Do you have a question, Jordan? On the stage? Are those in the system? Or do you put custom ones in there?
You can customize those to your logic. Okay, got it. Thank you. Yep. I will recommend you kind of keep that list short because we can get really hairy so try to keep them as short as possible stages. So then here, you know, I have custom fields. These are a bunch of custom fields that we've added over over time. In this case, there's not a whole lot going on here. Most of these are bar stuff that will happen if they interact with other systems in our in our in our database. And then over on this side, we have activities, the tasks that are associated with this client, if there's any tasks that are upcoming, who on my team is collaborating with this guy. He doesn't, he doesn't need to collaborate with them. Appointments so here are all the past appointments that we've had with him, so I can see that and who on the team was aware of that? Appointment? And what type of appointment it was. Those appointments if I add an appointment here, it will automatically synchronize with Outlook. It will also automatically send him not automatically but if I click this button, it will invite him via email to Outlook and it will send them a text reminder from my text. saying here's a reminder for your appointment with Eddie today at five o'clock, whatever. So that's a really cool feature. You can add people on your team to those. You might, you know, you might choose to you know, add the client or not add multiple people and multiple people in your team. Everybody you add will get notified. Action Plans. That's where you can set action plans if you want to. Here is all their website activity. There's been done. Here's the deal that associated with him. This is a listing that's under contract. And then here's any files that you want to link to the client specifically. But if you see here you can see that are my team members. I can see that. I don't have to ask Brenda. Hey, did you confirm the appraisal appointment today? Because she I can see that she's had text messages with him so I can see. I can see all the communication between any one of our team members and see that our listing coordinator sent them an email. I can go down here and see all the emails going back and forth text messages. Here's my closing coordinator communicated with them about the contract that we just went into.
Here's me
letting them know that you know we negotiated a contract and got the ball and all those attacks a bunch of text messages back and forth. Here's his net sheet. So here's all I can literally every email, phone call and text message. I have it here. So there's no mystery. So really very powerful from that perspective, when not only from a lead generation standpoint, but also in a synergy to time to team where you have different people on your team managing a lead. I don't have to ask questions of the team. Hey, did you send that email? Do you just copy it for for me a copy of it has he replied to that email. I have no mystery. It's all it's all here. Very effective. So so that's that's how that's how that's the format of a lead or contact in follow boss and how it's set up any questions as of right now.
Yeah, this Joe Eddie, what do you keep in files?
I have a different system for our transaction management. So I there's not a whole lot that I'll keep in files but for example, when a buyer do a pre qualification, I might put it in there. In that's something I've used before. In this case, it would have been good and I normally would put the seller net sheet in Excel format in there so that if I need to modify it later, I can modify that. You could put also links you could add a link in here see add link. So if I wanted to link them, maybe link to their social media profile or link to some other resource, I can do that. The point here is like you want to be able to keep everything for that person in one place. And you might find creative ways to do that. For me on the reo side, I like to make sure I have their LinkedIn profile and so I and their social media profiles here. So I gave you that idea on the links. You can do it that way or you can do it by adding custom fields. So that's that as your question.
Yeah, I got a question for him.
Is this CRM tied somehow to your company website? Are
they separate? This CRM is connected to our website why Lobo? And then how can it be separate from it from your website? It can be okay.
It can be and if you want it, I don't recommend it. I'll explain why. There's a lot of tools. But from a website perspective, you you have options here. Here are all the website integration IDX integrations tools that you can have. So Sierra, I've heard very good things about Sierra. Among why Lobo renew if anybody else is on any of these others you can
speak well of them.
I had a bad experience this year. I used to use them I dropped them. Okay. So, alright, so CRO heightened why Lobo and I'll show you some of those how that works.
Eddie I have a question. So I have why Lobo. Now my first question is, excuse me, is somebody managing this is one person managing this so when the leads come in, you sift them out to the different agents? That's one question because I have why Lopo and it was basically just me and resistance and it I had so many leads coming in. It was it was crazy. So how do you manage that? So
what happens is you can set up different what they call lead flows, and you can have it set up however you want. So you set up a lead flow and say, you know, when a lead comes in from my website, you know that's a pixel. So I'll give you an example for why Lobo here. So there's some advanced rules set up and so the answer your question is I used to work with this but now my operations manager Jose, we constantly talk about these things and we're we change things as we go. So if a lead comes in from why Lobo and it has any of these tags in them. We will it'll it'll distribution will be to should go into although this isn't a brain
Let's go here. Let's go to this Andrew is going to have a boss
so yeah, that's right that is right. So what happens is the lead the lead will come the leader leader will come to us this is not a good example that's that's not the right setup. I clicked on the wrong one. So I log on here and then Okay, so here's so let me go let me show you well, I sorry about the flow one more time why Lobo? I can see the last lead that came in through why Lobo so what happened was the lead came in and registered as a why local search. They inquired about this particular property.
We have a
loan officer assigned to get these leads. She has been taken off right now she was taken off but I'll show you what happened. She Jocelyn, she was a loan officer, so she actually reached out before our team did. That's the benefit of having them because you have an extra salesperson, and she'll call Hey, I'm Jocelyn Chu. You know I'm with Highland residential and I'm on Eddie blancos team, and I know you inquired about a property, you know, have you gotten pre approved and we're on the legal side, I can help you with some alone questions you might have. And I can tell you in with the right agent, our team, so have you heard from anybody on the team? Yes, I haven't. You know, she has a whole process that she follows. So she's she told them hey, look, they've already been pre approved and in June ready to see the property share the information. So that went to Brenda. Brenda got the lead. Brenda made a call Brenda sent a text and then my VA.
Brenda told our VA to sign into somebody in the sales team.
That's what happened. And as of yesterday, that hasn't happened yet. So I need to find out why. Our VA hasn't assigned this lead to somebody on our team.
That's fantastic. Great job, Eddie. Oh my god. Can you set mine,
please? What's up? Eddie, let
me ask a quick question. It's not brokerage related, because I'm not involved in brokerage anymore. But I am kind of very curious about is this something that might be beneficial for Ray to use for us as a management system for ER N while
we use follow up boss for era.
It is being used? I just didn't I was going to question the cost benefit of it. Is there a tutorial for this? Yeah, there's an awful lot here. Yeah, really?
I mean, I could have tossed off this meeting and said Hey, guys, just look at the billions of videos right? But I figured I thought it would be better. Obviously I think the benefit that's why I'm sharing with you how I'm using it. But the actual how to do every single thing in follow boss they have a fantastic back end support system. Called there's customer services. Very good. Right. Thank you. So to the point where we're talking? Yep.
On the lender. So you're the parent company and they are just one of your users. Does that I have set that up.
You know what I did with them is unfortunately they don't why Lobo doesn't have
I'm talking about follow up boss.
Let me sorry. Doesn't have a way to parse out who pays for what? So I pay for it. And then she cuts me a check. That's how I do it, too.
But she's a user under your master account. Correct, but
it cost me money to have. So she reimburses me for that cost.
And then the notes will go right in your contacts then from the right
and the and, and the calls that she makes could be logged in here as well. And I can listen to the call that Brenda had with Lynn I just click on that button. plays back the message
if I wanted to it's what's the cause? I can doubt that it was
I'm sorry, what's what's the cost of follow up boss?
It cost about $100 per user per month. So I pay I pay close to 700 bucks a month
Let me double check. And understanding what it is that they changed may have changed the pricing just recently because I was added on on Joe's team for like 700 and some odd dollars a year. Yeah, that's about there's a price. Yeah, there you go. Yeah. So 587 members for 600 bucks a year so they dropped the pricing significantly. Yeah, like 60 bucks per user per month. Just one other little comment I wanted to make I saw how you were talking about that one client that was referred to you by an individual that you know, what we started doing, we found out that because you can add links into the, you know, into the client file. It doesn't matter what the link is, if it's on the internet, it'll it'll link there. And so we actually create a if we get a referral, we create a file for the referring agent that gave us the lead in fob that way we have a record of them and all our communication with them gets logged. But then we just actually take the follow up boss file link, and we tag it under the client file that they referred to us. So we have a way to when we're in the client file we'd have a way to add X actually finally referring agents information real quick by clicking back and forth between the two. Yeah, so that's a cool this is what
you're talking about Troy I'm gonna explain what he chose saying he said he I have joba tag Joe is on this call. He's one of our urine members and Joe's here and he I have I can copy his the link to his This is Joe this is a specific see that 1819 That is a an associated file name for this. So if I copy this and drop it into you guys can see the different screens I'm opening Roger roger Colome. So instead of having joba tags information here, I can, instead of having just his name, I can copy a link. Now that's a lot cooler way of doing it. Thank you for that tip.
Actually, what I was saying is you could leave that name there because it's an easy reference point. You could leave Joe's name there, but you could then go to over on the files on file side and just don't dump it in there and then give it a title referring agent job a tag right here. So you do you put the link in and then you type in Job referral agent job tag, you know, referred by job tag or whatever you want to say. Save it and it'll take you right to the file. So that's really a cool little time saver. I find that I type names incorrectly. And you're looking around for a go for file. Yeah. So it's kind of neat.
That's really cool. And I can click here anytime and it'll open up Joe. Like give him an update on what's happening with the file. Correct. Pretty cool. Thank you for that.
Yeah, and also, one of the cool things is you can actually if you're in a client file and you can reference Okay, that's job a tag and I know I have job a tag already in my database and you go to do a send an email, you just take the clients name out of the email because it'll pre populate with a client's email. And then you just bring in Joe's name instead and you can type an email to Joe that'll get logged in that file. Joe's response will end up if he replies back it'll end up in his file, so you'd have to copy and paste it into the client file if you want to have a record of the you know, the communications together but you'd always have the ability to go to Joe's file and see that he responded as well but that's kind of what how we've been doing and just so we can keep in touch with like lenders and referring agents. Thank you Alright, so
going back to the comment earlier made about the connection between our website and the contact so because when they visited our website and created this lead, now we can see all that they've seen. And not only do we see what they've seen, but it's already been told me kind of what they're looking for. So I already know that this lady is looking for these zip codes. Those zip codes are also tagged over here. And so she doesn't own a home. And so I know that information and when she starts shopping online, I'll get an alert. Not every time, but it has some logics that it uses. So if she hasn't been on the website for a while then all of a sudden she starts shopping again. I'm getting an alert and says Hey, your client, Lynn is shopping online again and she looked at these properties. So you can call her out of the blue. Not being creeper and be like I saw that you went to her website. No, you just call Hey, just check it in, you know, and she doesn't know and she's like, Man, this guy just how does he know that? So that's how we do it. So that's that's cool.
So then, one of the
things that I go into another thing that I that we use a lot I like and its list. So we've talked we talked about how follow a boss segments the puppy the population your people into three major things. One is the stage. There's the source and the other is the tags. The stage the source and the tags. And based off those three things, you can find a lot find out a lot about your database, right? So I can go here in the filters and I can say let me find people stage that are cold
leads.
There we go. So now I have 938 cold leads that are tagged
as seller
that narrowed the list down to 206. So I have 206 Hold salaries. So now I can say I like that let me save this list and call it all salaries. Right. I'm gonna start calling all these people. But then I'm gonna do one better I'm gonna say last communication
was more than 30 days ago
so 206 people are in their cold cellar leads. 197 of those have not been called in more than 30 days.
That's not good. So
let's see if I did 180 days
or what happened 130 people, okay,
so I'm gonna say they're cold. Saturday, right? So I'm gonna spend every 30 days calling them but I can call them every six months. So here's where I'm going to update the list here and here's where it gets really fun. I can go here and select all. Select All, and I can press that button right there. And as soon as I do that, create a new call list. And as soon as I do that, it starts calling it just it just call one of 26 I hung up as soon as I started the call, but now I can go through and do all my calls. I can go next call the next person is already dialing, you know and I can add notes. And you know and see my list. And so what happens is what's really cool is that this list gets updated. See it was 130 now is 128 is 128 because two of those people they just clicked on. I had communication with them. Well, technically it was an attempted call but the system doesn't know how to distinguish between a contact and it could come to call for this purpose. But you know, that's great because the list gets smaller and smaller and smaller. So I don't have to wonder Who am I calling? Who should I call next? You know, you just work this list until the goal is to have this list and zero. Because
to me, that's incredible. Eddie, are you?
So if I were if I looked at this list, well and I did it consistently, I would only have you know, let's suppose I make five calls six months ago. Well today, those five calls birthday turned into, you know, 181 days since they last been touched. So they're going to show up on my list. And I just call it I just got to call those five people. And so you know, it'll the list will continue to keep itself fresh.
Does that make sense? To you? That's powerful.
Are you ready? Are you calling them personally you're not using a dial or anything this is you calling them and if they answer you're talking to him, or your team's talking to him or you're somebody's talking to him to convert that lead. It's not like just an automatic voicemail nonsense you're physically calling them right. In this
in this content in this context. Yes, yes. Yeah. I'm not I'm not a big fan. I know there's teams set up like that that have like, auto dialers and auto tags and going wide and that's not me. That's not my style. And I don't teach that style. Um, I'd rather go the slower, more methodical process and build relationships. And me too. Yeah, that's just my style, but approach and that's cool. So then I'm done here with my call session here and be done. And so I will just show you
so I'll show you one other
thing we do. Miss Call Report. So every single call we every single so not every single but the way we we've adopted so we have inbound phone calls. So these are inbound phone numbers that we have. So our browers are for our signs of Dr. Miami. Our signs in Miami have this number. We have it as a follow up last. And the reason we have it that way is every sign Hall comes into our office, we know it's a cycle, and we can treat that cycle differently. We can assign different people on the team to those cycles. Where's the
that's brilliant Edie and the one thing to add that I learned the hard way is I was using follow up boss and I was using my cell phone to call from the app. I got a number what I did is I ported my I had a Verizon cell phone number they use for lead gen and calls and Rachel and I would pass the cell phone back now. I got the number I ported it into follow up us. And now every call is logged in and noted and it's easier to make notes on the calls and dial it out so that you can have a work life balance too. So I don't have that cell phone ringing 50,000 times when I'm in the field on appointments. That's right,
that's right. So I can see if you see I'm not plugged into a lot of these phone numbers that are coming in. And I have different team members set up on them. And then so I can actually on the fly like for example, Roger, you'll see that he's been checked off. See Roger is not going to get calls because I'm off this list today because I'm going to be heading out and I'll be gone for the next three days. And I don't want to I'm not going to be in a mindset to be able to take calls from from buyers off signs. So it'll be Brendan and George and Roger also is going to be off so he'll let us know Hey, I'm gonna be off. Take a couple take me off the calls people get added on and off the calls as as as they see fit and as we see fit you know, based on their performance and our trust level with Holly manage leads, but going back to so that's how we set up so you can get creative you can have like a postcard, you know even when it's a postcard I wanted to afford my cell phone or I wanted to you know you can navigate that however you want. We have a missed call report which what happens is not all of these calls are truly missed calls. But there is a follow up boss will produce a report that is a missed call report. What that means is that the people on that assigned call didn't answer it. So I transferred to the office line. They may have been answered at the office, but we don't know that here. And so our VA will actually track back all these phone numbers and we'll try to match you'll see sometimes they're matched. Sometimes you say your name, but sometimes they have a match. So we'll make attempts to reach these people. Hey, you call their office, you know, Oh, yeah. What did you get? You know, so we want to make sure that every one of these people have been have been reached out to so I can go through this whole entire list.
Click here.
I click on any one of the names. And you see it says one of 267 I can just go one by one and see see this person we there was text communication between one of our team members in her texts calls I can see no name see, but no name was a sign. And he left a voicemail message nobody's at No Nobody returned the call. You know we don't we don't spend tons and tons of energy on these no calls. We attempt to make at least one phone call. And you know, at least just to say hey, if they don't answer we'll let them know hey, you reached out to our office you know you call me you may be called on a property or calling you back to see if there's anything we can help you with please give us a call back. You know what we're not going to be there. You know, I'm saying we're not gonna go crazy pursuing them either. But we do want to make that opportunity to make that call now. And in the case where we were able to engage with them, and we get their contact information. We'll we'll add you know this this agent added them put their phone number has the relationship assign the leads property add the right tags, good job on this one. And he has you know, he had a scheduled Meet and Greet but apparently that did not happen and it's super late. I don't know what's going on with that lead. So but you know it's a this is a bare I'm not kidding you guys it's a full time job to try to. It's so much it becomes it can become overwhelming trying to like capture it all. But the the need of the favorites things I told you is the list. I can see all these are today's leads as of as of today. I can see new seller, new seller leads the new seller lead. These are all the era members. I have a list with the CRM members and I want to send an email to all the year members. I can just go ahead and draft the email. And I can say hey, contact name first name comma,
hello
and my typing today is off.
Hello and then press preview and you'll see job Joe. Hello. And I can go through Maria. Hello, Ana. Hello, Mike. Hello, see and the whole everybody gets a personalized email from me.
You've gotten these from me before
and then I can not only that, but I can track the reporting. I can go here and I can see email batches. I can see what emails that we're sending out are effective and which ones are not. So this was an email I sent to our board to my realtor board. I sent it to 17 people 57 opens a clicks I can actually see who opened the email
altogether, you know
I got back saying you did the same. And so I can you can see who unsubscribes right obviously if someone unsubscribe from there, that'd be a problem. But here you're gonna get unsubscribed just the nature of the business. But here's some leads that we send 320 900 emails sent out. That's a fantastic open rate 42% That's great open rate, click through rates. Not as good. Here's some unsubscribes and some bounces so we can monitor to see are these numbers way off? Are they in track Okay, so we're getting good responses on their open. The click through rate isn't as good as we want it to be. Maybe we should add some language that's better on the action of click, click click on the link you're saying so that's that's how we use those emails. We got this list list again. So lists are really cool. We have our our database segmented into a b and c. A list is our absolute top multiple referrals, multiple transactions. These are people that will call me to write an offer on a Fizbo you know I'm saying those type of clients, those are my eight clients, those people get gifts from us and get invited to like really nice events that we do. They are top top of mind if I'm going to call anybody if I want to prospect. That's where I'm going to spend my time prospecting. I'm not going to waste my time with a C list. But I have three lists. But everyone A B and C get email because it doesn't cost me anything. A B and C also get a postcard once a month from me because it costs me something but it's worth the investment. So the list of people that we've worked with before that frankly, I'd rather not work with them ever again. Or they might not want to work with me quite frankly. So it's okay. Just just sometimes it doesn't. It's not it's not wonderful. It's just the way it is and I'm gonna spend spend my time trying to
build business with some tough clients that may or may not be the right people. We have it so a lot of
cool a lot of cool automations can be set up for around birthdays. I send you might have gotten an email from me saying happy birthday on your birthday. That was I'm sorry to burst your bubble but that was a automated email. However, it does come up on my my VA does check that and put it on my assistant and puts it on my to do list. So make sure I follow up and make a personal phone call so that I try to do as well. So that's that's how list work list are really cool. You can do all kinds of cool things with them. So tasks so every so my to do my to do list is here. I have to make these two phone calls today. Pretty simple. I have 421 future tasks I don't want to look at that might make my stomach turn. But right now today I got to do these two things. I'll do them and everybody will be happy. I've got my calendar here the calendar will show all your it'll synchronize with Outlook so it shows my schedule and it so it's all tied together. So my outlook and my follow up are scheduled is in one place which is fantastic for scheduling appointments with the client right so I can set up an appointment right there. Right in here. Really cool. Here's where the deal flow. We don't use this much for deal flow. I set up a synchronization. It's it's it's not 100% complete, but it it's it's missing some stuff and it's not in the right in the right categories in all in all cases. Reporting is really cool. I can see agent activity. So I can see, you know, total lease, cow and total agent activity. I can see all this kind of report and see how calls have changed over time. Over monthly. You know you can dig down in here and do all kinds of cool stuff with this. What I what I really have my team do is just pay attention to the calls in the last last week or so. And well, I don't I have the VA sends us a report every day. Let me see that. So I get a report of how many calls everybody made. They get it from here. I don't even know how quite frankly how she gets it but she gets it from here. You know, so I can see let's see Brenda. So Brenda and the last week is made 3050 53 calls that 36 People has connected to 4914 contacts 24 people. So this is her calls. And I can dig in to find out how many white people I can see oh, she could charge him. I mean, it's really robust. Lots of stuff. So what else can I tell you? Oh, this is a cool thing like this will show you what's happening. Like, okay, look, this lady Vivian Mercy has opened this email. That's one of my team members. She just opened it 25 minutes ago. So if that was a marketing email, now might be a good time to call her. It's not she's a board member she's so I do kind of mix in some of the personal stuff I do with the business stuff, but it's all you know. So here is a but here's a this this guy Jose is a new lead. He called in. He inquired, inquired about this property at 1139. Brenda sent him a text message I don't know what if you didn't call him before sending a text message.
Oh, there's an automated text message.
So we have automation setup, so that if there the time the lead comes in, and if a certain period of time passes, we'll send him a text message and then if he responds to that, great, if not, she has a task to call. Does that make sense? So she's got to call them today. And she will. And if not, she got to touch right away so he could respond to that and that'll engage a communication inbox. So your inbox there's one more thing is important to go over inbox I love inbox. My inbox is my text messages with all my people. This is a realtor responding. Sometimes agents try to bypass our system and try to reach me directly through here. But I generally when they do that, what I do is I respond to them via text saying hey, this is Eddie's Sales Team line to get to the office. You know to submit your offer reach out to the office so I redirect them. So I don't spend time going back and forth and being the point of contact for them. When I don't need to be they can. Our team can handle it. It's hard for me to do that. Because before I used to be like super hands on everything with every single agent. Are there 60,000 agents in Miami. So it's you know, and we've got, you know, 20 listings at a time at any given time. It's impossible for me to properly manage that. So I figure I just refer about so here's a text message from a client. I can see all the communication we've had. He wants me to run CMA for him. I've already put it as a task to run values again today. I asked Brenda to run the values for me she's already on this client. I can see that she's viewing the screen. So I can clear that task that texts
Okay, so I have
to refer him to somebody else. Here's a missed call. I can call that back. Here's a client just confirmed earlier today. I can close that out. And the benefit of this is that basically, the goal is to have a very clean inbox and have this down to zero. You got I'm saying so you're not you know, you have these tons of text messages. You don't know where to focus this. See my life. And I only have calls and texts you. So I miss a call. I get it. If I get a text. I get it. It's all here. So I miss a missed call. I have to return that. I have to respond to him. And I'll have to respond to these people. But I'll be done with this. This is as of yesterday, I have to call him back. This guy sent me some information. So it's just it's just that you know, setup point with this guy. So I'll do that. And I'll handle my task and I'll be that ready but you know what I mean? That's it. That's that's the whole kit and caboodle. I mean, there's a whole lot more in this thing can do. But that is the meat and potatoes of how we use it. Any questions that I can answer for him?
Yeah. And he shared this show and he shared this with me about three years ago and it took me two years to implement it. To get it home and work in properly the way it's a well oiled machine now. syncing your outlook is critical to me because then the outlook emails all school and follow up us. And to me the text messaging and not having 40,000 texts on my cell phone and being able to type on a keyboard is so much more efficient. And Rachel or Jonathan or try on my team can reply, and they're getting real time responses, but I can still see everything. Yeah, so I'm a single agent. I'm not a big broker. I don't have a bunch of buyer. I have no buyer's agents. So as a single user on a small scale, it's it. I listed a home today because Troy who's on the call with us, who's who's managing this with me followed up with a guy from two years ago and we listed his home today where I forgot about
you go. Yep. Yep, that's fantastic.
Well, thanks to you, Eddie. You know, because you know, you've kept pounding my head how to do it. Eddie took the time, sat down. With Rachel and Jonathan I at that time and helped us implement it, and then Troy's taking it to the new level. So it's really it's really working. Well. One other thing that we're doing is Troy tells me what to do more than my wife. So what he does is he does trailing TAs, so, like Troy. will have a call for me to call and then he follows up to make sure I did it. If not, he's given me shit. And call me to the carpet and say you better call that guy,
which it works. Yeah. So that's a
good way to have a team member. If you could have a team member that helps you with the flow in the process and kind of keeping what's what's up on the top up on the top. That's that's that's important, because right now you saw those two tasks, but the truth is that a lot of those were already cleared out by my assistant who differentiated for me based on my training, what I want there and what she knows what my schedule is like today, so she's going to only leave the stuff that she knows I needed today. And then everything else she'll push it forward for me and prioritize. So it's it's very helpful if you have somebody who's managing this for you, if you know if you don't, or the other option is just don't use follow a boss for tons and tons of leads and just use it for deep quality nurturing of your soI and your REO clients. That's another way that you can do it. And mean what I spend most of my energy on will follow a boss is nurturing those REO relationships through drip emails, super customized, very specific targeted emails that I send that are have a lot of value.
And that's how I use them
real quick I'll any questions
okay, I'm gonna do one more thing if I can figure out how to do it.
Stop share, screen share. And let's
I was going to screen share the mobile device. So you should be able to see like, what looks like a mobile device here. It is my mobile device.
So, this is
this is this is how it looks remember the same inbox that we're looking at here. Oh, you can't see it anymore. But this the same inbox we were looking at before. The same inbox we're looking at before is here. Just got a new text message. And I can see those I can see the recent activity people that are recently engaged in our thing. I can see our calendar, which is going to give me the my calendar view and sorry, I think here Yeah, that's the calendar view and then I can look up any contact. I can look them up by smart list, or I can just search them by name. And I can see their phone number I can see all my communication with them. I can see any outstanding task I have or appointments with them. I can see what source they are from the close business from my sphere of influence. That's I don't know if that's accurate, but I know we've done a couple of deals together. I can see their property addresses I can drive to one of their property addresses. So, you know, see his wife. If I want to make a phone call to him, I could just simply oops
I jumped over to the text message. Back to our search volume. Oh, let's see
I think like all your last searches or recent contacts you've made pop up here so that makes it really nice if you just go back to your people. But if I wanted to make a phone call to him, I click there and it gives me the options of his phone numbers that are in the database. For when I send a text message, click here. Give me the options to send them a text message. So for all intents and purposes, he has a phone number that he thinks is my cell phone. It's my follow up boss. It rings on my cell phone rings on my desktop at the same time. I can text and call some pictures. You can do everything I can do on a cell phone. So where I've had some limitations on that is like they're like aging. You know, in Miami, a lot of Latinos they like WhatsApp, which I can't I don't have a whatsapp number for that. Number. So there's some limits there. So I you know, either I don't have a whatsapp number or I give them the other number which I have a whatsapp connection to I don't think that's going to be an issue for most of you. Because unless you're dealing with our international buyers, that's not very often for me so I think that's it. I don't have anything else unless you guys have
questions.
But the main thing as a low level user is the up nursing home lights, we get them generated right into the CRM and we're following up with them and most agents fall off after four or five days. So we're pounding them for I just listed one that I think on Roberson was a lead maybe three months ago, non responsive and then boom, we kept touching her softly. And she sent me an email with the door code and said go look at the house. And we're listening it today for 550. So that's a cool thing that I'm seeing magic happen with that. That's the way to do it.
Yeah, that's the way to do it.
Because the others all stopped out. They got that lead. They make the call like I used to do for decades. And then you're just no follow up plan
that's it
so you just wanted a quick question. So you have all how many agents are you working with on FIP and they all have their own accounts then is that right? Other than your staff that you work with directly?
I have I have what I do is I have some staff and I have some agents all basically I don't have a big team but it basically just about everybody's on the on on their both on the staff side, and on the sales side. It cost me a little bit of extra money to have that but then as you saw with with the client example I gave you to have that all together in one place. From a customer service standpoint, I think is a big deal is if I ever want to make a phone call to him just to check in. I can you know Hey, I saw that escrow letter came in. I'm sure you got a copy of it. Did you see it? Okay, great. You have any questions? You know, I mean, I don't have to ask my team member where are we at with this? I know. So.
One of the things I really liked
about it, is when you make an appointment you can actually have the client on the back end. So it's kind of like an instant confirmation of the appointment that you're setting up on your calendar looks really professional. It's pretty cool stuff.
And it's an automatic text, which has which has saved me by the way. I've actually gotten response Yeah, sure. I'll see you then. And then I'm not exactly oh my god this right, that appointment. And it's it has saved because they respond to that automated text to remind them of the appointment. They respond in confirmation. And then you're like you're it's a reminder for you. That's terrible, but it's true.
I mean, it's happened it's kind of watching
notes when you're putting your notes in your system before Yeah, just send that out. You know, just make sure you got a real organized but you brought
up a good you brought a good point about the notes. They were working with the team like if you're here on the notes, Section Yeah, you make sure you're not sending a text by accident. Oh, let me show I'm not showing it hold on let me show
that you should be able to see that now. So if you're the
you're the notes, you can send an email from here you can send a text message and you can see the call log but if you want to note section and I go hey at Miguel. I just spoke to the seller, and he wants a copy of the escrow and then press Create note Miguel will receive an email saying you know you receive them know from Edie, follow up boss. Here's the message. Here's the contact page and click on there and and get back to me. I'll show you examples of that.
But that's pretty powerful. What he just said I don't know if you guys all contacted me. I didn't learn that for two years. If you type your team, like if I put Troy one at Troy for mine, it'll send Troy a message on that note, I was just putting the notes in there and copying and doing an email out. I didn't realize you could do you could just hit Add Troy and then it will send them a copy the note which is real cool,
right or I can send to the whole seller upon a bad seller pond. This lead is engaging or please reach out to you know, whatever, right if he was a seller upon in this case, from a customer service standpoint, see, this is all the message I've that my team and I have communicated regarding this client.
Wow. That
is a copy and paste. Oh hey, please reach out. For employment all the communication in
the email is clearly identified as a follow up boss response or something from there with a link directly to the client file. And that's pretty nice.
One other nugget that I learned the hard way is when you when you make the call and you're writing the notes in the call if you're calling through your follow up boss phone number which I do for my leads sometimes the note doesn't save so I created a note while I'm on the call and just logged the call. I don't know how you do it, Eddie, but I found the notes in the last call. Sometimes don't say and then I lose that note.
Yeah, no I I like to create a no, never been manually created. And usually it involves me messaging one of the team members to take action, right? Yeah, we're a follow up task for me to do.
That's a really good point to Eddie is that like if you close out a task, and you have no task on that person, you're never going to touch them again probably so I one thing that Troy and I've been trying to do on our leads or our contact is set the next task even if it's a month out or what it is I'm really trying to heavily task it because I'm not disciplined to go pull the list and do it but if it's a task I'm gonna do
that works. It's just a different style for me. All the tasks overwhelm me and then I get lost. I find I have so many tasks. I don't know which ones are the important ones and then i i promised somebody I was given to them by Thursday, and now I have I can't find that in the midst. But that's, again, that's a style thing. You can do it based on this RV one, but it's a person you guys are going to this is a learn by error or nerve my process thing and each team is going to figure out what works best for them. Just know that you have a really robust system that can handle whatever pretty much whatever you can come up with.
Probably one of the coolest things is separating out leads effectively is to use the tags and as as Eddie was saying, like your stages should be very limited, I believe in my opinion. And then sources can be whatever the source is, because it's a reality of where the lead came from. Once the source is set, it's not typically being changed again. The stage will change so you want to have fewer stages, but then you can make as many tags as you want. Because if you go and show them tags under admin Edie, I don't know how many tags you have, but you can. You can literally edit tags very easily. So like if you look at the list of tags, anything that has a little, the little pencil box icon thing, right there, you can go in and you can change the name of that task and it will if there's 100 files or 200 files associated with that tag. It's going to update all 200 of those files with the new tag file name so it's very easy to change tag names. It's not so easy to change stages and or sources on the fly. That can be done but in this way you can then make a tag and then if you go and eliminate a tag, it's going to tell you you got 15 files that are associated with this tag you need to tag them as something else. It's I think that's right, either that or under source I forget but really easy to do. And then you can find files. You can find all the files that are tagged specifically that which lets you then target people that you got zip codes there, obviously so that's really cool. A lot of zip codes. Yeah. And we do zip codes too.
So yeah, of course the big one. There's 135 people under the zip code. Wow. Yeah, I can dig down deeper. And I can add another tag and say okay, well how many of these tag check the tag and search and tell me how many these are seller leads? Well, or how many of those are buyer leads and then hey, I just listed a property in his neighborhood. Right so I have I just listed a house in the zip code 33169 Why wouldn't I just go ahead and select all and then send an email that allows does it in 33169. So that's the I mean, it goes on and on in terms of ideas and ways if you use it, but like if you're not using it, there's no value to it. I have a list here.
This is my
institutional client list is 2400 people and I have all the people that are leads in REO space. In here.
Eddie, can you export that to next I'll send it over to me. The other the other item is with the tags like I just had an REO on Quinella that had probably 50 inquiries, so I leveraged it to listen other house a half mile away. So the tag for Quinella Troy switched to Roberson and we're turning all that action over to Roberson now and feeding it over there in real time. It's pretty cool because all that transpired in three four days. So it's just an easy marketing tool to generate activity for that seller and I leveraged the reo property to get the seller to list with me, too. Yeah.
Is there a way to aggregate where the source where the leads come from the best leads come from the source? Yeah. And go back to our members and let our members know this is a source that really has produced good leads for the majority or for a good number of our members, or to go back to the source and try to negotiate a lower fee if there's a fee associated with the membership with that particular source.
Yes, yes. And I've shared that right. Like, you know, home light was a big source for us for a long time. Up next is another one. But I think it really is based on regions, you know, work, you know, I think it's going to have I don't know that that's going to be applicable across the board. You know, Joe kills it was up nests when I haven't I haven't done as well with this, you know,
so he's example. Yeah,
what happened with that real quick, Eddie is that realtor.com bought up nest, right so now what's happening is I'm doubling down on up next and I got a good relationship with one of the counselors there. And not not we're not talking price fixing or any disclosure because we have the president of the Association of Realtors of Miami on the phone, but I had to go to four apples, and I'm getting a lot more apples now. And what happened is anyone goes to realtor.com right now and fills out what the value of their home is and puts their information in up nurses send it to me for 35% referral, and I pay realtor.com No money. Yeah, so getting that loan. What I love is it's listings in a limited inventory market. But there's a lot of people for 1424344 So we know how to do reo, less commission and do more volume to make the money and we're not having to go out every week and check it and we're selling it in seven days you know, so in our market in Orlando, so that's really worked and we're just pounding the up ness and keeping them going. We've archive files with them. And a year later they became sellers and we still pay them.
Fantastic. But it's
right to the source and to answer your question. Mill Yeah, you can track the source of it. I do some antiquated things to and I'm not leveraging it to Eddie's level, but I'm just a single Realtor with the team. But and I'm not assigning binaries internally. So I'm the guy running but without this I couldn't. I think that with this system working it the way it showed me. I think with Troy managing it for me I should be able to double my volume. Well, no pressure.
A good number of people show up on the call today. disappointed that more didn't take advantage of this Eddie. I think this was wonderful. Offer your time to do this.
My pleasure.
Guys, like I said at the beginning the call if you saw something that you liked, and you want to like dig deeper, I'm willing to you know, I'm open book and share whatever I can share and hope that we can help help grow your business. That's what we're here to do each other. So count on that for me. There's some chat in the chat box
Thanks, Eddie. Yeah, no problem real quick question. I actually opened this email to give an example. Real quick. I'll give you this. Miami Dade County, some new ordinate new, new new thing, right. It has to do with money that's going out out evictions they're having they're giving attorneys money to really defend predictions for people who might be facing evictions. As I wrote this, they're providing legal assistance to occupants, and this probably will result in further delays and eviction timelines I wrote to the client, and I explained what the problem was and I provided some the solution the county's offering and explain to them what some of the challenges might come from this and broke down an email and I sent it out to this to 1000s of people as a result of this. I sent it to some lady. I didn't know who she is, her name was Mel and Wells Fargo. And I ended up going back ahead. Speaking to Jim, the head of default services for Wells Fargo on a one on one phone call as a result of this. And so adding adding sending emails, adding value explaining what's happening in your market, specifically, the ones I find work the best are changes in legal stuff that might impact real estate. So I would encourage you to look for those type of articles or get involved at your local level Realtors for state level and find out what changes are happening you know, California has a new law every five minutes. So you know, in California you have plenty of plenty of plenty of content there. And so yeah, those changes in laws are always happening. And so you know, write write a little excerpt about what's happening. What how you think that's going to impact pros and cons don't get too. I personally try to stay neutral and not get too dramatic. And then write it up, man I get like the amount of responses I get from that are really
really cool. So I'd say man, it's a little it's a little after. Unless we have some other.
Just one more quick question, Eddie. Do you track success rate on your open rate and click through what's not effective? And one thing that I've learned is that like, you gotta be really careful to segment this. You don't want to send corporate clients. They don't opt out real quick. If you send them like, Hey, I have a cookie recipe. No,
I don't send them either. They watch I'll show I'll show you right here. I opt them out. I have. Yeah. And I monitor that. For sure. They are not they're in their batch emails report Benjamins
sorry. This isn't a way you know, even though I know how to cook show, I don't send out recipes unless somebody asked me exactly. It was just a bad example. Deal and then people
still at school and they they want they can always reach out to you. Right? They know that something about you? I don't know that that and again, that might work with your typical client but you don't want to bombard these guys with
excuse. I had Rob Wiley. Asked me to add a couple of his VPS through my my gosh, the newsletter specifically to
that demographic, right. Well, it now
it's just about the marketplace in California in Southern California, in particular. And you know, it's got charts and graphs and a few other things on it. And I don't like the charts and graphs because they're always hard to read. And, you know, they based they're based on history. I don't want to get off topic, but but I was I was shocked. Nobody asked me ever. You know what I mean? You gotta beg him to put them on. And I just kind of blew me away a little bit. By the way, we do share those. Anybody needs a copy? Let me know and I cooperate with my former assistant. And and she'd be taking tailor it to your marketplace. So if anybody's interested in doing that, let me know
thanks a lot. Thank you. So yeah. You definitely don't in my view, you don't you want to have mercy that says no, this tag No, no MailChimp, no email blasts. I tagged them all that way. Okay. That's all I got for y'all. Thank you very much. I'm available. One time.
Thank you very much.
Later, what other questions or this
issue was recorded that
was being recorded? I don't see your
sharing. Organization has been maintenance. Re Are you there? I think the call is recorded and I'll be sending the recording link later on after
