Prospecting – The Close Your #1 Source For Actionable Real Estate Advice Thu, 15 May 2025 16:29:54 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.1 https://assets.theclose.com/uploads/2017/12/theclosefbprofile2-60x60.png Prospecting – The Close 32 32 15 Real Estate Flyer Examples & Templates to Boost Your GCI https://theclose.com/real-estate-flyer-templates/ https://theclose.com/real-estate-flyer-templates/#comments Thu, 15 May 2025 11:57:55 +0000 https://theclose.com/?p=6916 Flyers play an active (and visible) role in most top producers’ marketing strategies. Let us help you build your vault of well-designed, easily editable templates for events, listings, recruiting clients, and more. 

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Real estate flyers are a must-have in every top agent’s toolkit. With a sharp design and the right message, flyers will help you promote listings, build your brand, and attract your next client. If you want a serious marketing upgrade, I’ve rounded up 15 real estate flyer examples to spark ideas and help you craft your next winning campaign.

1. Real estate flyer template showcasing property features

Real estate flyer template showcasing specific property features
  • Cost: Envato subscription starts at $16.50 per month
  • Editor: Adobe Photoshop

This sleek, high-impact flyer is perfect for agents who want to spotlight all the best features of a listing in one visually engaging package. With bold headlines, spacious photo sections, and a modern color scheme, it commands attention while keeping the info easy to digest. It’s ideal for listings packed with standout amenities!

2. Just-sold real estate flyer template

Beige just-sold real estate flyer template
  • Cost: Canva subscription starts at $15 per month per agent
  • Editor: Canva

Want to build your street cred in your neighborhood? This real estate flyer example is an innovative, polished way to showcase your latest sale and start conversations with nearby homeowners. With a clean layout, bold pricing, and room for all key specs, it’s a professional, no-fuss design that makes your success story clear at a glance.

Related Article
13 Just Sold Postcard Examples & Templates (+ Resources)

3. Just listed template for real estate flyer

Minimalist just-listed real estate flyer template
  • Cost: Agent Crate subscription starts at $39 per month
  • Editor: Canva

This elegant template highlights a new listing’s best qualities while maintaining a clean, editorial style. The multiple photo slots and dedicated “Why You’ll Love It” section allow you to connect emotionally with buyers while delivering need-to-know facts. It’s a perfect match for agents looking to blend sophistication with sales strategy.

4. Open house flyer template

Open house flyer template
  • Cost: Canva subscription starts at $15 per month per agent
  • Editor: Canva

This modern realtor flyer example clearly states that something special is happening. Its large, eye-catching fonts and minimalist layout put the event front and center. It’s an excellent pick for agents hosting a high-interest open house and wanting to drive real foot traffic.

Related Article
15 Open House Invitation Templates & Tips to Attract Buyers

5. Agent introduction real estate flyer template

Real estate flyer template with agent introduction
  • Cost: Agent Crate subscription starts at $39 per month
  • Editor: Canva

First impressions matter, and this real estate flyer helps you make a warm, professional one. With a strong visual layout, space for a friendly photo, and a section dedicated to “why work with me,” it’s perfect for farming new neighborhoods or dropping in mailers to build local visibility. Bonus points for the fun personal touch that makes you memorable!

6. Real estate auction flyer template

Real estate auction flyer template
  • Cost: Free
  • Editor: Adobe Express

With its red font, this flyer nails the urgency and excitement of a live property auction. Whether you’re working with first-time homebuyers or seasoned investors, this design lays out everything they need to know — timing, location, registration details — without overwhelming them. It’s a great way to build buzz and boost attendance.

7. Flyer template with neighborhood market updates

Market update flyer templates with five design variations
  • Cost: $10
  • Editor: Adobe Express

Keeping your sphere informed is a surefire way to build trust and stay top of mind, and this market update flyer makes it easy. With five clean, data-filled designs, you can share local trends and listings in a professional yet approachable way. It’s excellent for monthly touchpoints or newsletter inserts.

8. Spotlight high-end features with this magazine-like flyer

Modern house real estate flyer template formatted like a magazine
  • Cost: Envato subscription starts at $16.50 per month
  • Editor: Adobe Photoshop / Adobe Illustrator / Canva

I know — this premium template feels more like a luxury lifestyle magazine spread than a typical real estate flyer. It’s ideal for showcasing high-end properties with stunning visuals and room to highlight premium amenities like wine cellars and spa baths. If you’re marketing to luxury homebuyers, this one delivers on sophistication.

9. Selling with an expert agent flyer template

Minimalist real estate flyer template entitled "the roadmap of selling your home with an expert agent"
  • Cost: Agent Crate subscription starts at $39 per month
  • Editor: Canva

This roadmap-style real estate flyer example builds confidence by breaking down your selling process into digestible steps. It positions you as the expert while helping potential clients understand what to expect every step of the way. It’s a great leave-behind after listing consultations or open houses where you want to reinforce your value proposition.

10. Simple house for sale flyer template

Simple house for sale flyer template
  • Cost: Free
  • Editor: Adobe Express

If you want something straightforward and bold, this flyer does the job without fluff. The bright colors and strong typography make it stand out in a sea of mailers and bulletin board posts. It’s a smart choice when you need to get the word out fast without sacrificing quality.

11. Luxury property real estate flyer

Luxury property real estate flyer
  • Cost: Free
  • Editor: Adobe Photoshop / Photopea / GIMP

This flyer is designed to exude elegance and make high-end listings look even more aspirational. Its angular layout and crisp fonts give it a sleek edge, while the multiple image spots let you highlight luxury amenities. It is ideal for marketing cabins, vacation homes, or upscale retreats with a serious wow factor.

12. Apartment for rent real estate flyer template

Apartment for rent real estate flyer template
  • Cost: Free
  • Editor: Canva

This flyer gives off a fresh, modern vibe that renters will appreciate. With soft curves, calming colors, and inviting imagery, it’s perfect for marketing posh apartments or urban rentals. Plenty of space for contact info and a short pitch make it super functional for leasing agents on the go.

13. Home-selling process flyer template

Home-selling process real estate flyer template
  • Cost: $5.19
  • Editor: Canva

This flyer makes the complex home-selling process feel manageable and straightforward. Its step-by-step layout walks homeowners through each phase, making you look like a true professional with a plan. Great for listing appointments, home evaluations, or follow-ups with curious sellers.

14. Commercial space real estate flyer template

Building for rent real estate flyer template
  • Cost: Envato subscription starts at $16.50 per month
  • Editor: Adobe Photoshop / Adobe Illustrator

This modern design feels more like a retail ad than a traditional flyer — and that’s precisely why it works. Strong color blocking and bold fonts make it ideal for promoting office space, retail locations, or pop-up venues. It’s eye-catching enough to turn heads and informative enough to convert inquiries.

15. Find your dream home real estate flyer template

Find your dream home real estate flyer template
  • Cost: Free
  • Editor: Adobe Express

With its bright colors and playful design, this flyer brings a sense of excitement to the home search. The large headline grabs attention immediately, and the clean layout keeps your message clear. It’s an excellent template for first-time homebuyer campaigns or direct mail to generate leads.

How to create real estate flyers

You must tap into your creative side when creating real estate flyers. For some of us, it’s not that easy. The goal is to make real estate flyers that pop, so nailing the design and customization is essential. Here’s how to do it:

  • Pick the right design template: The first step in creating a killer real estate flyer is choosing the right design template. Think about the property’s vibe and who you’re trying to attract. Is it a sleek, modern condo or a cozy family home? Choose a template that matches the property’s style and grabs attention. A great design sets the stage for the rest of your flyer.
  • Customize to maximize impact: Now that you’ve got your real estate flyer template, it’s time to make it your own. Customizing your flyer is where the magic happens. Swap in your brand colors, choose fonts that reflect your style, and use the best images you’ve got that will show off the property’s best features. Ensure your contact info is easy to spot — you want potential buyers to get in touch.
  • Include must-have elements: Effective real estate flyers have a strong headline, essential property details, and a clear call to action that urges buyers to take the next step. Don’t forget, high-quality images are a must — they’re often the first thing people notice. A well-designed flyer can drive serious interest in the property.

Frequently asked questions (FAQs)




Your take

Engaging and eye-catching real estate flyers can help you stand out, connect with clients, and ultimately boost your GCI. Where do you usually get your sample real estate flyers? Share your experience in the comments!

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11 Best Real Estate Prospecting Letter Templates for 2025 https://theclose.com/real-estate-prospecting-letter-templates/ https://theclose.com/real-estate-prospecting-letter-templates/#comments Fri, 04 Apr 2025 12:38:54 +0000 https://theclose.com/?p=3398 Check out our comprehensive list of letter templates to send to buyers, FSBOs, owners of expired listings, and more. Plus we share actionable tips you can use to write your own lead-generating copy.

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In an industry where emails and social media messages are instant, sending handwritten real estate prospecting letters can feel like a breath of fresh air. It’s a great way to make a lasting impression, especially if pulled off correctly.

In this article, I’ll share 11 real estate prospecting scripts plus some actionable tips to help you craft letters that actually get results. By the end, you’ll know exactly how to use prospecting letters to generate leads and grow your business.

1. Expired listing prospecting letter

Expired listings are a goldmine for leads since these homeowners already want to sell. Most often, the main reason a home doesn’t sell is pricing. Maybe they didn’t follow their agent’s advice, or their previous agent lacked the confidence to set the right price.

The key is to empathize with their situation and offer a fresh solution that shifts the focus from blame to getting their home sold.

Related Article
7 Expired Listing Letter Templates & Why They Work

2. FSBO letter

Homeowners opting to sell on their own usually just want to save money and might not realize all the work involved in marketing a home. Show them the real value you offer by sharing free, actionable advice — using one of our best FSBO scripts to guide the conversation and build trust.


3. FRBO market research letter

Not all sellers are the same. You’ll eventually encounter rental property owners who want to maximize returns. When talking to them, be direct and tell them immediately that you can get them a better return on their investment than they are now.


4. Absentee owner letter

The struggle for property owners who don’t live in the area is real. It’s not uncommon for a homeowner to move before they can sell or inherit a property in another location where they don’t live.

These unexpected landlords practically have to hire someone to manage their rental on their behalf. But you can offer a solution to their long-distance rental woes.


5. New agent introduction letter

When you’re just starting, there are plenty of ways to prospect, but heartfelt, handwritten real estate letters to potential sellers truly stand out compared to simple Facebook posts. It shows you put in the extra effort, and people appreciate that personal touch.

Check out real estate coach Sean Moudry’s sphere letter for an excellent example — hit your strengths and remind your network that you’re their insider in the industry.


6. Referral request

Real estate referrals are an agent’s honeypot and typically provide the largest pool of prospects they can tap into. When you reach out to your network, you connect with people who already know, like, and trust you, so you don’t have to spend time convincing them how awesome you are.

Reach out directly and ask them if they know anyone who might need your services. It’s also a great way to remind them you’re their friendly neighborhood real estate pro.

Related Article
7 Savvy Ways to Get Real Estate Referrals

7. Local business prospecting letter

Entrepreneurs and businesses can become great allies in your community. Show entrepreneurs that you’re a valuable asset by aligning your services with their business objectives.

Engage with genuine curiosity about their businesses and a willingness to provide meaningful support. Focus on building long-term symbiotic relationships rather than seeking transactional opportunities.


8. Divorce prospecting letter

Divorce transactions will register high on the emotional scale and require a patient, empathetic approach — traits that newer agents might still be developing. If you’re an experienced agent ready for a challenge, here’s a letter to help you connect with divorce leads and guide them through the process gracefully.


9. Probate prospecting letter

Like divorce transactions, probate listings come with so much stress and red tape that we generally don’t recommend them for new agents. While it’s true that probate listings tend to sell quickly, dealing with grieving families and lawyers takes patience and a few years of experience.

If you’ve done your homework and feel ready to take on the challenge, here is a letter offering empathy and showing off your agent skills.


10. Preforeclosure prospecting letter

Preforeclosure letters are not easy to write. But in a challenging situation, your letter and services just might help someone out of a tricky financial crisis when they most need it.

The key to converting these leads is empathizing with their situation and remaining optimistic and realistic. Here is a prospecting script you can use:


11. Open house follow-up prospecting letter

Obviously, you want to circle prospect before an open house. But if you want to make a more personal connection with your open house guests, a quick letter — or better yet, a handwritten card — will have an excellent return on investment.

Just remember to keep it light, short, and friendly. Here is an example of a real estate letter you can use for inspiration:

7 tips for nailing your real estate prospecting letters

Copywriting is about persuasion and choosing the right words to inspire action. Remember, a well-written letter can turn prospects into clients, while a weak one gets tossed without a second thought. To help you craft your real estate letters, I’ve compiled this list of best practices designed to improve your response rate.

Tip 1: Personalize every letter

Use the recipient’s name and adopt a friendly tone. Make your greeting feel warm, like you’re writing a letter to a friend. A personalized opening helps your message feel genuine, not as if you’re mass mailing.

📝Examples: 

  • Hello, Kim! I came across something that might interest you.
  • Hi, John! I wanted to personally reach out.
  • Hey Archie and Sam! I love what you’ve done with your home.

Tip 2: Grab attention

Try using an attention-grabbing lede in your opening paragraph. The goal is to draw your readers in quickly before they toss your letter out with the recycling. When you use a strong hook to get your reader’s attention early in your writing, you’re more likely to draw them into your story and keep them interested.

📝Examples:

  • Are you leaving $80,000 on the table? 
  • Imagine waking up in the home of your dreams every morning.
  • You won’t believe what your neighbor’s home just sold for!

Tip 3: Build a connection

Once your reader is hooked and interested in what you have to say, it’s time to make a meaningful connection. Do that by pointing out a challenge your reader is most likely facing and empathizing with their situation. Let them know you understand where they are and how they feel.

📝Examples: 

  • I understand how challenging the current market is and how it must weigh your decision.
  • Many homeowners are unsure about their next step in this market — you’re not alone.
  • I know how frustrating it is to see homes selling fast and wonder if you’re missing out.

Tip 4: Give your unique value proposition

Now that you’ve made a meaningful connection with your prospect, it’s time to set yourself apart from your competitors. Share what you do that makes you a better choice than any other agent. What do you provide to your clients that other agents don’t?

📝Examples: 

  • Unlike most agents, I have a background in home staging, which means I can help you present your home in the best possible light.
  • I have exclusive access to off-market listings, giving my buyers an edge in this market.
  • When you work with me, you’ll get an empathetic ear, a caring touch, my years of probate expertise, and the professionalism to see your transaction through smoothly.

Tip 5: Provide the solution

You’ve introduced yourself, made a meaningful connection, showed empathy for their current situation, and shared what sets you apart from the competition. Now, it’s time to present the solution to the prospect’s problem. If you’re wondering what the solution is, it’s hiring you. 

📝Examples: 

  • Let me simplify your home sale, ensuring you get the highest price for your home in the least amount of time.
  • You don’t have to figure this out alone—let’s create a plan that works for you and your goals.
  • With my proven marketing strategy, I’ll get your home in front of the right buyers and maximize your profit.

Tip 6: Include a call to action

Now that you’ve convinced them that you are the solution to their real estate needs, tell them what you want them to do next. This doesn’t have to be sleazy or pushy. Make it simple. Just give them some direction on how to get in touch with you so they can hire you.

📝Examples:

  • Send me a text or call me at the number below to get things started.
  • No pressure — just a friendly chat. Reach out at {your number} or {your email}. 
  • I’m here when you’re ready! Feel free to schedule a free consultation at your convenience.

Tip 7: Finish like a champ

Be sure to thank them for reading your letter and considering you for their real estate needs. It’s courteous, and you want to end on a positive note. Also, don’t forget to include all your contact information under your signature. Include your website too, so they can learn more about you and read your real estate testimonials.

📝Examples: 

  • Thank you for taking the time to read this and for allowing me to present my value. I hope you’ll consider working with me to sell your home.
  • Thank you for allowing me to introduce myself. I’d love the chance to earn your trust and help you achieve your real estate dreams.
  • I’d be honored to assist you with your real estate goals.

Frequently Asked Questions (FAQs)




Your take

Whether you’re reaching out to sellers, buyers, or investors, a well-written letter can spark conversations and open doors to new opportunities. I hope you’ve picked something up from our real estate sample letters. Do you have unique real estate prospecting letters that convert well for you? Let us know about it in the comments!

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LionDesk CRM Review: Pricing, Features, Pros & Cons https://theclose.com/liondesk-reviews/ https://theclose.com/liondesk-reviews/#comments Thu, 07 Nov 2024 16:16:30 +0000 https://theclose.com/?p=1462 LionDesk is a powerful and affordable real estate CRM that offers a suite of high-end features—which is why we rated it as our number one pick among CRMs in 2022.

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LionDesk is a valuable real estate customer relationship manager (CRM) that helps manage your real estate business at an affordable price. Plus, it offers a suite of additional features, allowing you to grow your business in increments. It’s a budget-friendly tool to help agents close more deals with less stress.

Did I mention that the LionDesk CRM starts at only $39 per month? Check out my in-depth review of the LionDesk CRM below or jump to their website for a free 14-day trial. No credit card required—you just sign up and get started.

Visit LionDesk

LionDesk’s goal is to give agents, teams, and brokerages one simple tool for organization, lead generation, and lead nurturing. On paper, this sounds pretty simple. But, many software companies offer a Swiss army knife—a bloated tool with a dozen blades and gizmos, none of which work very well. 

LionDesk provides the basic tools to run a successful real estate business at a price that won’t cause a stroke. It’s also a great platform to get up and running quickly and easily without banging your head against the wall trying to figure out how to set it up.

LionDesk CRM scorecard
Pros
  • Clean, customizable dashboard
  • Excellent mass communication tools, including bulk text messaging
  • Automated drip campaigns, including text messages
  • Ability to add on additional features like lead generation and auto-dialer
  • Integrated landing pages
Cons
  • Can feel a bit clunky
  • Transaction management is basic
  • Analytics are basic
  • Not great for scaling large teams or brokerages
The Close Score
4.7
Pricing:
4.6
Features:
4.8
User Interface:
4.6
Automations:
4.5
out
of
5

What Is LionDesk?

LionDesk is a real estate CRM that gets a lot of things right. The software nails the basics, including bulk email, drip campaigns, and automation, while serving up some extras, tailor-made for real estate pros. With LionDesk, agents are in control of how quickly they want to expand their business with add-ons like integrated landing pages, lead generation, and a digital ad portal. 

I was really disappointed, though, to see one of LionDesk’s best features—its artificial intelligence (AI) bot, Gabby—eliminated from the platform. Still, with a 14-day trial, you can take them for a test drive to check out all the features before deciding whether or not they will work for you and your business.

LionDesk Pricing for 2023

LionDesk is one of the most affordable CRMs on the market while still providing a rather robust service to agents, teams and brokerages.

Plan Pricing

PlanPrice (Monthly/Annual)UsersWhat’s Included
CRM$39/$25 per month (40% discount for annual commitment)1CRM, automated drip campaigns, bulk email, video text and email, Facebook lead integration
CRM Premier$139/$83 per month1All CRM features above, single line auto-dialer, landing pages
Brokerages & TeamsCustomCustomCustom

LionDesk provides a full suite of services. In fact, one of the best things about their pricing is the nearly 40% discount for paying annually as opposed to month to month. But I like that they offer the flexibility of not being tied to a contract for agents who aren’t ready to commit.

You can go with the low, flat monthly rate of $39 per month and opt for a few add-ons, which are individually priced. That way, you don’t pay for what you don’t use. LionDesk add-ons include cold-calling power dialers, a digital ad portal, and custom landing pages.

Add-on Pricing

Optional FeaturesPrice
Texting: Bulk texting, 2,000 texts per month, Text-2-Sell, consent tracking$2 per month
Single-line Dialer$99 per month (included with Premier)
Multi-line Dialer$149 per month ($50 per month with Premier)
Landing Pages$29 per month (included with Premier)
Boost Facebook AdsAgent promotion ads at $99 per month and MLS listings ads $59 per ad (ad spend not included)

Comparing CRM Competitors Against LionDesk

The basic CRM from LionDesk at $39 per user, per month makes many other CRMs look pricey. Here’s a quick breakdown of how LionDesk’s price compares with other CRMs:

CRM PlatformPrice per Month
LionDesk$39
Wise Agent$32
Follow Up Boss$69
Top Producer$129
Market Leader$189
Real Geeks$299

In all fairness, some of the best real estate CRMs offer more than just the CRM itself. Some offer a full, all-in-one suite of features including an IDX-enabled website, landing pages, and the CRM to provide an entire ecosystem of services. 

But CRMs are as varied as a giant box of crayons. LionDesk, on one end of the spectrum, lets agents come in at an easy-to-manage price point and then add features as their businesses grows. That way, agents don’t have to pay for services they aren’t using. 

LionDesk does include several native integrations, like Zillow, Facebook, Ylopo, and SmartZip, but in my opinion, the company could stand to add more integrations to its menu. Thankfully, Zapier integrates with LionDesk to allow more flexibility to connect with a variety of applications. 

Video Walk-through of LionDesk

If you want to see the product in action for yourself, Chris Linsell, former senior writer and real estate coach here at The Close, takes you on a personal tour and review of LionDesk in this video. Check it out here:

My Reviews of Key LionDesk Features

Now that we’ve covered pricing and some of the differences between LionDesk and other CRMs, let’s deep dive into the features that are on point with LionDesk.

1. CRM Dashboard (4.6 out of 5)

When you first launch LionDesk from your browser, you’ll land on the dashboard. If you’ve ever used a CRM before, this will feel natural. LionDesk’s intuitive interface reduces the learning curve, so you can jump in and get started right away.

On the left, you have a simple, easy-to-read menu bar that gives you a quick shortcut to the main functions of LionDesk. This is also where you’ll see the Vitals view, which offers a quick snapshot of how you’re doing in your outreach efforts. It keeps a running tally of outgoing and incoming calls, texts, and emails. The Vitals section is customizable so you can pick and choose what’s most important to you.

LionDesk customizable vitals section

The Vitals dashboard is a visual way to encourage agents to push past their comfort zones and take their businesses to the next level. Only called three leads this week? You’ll see that number every time you log in to your LionDesk CRM. You also can view recent contact activity, see which tasks are due, track your expected total sales, and measure your activity for the year.

Your dashboard is highly customizable, which is ideal since no two real estate businesses are the same. The interface is clean and simple, not packed with distracting colors and graphs, which allows you to focus on the essential information and tasks. 

When I first started using LionDesk, I felt the dashboard was clunky (and if I’m being honest, kinda ugly) and not as much fun to look at. But I’ve come to appreciate the simplicity. I now understand that this streamlined approach eliminates distractions and helps me focus (and I definitely need help with that!) on the tasks I need to complete instead of on bells and whistles that can easily derail my productivity. 

2. Organization Tools (4.8 out of 5)

If you click over to the Contacts tab, you can quickly add or edit a current contact, bulk upload contacts from another platform with a CSV file, or directly import your contacts from platforms such as Gmail.

When you click on a contact, you get a wealth of information: emails opened, previous calls or texts, and as much biographical or deal data as you have on your leads. The information is tucked behind accordions, so while it’s all there, looking at a contact is not overwhelming.

LionDesk contact all activity dashboard

You can add custom fields for your contacts, such as how many children they have, their dog’s name, their favorite baseball team, and their credit score. All of this granular data comes in handy when it’s time for client outreach.

From this contact card, you can email, text, and even call your lead directly. Hit that little phone icon and your cell phone rings, connecting you. Imagine sitting in front of your computer, doing your regular calling, taking notes right inside your contact card. You can also add activities and tasks and include the contact in a campaign. Everything is right at your fingertips.

3. Bulk Communication Capabilities (4.5 out of 5)

Outreach in the LionDesk CRM is straightforward. You can reach out to your database in bulk based on your campaign strategy, saving you countless hours on the keyboard.

You can even set rules for leads from various sources. For example, you can set LionDesk to trigger a specific text message or video text message and send it to leads from your Facebook ads.

LionDesk has several campaigns already built and ready for action with specific groups such as closed clients and leads seeking home valuations. You can customize these campaigns if you want to, but they’re ready to go right out of the box.

LionDesk CRM campaigns

One nice addition to the LionDesk outreach is Cloud CMA. Cloud CMA is designed to pull data from your MLS to create a comparative market analysis in minutes. Since LionDesk’s acquisition by Lone Wolf, if you have a Cloud CMA account, it’s integrated with your LionDesk CRM. Don’t worry if you don’t have one—you can easily set one up. Once your account is connected, you can quickly and seamlessly create and send out a comparative market analysis to anyone in your database right from the contact page.

Access Cloud CMA capability from inside the dashboard

Bulk Emails

LionDesk makes it easy to send bulk emails to your contacts. For example, you can blast out a new listing to buyers, a quick intro to new contacts, or even a holiday video to your entire list.

LionDesk has a feature to help you see activity on your campaigns. So if any of your contacts opens and interacts with your email, you’ll know to jump in and engage with them, boosting conversion rates.

Bulk Texts

If you want the higher open and response rates you get from texting, LionDesk lets you set up mass text campaigns just as easily as email campaigns. Send out that new pocket listing to your hottest buyer leads via a quick text. 

Video Emails & Texts

One of the coolest features is the ability to record video directly in the platform and send it out to your leads via email or text message. I absolutely love having this feature baked into the platform. I used to have to integrate BombBomb into my CRM to access these kinds of video messaging features. With LionDesk, you can record a whole batch of videos and have an arsenal ready to add to any email or text message.

LionDesk CRM Video Emails & Texts

Texts get high open and response rates and videos are more personal, so why not combine the two and text out a walk-through of that pocket listing before it even hits the market?

Visit LionDesk for a Free Trial

4. Text-2-Sell

Using the personal phone number LionDesk provides, you can encourage leads to text you to ask for more information about a listing, a special buyer’s guide, a foreclosure list, or pretty much anything else. To be clear, this is an add-on feature included with texting, but at just $2 per month extra, it’s a pretty cool feature and worth the additional cost. 

Once a lead sends a text, LionDesk automatically responds and captures the lead’s phone number and contact information, adding it to your database. This is perfect for sign riders, flyers, or postcards when you want to track the effectiveness of your ads and collect phone numbers instead of emails.

Related Article
Predictive Analytics in Real Estate: Best Practices & Software for Agents

5. Landing Pages

LionDesk added the ability to create landing pages that will capture and integrate lead information. You can use one of their many templates and customize it with the easy-to-use, drag-and-drop design tool for an additional $29 per month. The pages are quick-loading, search engine optimized, and mobile responsive.

Examples of website templates inside LionDesk

6. The Power Dialer (4.8 out of 5)

LionDesk’s power dialer will let you upload and cruise through a list of for sale by owner (FSBO) or expired listings in one power session. While cold calling isn’t for everyone, you can also use cold calling scripts to follow up with your sphere of influence monthly to shake loose some referrals.

That said, the power dialer is not included in LionDesk’s already very tempting base price, as not every agent will need or want it. Instead, they offer the power dialer for serious cold callers for $99 to $149 per month, depending on whether you want single or multiple lines. A single-line dialer is included in the CRM Premier package. Premier users will have to pay an additional $50 per month for a multi-line.

Related Article
7 Proven Real Estate Cold Calling Scripts for Fearless Lead Gen

7. Facebook Ad Partnership (4.5 out of 5)

One of the dirty secrets of online advertising is that Facebook’s Ads Manager, while much easier to use than its previous iterations, is still a pain because it’s constantly changing. Who has time to keep up with Zuck’s mood swings, which seems to be how Facebook determines when to implement its latest changes?

LionDesk Facebook Ad Partnership

LionDesk used to provide Facebook ad design in-house. However, they have now partnered with Boost, where you can create custom ads by uploading images and videos, curate your audience, and even pull MLS data to create instant listing ads.

LionDesk custom ads

Once the ads are built and distributed, everything is totally integrated with your LionDesk account. The automation works its magic, and you reap the rewards. 

Boost is a separate subscription: Running agent promotion ads cost $99 per month, and listing promotions built from MLS listings are $59 per ad. Of course, that doesn’t include the ad budget.

Related Article
Real Estate Facebook Ads: 8 Best Practices & Examples for Agents

8. Brokerage Functions (4.8 out of 5)

Brokers can view advanced reports on leads, build drip campaigns assignable to individual agents, and get a global view of all deals in the office. LionDesk offers round-robin or time-based rollout lead distribution for teams and brokerages—perfect for setting everyone up with leads but not breaking the bank.

9. Document & Transaction Management (4.6 out of 5)

If you’re the type of agent who tends to accumulate PDFs (and who isn’t?), you can store documents right in LionDesk and access them from everywhere. 

The LionDesk CRM offers basic transaction management features to track deals, organize documents, and communicate with clients and other parties. While this is not a fully featured accounting package, it gets the job done. If you’re already using Dotloop or another piece of transaction management software, LionDesk has an integration that lets you plug it right into your workflow.

10. Integrations & Lead Management (4.6 out of 5)

Speaking of integrations, LionDesk is an open API, making it easy for other companies to plug in their software and stay compatible. For example, you can auto-import leads from Zillow, realtor.com, Trulia, and SmartZip—or set up blended campaigns from each source. 

You can fully customize your LionDesk experience by integrating the software you use for accounting, transaction management, and marketing. Linked to companies from Agent Shield to Zurple, the list of LionDesk integrations is massive and constantly growing.

Visit LionDesk for a Free Trial

LionDesk Alternatives

With all the great features LionDesk has to offer, it may not be the perfect solution for every agent out there. For high-producers or larger teams, it may lack some important features.

It’s fair to say that there may end up being a big tradeoff between a robust lead generation and website system a larger budget can provide. For example, if you prioritize a CRM with texting and video messaging, you probably won’t get it with one of the all-in-one platforms. So, it’s important to decide what really matters most for your business and your team before you commit to any platform. 

In that spirit, here are a few other CRM alternatives you can consider alongside LionDesk. I’ve linked a review from The Close to each of the companies below so you can explore further.

CRM PlatformBest For
Market LeaderAgents and small teams who want an integrated paid lead generation system with their CRM
Follow Up BossAgents and teams who want more flexibility to customize their CRM but don’t need a website or paid lead generation
Real GeeksAgents and teams who want a scalable, all-in-one, integrated website and lead generation system with more done-for-you features
Wise AgentAgents and small teams who are less familiar with real estate tech and need additional training and customer support
Top ProducerBrokers and teams who want a paid lead generation and nurturing system with team lead management
PropertybaseBrokerages and large teams who need to level up their lead generation and nurturing to increase their ROI

As you can see, real estate CRMs offer a spectrum of services and features. It depends wholly on what you want to do with your CRM as to which one will be the right fit for you and how you want to grow your business. And just because you choose one today doesn’t mean it will be the only CRM you ever use. Pick one that works for you, and when your business is ready to move to another platform, you can always shop around and see what the market has to offer.

Related Article
The 6 Best Free Real Estate CRMs for 2025

Bottom Line: How Does LionDesk CRM Stack Up Against Other CRMs?

If you’ve been putting off trying LionDesk, you’re missing out on a valuable real estate CRM that offers great features like lead nurturing, transaction management, video emails, and blended campaigns. 

In my opinion, LionDesk is a very attractive option for newer agents who don’t want to spend a ton of money. Though I was quite disappointed to see the Gabby AI bot killed off, I hope that LionDesk will bring back something even better to replace her. As of this writing, Gabby has not been replaced, and I’m really scratching my head over why. 

As a real estate instructor specializing in AI for real estate, I know how important a bot can be for nurturing and converting leads, especially for newer agents. I often talk about the many ways agents can leverage the tech in their businesses to get time back for more important stuff, like getting face-to-face with clients. So, for that reason, I see the killing off of Gabby a step back in the wrong direction. 

LionDesk was one of the first CRMs on the market to feature an AI bot that could act as an inside sales agent and help warm up leads. That placed them securely in the front of the CRM pack. Sadly, doing away with that feature will most likely change the way I (and many agents who loved Gabby) feel about their foothold in the marketplace in the future.  

Methodology: Why You Can Trust My Review

I’ve been a licensed real estate agent since 2018, and I’ve tested lots of CRMs. When I assess these software solutions, I approach them through the lens of a practicing agent who would use the platform in my real estate business. 

Using this expertise, I developed a rubric to weigh each software product against its competitors in an objective and balanced way, while adding context to my assertions.  To put together my rubric, I looked at dozens of real estate-specific CRMs and analyzed each one based on these criteria:

  • Pricing
  • Features
  • Integrations
  • Ease of use
  • User interface
  • Learning curve for implementation

 I also took into consideration any additional systems for: 

  • Marketing 
  • Data analytics 
  • Transaction management 
  • Pipeline management 
  • Automation

You can learn more about our methodology here.


Your Take

I encourage you to see for yourself whether LionDesk will work for your business using its free 14-day trial. It doesn’t even require a credit card. Play around with the functions and interface to get a feel for the platform. 

But remember, the best CRM for your business is the one you use. So, you ultimately need to decide what works best for you. Have a CRM question or opinion to share? Drop us a line in the comments below.

The post LionDesk CRM Review: Pricing, Features, Pros & Cons appeared first on The Close.

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16 Open House Scripts & Tools That Actually Get Phone Numbers https://theclose.com/open-house-scripts/ https://theclose.com/open-house-scripts/#respond Wed, 23 Oct 2024 20:26:46 +0000 https://theclose.com/?p=20281 If you want to connect with new prospects and get more leads at your next open house, check out this list of 15 scripts and ice breakers that will actually get you phone numbers and email addresses. Plus, we include three tools that can make the process even smoother.

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Hosting an open house is a balancing act. You’re trying to keep various conversations going, judging the interest in the property and making sure all who leave have a positive feeling about the home. Sometimes, you’ll need icebreakers for neighbors, while other times, you need to keep a serious buyer engaged. The right words can make all the difference. Below are 16 open house scripts for every situation, from greeting curious visitors to addressing tricky questions. Let’s dive in so you can turn more conversations into closings!

Open House Scripts
⭐Bonus: Download All 16 Open House Scripts⭐

Greeting Visitors

First impressions are vital in setting the mood of the entire open house experience. A warm and inviting open house script makes your guests feel welcome. By establishing rapport right up front, visitors will be much more inclined to interact with you and not feel hesitant to ask questions. This initial greeting doesn’t have to be overly complicated; you could just give some quick hellos and offer them open house food once they arrive. 

1. The Warm Welcome

Non-invasive open house scripts for realtors offer an invitation to converse. You will be approachable and visitors will be free to explore as they want. 

2. The Information Station

If you ever need to know what to say at an open house, try providing your guests with information. In this script, visitors are directed to essential informat

3. The Friendly Initial Meeting

Friendly real estate open house scripts invite the visitor to share their open house experience with you and, at the same time, set you up as a useful guide. Couple this greeting with a sign-in sheet form, and you’re off to the races.

Engaging Potential Buyers

Once prospective visitors view the property, you’ll want to initiate a conversation that stimulates their thoughts and decisions. Engaging potential buyers is about asking the right questions at the appropriate time. Whether you’re asking about their impression of the house or how it stands up against other properties they have viewed, these conversations deliver valuable information. A clear grasp of their highest priorities can help narrow down to specific features or benefits that the home may have to meet those needs. 

4. Digging for Search Criteria

This question encourages the visitor to give an opinion so you can learn something about their real needs.

5. Envisioning the Future Picture

Whetting visitors’ appetites by having them envision themselves in the space creates an emotional bond with the home, which is a crucial element of their decision-making process.

6. Checking Off the Wishlist

This script will expose the buyer’s core needs and position you as a resource, whether it be in this home or others. 

Dealing With Casual Lookers

Not every open house attracts immediate buyers only. Casual onlookers could be neighbors, window shoppers, or people simply curious about the market. Even the ones who are “just browsing” might become potential contacts for a later date. By making a good impression and letting the conversation be light with no pressure attached, you are leaving the door open for the future. 

7. The Friendly Neighbor Check-in

This conversation can turn an informal looker into a potential lead for the future while keeping a light, friendly conversation. 

8. The Curiosity Tap

Casual lookers may not currently be in the market, but perhaps something will spark their curiosity about the local market that could encourage them to buy or sell.

9. The Inspiration Seeker 

Casual browsers attend open houses for inspiration. By connecting them with resources or providing knowledge, you build a rapport that may translate into business when they are ready to purchase or sell.

Following Up After an Open House 

The work does not stop after the open house is over. Effective follow-up is critical to turning interested visitors into buyers. An open house follow-up call script puts you back into top-of-mind status, answers remaining questions, and allows extra viewings to be scheduled. That will be an excellent opportunity to sense interest and may provide more information for those teetering on the fence. A well-constructed follow-up email might state or reinforce the benefits of the property and keep the conversation alive. 

10. The Open Invitation

In this case, private viewing or further assistance is offered without compulsion to give the visitors space to decide for themselves while keeping the conversation open for further interaction. Here’s an example of an open house follow-up script message that could be an email or phone call:

11. Offering Expertise

This script positions the agent as a knowledgeable resource and adds value beyond just the property to help gain confidence and further the interaction. Similar to above, use it as a phone call, email, or even when people are exiting the open house.

Addressing Common Questions or Concerns

Buyers will have questions or concerns about the property, neighborhood, or certain features, and how well you address these may be the most important points to sway their decision-making process. Thoroughly answering questions shows your knowledge of the market and the property and alleviates their doubts. Whether it’s concerns over the age of the roof, the school district, or what kind of growth the neighborhood might see in the future, thoughtful and well-informed responses build trust. 

12. The Neighborhood Expert 

The detailed, relevant information you provide about the neighborhood often proves to be the deciding factor in their choice. This can help gain their trust and respect for your knowledge of the area. Example:

13. The House Condition Question 

Discussing the condition of the property upfront and providing related documentation, such as inspection reports, allows you to build confidence and demonstrate transparency in your dealings.

Turning Neighbors into Sellers or Referral Sources

When neighbors come to an open house, they are often curious about the property itself, the market, or even how their home compares. While they may not be immediate buyers, they present a unique network growth opportunity. That means talking with neighbors is equally important since they might consider selling their property. Make sure this script is part of your open house checklist so you can speak to them during the open house or with a proper follow-up. 

14. The Market Valuation Offer

The free valuation will help the neighbors assess their homes’ potential value and keep you in mind when they’re ready to sell.

15. The Referral Connection

Referral open house scripts open up your network for more business. Even if the visitor isn’t selling, they may know someone who is, and it keeps you top of mind.

Open House Visitor Information Collection Tools

Capturing visitor contacts during an open house is critical for follow-up and lead nurturing. Digital sign-in sheets let agents capture visitor information on a tablet or smartphone. These tools automatically sync the data into a CRM to streamline follow-ups and lead tracking. Other popular options include QR code sign-ins so visitors can scan in and input their info directly from their phones for reduced friction and increased participation. Here are three tools to help you collect open house visitor information:

Tool/Best For
Starting Price
Learn More
Top Producer: Best for email marketing integrations
$129 per user, per month
Visit Top Producer
Curb Hero: Best for dedicated open house application
Contact for pricing
Visit Curb Hero
Spacio: Best for social media sharing
$25 per month
Visit Spacio
ApplyDesign: Best for virtual staging your listing
$7 per coin
Visit ApplyDesign

FAQs




Bringing It All Together

Using open house scripts will take the stress out of those first interactions and give you much more confidence no matter what situation arises. Whether you’re greeting visitors, chatting with potential buyers, or handling casual lookers, these scripts offer a refined roadmap. They will offer you creative ways to involve neighbors and then turn them into future clientele or sources of referrals. Mastering these easy techniques will make your open houses much easier and open up business opportunities later.

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Mojo Dialer Review: Pricing, Features, Pros & Cons https://theclose.com/mojo-dialer-review/ https://theclose.com/mojo-dialer-review/#comments Wed, 04 Sep 2024 13:31:42 +0000 https://theclose.com/?p=78263 Auto-dialers have the power to triple the output of a real estate agent’s cold-calling outreach and get them in front of leads before the rest of the pack. But is Mojo right for you?

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Mojo Dialer is a powerful cold-calling platform that makes lead generation easy for real estate agents. With the dialing part automated, agents can easily multitask by reaching more prospects within the shortest time possible. In this review, I dissect the features, Mojo Dialer reviews from agents, usability, and general effectiveness of the platform for real estate agents. If you’re ready to take your cold calling to the next level, continue reading to discover if Mojo Dialer is for you.

Mojo Dialer logo

Pros:


  • Efficient multi-line dialing for faster prospecting
  • Smooth lead management with CRM integration
  • Ability to prospect on the go with mobile application
  • Customizable

Cons:


  • Can get expensive with lead store add-ons
  • Limited onboarding and training services
  • May require some technical knowledge for API integrations
  • No transaction management capabilities

My Verdict on Mojo Dialer & Why You Should Trust It 

When reviewing most lead generation-focused products like Mojo Dialer, I approach the arena thoughtfully and knowledgeably. I have put hours of research into reviewing all sorts of technology products, so I am confident in my findings and sensitive to what it takes to make agents effective in their business. My reviews are composed of hands-on research with a keen ability to compare technology to similar products while considering the feedback provided by actual users of such platforms. 

After looking at Mojo Dialer, I see it is indeed one of the finest tools for agents when cold calling. The app shaves off the burden of prospecting, so agents can spend more time focusing on relationship-building and closing. They no longer have to carry the weight of finding the contacts, picking up the phone, and dialing. Though no tool is perfect, Mojo Dialer offers agents efficiency and results. It delivers a worthwhile investment should you be a real estate professional needing to upscale your lead-generation activities.

Mojo Dialer Alternatives

While Mojo Dialer will service hard-core cold callers quite well, it could be better for some. Some real estate professionals might look for alternatives if they want features such as integrated CRM systems, more advanced automation tools, or a dialer that seamlessly connects with their existing platforms. Here are a few dialer alternatives:

Software
Why It’s a Great Alternative
Learn More
Ready to Purchase?
redx logoGives agent access to for sale by owner calling lists
REDX Review
Visit REDX
Sierra interactive logoAvailable lead generation through IDX websites
Sierra Interactive Review
Visit Sierra Interactive
LionDesk logoOffers email marketing and drip campaign capabilities
Lion Desk Review
Visit Lion Desk
Expired, FSBO, FRBO/Investor Leads plus Neighborhood Search Data
No review yet
Visit Vulcan7

Key Features of Mojo Dialer

Mojo Dialer makes lead generation easier and increases productivity by giving real estate agents innovative cold-calling features. It offers tools that make prospecting much more organized, so an agent can spend time on deal closure rather than manually finding ways to connect with prospective clients. The comprehensive set of features helps real estate agents run their day-to-day operations, staying connected to leads and monitoring progress efficiently. 

Prospecting Dashboard

Dashboard showcasing call statistics
Prospecting dashboard (Source: Mojo Dialer)

The Mojo Dialer prospecting dashboard is your nerve center for prospecting processes. From the dashboard, agents can gauge their daily activity at a glance. This visibility includes calls made, appointments set, and follow-ups needed. Agents can easily track their performance in real-time along with any performance metrics to keep pace with lead generation activities. The dashboard lets you group and prioritize your calls to make the most of every session. 

Mobile Application

 Screenshot of mobile application with caller information
Mojo Dialer mobile application (Source: Mojo Dialer)

Mojo Dialer’s mobile application is a game-changer for agents on the move 24/7. It allows you to take your prospecting on the road with the dedicated mobile app, enabling you to call and manage leads from your smartphone or tablet. The mobile app keeps you connected and productive whether you are heading between showings or off to client meetings. Plus, it syncs with your desktop account to pick up where you left off without missing a beat.

Doorknocker

Screenshot of mobile application providing neighborhood contact information
Doorknocker information (Source: Mojo Dialer)

Doorknocker is perfect for agents who combine cold calling with traditional door-to-door prospecting. With this dedicated mobile application, you can outline a neighborhood and track which doors you’ve stopped at, even leaving notes for follow-up. This feature helps agents add a personal touch to an in-person visit and makes following up on any potential lead super easy after a door-knocking session. The Doorknocker feature will organize your door-to-door efforts to maximize your face-to-face outreach.

Customer Relationship Manager

Screenshot of CRM with client information and details
Mojo Dialer CRM (Source: Mojo Dialer)

Mojo Dialer has an integrated CRM that makes lead management much easier. Agents can store contact information, record interactions, and even set reminders for subsequent calls or emails with the CRM. Since the CRM is integrated into the Mojo platform, your lead data will be in a central location, making pipeline administration more manageable without using another system. This allows agents to work on building relationships and tending leads properly.

Integrations

Screenshot of available integration icons
Mojo Dialer integrations (Source: Mojo Dialer)

The numerous integrations available with Mojo Dialer let agents connect the platform to other tools they use daily. Whether you have to sync it up with an existing real estate CRM, integrate it with email marketing platforms, or connect to other real estate software, Mojo Dialer integrations ensure your systems work seamlessly together. This flexibility enhances the platform’s overall efficiency and enables agents to perform tasks without juggling multiple disconnected tools.

Mojo Dialer Pricing

Mojo Dialer has tiered pricing for solo agents and teams. Each plan provides access to the CRM, copper-based hosted dialer with first hello technology, pre-recorded answering machine message drops, and multiple caller ID broadcasts. With upgraded plans, agents and teams can access lightning-fast live answer detection. 

Here’s a breakdown of Mojo Dialer Cost:

Product
Price for agents
Price for teams
Single Line Dialer$99 per license$89 per license
Triple Line Dialer$149 per license$139 per license
Mojo CRMIncluded$10 per user

Methodology 

At The Close, our research team performs thorough research to find the best cold-calling and prospecting platforms for real estate professionals. In this particular case, we have reviewed Mojo Dialer regarding efficiency for lead generation, features, ease of operation, pricing packages, and the level of customer support extended to users. We also looked at user feedback to see if Mojo Dialer is good enough to satisfy the needs and expectations of real estate agents.

Precise and reliable intelligence from our team helps agents and brokers make informed decisions in such a competitive arena. This research aims to provide readers with critical information that will help them enhance their lead-generation strategies and find success within the real estate industry.

Here’s how we evaluated Mojo Dialer: 

  • Pricing: 
    • We evaluated Mojo Dialer’s pricing by comparing the cost and availability of its plans to those of competitors in the industry.
  • Features: 
    • Mojo Dialer scored highly for its comprehensive feature set, which includes multi-line dialing, a built-in CRM, and a mobile app for on-the-go prospecting.
  • User Interface: 
    • The platform was evaluated for its intuitive design, whether it simplifies navigation, and whether it reduces the learning curve for new users. 
  • Support: 
    • Determined the availability and methods by which agents could get support. 
  • Ease of Use: 
    • Took into account whether agents could launch the platform with minimal training and whether technical capabilities were required to use the platform. 
  • Expert Scoring:
    • Our expert scoring aggregates all of these factors, considering pricing, features, user interface, support, and ease of use. 

Read more about our methodology here.

FAQs




The Bottom Line: Is Mojo Dialer Worth Your Money? 

The Mojo Dialer can be a game-changer for those agents who are prepared and confident enough to take on phone prospecting directly. Whether it be initial contact or following up with existing leads, the dialer offers different calling strategies for your needs. 

However, this may not be the best platform for agents looking toward other multi-channel outreach options, such as texting or email marketing. In the end, Mojo Dialer is worth investing in for agents who consider cold calling the prime axis of their strategy and can potentially improve lead generation a lot.

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Smartzip Review: Pricing, Features, Pros & Cons https://theclose.com/smartzip-review/ https://theclose.com/smartzip-review/#comments Wed, 28 Aug 2024 18:31:16 +0000 https://theclose.com/?p=13589 SmartZip uses predictive analytics to zero in on prospects and provide tools to strategically target them, all with an integrated, done-for-you marketing platform. But how does it all work? And could it make a difference in your farming game?

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In the real estate industry, where timing is everything, Smartzip gives real estate professionals an upper hand by marrying predictive analytics with targeted marketing. The platform helps agents recognize potential sellers before the thoughts of listing even cross their minds, making it a lead generation powerhouse. It leverages smart farming to generate real estate listings using its predictive algorithm. I’ve taken an in-depth review of Smartzip features, ease of use, support, and pricing to help agents elevate their lead generation strategy and grow their business.

Smartzip
Pros
  • Has built-in lead capture tools
  • Provides Smartzip analytics and reporting capabilities
  • Ability to integrate with CRM and websites
  • Phone and email support provided
Cons
  • Pricing is high compared to competitors
  • Team lead distribution is not offered
  • Phone scripts not provided
  • Customer service only during business hours
The Close Score
3.4
Pricing:
1.0
Lead generation features:
3.9
Advanced lead generation features:
2.1
Customer service:
2.5
Customer support:
4.0
Expert score:
4.0
out
of
5

My Verdict on Smartzip & Why You Should Trust It 

As a team of leading industry professionals who have evaluated real estate technology for years, we’ve spent many hours researching and analyzing platforms like Smartzip for a thorough and objective review. Our team also spent hours testing this platform’s capabilities and analyzing user reviews to see how its performance compares with others on the market. This approach qualifies us to produce an unbiased analysis of Smartzip reviews, features, and functions for all real estate professionals.

Map from Smartzip outlining Florida territories.
Finding your territory (Source: Smartzip)

Through predictive analytics, Smartzip sophisticatedly enables an agent to pinpoint potential sellers with high accuracy. Next-level integrations of targeted marketing tools within the platform boost its value in making an innovative resource for agents who strive to remain one step ahead. 

However, the platform could offer challenges for some users due to the cost and learning curve. Overall, with a solution such as Smartzip, you will get a return on your investment if you are willing to shell out the money for this lead-generation technology.

Smartzip Alternatives

There may be a lot of reasons to look for an alternative to Smartzip. Agents might want something more affordable and accessible or easier integration with an agent’s current tool and system stash. Some agents prefer more flexibility in terms of customization or ones whose focus is on different areas of lead generation, like social media integration or CRM capabilities. Here are a few Smartzip alternatives:

Software
Why It’s a Great Alternative
Learn More
Ready to Purchase?
Offrs LogoSeller leads are exclusive to each agent participating in the plan Offrs Review
Visit Offrs
Catalyze AI logoEvent-driven niche leadsComing soon
Visit Catalyze AI
Logo Top ProducerAll-in-one solution with CRMTop Producer Review
Visit Top Producer

Key Features of Smartzip

Many lead generation platforms provide you with the tools needed to search for and convert a potential client. Such features help agents save time, ensure their marketing efforts work to their full potential, and close more deals. From sophisticated analytics that will point to likely sellers, help boost an agent’s online reputation, or deploy effective marketing campaigns, Smartzip is a powerful tool to grow your real estate business. Below are essential features that allow real estate professionals to generate leads effectively. 

Smart Targeting

Dashboard identifying agent performance and marketing opportunities
Seller targeting data (Source: Smartzip)

Smart targeting is a key feature enabling agents to pinpoint homeowners most likely to sell. By leveraging predictive analytics and data science, this tool analyzes data points like property history and behavioral patterns to create a refined list of high-potential leads. The smart targeting feature also provides prospective clients with a Smartzip home estimate to help drive leads to landing pages designed to convert them to leads. Overall, the targeting feature helps agents focus their efforts on individuals more likely to convert, maximizing efficiency and increasing the chances of securing new listings.

Reach 150

Screenshot of an agent profile with reviews
Agent profile reviews (Source: Smartzip)

Reach 150 is a built-in marketing solution designed to enhance agents’ visibility and reputation in their local markets. This feature generates online reviews and referrals from satisfied clients to help agents build a stronger digital presence. Positive reviews boost credibility and attract new leads, as potential clients are more likely to trust agents with a strong reputation in their community. Agents can also use these reviews to promote on their website or social media sites to expand their network further. 

Market Pulse

Graphic with real estate data displayed in colorful sections
Market update data (Source: Smartzip)

Market Pulse provides real-time insights into market trends, helping agents stay informed about buyer and seller behavior shifts. This feature aggregates data from multiple sources to give agents a comprehensive view of current market conditions, such as property demand, pricing trends, and neighborhood dynamics. Agents can use this data to distribute to their network through email or social media and to foster conversation with potential sellers. By staying on top of these trends, agents can adjust their strategies and better position themselves to capitalize on opportunities. 

Smart Data

Line graph showcasing different data points
Historical data chart (Source: Smartzip)

The Smart Data feature contains vast amounts of property, demographic, and behavioral information to create detailed profiles of potential leads. This feature helps agents understand their prospects better, enabling more personalized and targeted outreach. Smart Data can include details like homeowner equity, loan status, and length of ownership, giving agents deeper insights that allow them to tailor their approach and increase the likelihood of converting leads into clients.

Free Agent Tools

 Screenshot of free downloadable tools for agents
Downloadable resources (Source: Smartzip)

The available free agent tools offer a range of resources to help agents manage their lead generation and marketing efforts more effectively. These tools can include everything from CRM integration and email marketing templates to lead-tracking dashboards and social media automation. By providing access to these resources at no additional cost, the platform empowers agents to efficiently manage their pipeline, nurture relationships, and maximize their productivity without incurring extra expenses.

Smartzip Pricing

Smartzip does not charge by lead but offers subscription pricing. The price varies according to the features and services a subscriber chooses, with a low of $299 per month and a high of $999 per month. This subscription is locked into a 12-month contract, which makes for a substantial commitment for real estate professionals. Noticeably, Smartzip has no free plan or free trial, so users must be very sure of the value the platform will bring to their business before subscribing for a long time.

Methodology 

Our team at The Close performs a deep dive into which lead generation platforms are the best tools for a professional in the real estate world. We took a closer look at Smartzip to evaluate its capacity for lead generation, features available, user-friendliness aspect, pricing, and the level of customer support provided to subscribers. We also analyzed user feedback and ratings to determine if Smartzip does justice to the needs and expectations of real estate agents.

Accurate and reliable insights can help agents and brokers make better decisions within an ultra-competitive marketplace. Our goal with this research is to equip readers with the knowledge they’ll need to succeed in real estate.

How we came up with our Smartzip review:

  • Pricing: 1 out of 5
    • Pricing plans were compared against the value they delivered and benchmarked against similar platforms within the industry.
  • Lead generation features: 3.94 out of 5
    • We considered whether the platform has basic lead generation features, considering if the analytics are predictive, and whether the leads generated are exclusive or not.
  • Advanced lead generation features: 2.13 out of 5
    • Determined whether there are more advanced features beyond the basics in place for lead generation and if such features were useful or not.
  • Customer service: 2.5 out of 5
    • Examined the accessibility of the support channels and consistency of the assistance given to the users. 
  • Customer support: 4.04 out of 5
    • Reviewed feedback from present and past users to indicate overall satisfaction and popularity of the platform.
  • Expert score: 4 out of 5
    • The score is based on independent analysis and hands-on testing of the platform’s overall performance and functionality.

Read more about our methodology here.

FAQs




The Bottom Line: Is Smartzip Worth Your Money? 

Smartzip provides agents with a robust platform to access a plethora of data points, along with smart reputation tools to help you tap only top-quality seller leads. The built-in range of tools, including Market Pulse and free agent tools, help streamline workflow and grow your business. However, the biggest downside to the platform is that the price is steep, with packages starting at $299 per month plus a one-year commitment. If agents are looking for a data-driven solution and you can afford the upfront cost, Smartzip might be a good investment in helping supercharge your lead generation efforts.

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Agent Legend Review: Pricing, Features, Pros & Cons https://theclose.com/agent-legend-review/ https://theclose.com/agent-legend-review/#respond Wed, 28 Aug 2024 18:06:32 +0000 https://theclose.com/?p=77469 Agent Legend offers an easy way to categorize and follow up with leads, wherever they may come from. But while it executes on a solid and simple software solution for nurturing your leads, it’s not a comprehensive product in terms of your full lead conversion system. 

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Agent Legend is an ultravaluable platform for busy agents who deal with a lot of leads but still want to be consistent in prospect engagement without the manual grind. This platform ensures no lead slips by automatically sending follow-up messages on several channels to increase your chances of conversion. My review will examine how Agent Legend’s automation features can redefine your lead management. I’ll review the key features and user feedback and analyze the pros and cons. Here we go!

agent legend logo

Pros:


  • It offers 2 months free on a yearly contract.
  • Free trial is offered.
  • Mobile application is available.
  • Phone and email support is available 7 days a week.

Cons:


  • Importing leads is only available on some plans.
  • Long-term lead nurturing is not available for solo agents.
  • There may be a learning curve for new users.
  • The price point may be high for new agents or small teams.

My Verdict on Agent Legend & Why You Should Trust It 

By researching, comparing, and evaluating products like Agent Legend, I want to give my honest, data-backed insights to help real estate professionals decide which platforms best fit their business. I have years of experience analyzing tools designed for the real estate industry, so my conclusions are based on practical knowledge as to what works and what doesn’t.

Agent Legend dashboard.
Agent Legend dashboard (Source: Agent Legend)

After rigorous research on Agent Legend, including user reviews and first-hand study of the platform’s features, this tool is quite useful for real estate agents for their lead follow-up. One of its strengths is personalization, which is often lost in automation. The platform could benefit from improvements to enhance the user experience, such as offering more marketing capabilities to help generate leads

All in all, Agent Legend will be best for the agents and owners who are already established in the field and ready to roll out into automation without giving up their personable touch. It’s not the answer for all real estate professionals. Still, if you care about quality in every follow-up and are serious about scaling your efforts, it’s a platform worth considering.

Agent Legend Alternatives

While Agent Legend is a potent tool for automating lead follow-up, it’s not one-size-fits-all. Sometimes, agents need different features, integrations, or pricing options to align with their needs better. If this sounds like you, I’ve found three strong contenders that could be a better lead follow-up fit for an agent:

Software
Why It’s a Great Alternative
Learn More
Ready to Purchase?
LionDesk logoOffers built-in CRM functionality but also includes additional marketing capabilities
LionDesk Review
Visit LionDesk
Lofty CRM logoProvides agents with a wide range of strategies to generate new leads
Lofty Review
Visit Lofty
Logo Top ProducerLeverages AI to help with effective lead management and real estate farming
Top Producer Review
Visit Top Producer

Key Features of Agent Legend

What makes Agent Legend relevant is the powerful tools it has to offer. The platform is designed to be user-friendly, fully automated, and focused on keeping an agent ahead of the leads without all the laborious manual procedures. The system is also flexible and tailored for personalization for agents who wish to do more realistic prospecting. Below are five critical features contributing to making Agent Legend beneficial to a real estate business owner.

Mobile Application

Screenshot of mobile interface with contact information and communication
Mobile application (Source: Agent Legend)

Agent Legend’s mobile application allows agents to manage their lead follow-up on the go. Whether you’re showing property or just sitting down to meet up with a buyer, the mobile app gives full access to your campaigns, contacts, and follow-up sequences from your smartphone. This flexibility helps to make sure you never miss an opportunity to engage with a lead, even when you’re not at your desk. 

Seamless Integrations

Screenshot of integration creation within Agent Legend
Agent Legend integrations (Source: Agent Legend)

Integrating seamlessly with top CRMs and other real estate technologies, Agent Legend fits right into your tech stack. These seamless integrations ensure smooth data transfer, so your leads will flow automatically to Agent Legend from other platforms. Whether using popular systems like Follow Up Boss, Salesforce, or BoomTown, Agent Legend integrates without disrupting your current process. This seamless integration reduces manual data entry, keeping your lead management organized and efficient.

Personalized Follow-Ups

Personalization of follow-up in Agent Legend platform
Personalized follow-ups (Source: Agent Legend)

One of the standout features of Agent Legend is to ensure that it will personalize follow-ups while still automating the process. Agents can be unique in their messaging style and personalize the content concerning any prospect based on their needs. The follow-up personalization is necessary so the leads feel they are important to the agent at the other end, not simply one more record amongst hundreds in an automated file. 

Intuitive Dashboards

Graphs and charts on lead metrics
Agent Legend dashboard (Source: Agent Legend)

The dashboards at Agent Legend visually display key metrics so you can see at a glance exactly how well your follow-ups are working. Everything is laid out effortlessly and is self-explanatory, from open rates to response times, even for those who aren’t tech-savvy. This vision enables representatives to make data-driven choices, allowing agents to modify and enhance their follow-up strategy.

Customer Support

Headshots of various customer service professionals
Customer service (Source: Agent Legend)

Behind Agent Legend is a top-notch customer support team. They are very responsive, and this team focuses on ensuring that all users get the best results from the platform. If you are setting up your first-ever follow-up campaign on leads, then the support team is there to guide you through. Apart from the personalized support, Agent Legend offers a knowledge base and tutorials, allowing users to troubleshoot. 

Agent Legend Pricing

Agent Legend offers different price points to scale with a real estate business accordingly. The starter plan will suit solo agents who need basic lead follow-up and introductory-priced tools. The professional plan adds more advanced features like bulk lead import and a larger contact base for growing teams. For market leaders, there’s an enterprise plan fully customized to suit your needs with unlimited contacts and tailored onboarding. Here’s the Agent Legend pricing breakdown:

PlanMonthly Price Yearly price per month
Starter$124$103
Professional $249$208
Enterprise Contact for pricing Contact for pricing

Methodology 

We have a team of real estate-centered analysts and editors looking into the best lead follow-up programs, which allows us to provide a professional review of Agent Legend. We emphasize the platform’s automation capabilities, ease of use, pricing structure, and quality of customer support. We also analyzed user reviews for comments from real estate agents and brokers on how well Agent Legend meets their needs and expectations.

We aim to provide credible and reliable insight into helping agents achieve enlightenment for proper decision-making in the current competitive markets. We hope to empower real estate professionals with information to make the best of their lead follow-up and workflow.

We came up with our Agent Legend reviews: 

  • Pricing:
    • We examined the price structure and various plans offered on the platform and pitted it against other offerings in the market.
  • Features:
    • We carefully examined what Agent Legend has to offer in terms of automation, CRM integration, and personalization at the core of this tool.
  • User Interface:
    • We tested how well we can navigate throughout the platform to get a feel of how easy or intuitive it is for an agent to go through it.
  • User reviews:
    • We went over real-user feedback to understand their experiences, challenges, and general satisfaction with the platform.
  • Support:
    • We considered Agent Legend’s availability of customer support and its responsiveness, along with the resources that would be available to a user, such as tutorials and knowledge base articles.
  • Ease of use:
    • We reviewed how easy it is for both fresh and professional users to set up and manage their lead follow-up campaigns within the platform.

Read more about our methodology here.

Frequently Asked Questions (FAQs)




The Bottom Line: Is Agent Legend Worth Your Money? 

A couple of excellent features make Agent Legend one of the more successful solutions for the automation and personalization of lead follow-up in real estate. Some of the best features include a mobile application, seamless integration, and intuitive dashboards for great lead insights. 

While personalization options are very good in a lead follow-up platform, excessive automation risks rendering the interactions somewhat less than genuine unless it is correctly controlled. Overall, Agent Legend is well worth the investment if someone has to handle a huge volume of leads to optimize lead management and increase conversion rates.

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7 Proven Real Estate Cold Calling Scripts for Fearless Lead Gen https://theclose.com/real-estate-cold-calling-scripts/ https://theclose.com/real-estate-cold-calling-scripts/#comments Thu, 25 Jul 2024 13:41:07 +0000 https://theclose.com/?p=4482 We know firsthand how intimidating dialing up strangers can be. That's why we put together this step-by-step guide using tried-and-tested real estate cold calling scripts that will boost your confidence, plus expert tips and advice.

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Cold calling can be a highly effective and rewarding strategy for agents to generate new leads and build their client base. Experienced agents will tell you it’s an essential part of lead gen, while others claim it isn’t worthy of the anxiety and frustration. But at The Close, we believe that success in cold calling comes from preparation and persistence. To help get you started, I put together these tried-and-tested real estate cold calling scripts, why they work for prospective clients, and some tips for improving your cold calling skills.

Preview image of downloadable cold calling scripts

Download the Best Real Estate Cold Calling Scripts

Before Cold Calling

Before you begin cold calling, you need to be aware of the regulations such as the Telephone Consumer Protection Act. The National Association of Realtors established guidelines to know your responsibilities as a cold-calling agent. Here are the main points:

  • Obtaining consent is essential when cold-calling potential clients.
  • Agents must ensure they do not reach out to the numbers listed on the Do Not Call (DNC) registry. Always check your call list against the DNC registry to avoid violations.
  • As agents, you are responsible for complying with other state-specific regulations. These include registration, call time restrictions, and penalties for telemarketing violations.

1. Expired Real Estate Listing Cold Calling Script

Expired listing cold calling scripts for realtors can be tricky, especially when homeowners are inundated with calls from numerous agents, often on the same day. Stand out from the competition with this script from REDX.

Why it works: In this expired listing script, the agent isn’t pretending they’re the only game in town. Instead, they openly acknowledge their competition, which provides a fantastic opportunity to say, “While I recognize you’ll hear from many agents, I bring a deeper understanding of the neighborhood. Here’s why I’m uniquely qualified to represent you.” Also, extra points for this script for cold calling real estate for using a specific day and time to set up an in-person meeting.

2. Basic FSBO Cold Calling Script

Many real estate agents consider the FSBO prospect a perfect lead for cold calling. The owners have already announced to the world that they want to sell—all you have to do is convince them they need your help. David Hill’s excellent real estate cold-calling scripts help you navigate a seller’s concern about saving money. 

I’ve added some mock responses to this script so you can practice hearing “no” and learn how to overcome those initial rejections to get a listing appointment.

Why it works: This is a great script for an FSBO because it’s direct. The agent isn’t afraid to ask why they aren’t using a professional. And for every reason, this agent has an answer. The object here is to get in front of the seller, and this agent does that by thoughtfully addressing each of their concerns.

Note that there’s no haggling over the commission. Try to refrain from making any commitments regarding numbers. Instead, ensure you hear and understand the prospect’s wishes and concerns. You can always say, “I’m making a note of that…,” which shows that you’re listening but not making any promises.

3. Advanced FSBO Script: The Diagnostic

I like this thorough script from AgentFire, which keeps the conversation going with thoughtful questions. By actively listening to the seller’s responses, you’ll be able to identify their pain points and effectively demonstrate how you will resolve them.

Why it works: As with the Basic FSBO script, the agent’s goal is an in-person appointment. In this cold calling script for real estate, the seller feels heard because the agent asks thoughtful questions and validates their concerns while still offering a solution. This script is sure to set the tone for a great in-person conversation. Additionally, “I have a few buyers who might be interested in your property” is genius because it gets your foot in the door. Anyone who’s ever sold a house knows this is music to a seller’s ears!

4. Circle Prospecting Cold Calling Script

Circle prospecting is a great way to increase your exposure in neighborhoods where you’re already active. Deploy this circle prospecting script from the indelible Ricky Carruth to go after homes in neighborhoods where you’re the listing agent.

Why it works: The great Ricky Carruth understands that not every cold call leads to a listing or in-person meeting. However, he considers a cold call successful if he can secure an email address. Put that email into an email marketing drip campaign, and with some top-notch lead nurturing, you might just be their new agent. 

5. Open House Invitation Cold Calling Script

Here, Kevin Ward leverages all of the work that goes into hosting an open house by using it as a reason to cold call and extend personal invitations. This strategy becomes extra effective when you customize it to your unique situation.

Why it works: This is another opportunity to get in front of people. If you personally invite someone to come to an open house, not only are you meeting them in person, but they are getting to see you in your element! Additionally, I appreciate Kevin’s enthusiasm throughout—this script serves as a good reminder to be upbeat, friendly, and positive! Of course, people on the other end of the phone can pick up on fake sales telemarketer friendliness instantly, so make sure you’re being your authentic self.

6. Script Responding to an Online Buyer Query

If your marketing, website, and landing pages are doing their job, you should have leads filling in their information to get home valuations, property listings, and valuable free content. Now that you have this contact information, what do you do with it? This script is the perfect way to introduce yourself to buyer prospects and start what is sure to be a profitable conversation.

Why it works: This script is professional, helpful, and concise. If someone is starting their homebuying journey, they will appreciate this agent’s communication style. While it’s not a true cold call since the lead has already made the first move, treating it like any other cold call will set you up for success with cold and warm leads.

I also love that the agent has confirmed that the potential homebuyer did fill out the online form. This further qualifies a lead and shows that the agent respects the lead’s time and wishes. It’s basically getting permission from the lead to make a pitch.

7. Real Estate Cold Calling Voicemail Script

According to Pipedrive, 80% of calls go to voicemail, which means leaving the right message needs to be an important part of your real estate cold-calling strategy.

Why it works: This option is great for real estate agents new to cold calling. Some strategists argue that leaving a voicemail can turn a cold call into a lukewarm one. It establishes who you are and why you’re calling in a warm and friendly tone, but it doesn’t include your pitch. The goal is to secure that following conversation when they call back or you make a follow-up call.

Tips for Leveling Up Your Cold Calling 

Real estate cold calling requires much more than picking up the phone and dialing a random number. If you want to excel at cold calling as a lead generation strategy, here are some tips to follow and remember:

Tip 1: Prepare & Maintain a Positive Attitude

Build a strong opening that you feel comfortable with. Start with a friendly greeting and a clear introduction to why you’re calling. Or, mention something interesting, like a recent market activity or a specific property, to capture interest. Practice your opening real estate script with a friend or a colleague until it feels natural and confident. This sets the tone for the rest of the call, so ensure you’re optimistic about engaging your prospect.

If you get rejected, don’t take it personally. Rejection is a natural part of cold calling. Every agent gets rejected at some point. Instead of feeling discouraged, view each rejection as an opportunity to learn and improve your real estate cold calling script. Remember, persistence and a positive attitude are vital to turning cold calls into successful connections.

Tip 2: Let the Math Motivate You

A study by Baylor University on real estate cold calling revealed that, on average, it takes 209 calls to secure one listing appointment or referral. While this may seem daunting, here’s a silver lining:

A dedicated real estate professional making 100 calls daily, five days a week, can generate about two weekly listing appointments or referrals. Over a year, assuming you work 50 weeks, this results in around 100 prospecting appointments annually. So, rather than focusing on real estate objections, rejections, wrong numbers, and hang-ups, concentrate on the positive outcome of determination. The numbers work in your favor; consistent effort will lead to more listings.

Tip 3: Use an Auto-dialer

An auto-dialer keeps you focused and gets you through your call list faster. It can decrease your phone time by more than half. REDX’s Power Dialer claims to boost your call volume by over 400%. Wouldn’t that be more productive?

A screenshot of REDX's power dialer
Connect with more potential clients using REDX’s Power Dialer (Source: REDX)

If you aren’t familiar with REDX, it is an essential tool for cold callers. It gathers all your expired, FSBO, FRBO (for rent by owner), and preforeclosure leads in one place. By aggregating data across the web, the platform compiles contact information into a single dashboard. Then, you can use the built-in auto dialer to knock down your call list every day efficiently. Want to start booking more listing appointments? REDX is offering to waive its $150 setup price for The Close readers.

Tip 4: Mind Your Timing

New agents often wonder about the best time of day for cold calling to achieve the best results. While opinions may vary, data from a Baylor University study indicates that the most productive time for cold calls is between 10 a.m. and 2 p.m. On the other hand, the least effective time to make calls is in the evening, after 5 p.m., as people are winding down from their day and may be less inclined to engage.

Start with these recommended times, and adjust based on your experience. Consistently calling during optimal times can increase your chances of securing appointments.

Tip 5: Track Your Results

Tracking your results is essential for improving your cold calling strategy. Record which real estate phone scripts yield the highest success rates and the most effective times to call.
Using the right tools enhances productivity and keeps your effort organized. With that, we suggest a good customer relationship management (CRM) tool where you can track your calls, the days and times you called, the number of conversations, as well as rejections. If you’re looking for an affordable, full-featured CRM, consider one of our top picks, LionDesk.

A screenshot of the LionDesk CRM interface
Manage your calls more effectively using LionDesk (Source: LionDesk)

Tip 6: Always Follow Up

After the initial cold call, send a thank-you text message or email to reinforce your conversation and keep the prospect engaged. And just like your initial cold calls, time your follow-ups to avoid annoying your prospects. Remember, following up regularly and respectfully shows persistence and professionalism.

FAQs: Real Estate Cold Calling Scripts





Bringing It All Together

Mastering real estate scripts for cold calling can be daunting. If you’ve wondered whether cold calling is the right strategy for you, try out our seven tested and proven scripts. Have you ever tried cold calling a potential client? How did it go? I want to hear your experience in the comments!

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8 Circle Prospecting Strategies to Boost Lead Generation https://theclose.com/circle-prospecting/ https://theclose.com/circle-prospecting/#comments Thu, 18 Jul 2024 15:18:41 +0000 https://theclose.com/?p=669 While it sounds easy, circle prospecting actually requires planning, strategy, and a bit of marketing savvy. To help you get started, we’re sharing six proven strategies and scripts, as well as a case study of how one agent found success.

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Imagine two powerful prospecting techniques—farm mailing and cold calling—joining forces to supercharge your pipeline. That’s what it’s like when you use circle prospecting as a part of your lead gen efforts. With careful planning, strategic thinking, and a little marketing magic, you can connect with more potential clients and build your business. Check out my eight strategies and some scripts to help you get started. 

What Is Circle Prospecting?

Circle prospecting is a real estate strategy that agents use when trying to generate more leads. The goal is to laser-focus on a smaller area surrounding a specific property, making building solid and lasting relationships easier. Plus, you can showcase your experience in the area by leveraging closed transactions. Using this prospecting technique gives you a reason to reach out to potential clients, making it feel more like a warm outreach rather than using the cold call method. 

Before You Begin Circle Prospecting

Circle prospecting is a great way to connect with more people, but without strong systems in place, it may not live up to its potential. I get it—you’re eager to start filling your pipeline, but it’s crucial to take the time to establish a solid foundation for maximum prospecting success. To prepare, make sure to do the following things: 

  • Scrub your database for any numbers on the “do not call” list. 
  • Create a solid system for outreach and follow-up.  
  • Establish the goals you want to accomplish with the circle prospecting method. 
  • Practice your circle prospecting scripts. 
  • Choose a tool, like Vulcan7, to help you with lead conversion and follow-up.

Vulcan7 is a lead generation platform that provides agents with seller leads and tools to convert leads into clients effectively. Agents can leverage its circle prospecting software to target neighborhoods and access reliable databases.

Circle Prospecting Tips & Scripts 

Now that you’ve got everything set up, it’s time to take the next step and start building connections with potential clients. With these eight easy steps and helpful scripts, you’ll not only bring in more leads but also improve your conversion skills.

Tip 1: Don’t Make Your Circle Too Large

Filling your pipeline in real estate is often a numbers game, so it may seem counterintuitive to keep your circle small rather than cast a wide net. However, focusing on a smaller group of between 20-50 homes near the subject property is actually more effective. You target homeowners with a vested interest in the area by focusing on the immediate vicinity. This targeted approach ensures you’re concentrating on connecting with people who genuinely care about your listing and the neighborhood you’re working in.

  • What to Do: Use your MLS or a site like Zillow to create a radius around the subject property. This pinpointed focus will help you gather the addresses of the homes you want to focus on and build your database.
MLS Property Search Tool
MLS Property Search Tool

Tip 2: Know the Market

Stay ahead of the game with daily market research. Keeping up with the latest trends will help you provide valuable information to the people you interact with—from your social media followers to your current clients and sphere of influence. By focusing on recent sales, new listings, property values, and local amenities, you can position yourself as the ultimate expert in your field and your circle prospecting area.

  • What to Do: To really get to know a community, it’s essential to become a part of it. Spend time in the places you want to work in and keep an eye on the market trends. Immersing yourself in the community will help you discover the best schools, restaurants, and shops and stay updated on real estate trends.

Tip 3: Use Multiple Outreach Methods 

Create prospecting letter templates for outreach and mix things up using postcards, texts, phone calls, and door-knocking to increase your chances of success. It’s important to plan and spread out your outreach attempts so as not to overwhelm potential clients. Include details about recently sold listings, exclusive open house invitations, or a list of off-market properties. Make sure your focus includes offering something of value, like a comparative market analysis (CMA) or a new neighborhood amenity announcement, to the people you’re connecting with.

A plain just sold postcard with only the text "I came, I saw, I sold your neighbor's house" in it
  • What to Do: Send postcards 2-3 times a year or whenever you have a sale in the area. This outreach should be in addition to your monthly newsletter and regular calls and texts. You can even get ahead by batching your postcard mailings so they’re all set to go when the time is right.

Tip 4: Leverage Tech

You can’t do it alone, and you shouldn’t have to! There are plenty of options for incorporating circle prospecting and client relationship management (CRM) software into your lead gen efforts. Using a CRM like LionDesk, you can keep track of your outreach, stay organized, and effectively manage your leads. This system will help drive your success and make your job a whole lot easier.

LionDesk contact all activity dashboard
  • What to Do: Sign up for a circle prospecting or CRM software. This step is a great way to keep all your contact information in one place and stay organized.

Tip 5: Use Scripts

When using a circle prospecting script for real estate, don’t overthink it. Think of it as a friendly conversation starter or a tool to kick-start and sustain a conversation. Remember, it’s all about building relationships. As you continue to nurture your leads, it will start feeling more natural. So, don’t hesitate to use scripts as a gentle nudge to start a great conversation. 

Here’s a quick and easy neighbors-only open house invite script:

Here’s a simple “just listed” script you can use to keep the conversation going:

Here’s a script perfect for circle prospecting around a listing you just sold:

Here’s a script crafted by Tom Ferry and Christina Griffin to leave a message on voicemail:

  • What to Do: Use these scripts as they are or as a guide to create your own. Once you choose what script you want to use, take some time to practice it so it sounds natural.

Tip 6: Form Relationships

Circle prospecting is like planting seeds of opportunity. Although you might not see immediate results, with some nurturing, those seeds will start to sprout. Ultimately, circle prospecting is all about building relationships. The goal is to connect with more homeowners and establish yourself as a reliable and well-known presence in the neighborhood.

  • What to Do: Be yourself! People can tell when you’re genuine. They’ll appreciate your knowledge, guidance, and expertise, and they will also connect with who you are. Share a text or email with a link to an article that you think they’d like, or drop by with a gift card to a great new local hangout.

Tip 7: Don’t Forget Door Knocking ← This One’s Important!

Sure, door-knocking can be a bit intimidating, but there are ways to make it easier on yourself and the homeowners. Instead of just showing up unannounced, start by using a circle prospecting script to make a call, send out postcards, or leave door hangers. This way, when you knock on doors, you’ll already seem more familiar and welcoming. It’s all about making a positive connection and giving yourself something tangible to reference when they open the door.

  • What to Do: Check local laws on door-knocking before visiting homes, and then prepare to engage with homeowners in the best way possible. Bring an informational flyer to leave behind and start providing value immediately.

Tip 8: Get Comfortable With Follow-Up

Follow-up is key in real estate relationships. Converting leads into successful deals requires skill and an effective lead nurturing approach. Using modern technology and reaching out to prospects through different channels will build strong relationships and grow your business. With this strategy, you can experience the potential of circle prospecting to drive leads and propel your business forward, even if you don’t have a sphere of influence to work with.

  • What to Do: Leverage a CRM system to track every interaction with your prospects. Mix things up by using various outreach methods and tailoring the information you share with each follow-up.

Benefits of Circle Prospecting

Real estate circle prospecting goes beyond simply connecting with potential clients. It can also significantly impact establishing a strong presence in the target community where you want to work. Let’s look at the numerous ways you can benefit from circle prospecting in real estate. 

  • Develop local authority: When people see how well you know the neighborhood, including all its features, property values, and more, it builds a sense of trust that makes them comfortable turning to you for help with buying or selling in the area.
  • Build relationships: It’s important to stay in touch with people not only to work with them directly but also to get referrals. Building genuine relationships is key to generating more leads.
  • Long-term lead generation: Having a consistent pipeline of business coming in is a goal for many agents. Circle prospecting is a great way to help you achieve that.
  • Genuine lead nurturing: Staying in touch with potential clients is a great way to build strong connections and ensure you remain top-of-mind. These efforts will definitely help boost your business in the long run.
  • Increase presence: Having a strong, recognizable name and brand in your target community can make all the difference! It builds trust and confidence that you’re the right person for the job.

Frequently Asked Questions (FAQs)



Bringing It All Together

Circle prospecting is a great way to establish yourself as a go-to person in the neighborhood. Incorporating this lead gen method into your business allows you to tailor your marketing efforts and form genuine connections.

Have you had success with circle prospecting? Or maybe you know a great real estate agent who creatively leverages new (or old) technology to generate listings and leads. We’d love to hear from you; let us know in the comments! 

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The 7 Don’ts of Cold Calling for Agents & What to Do Instead https://theclose.com/cold-calling-tips/ https://theclose.com/cold-calling-tips/#respond Tue, 11 Jun 2024 18:09:15 +0000 https://theclose.com/?p=96240 Let’s face it: cold calling can be really cold—not just on the prospects’ end but also on the agents’.

The post The 7 Don’ts of Cold Calling for Agents & What to Do Instead appeared first on The Close.

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Let’s face it: cold calling can be really cold—not just on the prospects’ end but also on the agents’. My husband and I recently listed our apartment for sale. As an agent and out-of-state property owner, I decided to go with someone living close to the listing. After a month of no offers, we decided to take it off the market and reevaluate (see–this happens to all of us!) 

I was not ready for the avalanche of calls from agents in the area asking for our listing. As I fielded these calls (and my husband’s calls) and listened to the good, the bad, and the ugly, I thought–we need an article about cold calling tips to amp up the cold calling game. So here you go! 

1. Don’t Focus Solely on Getting a Listing

Before most agents introduced themselves, they first said, “I see your listing is available” or “Your listing is off the market.” 

Many agents forget that we are in the people business. The people we work with are typically making the most expensive purchases of their lives by buying a home. We are in charge of finding a property that someone will call home, where they will lay their heads at night and keep their families safe. You will have difficulty getting clients and stumble through a cold call when you forget that.

Do This Instead

  • Introduce yourself: I might be dating myself here, but remember how you were taught to call people’s house phones when you were a kid? Do that. “Hi, this is Gina. May I please speak to X?” This is how we did it in my day.
  • Put people first, the listing second: If this is someone you hope to work with, focus on making a good first impression and building rapport. A simple “How are you today?” can help loosen people’s moods. 
  • Show empathy: You don’t know why the home is off the market, and there could be a million reasons. It could be a death in the family, someone losing their job, or another house they were buying falling through. Keep the worst-case scenario in mind because it could be the reason, and show empathy to the person on the other end of the phone. 

2. Don’t Ask for Someone Other Than Who You Called 

This one really shocked me. An agent called me and asked, “May I speak to the owner of (my address)?” to which I replied, “This is she.” He followed with, “May I speak to your husband?” Ugh, no, you may not. I am an equal owner of the home, and my name is on the deed. What is this, the 1950s? My mind is still blown.

Woman making a muscle saying "We can do it!"
Rosie the Riveter (Source: Britannica)

I get it—with cell phones, you sometimes don’t know who you’ll get. However, when a property listing is on the MLS, it does not take much effort to see who the owners are. It typically says it at the bottom of the listing. Also, you can look up public records to see who the owner is. 

Do This Instead

  • Research the person before calling: Just picking up the phone without understanding who is on the other end shows you’re unprepared and uninterested in them. About 76% of top performers do research on leads before dialing. Look up the person on Google, check their social profiles, and know who you’re talking with before calling.
  • Search public records: Google search “public records home ownership CITY, STATE” to find ownership details. 
  • Speak to who’s on the phone: No matter who you get on the phone, introduce yourself and have the conversation. If you have the wrong person, they’ll tell you. 

3. Don’t Go in Unprepared

Some calls my husband and I received weren’t bad, but the agent lacked confidence. There were lots of “umm” and “I don’t know,” which immediately made me think the agent was clueless. While you can’t predict who’s picking up the phone or their mood, you can control what’s going on from your side.

Even if a person isn’t a real estate agent, they can sniff out someone confident and knowledgeable versus someone who has no idea what they’re doing. If you’re going in blind (without doing the research I mentioned above) and without a script to follow, you could fail before you even dial. 

Do This Instead

  • Know what makes you unique: To the person you’re calling, you’re just like every other real estate agent, so make sure you come up with a unique selling proposition that sets you apart from the crowd. Maybe you have a certification or designation to work with specific niche clients, or you sold the house next door, so you are familiar with the location. Decide what makes you unique and prove to the prospect that you’re not just every other agent trying to get a listing.
  • How to get better at cold calling? Practice, practice, practice: Work with a colleague, family member, or friend and practice your cold-calling abilities on them. The more you practice your scripted cold calling, the easier it will be for you to pivot when objections come from callers. It will make you sound more natural, and people will be more inclined to talk to someone real.
REDX walkthrough video (Source: YouTube)

In addition to the niche real estate leads for agents interested in FSBO, FRBO, foreclosures, and expired listings, REDX offers a role-playing system for its customers that gives cold-calling advice. Choose the type of lead with whom you would like to practice and the difficulty level. REDX will connect you with a live caller to test your cold-calling skills. The recording is sent to you afterward so you can critique yourself. It also includes additional cold-calling tips on overcoming objections and points on which to improve.

4. Don’t Bash the Current Agent

It may be tempting to point out what the last agent did wrong and why the property hasn’t sold—DON’T! Let me say that again: DON’T! Why? Think of it this way: a seller went through the process of finding a real estate agent they trusted and believed would do the job and found out that their judgment was wrong. So, you’re not bashing the agent; you’re bashing the person whose business you’re trying to procure. Not the best way to make a first impression or start a relationship. 

You also don’t know why things didn’t work out. Maybe it had nothing to do with the agent or their listing marketing plan. In our case, we took the apartment off the market to reevaluate our options. The agent could also be a friend or relative of the owner, so you’re burrowing further down the rabbit hole. And you’re missing the point–it’s not what the agent didn’t do; it’s what you can do as someone’s agent. 

Do This Instead

  • Start with the positive, then elaborate: This may seem like a crazy cold-calling tip, but start with what the current agent did right. “The listing pictures and description look great. Your agent did a nice job with them.” Then, you can inject what you would do further. For example, “Those pictures would look amazing on social media. Is that something you discussed with your current agent? If not, I’d like to tell you more about my marketing strategies.” 
  • Focus on what you can do: To elaborate on the above, take the time to tell your potential client what you do as an agent. Speak about your direct mail services marketing strategies, such as sending postcards or social media posts and followers. This moment is the time to let your work shine rather than bash someone you don’t know (even if they did a terrible job). 

5. Don’t Call at Certain Hours

My house went off the market on Monday evening, and on Tuesday and Wednesday between 8 a.m. and 11 a.m. and 5 p.m. and 6 p.m., my husband and I received over 30 phone calls. This barrage was very disruptive to our daily routines. 

Think about what people do throughout the week and when you’re calling. Typically, between 8 a.m. and 9 a.m., people get ready for work, commute, drop kids at school, etc. From 5 p.m. to 6 p.m., they’re doing the opposite: coming home from work, going to the gym, picking up their kids, making dinner, etc. If you wouldn’t want to be bothered during those times, other people won’t want to either. 

Do This Instead 

  • Call during proven hours: Studies show that the best times to make cold calls are between 11 a.m. and 12 p.m. and 4 p.m. and 5 p.m. As much as you’re itching to make that call, it may cost you the lead if you make it at an inopportune time. 
  • Warm up a lead before calling: As a tested cold-calling technique, you want to be the first to contact this lead. However, think about warming the prospect up before picking up the phone. This tip could be a handwritten note, a postcard, or an email. If the homeowners see and recognize a name they know when the phone rings, you’ll have a better chance of converting

6. Don’t Be Overly Persistent

Some people shoot out of bed and start their day. On the other hand, I enjoy the quiet before my work day begins; I read a couple of chapters of a book, have coffee, look at Instagram, and walk my dog before sitting down for the next 9-12 hours in front of my computer. The last thing I want is phone calls disrupting my quiet time. Even if you’re the person who jumps out of bed as soon as the alarm goes off to prepare breakfast and lunches for your family or go for a morning run, you don’t want repeated calls from an unknown number during that time. 

If someone doesn’t answer your call the first time, don’t keep calling back immediately. It makes you appear desperate and shows no common courtesy. This morning, an agent called me three times in a row before 8 a.m. and left a voicemail with no message, which resulted in an additional ping on my phone. The fourth time, I picked up and gave him the same advice I’m giving you: “Don’t call someone three times before 8 a.m.” End call, block—no lead for you.

Man in chef uniform saying no soup for you, from Seinfeld.
Seinfield meme (Source: Facebook)

Do This Instead

  • Space out your calls: This is probably a pretty apparent cold-calling tip, but if someone doesn’t pick up your first call, wait until later to call again. Spacing the calls out by a day or two is usually best, but if you do call twice in a day, call once in the morning and once in the evening. Remember, connecting with a lead takes an average of 3 call attempts, so be patient and don’t always expect to nail it on the first try. 
  • Ask if there’s a better time to call: As real estate agents, knowing how to read people through verbal or non-verbal cues is important. You should be able to tell if someone picks up the phone and is busy or doesn’t want to talk. That is not the time to continue your elevator pitch. Simply ask them when you can call them back to chat–and make sure to call them at the agreed time

7. Don’t Forget About the Property

I know I just said to focus on the people, but hear me out. While your primary focus is the person you call, you shouldn’t forget about their property. I asked one agent if they had any interested buyers, to which he replied, “I don’t know. I haven’t even seen the property yet.” Umm, why are you calling me if you haven’t even taken a peek at the property pictures? Oh, that’s right, you only want the listing for the Zillow street cred.

Just like I encouraged you to research the person you’re calling, you need to study the property you’re calling about. While we know “listings are king” in real estate, you need to be able to speak to the property you are calling about in order to expand upon your plans for selling that property. 

Do This Instead

  • Review all materials you can find about the property: Just like you would research the person who owns the property, research the property like you’re doing a CMA. Review items on the MLS, dig into public records, and see if the property has appeared on websites or social media platforms. 
  • Research statistics about the area: Not only should you know about the property, but you should also know the neighborhood in which it resides. How many properties have sold in that area in the past six months? How many similar properties are currently on the market? What are their price points? What are the average days on the market? If you don’t know these questions, learn them before you call. 
  • Reference the property in your conversation: Show that you’ve taken the time to do your research by referencing the property on your call. “Gina, I’ve seen that you recently renovated the kitchen; what year did you do that?” or “The hardwood floors are amazing, are they original?” 

Bonus Cold Calling Script

So, how do you cold call? I couldn’t give you all these cold-calling tips without leaving you with a script. There is also plenty more where this came from. Check out our article on cold-calling scripts to get more cold-calling techniques for your arsenal.

Bringing It Home

You might have read this and thought, Wow, she really hates cold calls. I hope that’s not the impression I’ve given you because I don’t! As a real estate agent, I would attest that they are a tried-and-true way to make connections and grow your business, but they have to be done right. Cold calling is definitely an art and has made a lot of agents a lot of money, so don’t give up. Use these cold-calling tips to make your calls work for you. 

Your Take

Have you witnessed (or partaken in) any crazy or bad cold calls? Maybe someone (or you) said something brilliant you wrote down to use yourself—let us know! Cold calls are tricky, so we’re always looking for new ideas to bring you real estate business. Tell us! 

The post The 7 Don’ts of Cold Calling for Agents & What to Do Instead appeared first on The Close.

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