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Free Home Buyer Workshops are held Tuesdays at 5:30pm & Saturdays at 10am.
Free Buyer Workshops
Free Home Buyer Workshops are held Tuesdays at 5:30pm & Saturdays at 10am.
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Topics for Agents

Topic for Agents: CRM Can Mean “Create Realtor Momentum”

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Last week we talked about realtors maximizing their in-the-field exposure through fundamentals like maxing out your Open House participation and getting involved in established Home Buyer Workshops and other face-to-face opportunities.

Today’s Topic for Agents talks up the importance of doing the right thing with the leads, prospects and random people that you meet. It’s called a real estate CRM and if you’re not using one every single day, you’re leaving everything on the table.  The term actually means Customer Relationship Management but it is actually the essential tool to Create Realtor Momentum.

How do you Create Realtor Momentum? Literally it is every person you meet, every hand you shake, every business card you get, and everyone you know goes in that CRM. That means your current leads, your prospects and your entire sphere are in one strategic place. It’s an easy process if your brokerage makes proper CRM usage a key part of their leads program and has chosen a system that saves you time rather than creating more things to do.

“We dedicate a lot of resources to our overall CRM activities for both the brokerage overall as well as the individual agents,” commented DiRuggiero. “We had our first rudimentary system back in 2003 and are now in our 3rd expanded system. We use a major subscription-based platform that is focused around ‘doing real estate at the speed of thought.‘ The platform enables us to open up more opportunities for our agents to fine-tune their sales processes and keep close eyes on prospects.”

Here is some of the strategic philosophy behind our CRM and what we do with it. If you’re following our playbook as a ULC Agent, you’re no longer having to scramble around your email, cell phone, laptop, spiral notebook, stack of index cards, or whatever other places to keep your prospect info. Saving you time by keeping it all in one place designed to streamline your contact with your sphere enables your time to go towards follow-up. And follow-up. And then more follow-up.

“We build up a large number of long-term leads for our agents. The valuable minutes they save having everything in one place with the tools to reach out enables one agent to service a large number of leads, all on various timelines to do a transaction. When you can Call/Text/Email all from one panel, you really get a lot out of your daily follow-up,” commented Gerard.

Up next time is more on Follow-Up and other valuable things you do with a proper CRM, including how to learn it! Here’s the full current Topics For Agents series in case you haven’t been following.



Our in-house Agent Leads Generation Program naturally maximizes your in-the-field exposure as an agent. It doesn’t matter if you’ve been licensed 5 minutes or for 5 years. Our firm’s Program for lead generation and realtor development is highly effective. The main requirement for entry into the Leads program here is 2 things – your time commitment and a desire to max out your in-the-field exposure as an agent with the public.


Every person you meet. Every hand you shake. Every phone call you take.  Maintaining a pipeline is easy with our in-house assistance.


There’s a secret to generating business out of online real estate leads. It’s called an exclusive pipeline of potential clients who are asking for your advice and guidance.


Multi-week rotations leading a variety of topics in our Home Buyer Workshops pays off for agents!


Open House rotation puts you play with home buyers in great price ranges and gets you face-to-face strategically with other neighborhood potential sellers. Here’s some of our typical Open House opportunities.


Again, fundamentals matter. Neighborhood outreach delivers a high return on your time investment, if you follow the game plan.


Like meeting new people a lot? Join our Same Day Showings team and get access to home buyers and renters who want to go out right now!


Experienced agent? We encourage natural and organic team building within our organization. Let us build your local team brand.


More info on the Agent Leads Generation Program is available here. We offer a transparent recruiting and interviewing process. Get started now!

If you want to keep up-to-date on the local real estate market, new condo activities or our ongoing Topics for Agents, join our email list. It’s going strong since 2002!

Here’s some recent closings from our Agent Leads Generation Program!

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