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In this article, I’ll share close to two decades of experience as a licensed agent and small brokerage owner in Boston to help you compete and win listings with a dynamite listing presentation. We break it down for you, sharing how to create a knockout listing presentation AND how to crush your next listing appointment.
Mortgage technology company Uplist has launched what it says is a killer new tool that will help loan officers automatically generate refinance options for their clients. The tool also does modeling of potential savings for homeowners by analyzing various interest rates , closing costs and repayment options. ”
While reverse mortgage customers benefit greatly from low rates, the current high-rate environment doesn’t fully cancel out their potential use as a planning tool, he explained. I think reverse mortgages might be the single most underutilized retirement planning tool,” he told the outlet. “I
Our comprehensive guide to the best real estate marketing tools provides you with a helpful assortment of easy-to-use, effective marketing products to turn your business into a revenue engine in 2024.
The financial planning community is often sought after by reverse mortgage professionals as a referral source, as planners can help provide necessary clarity to their clients who are seeking the preservation of financial assets and continuing stability. sees reverse mortgages as a vehicle toward financial security for certain clients.
The objective is to build relationships, understand the needs of potential clients, and position yourself as a go-to resource when they are ready to buy or sell real estate. This includes using social media, email marketing, online advertising, and maintaining a professional website to attract and engage potential clients.
I predict these “buyer presentations” are going to start having as much depth to them as our listing presentations. With such a variety of skills comes the need for different tools, but I sense we’ve gotten carried away with so many tech platforms and software.
With the recent downturn in volume of new originations, many lenders are using this time to take inventory of the available tools geared toward risk mitigation and workflow optimization. Choosing the right tools to streamline the transaction from point of sale through loan closing can create a positive experience for the consumer.
Without the right tools to beat these odds, lenders have had little choice but to pour dollars and resources into new customer acquisition instead. Our clients retain as high as 65% or more of their past customers. “Our Our clients retain as high as 65% or more of their past customers. Last year, lenders originated over $3.7
Seasoned leaders, who have not only successfully endured but thrived in recent years, will curate unparalleled content, and have assembled top-notch experts to empower attendees with the tools needed to propel their business forward. Many have the team, processes, and market knowledge on rehab on REO listings to achieve maximum ROI.
“TomAI is helping me more than any other AI tool out there,” Tracy Duggan, a Memphis-based agens and Tom Ferry coaching client, said in a statement. A beta version of the tool launched in August 2023 for Tom Ferry coaching clients. or 8 p.m.”
The Arizona Regional Multiple Listing Service (ARMLS) announced a partnership with Lone Wolf Technologies that will give ARMLS subscribers access to a tool designed to give agents information to guide their clients through an uncertain market. ” This isn’t Lone Wolf’s first partnership with an MLS this year. .
The product is marketed toward real estate agents to help them build trust and credibility with their clients, a joint news release states. “In In today’s dynamic market, success hinges on effectively conveying your value as an agent and the unique benefits of the tools you use,” Chad Jacobson, CEO at PrimeMLS, said in a statement.
Artificial intelligence (AI) is becoming an increasingly common tool for consumers and businesses, primarily in reference to chatbots that can dynamically mimic human conversation and gather information. “For example, at Caring, we started using AI to assist with client-facing phone calls and to enhance our internal processes.” .
MoxiWorks , a real estate technology platform, just made it easier to create and share presentations thanks to its latest product integration. The company combined its two tools — MoxiPresent and MoxiConnect — to streamline the creation of presentations , buyer tours and annual property reviews to send the assets directly to customers.
Atlantic Bay, guided by forward-thinking leadership, empowers its LO’s with an open-architecture platform that delivers the marketing and sales tools they need today, while also providing a flexible framework to quickly adapt to the future technologies of tomorrow.
If you’re known in your market as the expert who successfully sells properties between $1 to $3 million, how do you start getting clients looking for homes valued at $10 million+? As with any challenge, it’s essential to prepare well and have the correct tools to have the best chance of success. Visit Agent Image 3.
It is an essential tool that allows agents to clearly communicate a pricing benchmark for a property. Successful agents create effective and accurate CMA reports that help their clients make informed decisions. CMA reports are simple and effective tools. It’s imperative that agents invest their time to properly prepare comps!
This trend isnt just about convenience its about trust and transparency, but for agents, it presents both challenges and opportunities. How do you stand out in a crowded digital space while leveraging technology to attract and serve clients more effectively? Thats where the power of social media comes into play.
There are many more moving pieces and loan originators spend a great deal of time communicating with clients and their real estate agents. Rocket Pro TPO helps accelerate the entire mortgage process with underwriting speed and by offering brokers’ clients the information they need in a concise and clear format. .
Here, we summarize the real estate software programs that help you capture leads, organize data and connect with clients more effectively — in a year that promises to be anything but typical. This combination is highly effective for agents needing to keep track of the latest MLS listings and manage client relationships efficiently.
Traditional equity-tapping methods — such as selling the home or taking out a home equity loan — could present lifestyle challenges, which is where alternative options like reverse mortgages can come into play. One financial planner — Jeremy Eppley of Owings Mills, Maryland — shared the story about why he recommended the product to a client.
The messages you convey to clients, referral partners, and even yourself can significantly impact your success. Use this information to educate your clients and referral partners. An informed client is a confident client. Frame challenges as opportunities: Every challenge in the market presents an opportunity for growth.
What’s the secret to nurturing leads and turning them into loyal clients? It’s a high-functioning customer relationship management (CRM) tool with robust features, integrations and automation. As your real estate business expands, nurturing your growing client base inevitably leads to a need for improved communication.
When an opportunity presents itself, she offers these clients educational materials from Mangus. It’s just been a very good tool for my business as far as being able to sell more homes, Di Pasquale said. This inform them of the HECM for Purchase product option to see if it might be an appropriate fit. I like puzzles.
The days of running back to the office to write a tricky email to a client, follow up with a lead, or post on social media are long gone — and they’re never coming back. It’s perfect for virtual tours, video calls, listing presentations, and more. If you want to thrive this year, choosing the right real estate apps is crucial.
Braheem, former co-founder of Loan Toolbox — an online resource for training, tools, support and coaching — launched The Loan Atlas, a mortgage coaching platform, earlier this year with mortgage executives and top loan officers joining as faculty members. So, kind of like a turnkey kit to get in front of a one-to-many type situation.”
Marroquin: Its certainly more than just writing a listing presentation. Let’s say you’re a top-producing agent and you have a lot of clients. Rather than going in and searching the MLS yourself, and having to pull out those names and then email clients, you can actually automate that process and use AI.
And it keeps customers on the financial institution’s website, so other scenarios can be presented. Black Knight strives to lead our industry in providing clients with tools that facilitate homeownership,” Madigan said.
Lenders and Appraisal Management Companies (AMCs) now leverage advanced AI tools to automate tasks, analyze vast datasets for market trends, and identify potential risks with unprecedented efficiency. GB: The integration of AI presents numerous opportunities to accelerate processes in the mortgage industry.
Luckily, the mortgage industry is cyclical, so let’s take a look at how you can turn a negative into a positive and grab clients’ attention through effective marketing , ultimately growing your book while others’ shrink. Below are a few ways originators can best present themselves to real estate agents and stand out in a saturated market.
ICE Mortgage Technology presents their solution that also serves as an overhaul of the home financing process. What sets ICE apart is how they’ve united different tools into a single platform. ICE’s sees this suite of products making a big difference for its clients.
These include the integration of forward mortgage professionals into the reverse mortgage business, how the Home Equity Conversion Mortgage (HECM) limit for 2024 could end up impacting the industry, and the openness of both clients and referral partners to reverse mortgage conversations. 2024 HECM limit On Jan.
Professionals should also leverage technology to give clients the best experience for the biggest decision of their lives. Based on a historical commission lawsuit enacted in 2019, the real estate commission landscape is undergoing significant change, reshaping how agents engage with their clients. Isn’t that promising?
Skillful negotiations can not only help you build a more sustainable career they can also help you earn higher compensation, get more listings, and achieve more satisfying outcomes for your clients. Know your client’s desired outcome Sometimes, you may need to lose a battle to win the war.
Offerpad's agent partnership program gives agents another tool when making listing presentations, and pays them a 3 percent referral fee when their client accepts an offer from the iBuyer.
Following other recent moves from the government-sponsored enterprises to the private sector, former Fannie Mae Head of Digital Products Henry Cason announced his move to FinLocker , a consumer-permissioned personal financial assistance tool. Presented by: WFG. FinLocker CEO Henry Cason.
Unlike other branded real estate groups, Forbes Global Properties is not merely a listing tool for agents — it offers direct and measurable access to potential high-net-worth buyers through Forbes’ worldwide media penetration.”. Presented by: Apartments.com. Asia and Europe.
Buyside helps real estate agents and loan officers engage homeowners with not just home value tools but also branded wealth optimization tips on their home’s equity so homeowners can now truly view their home as an asset. In 2020, Buyside clients closed close to $20 Billion in sales through Buyside, averaging over a 3000% ROI.
Prior to the promotion, Walters oversaw mortgage servicing, client experience operations and capital markets and technology teams at Rocket Mortgage. In the midst of this serious housing shortage, brokers need tools to help them provide top-notch service to homebuyers. Presented by: Rocket Pro TPO. “As Every Time. No Exceptions.
This experience, coupled with their use of proprietary and industry-leading technology solutions, has allowed MCRS to effectively serve a wide range of clients. MCRS’s approach to risk management helps clients understand these risks comprehensively, whether for newly originated or seasoned loan transactions.
By analyzing hundreds of relevant data points, including market trends, historical sales data, consumer behavior, credit card debt, and more, AI tools can forecast which properties are more likely to be listed for sale in the near future. Top tool: Market Leader Tools like Market Leader make driving sellers to home valuation pages easy.
This relative stability is good news and presents a unique set of opportunities for real estate agents. Relationships are a crucial part of lead generation, as one never knows who may be a client in the future or what services and vendors one may need to lean on when the market picks back up. About 38% of U.S.
Constellation Software acquired Optimal Blue last year, with then-CEO Kevin McMahon lauding Constellation’s ability to help Optimal Blue “further deliver on our commitment to rapid innovation for the benefit of our clients.” He encourages lenders to trust AI and add these tools to their workflow to make smarter lending decisions.
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