Agent Tech Mastery

Agent Tech Mastery

Real Estate Agents get their license and not a soul teaches them how to run and set up a business. Having a few decades of Information Technology experience under my belt is indeed advantageous, as it allows Agents to understand the software used and how it should integrate seamlessly into your daily life. The concept of updating once and having your data automatically sync across multiple devices and platforms, including phones, contacts, calendars, computers, and CRMs, is invaluable. This integration can save you significant time, potentially freeing up 10 or more hours per week, and can even result in recovering lost revenue amounting to $100,000 or more. By leveraging these streamlined processes, you can enhance your productivity and maximize your financial potential.

Episodes

June 6, 2025 30 mins
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Meeting Purpose

Discuss home hazards including lead, foundations, chimneys, and carbon monoxide as part of an ongoing series on residential hazards.

Key Takeaways

Lead paint in older homes poses health risks; professional testing and remediation may be required Foundation issues can arise from poor engineering or soft substrates; proper permits and inspections are crucial Regular chimney cleaning and WETT certification are importan...

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Discuss home hazards and construction knowledge relevant for real estate agents. Key Takeaways: Agents should have basic understanding of home construction and potential hazards Key hazards include asbestos, radon, mold, and problematic plumbing materials (Poly B/Kitec) Proper ventilation and humidity control are crucial for preventing mold growth Agents should be able to recognize signs of potential issues or poor renovations T...

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Key Takeaways

  • Agents are business owners, not employees; they should carefully evaluate brokerages based on their specific needs and long-term goals
  • Switching brokerages has significant hidden costs, including potential loss of data/contacts and extensive rebranding efforts
  • Using brokerage-owned systems (email, CRM, etc.) creates major risks; agents should maintain control of their own data and digital assets

Topics

    ...
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This episode talks about how cutting-edge tools meet real estate innovation. From boosting productivity with Canva and Snagit to streamlining workflows with Roboform and Captions.ai, this podcast is your go-to resource for leveraging technology to dominate the market.

Whether you're a tech-savvy agent or just getting started, tune in for expert tips and strategies to elevate your business and stay ahead in the ever-evolving real es...

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Many real estate agents are using multiple email accounts, including personal accounts (Gmail, Hotmail, AOL) and brokerage-provided emails. This leads to disorganization and inefficiency.

 

Pain Points

  • Lack of centralized database for contacts, calendars, and documents
  • Time wasted updating information across multiple platforms (10+ hours/week)
  • Difficulty finding important files and information
  • Risk of data loss due to device ...
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What's the point of doing a newsletter?

  • Stay top of mind with clients and prospects
  • Showcase expertise
  • Build and maintain relationships
  • Provide value through personal touches

How often should newsletters be sent?

  • Consistently, typically monthly
  • Check analytics to determine optimal frequencyBatch content creation for efficiency (e.g. 3-4 months at a time)
  • Content Strategy

What type of content should be included...

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Podcast Purpose

Discuss website options and best practices for real estate agents.

Key Takeaways

  • Every agent should have a website to establish credibility and online presence.
  • Three main website options: custom-built, templated hosting service, or brokerage profile.
  • Regular website maintenance (every 6 months) is crucial for functionality and relevance
  • Effective lead capture and nurturing requires understanding and custo...
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For mortgage advice: Lynn@LynnKelly.ca, 778-839-9363

Discuss recent Bank of Canada interest rate changes and their impact on mortgages, with insights from mortgage broker Lynn Kelly.

Key Takeaways

  • Bank of Canada rate cuts only directly affect variable rate mortgages, not fixed-rate mortgages Fixed mortgage rates are based on bond yields, not the Bank of Canada rate Pre-approval and understanding true affordability is critical b...
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Darci and Terry discuss the critical need for real estate agents to have a comprehensive business plan, including projecting revenue, mapping out all expenses, and understanding the true profitability of their business. They emphasize that many agents lack this foundational planning, leading to poor financial management and lost opportunities.

 

Breakdown of Agent Commissions @ 11:42 Terry explains in detail how agent commissions a...

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Defining CRMs and their importance @ 0:00

Darci and Terry discuss what a client relationship management (CRM) software is and why it is an essential tool for real estate agents. They emphasize that a CRM is more than just a contact database - it helps manage the entire client lifecycle, including appointments, email campaigns, and transaction management.

Pitfalls of using a CRM incorrectly @ 5:29

Darci and Terry share stories of ag...

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What to look for in a printed card, info on the card, your image, etc. Some amazing digital card options Should you leave a card at a showing? and more....

 

Are you stuck and piecemealed your business together? Let's get you where you want to go. If you want our help to do that, book a call with Agent Tech Mastery at https://www.agenttechmastery.com/applypod it's absolutely free and possibly the best call you have ever had to chan...

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In this episode, we tackle a key aspect of real estate communication: email signatures. Should real estate agents include images, logos, icons, or banners in their signatures? We’ll explore best practices to ensure your signature is both professional and functional while avoiding common pitfalls that can clutter communication and undermine your branding.

Whether you're new to the industry or a seasoned pro, these insights will ...

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Dropbox, iCloud Drive, Google Drive, One Drive, what the heck?

Which one should I use.

What happens in your computer dies?

Should you sent files as attachments?

Should you use multiple cloud storage services? And much much more....

Are you stuck and piecemealed your business together? Let's get you where you want to go. If you want our help to do that, book a call with Agent Tech Mastery at https://www.agenttechmastery.com/applypod...

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In this episode, we talk about using a free email address for your real estate business. Is it a smart move or a potential pitfall for your professional image? We’ll explore the pros and cons of relying on free email services versus investing in a custom domain.

Tune in to discover how your choice of email address can impact client perceptions, branding, and overall business credibility. Whether you're just starting or looking to r...

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What is a CRM? How to choose a CRM? Can I get by without using a CRM? Syncing a CRM Systems and the importance of them. The money-making stuff. We will go over Email blasts and Drip Campaigns and their true power.

Are you stuck and piecemealed your business together? Let's get you where you want to go. If you want our help to do that, book a call with Agent Tech Mastery at https://www.agenttechmastery.com/applypod It's absolutely f...

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How The 30% Rule Works Every business operates on a fundamental financial principle: expenses should never exceed 70% of gross revenue, ensuring a 30% profit margin remains untouched.

If you want our help to do that book a call with Agent Tech Mastery at https://www.agenttechmastery.com/applypod it's absolutely free and possibly the best call you have ever had to change your business.

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