mobile app and technology-first mortgage brokerage for first time home buyers, which was acquired by Homebot in 2023 after raising $9.8M in venture capital. He has been building software since he was 8 years old, ranging from mobile apps to medical devices, with a focus on enabling access to new technologies. Tucker holds a bachelor's degree in computer science from Stanford University where he was a varsity gymnast. He currently lives in San Francisco, California, where he enjoys rock climbing, reading, and coding in his free time. 00:30 - Meet Tucker Haas 01:20 - Tucker's Entry to Financial Services 03:45 - Phil's First Look at Homebot 04:50 - Giving You Access to The Best Information 08:00 - Homebot's Lead Gen Solutions 10:45 - Real Estate is Not a Single Player Game 14:00 - How Homebot is Integrating AI 16:40 - Adding Value to the Clients 20:00 - How Homebot is Educating About Affordability 22:40 - Have More Conversations with People 25:50 - Some of Tucker's Favorite Homebot Features 28:10 - Where Does the Value Come From? 30:00 - Using Trended Data 32:20 - A Personal Recommendation 33:50 - Leverage Your Database 36:05 - Connect with Homebot and Tucker Use Promo Code "MME" at https://homebot.com LEARN MORE ABOUT M1 ACADEMY COACHING If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the M1A Text Community: 214-225-5696
Homebot „Sunny“ spielt in der gleichnamigen japanischen Serie auf Apple TV+ die Hauptrolle. In einem faszinierenden Genre-Mix gelingt den Machern ein frischer, düster komischer Zugang zum Thema KI – die hier bemerkenswert human erscheint.
What price will get the Current Market Value when I list my home? In this episode, we present key indicators along with Statistics that help homeowners determine when to sell, understand Interest Rates and how to Price-It-Right to move it in a timely manner. Guest Elliott Wood, Owner of Windermere Real Estate, Lane County Thank you to Keeping Current Matters for supplying economic statistics in the Real Estate Market Link To Current Statistics Eugene Springfield / Thurston McKenzie River Contact Judy for a more in-depth look at your specific neighborhood and comparable homes to your investment. Ep 75 - Benefits of a Pre-Listing Inspection: A Must Have For Home Sellers Ep 88 - Buy-Down Interest Rate Strategies • A Win For Sellers Ep 85 – Guide To Utilize Loan Programs • Maximize Monthly Savings Ep 86 - Why Buyers Should Get Pre-Approved Now Ep 99 - Creative Home-Loan Options Provide Lower Mortgage Rates Support us by sharing this Podcast with people you know ~ We appreciate and value your comments to bring you information that resonates with you... and keep this Podcast alive! Track your home's value and discover ways to leverage your equity. Check out your complimentary Home Digest My clients love it! Check out your complimentary Market Explorer – Watch neighborhoods you are interested in potentially investing in property. Completely free of charge with no obligation! Don't miss out on other helpful tips for homeownership. Visit the Category that resonates with your life today Home Improvement Maximize investment, Smart maintenance to-do's Buying To Invest What to look for, Property Search, Get Pre-Approved! Selling Property Home or Land, Senior adults downsizing, Value Report Homeowners Best Moves Bonus episodes about Financial Planning, Market Updates, Trailers about the show and interviews with Real Estate Brokers. FOLLOW anywhere you find your favorite Podcast - Search for Homeowners Best Real Estate Moves The show will stay in your Show Library for easy access while traveling Listen to Audio Player on your computer: click here Facebook Page Homeowners Best Real Estate Moves Listen on your computer Podcast.JudyCasad.com Send me your feedback, questions and topic suggestions. Who knows? You just might be a guest on our next show! Your Go-To Podcast! Created for Property Owners - to maximize your investment - even if you do not plan to sell. Selling your home tips. Buyers learn many aspects of home ownership and the buying process. Senior adults learn about downsizing and financial support. Guests offer sound advice, tips and experience. Your Host, Judy Casad Real Estate | ABR, SRES, Top Producer, Certified Negotiator, Member of Multi-Million Dollar Club of Lane County, Affiliated with Windermere Real Estate, Lane County, Licensed to help you Buy or Sell in the State of Oregon. Call Judy to start planning your next move! 541-968-2400 judy@windermere.com - www.judycasad.com We do not receive any compensation for mentioning or endorsing product or services discussed in the episode. My Brokerage compensation comes to me upon the closing of a sale. By using the Promo Code OWNHOME to start your own show, I do receive a small kick-back and you receive up to 2 months free service with Libsyn. I value your support and your feedback to keep this show continuing to bring You, a wealth of information! If you are have been thinking about creating your own Podcast show, you can support us by using our unique promo code OWNHOME to get up to 2 months of free podcasting service with Libsyn! Get your show on Apple Podcasts and Spotify -anywhere you want- get critical stats to help you grow, find all the tools and support you need to sound your very best - you can even do video! Really bring your podcast to life with Libsyn. Use our unique Libsyn promo code OWNHOME and get podcasting today! Click HERE to start! HOMEOWNERS: SHOULD YOU SELL - Anywhere in the United States! Get a better understanding of your selling position through the 'Should You Sell' feature. Sell at the right time. There's so much that goes into this decision, whether your market is in demand, how much appreciation you've had in your property over time, and of course the equity position and how much you could be making from the sale of your property… If you have questions or if you're interested in potentially listing your home, connect with me by giving me a call or text and I'll be happy to send you an analysis to help you make good decisions. Smart Moves For Homeowners! Knowledge is power and potentially saves you money by making smart informed decisions. Explore your personal financial goals by clicking this complimentary Value Explorer today! Completely free of charge with no obligation! HOMEBOT FOR HOMEOWNERS I'm excited to offer you this Home Value Report that will track your home value. This dynamic source tracks your local market anywhere in the United States. It will show you everything about your property. Plus, you can discover opportunities to save money and grow your home wealth using your home equity. Value, Equity and every which way you can potentially save money or build wealth over time. There's so much here for you and I can't wait to hear what you think. So, if you have any questions or you want to have a quick run-through on how to use Homebot - or leverage it so that it works best for you, please feel free to call me, or text at 541-968-2400. Enjoy! My clients who use it are very happy – Did I say it's complimentary? Yes, that's right! It doesn't cost you anything to use it!
Creative Loan Options can make it affordable for the Homebuyer to purchase a home during this time when home values are a lot higher than they were a few years back. Knowledge is power and potentially saves you money by making smart informed decisions. Note: Buyer representation is evolving nationwide. New Law requirements are in place in some States, and soon to come in the State of Oregon. Nick Carter, Regional Vice President | Team Carter | NMLS-200547 | Directors Mortgage Work 541-357-4823 Ext. 2801 Cell: 541-520-2968 ncarter@directorsmortgage.net Directorsmortgage.com/Nick-Carter Apply Now link: https://www.directorsmortgage.com/loan-officer/nick-carter/ Interest rates quoted at the time this episode was released may have changed. Please contact Nick for current rates. All statements and/or opinions, other than content provided by Directors Mortgage, are solely the opinions and responsibility of the person or entity providing those materials. These materials do not necessarily reflect the opinion of Directors Mortgage and we accept no responsibility for ensuring their accuracy. More episodes with Nick: Episode 64 - Jumbo Loans. An Easy Way To Buy Your Luxury Home Nick shares a convenient way for you to secure the money you need to purchase your luxury home, what a Jumbo Loan is, and how easy it is to qualify. Ep 63 - 100% Home Financing For Medical Professionals Interest rates quoted when these episodes were released may have changed. Please contact Nick for current rates. Key Takeaways Current rate as of today, May 3rd, 2024 What is projected rates in the near future? Very Important to get Pre-Approved before submitting an offer. Creative financing 1. ODVA for qualified Homebuyers 2. Mortgage utilizing a Bridge Loan to stay ahead of the competition 3. Buying down points to save on monthly mortgage 4. Buyer Representation Commission – Can it be wrapped into a loan? 5. Jumbo loans Play with this! Knowledge is power and potentially saves you money by making smart informed decisions. Explore Homes for your next move with this complimentary Market Explorer today! Completely free of charge with no obligation! A wealth of information Thank you to DJ Olojo for his contribution to keep this show going – please Follow this show on your favorite Podcast App! Support us by sharing this Podcast with people you know ~ We appreciate and value your comments to bring you information that resonates with you... and keep this Podcast alive! Track your home's value and discover ways to leverage your equity. Check out your complimentary Home Digest My clients love it! Check out your complimentary Market Explorer – Watch neighborhoods you are interested in potentially investing in property. Completely free of charge with no obligation! Don't miss out on other helpful tips for homeownership. Visit the Category that resonates with your life today Home Improvement Maximize investment, Smart maintenance to-do's Buying To Invest What to look for, Property Search, Get Pre-Approved! Selling Property Home or Land, Senior adults downsizing, Value Report Homeowners Best Moves Bonus episodes about Financial Planning, Market Updates, Trailers about the show and interviews with Real Estate Brokers. FOLLOW anywhere you find your favorite Podcast - Search for Homeowners Best Real Estate Moves The show will stay in your Show Library for easy access while traveling Listen to Audio Player on your computer: click here Facebook Page Homeowners Best Real Estate Moves Listen on your computer Podcast.JudyCasad.com Send me your feedback, questions and topic suggestions. Who knows? You just might be a guest on our next show! Your Go-To Podcast! Created for Property Owners - to maximize your investment - even if you do not plan to sell. Selling your home tips. Buyers learn many aspects of home ownership and the buying process. Senior adults learn about downsizing and financial support. Guests offer sound advice, tips and experience. Your Host, Judy Casad Real Estate | ABR, SRES, Top Producer, Certified Negotiator, Member of Multi-Million Dollar Club of Lane County, Affiliated with Windermere Real Estate, Lane County, Licensed to help you Buy or Sell in the State of Oregon. Call Judy to start planning your next move! 541-968-2400 judy@windermere.com - www.judycasad.com WELCOME BUYERS - Anywhere in the United States! Leverage the Market Explorer to think like an investor and use the Buyer's Report to track your market of interest. I'm super excited to send you a brand new investor-grade experience on when and where - you should think about buying your next property with Homebot. What you are going to find is a comprehensive look - zipcode by zipcode – neighborhood by neighborhood - of where the sellers markets are vs buyers markets. Compare areas by square footage and where you can find the most affordable property to buy. Dive deeper into your area of interest to learn more about the buying timeline. Homebot helps you think like an investor. Keep your eyes peeled for your monthly buyers report so you can stay up-to-date on your favorite markets. This tool has a wealth of information to ensure you make the best buying decision, and I'm here to support you. If you have any questions, give me a call, text or send me a message through your report! Completely free of charge with no obligation! We do not receive any compensation for mentioning or endorsing product or services discussed in the episode. My Brokerage compensation comes to me upon the closing of a sale. By using the Promo Code OWNHOME to start your own show, I do receive a small kick-back and you receive up to 2 months free service with Libsyn. I value your support and your feedback to keep this show continuing to bring You, a wealth of information! If you are have been thinking about creating your own Podcast show, you can support us by using our unique promo code OWNHOME to get up to 2 months of free podcasting service with Libsyn! Get your show on Apple Podcasts and Spotify -anywhere you want- get critical stats to help you grow, find all the tools and support you need to sound your very best - you can even do video! Really bring your podcast to life with Libsyn. Use our unique Libsyn promo code OWNHOME and get podcasting today! Click HERE to start!
Whether you're a curious listener, an aspiring investor or directly affected by foreclosure, this episode unlocks solutions as we uncover the hidden truths behind distressed home purchases. We shed light on practical strategies. Share this episode with to support homeowners in financial distress. David Kammerer, Sr. Loan Consultant at Summit Funding in Eugene Oregon. Contact Dave and his team at 541-868 -1850 davekammererteam@summitfunding.net NMLS ID# 283041 This communication is from Summit Funding and may contain privileged and/or confidential information. It is intended solely for the use of the addressee. If you are not the intended recipient, you are strictly prohibited from disclosing, copying, distributing or using any of this information. If you receive this communication in error, please contact the sender immediately and destroy the material in its entirety, whether electronic or hard copy. This communication may contain nonpublic personal information about consumers subject to the restrictions of the Gramm-Leach-Bliley Act. You may not directly or indirectly reuse or re-disclose such information for any purpose other than to provide the services for which you are receiving the information.' If the disclaimer can't be applied, attach the message to a new disclaimer message. DJ Olojo Website The Foreclosure Fix Podcast DJ's Book The Foreclosure Fix, 12 Proven Steps to Beat the Bank, Escape Foreclosure, and Turn Your Property into a Profitable Asset Amazon Link Secrets about Judy you didn't know! Listen to Judy's Interview on The Foreclosure Fix March 17 - Real Estate Rescue: Broker's Guide to Foreclosure Ft Judy Casad Watch on YouTube Support us by sharing this Podcast with people you know ~ We appreciate and value your comments to bring you information that resonates with you... and keep this Podcast alive! Track your home's value and discover ways to leverage your equity. Check out your complimentary Home Digest My clients love it! Check out your complimentary Market Explorer – Watch neighborhoods you are interested in potentially investing in property. Completely free of charge with no obligation! Don't miss out on other helpful tips for homeownership. Visit the Category that resonates with your life today Home Improvement Maximize investment, Smart maintenance to-do's Buying To Invest What to look for, Property Search, Get Pre-Approved! Selling Property Home or Land, Senior adults downsizing, Value Report Homeowners Best Moves Bonus episodes about Financial Planning, Market Updates, Trailers about the show and interviews with Real Estate Brokers. FOLLOW anywhere you find your favorite Podcast - Search for Homeowners Best Real Estate Moves The show will stay in your Show Library for easy access while traveling Listen to Audio Player on your computer: click here Facebook Homeowners Best Real Estate Moves Instagram Homeowners Best Real Estate Moves Send me your feedback, questions and topic suggestions. Who knows? You just might be a guest on our next show! Your Go-To Podcast! Created for Property Owners - to maximize your investment - even if you do not plan to sell. Selling your home tips. Buyers learn many aspects of home ownership and the buying process. Senior adults learn about downsizing and financial support. Guests offer sound advice, tips and experience. WELCOME BUYERS - Anywhere in the United States! Leverage the Market Explorer to think like an investor and use the Buyer's Report to track your market of interest. I'm super excited to send you a brand new investor-grade experience on when and where - you should think about buying your next property with Homebot. What you are going to find is a comprehensive look - zipcode by zipcode – neighborhood by neighborhood - of where the sellers markets are vs buyers markets. Compare areas by square footage and where you can find the most affordable property to buy. Dive deeper into your area of interest to learn more about the buying timeline. Homebot helps you think like an investor. Keep your eyes peeled for your monthly buyers report so you can stay up-to-date on your favorite markets. This tool has a wealth of information to ensure you make the best buying decision, and I'm here to support you. If you have any questions, give me a call, text or send me a message through your report! Completely free of charge with no obligation! Your Host, Judy Casad Real Estate | ABR, SRES, Top Producer, Certified Negotiator, Member of Multi-Million Dollar Club of Lane County, Affiliated with Windermere Real Estate, Lane County, Licensed to help you Buy or Sell in the State of Oregon. Call Judy to start planning your next move! 541-968-2400 judy@windermere.com - www.judycasad.com We do not receive any compensation for mentioning or endorsing product or services discussed in the episode. My Brokerage compensation comes to me upon the closing of a sale. By using the Promo Code OWNHOME to start your own show, I do receive a small kick-back and you receive up to 2 months free service with Libsyn. I value your support and your feedback to keep this show continuing to bring You, a wealth of information! If you are have been thinking about creating your own Podcast show, you can support us by using our unique promo code OWNHOME to get up to 2 months of free podcasting service with Libsyn! Get your show on Apple Podcasts and Spotify -anywhere you want- get critical stats to help you grow, find all the tools and support you need to sound your very best - you can even do video! Really bring your podcast to life with Libsyn. Use our unique Libsyn promo code OWNHOME and get podcasting today! Click HERE to start!
How to Buy First and Sell After the purchase of your income producing Real Estate Investment. Savvy investors unlock the power of tax-deferred investment growth with The Reverse 1031 Exchange. Discover how The Reverse 1031 Exchange empowers you to optimize your portfolio's potential and achieve financial flexibility. Stay tuned, rewind and take notes… Don't miss out on a wealth of information! Milissa Ormiston-Hall, A Qualified IPES Intermediary [QI], Investment Property Exchange Services, INC. 503-367-6701 Milissa.Ormiston@ipx1031.com http://www.ipx1031.com/ormiston Contact Judy Casad Real Estate to work with you on selling your investment - start planning today... Mastering 1031 Exchange episodes with Milissa for a tax deferral opportunity Ep 87 - Mastering 1031 Exchange For Real Estate Investors Ep 90 - Mastering 1031 Exchange • Exit Strategies Ep 91 - Mastering 1031 Exchange • Short-Term Rental • Duplex Strategies Ep 93 - Mastering 1031 Exchange • The Reverse Exchange Ep 95 - Mastering 1031 Exchange • Vacant Land • Farm Strategies Skip to what you need to know: Episode Summary 2:57 – Market volatility, lack of inventory 3:58 – Investors fear to find replacement 5:19 – Details of how The Reverse Exchange works 6:34 – Must engage with QI through entire process 6:59 – Exchange Accommodator Titleholder (EAT) 7:55 – When timeline starts 8:17 – Vacate Tenant timeline 8:44 – Relinquished Value is less than Replacement 10:20 – Opposite • Cash Boot 10:43 – Pay Tax on Boot, OR use $ to buy a Forward Exchange 11:33 – Timeline for 2nd Replacement property 11:48 – Financing Challenge 13:18 – Cost Challenge 15:59 – Ideal Exit Strategy 15:37 – DST 18:31 – Taxes 19:06 – Options to consider 19:52 – Seek Advice Support us by sharing this Podcast with people you know ~ We appreciate and value your comments to bring you information that resonates with you... and keep this Podcast alive! Track your home's value and discover ways to leverage your equity. Check out your complimentary Home Digest My clients love it! Check out your complimentary Market Explorer – Watch neighborhoods you are interested in potentially investing in property. Completely free of charge with no obligation! Don't miss out on other helpful tips for homeownership. Visit the Category that resonates with your life today Home Improvement Maximize investment, Smart maintenance to-do's Buying To Invest What to look for, Property Search, Get Pre-Approved! Selling Property Home or Land, Senior adults downsizing, Value Report Homeowners Best Moves Bonus episodes about Financial Planning, Market Updates, Trailers about the show and interviews with Real Estate Brokers. FOLLOW anywhere you find your favorite Podcast - Search for Homeowners Best Real Estate Moves The show will stay in your Show Library for easy access while traveling Listen to Audio Player on your computer: click here Facebook Page Homeowners Best Real Estate Moves Listen on your computer Podcast.JudyCasad.com Send me your feedback, questions and topic suggestions. Who knows? You just might be a guest on our next show! Your Go-To Podcast! Created for Property Owners - to maximize your investment - even if you do not plan to sell. Selling your home tips. Buyers learn many aspects of home ownership and the buying process. Senior adults learn about downsizing and financial support. Guests offer sound advice, tips and experience. Your Host, Judy Casad Real Estate | ABR, SRES, Top Producer, Certified Negotiator, Member of Multi-Million Dollar Club of Lane County, Affiliated with Windermere Real Estate, Lane County, Licensed to help you Buy or Sell in the State of Oregon. Call Judy to start planning your next move! 541-968-2400 judy@windermere.com - www.judycasad.com WELCOME BUYERS - Anywhere in the United States! Leverage the Market Explorer to think like an investor and use the Buyer's Report to track your market of interest. I'm super excited to send you a brand new investor-grade experience on when and where - you should think about buying your next property with Homebot. What you are going to find is a comprehensive look - zipcode by zipcode – neighborhood by neighborhood - of where the sellers markets are vs buyers markets. Compare areas by square footage and where you can find the most affordable property to buy. Dive deeper into your area of interest to learn more about the buying timeline. Homebot helps you think like an investor. Keep your eyes peeled for your monthly buyers report so you can stay up-to-date on your favorite markets. This tool has a wealth of information to ensure you make the best buying decision, and I'm here to support you. If you have any questions, give me a call, text or send me a message through your report! Completely free of charge with no obligation! We do not receive any compensation for mentioning or endorsing product or services discussed in the episode. My Brokerage compensation comes to me upon the closing of a sale. By using the Promo Code OWNHOME to start your own show, I do receive a small kick-back and you receive up to 2 months free service with Libsyn. I value your support and your feedback to keep this show continuing to bring You, a wealth of information! If you are have been thinking about creating your own Podcast show, you can support us by using our unique promo code OWNHOME to get up to 2 months of free podcasting service with Libsyn! Get your show on Apple Podcasts and Spotify -anywhere you want- get critical stats to help you grow, find all the tools and support you need to sound your very best - you can even do video! Really bring your podcast to life with Libsyn. Use our unique Libsyn promo code OWNHOME and get podcasting today! Click HERE to start!
In this insightful episode of the "Laugh, Lend and Eat" podcast, part of the HOTSHOTS series, host Fobby Naghmi engages in a deep conversation with Stephen Moye, a distinguished loan officer from New American Funding in San Diego, CA, and a multiple-time honoree on the "Scotsman Guide Top Loan Originator" list. Key Discussion Points: Stephen Moye's Career Journey: Celebrating nearly 27 years in the mortgage industry. His evolution from working in a grocery store to becoming a top loan officer. Market Challenges and Strategies: Addressing the current market conditions, including interest rates and inventory issues. Stephen's unique approach to overcoming these challenges. Importance of Technology and Database Management: Utilizing CRMs and tools like Homebot for effective client engagement. The critical role of maintaining a comprehensive and up-to-date database. Personal Touch in Client Relationships: The value of handwritten notes and personalized communication. Strategies for maintaining client relationships amidst technological advancements. Consistency and Adaptability: Stephen's emphasis on the need for consistent communication and adaptability in strategies. How he has remained consistent in his performance despite market fluctuations. Utilizing Social Media: Stephen's approach to establishing a unique tone and presence on social media. The impact of his content strategy on client engagement and brand building. Future Outlook: Predictions for the mortgage industry in 2024, particularly in San Diego. Stephen's perspective on the potential shifts in the market and how he plans to adapt. Conclusion: Stephen Moye's experience and insights offer invaluable lessons for mortgage professionals. His blend of traditional client relationship tactics with modern technology, along with his adaptability and consistency, stand as key factors in his success. This episode not only highlights Stephen's achievements but also serves as a guide for other professionals navigating the dynamic landscape of the mortgage industry.
Welcome to another episode of Digital Coffee: Marketing Brew! In today's episode, we sit down with real estate professional David Dippong, from Los Angeles and Laguna Beach. David shares invaluable insights into the real estate market, highlighting the impact of the pandemic on housing trends and discussing the importance of financial planning when entering this high-cost market, especially in California. He also delves into the crucial role of digital marketing strategies for real estate professionals, emphasizing the use of AI tools and the potential for augmented reality and virtual reality in the industry's future. As always, we aim to provide you with the latest and most relevant information for your marketing endeavors, so sit back, grab a cup of coffee, and let's dive into this stimulating conversation with David Dippong.3 Fun Facts:1. David Dippong envisions building an ocean view home in Pacific Palisades or Santa Monica if budget were not an issue.2. He predicts augmented reality (AR) and virtual reality (VR) will play a significant role in the future of real estate, providing virtual tours and measurements.3. Dippong emphasizes the importance of personal connection and trust when working in real estate.TimeStamp:00:00 Monthly podcast featuring real estate professional discussing marketing and PR.03:20 Plan to own a home for financial stability and options.07:03 California has micro markets, coastal areas stable, low-end is insulated.11:36 Housing demand and supply causing price increases. Multiple offers in lower supply cities. Higher end slower, prices doubled.15:02 Homebot provides financial tools for leveraging home equity, with automated updates and suggestions for investment options. It's a valuable resource for homeowners and clients.19:44 Embrace all platforms for maximum exposure, even if it seems unnecessary.22:34 Focus on niche, build spill-over, gain advocates.24:22 Handwriting envelopes, leaving on doorsteps to avoid waste and encourage opening.28:50 Create generational wealth by buying properties with low down payments, creating cash flow for future generations.31:29 Zillow's AI tool translates and provides data for international home buyers.34:50 Encouraging seeking assistance through programs and getting started early.Contact Us!If you want to get involved, leave us a comment!Visit us and give us a ‘like' on our Facebook page!Follow us on Twitter.Follow us on Instagram.Join our Discord!Email at bdeister@digitalcafe.media
This episode is your secret weapon for staying ahead in the real estate game. It's packed with tips on embracing virtual reality, becoming a local market expert, spicing up your marketing, offering financial wisdom, nurturing client relationships, and so much more! And guess what? I've got all the tools and resources right at your fingertips. Episode Highlights:
This episode is from a panel with Stephanie Keleman, Patrick Murphy, and Lori Lynn where they discussed their experiences in the real estate industry and strategies for success in a shifting market. Stephanie shares her 20 years of experience and emphasizes the importance of consistency and staying informed about the market without getting overwhelmed by external factors. Patrick talks about his focus on building relationships with clients through database management, open houses, and partnerships with new builders. Lori Lynn highlights the value of sticking to a marketing plan while also exploring new tools like Homebot for lead generation. Overall, they emphasize the significance of education, maintaining client connections, and adapting to change in order to thrive in real estate. Get your Episode Guide here Check out our Everything Life and Influence course here
Welcome back to GoGaddis Real Estate Radio, your trusted source for navigating the intricate world of real estate with confidence. I'm Cleve Gaddis, your host, and today, we're delving deep into the heart of mortgages, rates, and financing to equip you with essential insights for making informed decisions. Have you ever wondered about the latest buzz around Homebot? Join us as we unveil the power of this innovative program, designed to empower homeowners with personalized financial insights. Discover how Homebot can transform your relationship with your home's equity. We're thrilled to have a true expert in the house, John Burchfield, AVP/Mortgage Consultant at Capital City Home Loans. In Mortgage 101, we're breaking down the basics of mortgages, ensuring you have a clear understanding of rates, loans, and financing in the dynamic landscape of 2023. Speaking of rates, we're addressing a pressing concern: Rates the highest in 20+ years. We explore the implications and provide guidance on navigating this market reality. Ever wondered how rates work and what types of loans are available? John Burchfield is here to demystify the complexities, ensuring you're equipped to make the best financing decisions for your unique needs. As we approach our FREE Webinar, happening TODAY, Saturday, August 26, 2023, from 10 to 11 am, and Wednesday, August 30, 2023, at 7 pm, we invite you to unlock the Six Keys to Success in Real Estate Investing. It's a golden opportunity to gain insights that can shape your financial future. At GoGaddis Radio, we're on a mission to empower listeners like you to navigate the real estate landscape with total confidence. Subscribe now and stay tuned for expert advice, insightful conversations, and valuable tips that ensure you're well-prepared, whether you're buying, selling, or investing. Don't leave your real estate journey to chance—tune in and be informed. Host of GoGaddis Radio, Cleve Gaddis, has been a fixture in metro Atlanta real estate since 2000. He has served Atlanta since 1987 by helping thousands of buyers and sellers make smart decisions. As a Co-Team Leader of Modern Traditions Realty Group, he is able to help clients and real estate agents alike. He has the heart of a teacher and is passionate about helping listeners learn the ups and downs and the ins and outs of smart home buying and selling all throughout metro Atlanta. If you have a question for Cleve, click here : https://gogaddisradio.com/ask-a-question If you are looking to buy or sell your home with Cleve, click here : https://moderntraditionsrealty.net/contact If you are looking to join a real estate team, click here : https://moderntraditionsrealty.net/career-opportunity Vote for Modern Traditions Realty Group for Best Real Estate Team in Gwinnett County, click here: https://www.guidetogwinnett.com/best-of/vote/real-estate To register for our Real Estate Investing Webinar, click here: https://moderntraditionsrealty.net/investing
Homebot is a digital platform that provides personalized home finance and wealth management insights to homeowners. The platform offers a user-friendly dashboard that allows homeowners to track the value of their home, estimated equity, and potential monthly savings.Homebot also offers personalized insights and recommendations based on each homeowner's unique financial situation, such as refinancing opportunities, savings plans, and investment strategies. Users can receive regular email updates with personalized home equity reports and market trends to stay informed about the value of their home and potential financial opportunities.
Can you mine your database and create new buyers? YES. Katie breaks down how and why! As an Enterprise Account Executive at Homebot, Katie helps loan officers and real estate agents capitalize on the hard work they've already done and the strong relationships they've already built. Homebot keeps loan officers in front of their clients through a monthly digest that helps them manage their biggest asset -- their home. With a small unsubscribe rate (less than 1%), and a big engagement rate (over 50%), Homebot provides lenders and real estate agents a huge return-on-investment and leaves their clients more educated, empowered, and homeowner savvy. At Homebot, they strive for win-win relationship and love leaving our customers thrilled! She's all about empowering young women to pursue their dreams and make big things happen. An advocate for mental health and believes in empowering people to break through barriers and be all they can be. The podcast “Lending Forward,” hosted by Taylor Ellard, is brought to you by Atlantic Bay Mortgage Group®. Founded in 1996, Atlantic Bay Mortgage Group® is a privately owned mortgage lender headquartered in Virginia Beach, Va. Atlantic Bay has been recognized as a Top 100 Mortgage Company in America, Best Mortgage Company, Most Enjoyable Place to Work, and an Inc. 500 Fastest Growing Company.
On today's episode of The Real Estate Sales Podcast, Jimmy talks with Heidi Harris about the seven things you can do to make sure that next year is your best year. 1. Unsubscribe from unnecessary emails Unsubscribe from anything that isn't giving you value so that you can clear your mind and start your day on the right foot. 2. Create a master sphere of influence list 3. Use Homebot.ai Homebot allows you to take data points and send a detailed report to homeowners with your own personal branding. If you do not have a CRM, this is a great place to start. 4. Get a coach 5. Invest in Quickbooks 6. Take a morning walk Take time for yourself and calibrate yourself. Heidi uses her time to listen to audiobooks, most recently she read Traction and highly recommends it. Jimmy recommends I Love It Here by Clint Pulver. 7. Be in front of people If you believe this business is built on relationships, make building relationships your business. If you would like to hear more from Heidi, email her at heidi@homesweetheidi.com, and follow her on Instagram, Youtube, Facebook, and her website. Do you have a video or content idea perfect for your business? Share it with Jimmy! Connect with Jimmy Burgess on LinkedIn and Facebook and his YouTube channel. If you like what you heard today, we'd love it if you'd share a rating or review and then subscribe to the podcast and tell others about it. You can find The Real Estate Sales Podcast on Apple Podcasts, Google Podcasts, Spotify, Audible, and our website, The Real Estate Sales Podcast.
If you are just a starter in the real estate industry and you have been thinking a lot about the things you should consider, the things you should do, and the things you must avoid, then we are the right people that you should talk to! I've been through it. We've built 13 YouTube channels across the country and we are willing to share with you our experiences throughout the process. My partner, Jackson Wilkey, and I started our path in this business in 2019 and we have never looked back.What is your best first video?Best settings on GoPro before recording? And is this even something important?I haven't started a channel yet. Need to just get started. What do you recommend for equipment for beginners, and windows based editing software?The best option for a Broll vendor? Saw you posted a short on your Houston Channel. How'd it gone?You've mentioned that you use HomeBot. How are you using HomeBot to follow up with homeowners? Using video to follow up?Now that the shorts algorithm has changed, how do you feel about it?I have a camera that I record on. Should I get a wide lens for my camera? Or wait to invest once I get a deal from YouTube?How to use video to reach out to FSBO's and Expires? What should the message and calls to action be?Are rules under the Texas Real Estate Commission about advertising in a state I am not Licensed in? Can I do it living in WA with a TX license? I've reached out to TREC and they can't answer it. What CRM system are your various teams using?What the status of you're new nonreal estate channel? Curious how it's been going lately and if you've learned anything new about the real estate stuff.Do descriptions really affect SEO?These are just a few of the questions that were posed during our live Q&A podcast, and you're about to hear all of the answers, so stay tuned!
Sep. 19, 2022- The nuclear family is dead but not gone.- Keeping up TraditionsIf you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestJalen's Business & Balance Blog: ColoradoMortgagedad.com/blogIf you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestWant to know your home's value for free? Check out HomeBot here: https://hmbt.co/BfknJ8If you are looking for a home, check out the market for your desired zip code here: https://hmbt.co/yyEVtENMLS# 2061932
This week, host Marc Summers sits down with David Temko, President of C2 Financial. The two discuss David's upbringing in mortgage, his route to the broker channel, and the logistics of running one of the largest shops in the country. David Temko grew up in the industry, and says that mortgage terms and discussions about loans were a normal part of family dinner. His father was a pioneer of the high-margin brokerage model, and David himself got his real estate license at 19. In college, he interned with top producers to learn the tricks of the trade. Upon graduating, David started Cobalt Financial, which would go on to become C2 Financial. Today, C2 has a staggering 1,000 loan officers across 22 states. The organization is headquartered in San Diego, where a corporate team of 40 does the behind-the-scenes work. Temko is beginning to expand horizons, with eyes on the East Coast. He says that he feels C2 Loan Officers can make a difference in any community, and that brokers provide transparency and value that people are willing to pay for. Long gone are the days, he says, where going to a broker was a last resort for folks who couldn't get loans elsewhere. “They're (retail) limited, and we're unlimited,” Temko says. How does one operate an organization on the scale of C2, especially when it comes to compliance? For David Temko, it starts by being ahead of the curve. His shop keeps a tight grasp on their policies, ensuring that things never get out of hand. He also must contend with a roster of 100+ lenders, which is constantly shifting and changing based on options offered. A consumer-first mindset determines what C2 will offer and who they do business with. This, combined with a team-as-family mentality ensures success. When it comes to support, Temko points to the value of AIME as an organization. “It's all about connections,” he says, as well as the advocacy AIME is doing on Capitol Hill. “Ours is a community of brilliant entrepreneurs, like-minded individuals… now more than ever it's time to galvanize our community and continue to grind, and I appreciate (AIME) more than ever.” Times: 2:30 - Background 10:00 - Growing your shop 15:00 - Compliance 20:00 - Retail recruiting 25:00 - Why is AIME so important? This episode is sponsored by Homebot
Sep. 2, 2022- What are the defining moments in our lives and how do they shape us?- How can we create more positive memories and experiences?- The importance of positive reinforcement and feedback- Why shared experiences are so powerful- How to change your mindset to create lasting memoriesCheck out “The Power of Moments: Why Certain Experiences Have Extraordinary Impact” By Chip & Dan HeathIf you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestJalen's Business & Balance Blog: ColoradoMortgagedad.com/blogIf you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestWant to know your home's value for free? Check out HomeBot here: https://hmbt.co/BfknJ8If you are looking for a home, check out the market for your desired zip code here: https://hmbt.co/yyEVtENMLS# 2061932
On this episode Lee Nguyen joins Shane and KT to talk about his journey from the Navy to Mortgage. Lee also discusses the importance of balance, how teaching classes level up his business, and how a hyper-focus on working his ATMs gave him a great path to success. 3:30 Intro to Lee5:40 Finding balance9:28 Lee's ATMs13:03 Homebot strategy15:10 Highest and best use of time17:46 Details matter21:00 Education is the opportunity Takeaways:You have to have balance in what you do otherwise you will get burnt out. Actions That Matter will only help your business if they are truly an action that matters. If you do not like doing something, let that drive action to find something you do like doing and then go all in. You will find where you need to focus by understanding where you are weakest in your business. Great book to read is Run Like Clockwork.Teaching classes is an evergreen strategy that transcends adverse market conditions. Work ethic is a super power when you are just starting out.Quotes:“Joining Next Level got me past a lot of my bottlenecks.”“My main needs was balance and getting out of my own way.”“I knew one of my weaknesses was my post close follow up.”“If there was one thing that I could do once a week, it would be to schedule and teach classes.”Show Links:Strategy Call: www.NLStrategyCall.com Social Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/
Aug. 31, 2022-What trends are currently affecting the housing market?-How long will low interest rates last?-What do experts predict for home prices in the next year?-What is the current state of the rental market?-What factors could affect the housing market in the next year?If you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestJalen's Business & Balance Blog: ColoradoMortgagedad.com/blogIf you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestWant to know your home's value for free? Check out HomeBot here: https://hmbt.co/BfknJ8If you are looking for a home, check out the market for your desired zip code here: https://hmbt.co/yyEVtENMLS# 2061932
Aug. 29, 2022- Respecting the opposite sex is a sign of maturity.- It's important to consider both sides of an issue.- Respecting the opposite sex shows that you're open-minded and tolerant.- It's a way of showing you're confident in your own beliefs.- Respecting the opposite sex is a sign of respect for yourself.If you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestJalen's Business & Balance Blog: ColoradoMortgagedad.com/blogIf you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestWant to know your home's value for free? Check out HomeBot here: https://hmbt.co/BfknJ8If you are looking for a home, check out the market for your desired zip code here: https://hmbt.co/yyEVtENMLS# 2061932
Aug. 26, 2022- Why setting goals is important- What makes a goal realistic?- How to set realistic goals for your business- Tips on how to stick to your business goalsIf you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestJalen's Business & Balance Blog: ColoradoMortgagedad.com/blogIf you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestWant to know your home's value for free? Check out HomeBot here: https://hmbt.co/BfknJ8If you are looking for a home, check out the market for your desired zip code here: https://hmbt.co/yyEVtENMLS# 2061932
Aug. 24, 2022- Where to start? First things first -Preferences, meet with a lender, first time, homebuyer assistance… -Agent: what's happening in today's market?- When and How?- Credit matters?- Other costs outside of Down PaymentIf you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestJalen's Business & Balance Blog: ColoradoMortgagedad.com/blogIf you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestWant to know your home's value for free? Check out HomeBot here: https://hmbt.co/BfknJ8If you are looking for a home, check out the market for your desired zip code here: https://hmbt.co/yyEVtENMLS# 2061932
Aug. 22, 2022- Cyberbullying – help your kids understand what cyberbullying is and how to protect themselves online.- Emotional Bullying – teach your kids how to identify and deal with emotional bullying.- Physical Bullying – show your kids how to stand up to physical bullying and keep themselves safe.- Bystander Power – explain to your kids the importance of being a good bystander and how they can help stop bullying.- Reporting Bullying – teach your kids when and how to report bullying so they can get the help they need.- Resilience – help your kids build their resilience so they can overcome bullying and thrive.If you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestJalen's Business & Balance Blog: ColoradoMortgagedad.com/blogIf you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestWant to know your home's value for free? Check out HomeBot here: https://hmbt.co/BfknJ8If you are looking for a home, check out the market for your desired zip code here: https://hmbt.co/yyEVtENMLS# 2061932
Aug. 19, 2022- Canva- Learning Resources- CRM-Advanced & Basic- Video-Understanding the tools at your fingertipsBONUS-Our favorite software, and how we use it: Our Favorite Tech ToolsIf you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestJalen's Business & Balance Blog: ColoradoMortgagedad.com/blogIf you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestWant to know your home's value for free? Check out HomeBot here: https://hmbt.co/BfknJ8If you are looking for a home, check out the market for your desired zip code here: https://hmbt.co/yyEVtENMLS# 2061932
August 17th, 2022Real Estate Round Up Topic:- Investors would influence this market faster than individuals- Dealing with All-time lowsIf you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestJalen's Business & Balance Blog: ColoradoMortgagedad.com/blogIf you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestWant to know your home's value for free? Check out HomeBot here: https://hmbt.co/BfknJ8If you are looking for a home, check out the market for your desired zip code here: https://hmbt.co/yyEVtENMLS# 2061932
Recorded on Aug. 5, 2022- The best time to talk credit with kids- Stories of crazy credit- The best time to start building your kid's creditFREE “Talking Credit with Your Kids” Workbook: coloradomortgagedad.com/free-resources/p/talking-credit-with-your-kidsIf you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestJalen's Business & Balance Blog: ColoradoMortgagedad.com/blogIf you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestWant to know your home's value for free? Check out HomeBot here: https://hmbt.co/BfknJ8If you are looking for a home, check out the market for your desired zip code here: https://hmbt.co/yyEVtENMLS# 2061932
July 29, 2022Nick Gumpert & Jalen McKenna discuss:- Your True Worth is determined by how much more you give in value than you take in payment- Your income is determined by how many people you serve, and how well you serve them- The most valuable gift you have to offer is yourselfIf you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestJalen's Business & Balance Blog: ColoradoMortgagedad.com/blogIf you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestWant to know your home's value for free? Check out HomeBot here: https://hmbt.co/BfknJ8If you are looking for a home, check out the market for your desired zip code here: https://hmbt.co/yyEVtENMLS# 2061932
Recorded on July 29, 2022- Fed news of raising rates! Rates went down though? - The return of ARMs & Balloon Mortgages. Are they good?- Borrowing Power… What does that look like today?If you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestJalen's Business & Balance Blog: ColoradoMortgagedad.com/blogIf you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestWant to know your home's value for free? Check out HomeBot here: https://hmbt.co/BfknJ8If you are looking for a home, check out the market for your desired zip code here: https://hmbt.co/yyEVtENMLS# 2061932
Recorded on July 29, 2022-Keeping a healthy lifestyle by eating and exercising-Surround yourself with great people-How to be a better model as a parentIf you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestJalen's Business & Balance Blog: ColoradoMortgagedad.com/blogIf you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestWant to know your home's value for free? Check out HomeBot here: https://hmbt.co/BfknJ8If you are looking for a home, check out the market for your desired zip code here: https://hmbt.co/yyEVtENMLS# 2061932
July 25, 2022Nick Gumpert & Jalen McKenna discuss:How to build your kids' confidence the right way!The housing market is NOT the next domino to fallGrowing a business through relationships!Interested in finding something we mentioned in the episode? Look no further!Jalen's Business & Balance Blog: ColoradoMortgagedad.com/blogIf you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestWant to know your home's value for free? Check out HomeBot here: https://hmbt.co/BfknJ8If you are looking for a home, check out the market for your desired zip code here: https://hmbt.co/yyEVtENMLS# 2061932
July 15, 2022Nick Gumpert, Jalen McKenna, & Special Guest Glen discuss:Getting Good Grades - Why is it ImportantAppraisal - Sellers“The Power of Regret” By Daniel PinkInterested in finding something we mentioned in the episode? Look no further!“The Power of Regret” - Daniel PinkIf you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestWant to know your home's value for free? Check out HomeBot here: https://hmbt.co/BfknJ8If you are looking for a home, check out the market for your desired zip code here: https://hmbt.co/yyEVtEIf you are looking for a home, check out the market for your desired zip code here: https://hmbt.co/yyEVtENMLS# 2061932
July 12, 2022Nick Gumpert & Jalen McKenna discuss:Talking about money with your kidsWhat is really going on in real estate?“Atomic Habits” By James ClearInterested in finding something we mentioned in the episode? Look no further!“Atomic Habits” - James ClearCheck Out what is happening in your Real Estate Market here: www.noradarealestate.com/real-estate-markets/If you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestWant to know your home's value for free? Check out HomeBot here: https://hmbt.co/BfknJ8If you are looking for a home, check out the market for your desired zip code here: https://hmbt.co/yyEVtEAre big companies buying up too many homes?Are you running your business, or is your business running you?Interested in finding something we mentioned in the episode? Look no further!“Ninja Selling” - Larry KendallNew York Times Article - https://tinyurl.com/bdnprsafIf you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestWant to know your home's value for free? Check out HomeBot here: https://hmbt.co/BfknJ8If you are looking for a home, check out the market for your desired zip code here: https://hmbt.co/yyEVtENMLS# 2061932
In today's episode of Agent Power Huddle, Lynea will continue her topic on Homebot as we go deeper into the features and how to take advantage of them.
Lynea will bring us another great Friday Power Tips on this episode she will be talking about Homebot and how it can help utilize on your business.
June 28, 2022Nick Gumpert & Jalen McKenna discuss:3 Things Every Parent Should DoReal Estate Price Drops & Depreciation“Never Split the Difference” By Chris VossInterested in finding something we mentioned in the episode? Look no further!“Never Split the Difference” - Chris VossCheck Out what is happening in your Real Estate Market here: www.noradarealestate.com/real-estate-markets/If you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestWant to know your home's value for free? Check out HomeBot here: https://hmbt.co/BfknJ8If you are looking for a home, check out the market for your desired zip code here: https://hmbt.co/yyEVtEAre big companies buying up too many homes?Are you running your business, or is your business running you?Interested in finding something we mentioned in the episode? Look no further!“Ninja Selling” - Larry KendallNew York Times Article - https://tinyurl.com/bdnprsafIf you or someone you know wants to be on a future podcast, check out the link below and schedule a time for a future episode!https://bit.ly/Beyond-real-estate-GuestWant to know your home's value for free? Check out HomeBot here: https://hmbt.co/BfknJ8If you are looking for a home, check out the market for your desired zip code here: https://hmbt.co/yyEVtENMLS# 2061932
Doug Simcock, Nick Hansen, and Michael Fanning talk about they dynamics and tools needed today when we are working with sellers. Consistent Communication Setting clear expectations Making sure we are controlling the positive narrative vs the Doom and Gloom of local news. Letting the market tell the story. Bringing all our tools to the table. Moxi, KCM, Trendgraphix, Matthew Gardner, Homebot, Neighborhood news. Contact Coaches. Windermere Coaching https://www.windermerecoaching.com/ Doug Simcock dsimcock@windermere.com Nick Hansen hansenrecoaching@gmail.com Michael Fanning fanning@windermere.com --- Support this podcast: https://anchor.fm/askacoach/support
Being an Independent Mortgage Broker is in Andy Treno's blood. With his dad opening the first broker shop in Minnesota in 1987, loans and title companies were a part of nightly dinner table conversations, and making spreadsheets and stuffing envelopes was Andy's summer job. After going to school to become a financial advisor, Andy got a job at a bank but quickly realized that mortgages are what he loved, and a bank was not the place to best put together home loans. Andy, as a Mortgage Banker, was ranked top 10 in the state for selling home loans, but he got called into a manager's office for not cross-selling enough checking accounts. A homeowner's dream home and an entire family's generational wealth should not be treated with the same respect given to food that's about to expire at a chain restaurant. Andy understands that mortgages are not something you just sell. You don't tell the client what they need. You listen to them, learn their wants and needs, analyze their financial situation and look over their 1003s. You sit families down face-to-face and have conversations about their life goals and then take the time and effort to explore multiple different loan products from multiple different lenders to find the option that works best for each individual family. It is for this exact reason that Andy has made it his life's mission to educate and advise homeowners everywhere. Andy knows it's their money and their decision, he just wants to help them make the best possible choice for their family's future. One of the biggest things that make brokers better are options, and Andy makes sure to take advantage of all the options at his disposal. Whether it's using multiple Brokers Are Better Network partners like leadPops, LendingPad, Homebot, and Pre-Approve Me, or becoming an expert in everything from first-time homebuyer FHA to reverse mortgages (with a specialty in VA as a member of VettedVA), Andy is always looking for new ways to help more people. And it's up to each and every individual independent mortgage broker to make sure they're helping as many homeowners as possible by taking advantage of everything at their disposal. As a member of AIME's ethics committee, Andy stresses the importance of taking the time to not just educate your borrowers, but educate yourself. You are the expert, clients are going to look to you for answers. As rates rise, don't slack off or cut back. Take advantage of the extra time and reinvest in yourself and your business. NOTES: (1:50) Family Business(4:51) Company Culture & Growth(12:00) Tech Stack & Lender List (19:00) Financial Literacy & Ethics (30:52) Parting Advice This Episode Is Sponsored By leadPops
On this episode Scott Webster joins Sean Z to discuss how he focuses on strengthening his business by using the tools he has as opposed to going after shiny objects. Scott also talks about his ATMs and how it is better to go all-in with the agents you have as opposed to focusing your time on new relationships. 1:45 Intro to Scott5:11 Important tools8:40 Scaling your business14:30 Take time to shore up your model17:18 2022 focus Quotes: “Everything that happens in my life, I feel there is something to learn from it and a reason that it happened.” “Homebot has been an absolute game changer for me.” “Instead of creating new agent relationships, I chose to create deeper relationships with the agents I already worked with. “Take the time right now to strengthen other areas of your business.” “The biggest benefit I have gotten from Next Level is the community.” Key Takeaways: Turn every challenge in your business into a learning experience. Tools without execution are just wasted expenses and loss of potential revenue. Don't sacrifice your current agent relationships by going after new agent relationships. If you are going to be a part of a community, make sure you take the time to learn. Links: Next Level Loan Officers - www.BecomeNL.comLoan Officer Events - loanofficerevents.comNext Level Coaching Call - https://nl.nextlevello.com/schedule-consultationebk1Ea8hSocial Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/ Text the word: nextlevel to 36260 to download our app
In this Episode Michael maps out the 3 areas that make up successful Real Estate Flow. The trifecta if you will. Flow is the frequency of Value added relevant, educational consistent content. Only 6% of the Real Estate industry does this well. Most of the time our clients are left at the closing table. So here are the 3 areas. 1. Automated Flow. Homebot.ai LOLO Gifts Boomerangedm.com Custom Xpress auto flow Windermere Home Update This should be a set it and forget it. 2. Face to Face, Voice to Voice, and Significance. Handwritten Notes. Thank you, Congratulations, just thinking about you. Client and F.O.R.D. Calls 20 to 25 a week. Real Estate Reviews. 2 a week. Client appreciation events or gifts. 3. Social Medial IG, FB, LinkedIn. Twitter, Tic-toc Keeping Current Matters.com http://trykcm.com/a31309 Windermere Blog Matthew Gardner Quarterly reports or Mondays with Matthew. Cover your 3 P's Passion, Personality, Profession --- Support this podcast: https://anchor.fm/askacoach/support
Ylopo manages $25 million of media a month and generates thousands of leads for real estate agents and teams. When we were looking for a guest with a lot of knowledge and expertise around Facebook Ads and Google Ads, Ylopo was the only choice. Today, Ylopo's co-founder and CMO, Juefeng Ge joins us to talk all about their listing lead strategies. He shares 3 impressive analytics-backed ad strategies that their clients are using to generate and convert leads in markets across the country. Download Ge's Facebook Video Ads --READ THE FULL TRANSCRIPT-- 1. Trade-up Buyer Leads to Homeowners - Ylopo generates 15-20% of their seller leads by actually running buyer ads. When people are looking to buy a home, you can be sure that many of them are also selling, so this marketing campaign allows you to capture these leads. Over the last year, Ylopo has put more money into a dynamic lead capture process where there are different sets of branching questions, based on the answers given by the consumer. Ylopo has found that forms that engage with the audience lead to a bump in conversion rates instead of the typical name-email address-phone number form structure. By capturing 12-15 pieces of data before they even ask for a consumer's contact details, their forms get maximum information and engagement. When you take the consumer through a profile building experience, you capture both a higher quality and a higher converting lead, and you build trust. 2. 30-second branded video ads - One listing lead generation strategy that Ylopo is seeing a lot of success with is short, social media-ready videos run as ads on Facebook. Running a 20-minute vlog-style video as an ad doesn't work because it would be too long. Instead, a 15-30 second video with b-roll footage of you interacting with your team, overlaid with text explaining your value proposition is more effective. With digital video marketing, the real sophistication lies in the audience targeting and remarketing. You can create a series of 3 videos, the first video being the 30-second video. Create an audience of people who viewed the video for at least 10 seconds, and then run a second video ad with a tighter story or different offer. You can then run a longer vlog style video to people who have watched the second video because they have built trust by coming down your funnel. 3. Google PPC - Ylopo is seeing results with PPC campaigns that target highly specific target keywords like “sell my home fast” and “what's my home worth?” These kinds of ads are highly competitive so the ad creative and the user experience have to be really good. You can make your ad different by injecting dynamic elements or expertise-driven elements like live market data into your ads, for example “48 homes just sold in your area” or “the average listing price point has gone up.” You can easily get this data by using Homebot, which can provide up to 20 dynamic data points to each consumer. Download Juefeng Ge's Facebook video ads for FREE by filling out this form.
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