Realtor: Discussing Database Adoption

Explaining the potential of database adoption to a realtor partner.

“One of the things that's really important to me is that we're not just helping your clients from this point moving forward, but there are hundreds if not thousands of people in your database, clients that you've helped in the past or prospects that you may have helped that don't really know what we're collectively doing together today. And if I'm being honest, there's a massive opportunity for us to help those people, and they're really not being helped because they're just sitting there, and I think that they're waiting to buy, sell, or finance a home. And then, obviously, your goal is that you stay in front of them with your marketing, so they call you at that time. What I'd recommend, ____, is that we be more proactive. We take them more consistent, proactive stance to when it comes to speaking to that audience. What I'd love to do is let's create a video together so me and you can create a video."

"You can introduce me to that audience and let them know that I'll be calling them just to do an updated financial and real estate review because this is something that every one of those clients should be having, and I know you and your team likely don't have the bandwidth for that, nor do I believe you should even be doing it. If you make the introduction and they can expect me or my team to call, we can start asking the questions about moving up, moving down, moving out of the area, buying investment properties, buying second homes, what's happening with their parents, what's happening with their children, all the things that we would typically do in a standard annual financial review, we would just do that with your clientele, and a couple of things will happen. One, there is a good percentage of those clients that would benefit from refinancing their overall debt and saving money on a monthly basis."

"There's also a good subset of clients in there, ____, that have been in their home now for quite some time. They have a low-interest rate, and they can't really see how they would move to the new home they want to move to because rates are higher. So we can work on a financial transition planning for them. We can do equity analysis planning for people who aren't planning on doing much at the moment, but we can set opportunities and help them set goals for the future."

"So our engagement with your database will do two things. One, it will create an opportunity for a significant number of transactions. Two, it'll help them in a way that they're not expecting because normal real estate and mortgage professionals don't do what I'm discussing. So if you're open to that, let's talk about how we can create this video together, push it out to your database, and then I can pull that database into ours, and we can start collectively marketing to it."