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Reverse Mortgage Success Stories & Proven Lead Follow-Up Strategies! | ATL Mastermind 598

Recorded Live on October 08, 2026

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!

In Episode 598 of the All The Leads Mastermind Podcast, real estate professionals share firsthand results, creative marketing strategies, and practical ways to turn leads into meaningful conversations and business opportunities. Longtime ATL subscriber Cleve discusses his experience with the Appointments Today calling service, which generated 32 conversations and approximately five to six opportunities from roughly 200 leads. He also shares how adding personalized sticky notes to his direct mail campaigns has helped encourage responses. Alan Ross reports two pending reverse mortgage deals after making approximately 45 calls, highlighting the importance of consistent outreach, accurate lead information, and effective opening conversations. The discussion also explores whether to contact probate leads without identified properties, how AI tools like ChatGPT and Claude can support real estate marketing, and why approaching homeowners facing late mortgage payments with empathy and practical solutions is more effective than immediately offering to buy their homes. 

00:00 Welcome and Ground Rules

01:49 Cleve Success Story and Sticky Notes

07:59 Boosting Answer Rates and Credibility

10:47 Laura Asks About Property Plus

15:50 Alan Reverse Mortgage Wins and DNC Concerns

26:44 AI For Probate Workflow

28:05 Claude Marketing Stories

31:52 Finding Probate Communities

34:37 Claude Vs ChatGPT Systems

37:01 Calling Spouses And Follow Up

41:07 Late Mortgage Call Strategy

46:08 Disarming Scripts And Questions

52:19 More Options Rent Back

54:02 Avoiding W Questions

56:59 Prefacing Hard Questions

58:02 Helping Homeowners Stay Put

58:55 Wrap Up And Next Steps

Key Topics

  • Real subscriber results: Cleve’s 32 conversations and approximately five to six opportunities from 200 leads.
  • Calling service effectiveness: How persistent follow-up and qualified conversations can create opportunities.
  • Creative direct mail: Using personalized sticky notes to encourage probate and late mortgage prospects to respond.
  • Reverse mortgage lead success: Alan Ross’s two pending deals from his initial outreach.
  • Probate lead qualification: Why leads without identified real estate may still be worth contacting.
  • AI for real estate professionals: Using ChatGPT, Claude, and other tools for marketing, content creation, and workflow efficiency.
  • Late mortgage outreach: Leading with assistance and potential solutions instead of aggressive sales pitches.
  • Building trust: Adjusting your conversations to each prospect’s situation and needs.

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