Investors

I want to work with investors

Build repeat business with buyers who never stop buying.

Build a real estate business that fits your life — not a life that fits your real estate business.

Your first step this week

Learn to run the numbers on one rental in your market this week.

Investors hire agents who can analyze a deal, not agents who can open doors. Underwrite one property, then take that analysis to a local investor conversation.

Use

Say it and run it

The exact words and the checklist that go with this step.

Playbook · Ongoing weekly rhythm

Database & Follow-Up Plan

How to organize your CRM so nobody falls through the cracks and past clients keep referring.

  1. 01One list, one systemEverything lives in one CRM — the platform you chose through eXp CRM of Choice. Delete the spreadsheets and the notes app.
  2. 02Tag by relationship and timelineA = now, B = 90 days, C = someday, plus past client and referral partner tags.
  3. 03Set the cadenceA weekly, B monthly, C quarterly, past clients quarterly plus birthday and home anniversary.
  4. 04Automate the boring halfMarket reports and drip campaigns run automatically; calls and voice notes stay human.
Open the full playbook →

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