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7 Reasons Why Your Broker-Provided CRM Could Put You Out Of Business

Many brokerages provide a CRM when you join—but it’s theirs, not yours. This post unpacks what that means for your business: they control the software, can access your client and lead data, and decide which features you can use. Understand the trade-offs of a brokerage-owned CRM, from data ownership to flexibility and long-term portability.
By
Lisa Crumby
|
July 5, 2023
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Real Estate CRM
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Answer These 5 Questions To Define Your Real Estate Brand

Rebranding isn’t just for pop icons—your real estate business can benefit from a refresh, too. This post highlights why even small brand tune-ups can sharpen your market presence and explains the true first step: clearly defining your brand before you tackle taglines, visuals, or new marketing materials.
By
Lisa Crumby
|
June 28, 2023
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Agent Branding
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How To Automate Your Real Estate Business...Without Losing The Human Touch

Automation lets agents offload repetitive tasks to their CRM—emails, texts, tagging, reminders—by designing workflows that run end to end across operations, marketing, and transaction management. This post explains how to map processes so everything happens on time, and how to leverage automation without sacrificing the human touch.
By
Lisa Crumby
|
June 21, 2023
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Real Estate CRM
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11 Principles For Building A Solid Real Estate Business

Drawing on years as both an agent and a tech leader, the author distills hard-won lessons into 11 principles for building a real estate business—not just a career. This post outlines the mindset and practices that create a scalable, valuable operation with predictable income and long-term transferability. Use these truths to guide decisions and elevate how you run your business.
By
Lisa Crumby
|
June 14, 2023
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Professional Growth
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7 Best Practices for Creating Real Estate Market Reports for Clients

Create a consistent, repeatable system for sourcing, analyzing, and sharing market data using workflows. With a workflow platform, you can schedule recurring data pulls, set deadlines for graphics and content, track which agents use the materials, and monitor client engagement with weekly updates. The result is reliable, data-driven communication that keeps buyers and sellers informed.
By
Lisa Crumby
|
June 7, 2023
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Workflows
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The Zen Path To Real Estate Success

Being fully present is a rare and powerful skill in real estate. This post explores how intentional attention—especially in client meetings—builds trust, improves communication, and leads to better outcomes. Learn simple practices to quiet mental multitasking so you can connect authentically and serve clients at a higher level.
By
Lisa Crumby
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May 31, 2023
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Productivity
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The Secret To Building Relationships For Your Real Estate Business

Strong relationships are the backbone of a sustainable real estate career because they drive referrals beyond each transaction. This post explores what makes a relationship truly meaningful and introduces a simple guiding principle—get closer to people—along with practical ways to invest the effort required to build genuine, trust-based connections.
By
Lisa Crumby
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May 23, 2023
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Contact Nurturing
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How Templates Can Save Real Estate Agents 16 Hours A Month

Your highest-value work—negotiations, winning listings, nurturing relationships—often gets derailed by urgent busywork like scheduling vendors, confirming inspections, and chasing documents. This post explains how to separate important from urgent, then implement a system that automates routine reminders and updates so those tasks happen on time without hijacking your focus.
By
Lisa Crumby
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May 17, 2023
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Real Estate CRM
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3 Cool Ways To Use Merge Fields In Realvolve

Discover how Realvolve merge fields can automate seller reports, lead alerts, and missing doc requests—saving you time and boosting your real estate workflow.
By
Lisa Crumby
|
May 15, 2023
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Real Estate CRM
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5 Summer Pop-By Ideas for Real Estate Agents

Need low-lift ways to nurture clients this summer? This post rounds up five pop-by ideas—quick, budget-friendly drop-offs that spark conversation, show appreciation, and create memorable touch points. Use them to stay top of mind, deepen relationships, and set the stage for future referrals all season long.
By
Lisa Crumby
|
May 3, 2023
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Contact Nurturing
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