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First Outreach Steps, Creative Marketing Tactics, & Navigating Complex Deals! | ATL Mastermind 544

Recorded Live on September 04, 2025

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 All The Leads Mastermind episode #544 features an open forum where coaches and investors from across the country answer questions about probate, pre-probate, divorce, late mortgage and pre-foreclosure, and expired listings. Listeners hear practical plays for lead handling, including the first six touches, CRM workflow, and CMA-based value for property verification with tools like Property Plus. The discussion dives into strategies such as calling leads immediately after review, using unbranded thank-you cards, and leveraging video outreach with Dub to track engagement. They explore the power of multi-step mail campaigns (six to twelve months), the role of Probate Mastery and Probate Cash offers, and how to blend attorney and title-partner support without slowing momentum. Real-world examples highlight how a well-timed call, a well-crafted CMA, and a genuine service mindset can unlock new opportunities, even in challenging markets of probate, divorce, and distressed properties. This session emphasizes taking concrete action, sharing wins, and applying a repeatable process that builds trust, reduces friction, and increases closing probability across probate, pre-probate, and aging-in-place niches. 

00:00 Welcome and Introduction 

03:46 First Steps with Leads 

06:13 Property Plus and Lead Screening 

06:46 Success Stories and Client Interactions 

11:06 Sending Unbranded Cards 

15:01 Using Video for Client Engagement 

23:01 Training Resources and Objection Handling 

27:29 Probate and Real Estate Assistance 

29:46 Equity Programs  

30:24 Probate Cash Reminder 

31:42 Using YouTube for Probate Information 

34:10 Common Probate Forms 

34:36 Probate Cash Promotions 

35:32 Handling Objections in Real Estate 

36:21 Sending Probate Checklists 

39:18 Using Videos for Probate Marketing 

40:24 Dealing with Probate Properties 

46:28 Case Study: Inherited Property Complexities 

56:54 Closing Remarks  

Key Takeaways:  

– Use Property Plus to verify property types before outreach.  

– Call leads immediately after review and log results in your CRM.  

– Send unbranded cards after meaningful conversations to stay memorable.  

– Use video messages and track engagement via a platform like Dub. 

– Implement a six-month (and twelve-month) letter campaign to nurture probate leads.  

– Pair outreach with attorney or title-company support to close more deals.  

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