These episodes are recorded as a live Question and Answer Mastermind with participation from agents and investors across the country. Thanks for tuning in, and don’t forget to subscribe for future episodes!
Today’s episode is a tight, interactive Mastermind session led by Tim that brings together investors, brokers, and marketers to discuss how to grow a probate-related real estate business. The group dives into the evolving CRM landscape, weighing captive systems versus independent platforms, and shares real-world experiences with Go High Level, Salesforce, RE Simply, and other tools. We explore how to use a CRM not just as a contact list, but as a retention engine with drip campaigns, lead scoring, and appointment workflows that keep conversations alive. The discussion also covers the realities of probate and pre-probate marketing, including do-not-call compliance, holiday timing, and the importance of multi-channel outreach (mail, email, phone, and landing pages). Attendees ask for practical strategies to build relationships with attorney partners, generate steady referrals, and leverage CE programs to boost credibility. Throughout, the emphasis is on testing, measurement, and iteration—starting with a simple setup, then adding automation and integrations that fit your budget and goals. If you’re navigating probate, pre-probate, or lender-influenced markets, this episode offers concrete examples, vendor insights, and a framework you can apply immediately to increase response rates, win more deals, and maintain a healthy deal pipeline in changing times.
00:00 Welcome and Introductions
01:41 Industry Shift CRM Lock In
03:35 Poll What CRM You Use
05:48 CRM Deep Dives
15:05 Pre Probate Outreach DNC and Touches
21:50 Multi Channel Outreach
23:35 Follow Up Not Luck
24:13 Handling Call Screening
27:19 Mail Timing and Tracking
29:28 Concierge Positioning
36:19 Attorney CE Marketing
41:33 Guerrilla Pitch For CE
43:50 What CE Means
Key Takeaways:
- Effective CRM selection should align with your workflow, business model, and long-term growth goals—not just what your brokerage prefers.
- A consistent multi-touch marketing approach (calls, mail, text, and digital) significantly increases response rates across probate leads.
- Do Not Call compliance matters and should be understood clearly, allowing you to make informed, strategic outreach decisions.
- Building strong attorney partnerships can create a steady, referral-driven pipeline of probate and estate-related opportunities.
- CE-based educational sessions offer a unique way to position yourself as a trusted resource while opening doors to new professional relationships.
- Start with a simple CRM that fits your needs, then progressively layer in automation, integrations, and systems as you scale.
- Consistently measure, test, and refine your campaigns so you can identify what’s working and improve results over time.