Turn Leads into Listings: Building a Seamless Transaction Workflow in Your CRM

The Right Message at the Right Time: Turning Leads into Lasting Clients

Every lead has a different story, different questions, and different goals. So why should every follow-up look the same? In this episode of Becoming a Wise Agent, Brandon Wise is joined by Matthew Rathbun, Executive Vice President of Coldwell Banker Elite in Fredericksburg, Virginia, to discuss how today's top-performing real estate professionals are moving beyond one-size-fits-all marketing and embracing personalized communication that builds trust and drives conversions. In this episode, you'll learn: * Why personalized follow-up outperforms generic messaging * How to communicate based on a prospect's unique needs and stage in the buying or selling journey * Practical strategies for building stronger client relationships * Common follow-up mistakes that can cost you business * Tips you can implement right away to convert more leads into closed transactions Whether you're a new agent or a seasoned professional, this conversation is packed with actionable insights to help you create meaningful connections and grow your real estate business. 👉 Learn more about Wise Agent CRM: https://www.wiseagent.com/ [https://www.wiseagent.com/] 📺 Subscribe for more real estate marketing strategies, CRM tips, product updates, and expert interviews: https://www.youtube.com/@WiseAgentCRM [https://www.youtube.com/@WiseAgentCRM] About Becoming a Wise Agent Becoming a Wise Agent is the podcast for real estate professionals looking to grow their business through smarter systems, better marketing, and stronger client relationships. Join Brandon Wise as he interviews industry leaders and shares practical strategies you can put to work right away. ---------------------------------------------------------------------- Disclaimer: This video has been edited to obscure any potentially identifying contact information in compliance with YouTube's privacy policy. Please note, all contact information shown or referenced in this video is entirely fictional and has been created solely for the purpose of demonstrating product features in a tutorial setting. ---------------------------------------------------------------------- Sign Up for a 14 Day Free Trial at https://www.wiseagent.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUM4Zm9rUjItMm1TUVZnSGs5X3V5YWUwOXJlYnxBR3JiS2FsZUhUUkVGOTZleWcyVXZCZzZCUHhwZ2VGQWR5bWxVSDdhVTVYZkNQbDZxMUVqcnI2RU15ZUV5ODNHQWk1TVJ1eHkxWVhBU3U3MFFrQzBIcE16Smp6LXlkdkozcHJN&q=https%3A%2F%2Fwww.wiseagent.com%2F&v=mm5yXcsNKgI]For more great tips, follow our Wise Blog at https://wiseagent.com/blog [https://www.youtube.com/redirect?event=video_description&redir_token=QUM4Zm9rUVZxU3VaSzEwTS0wZ1NKT0YxbjRoc3xBR3JiS2FtaFdJRl85Z3VEdUVqZDNxbzNRWnU2T1gtVlEzbDB1SHgwSFFTaGZ3Vk5xUEdOcTZwNW9SMFU5ZkxBOUU4ODM1cW40NlBZalJwOGlzajZLdjlHR1U3MDI5MmNLYW56&q=https%3A%2F%2Fwiseagent.com%2Fblog&v=mm5yXcsNKgI].Connect with us!Website: https://wiseagent.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUM4Zm9rVGJWaGpEWXExd09FQlBCTVRacjNWNHxBR3JiS2FtSzV6ekpMMUU2SzN0X1JwNHU5SlI3X2NYNzFqM2k3bDJjWVBTTC1QS2h5MjRFUmdHS3EyblQ5cnM4OUV4NTNxcklaNzN5SmljS2NXUURYNTBaeDRiM29ac1p4WS10&q=https%3A%2F%2Fwiseagent.com%2F&v=mm5yXcsNKgI]Facebook Page:   / wiseagent   [https://www.youtube.com/redirect?event=video_description&redir_token=QUM4Zm9rUXFTMV9RUVNxaUxRd1VubkhnUEtYM3xBR3JiS2FrTEktVUE2d1hlekFmcFV2ZWxSY283MU53N0xPUWtVbmhGV01ac1g2RnZMRWY5NTdpU0gyUXo4cTBLMm5PX294Rmc3VlRqRk1NeWNQbFU0MFZFUkg1UURvZndoc1hV&q=https%3A%2F%2Fwww.facebook.com%2Fwiseagent&v=mm5yXcsNKgI]Twitter:   / wiseagent   [https://www.youtube.com/redirect?event=video_description&redir_token=QUM4Zm9rUUNGZnJDbkEtZWJfT3M4NzNrYzZrbnxBR3JiS2FsQ0JSLWliM3lyWVhtdmlrMjYzRGVvbVloaUNkb1VWc1Fra2JzdmJfNlRjUTg0MkFjZTBoWk1lZFBBNHNXRFA2ZzYxNTZSWXQ5TG1ObU9GTWVZLVc1V3hZbFoxZWdo&q=https%3A%2F%2Ftwitter.com%2FWiseAgent&v=mm5yXcsNKgI]Instagram:   / wiseagentcrm   [https://www.youtube.com/redirect?event=video_description&redir_token=QUM4Zm9rU09UTmN6a08wcUkzeHRIcldnYWtYeHxBR3JiS2FsZ1ZsXzlNNG5ldjZTWVRENWxoQ3ZES1EwekZNN2ZhUHg0c1FwSlhTYUdXVzVna2JrbWU0bU94cy1yZlpQYWFqdGhNMVY5b2tUcGxaV19Ga19kZ1Rvc1dudmZZUS00&q=https%3A%2F%2Fwww.instagram.com%2Fwiseagentcrm&v=mm5yXcsNKgI] #WiseAgent #RealEstateCRM #RealEstateMarketing #LeadGeneration #LeadConversion #RealEstatePodcast #RealEstateAgents #MatthewRathbun #BrandonWise #FollowUp #CRM #ColdwellBankerElite

Speed to Lead is Dead: Why Relationship Speed Wins in 2026

Learn how real estate lead follow-up has evolved beyond just speed-to-lead in this insightful conversation with Jeffrey Stanton and Jeremias “J-Man.” Discover why building genuine relationships through consistent, personalized communication across phone, email, text, and social media is key to converting today’s prospects. Explore proven strategies top-producing agents use—including making 8–15 contact attempts, leveraging CRM data for targeted marketing, and adapting to different communication styles. Plus, see how AI tools can enhance (not replace) human connection and get a preview of Wise Agent’s powerful CRM features along with J-Man’s upcoming podcast on AI, leadership, and real estate entrepreneurship. __________________________________________________________ Disclaimer: This video has been edited to obscure any potentially identifying contact information in compliance with YouTube's privacy policy. Please note, all contact information shown or referenced in this video is entirely fictional and has been created solely for the purpose of demonstrating product features in a tutorial setting. __________________________________________________________ Sign Up for a 14 Day Free Trial at https://www.wiseagent.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbF96QjVndE9JZ3l5V05KWkZaMGNQUzhwVTY3Z3xBQ3Jtc0trb0t1ejE5djFEU1djOE1hSlJHRGNUamRRN0NJc003cldtaUJGOVVmajk4Z3Z0STdhQnJQNW5rZDdfY2ZtOXl6aTVkNF9OSlFNM3VwaWluUDNzTGgxMng5VEhtVmVuOXBDaVkxWlNDZkU1UlNjUU43MA&q=https%3A%2F%2Fwww.wiseagent.com%2F&v=9WMFRpFdATs]For more great tips, follow our Wise Blog at https://wiseagent.com/blog [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa3dvWjh3SmVCd1lobXQ5V1NnSUhCdTBmSmd0Z3xBQ3Jtc0ttNmFUcXY3OENsSUZ4OU9tTUZLYW92WXFmZUJseERsaUJkS1hibWwtamRVajlTTWFGMDZhWXhobmM0N3lkT1ZzcmhsZ1pYNUdFaXdUT0RlSV9wcjB5RkgtREYwNEFOSVhNMTQzMFZpWDhPVGE3WFA3NA&q=https%3A%2F%2Fwiseagent.com%2Fblog&v=9WMFRpFdATs].Connect with us!Website: https://wiseagent.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkJqb05FUkZqRnE0UnY0eW9iSkU5NHhBZW5FUXxBQ3Jtc0tsWXNuLTRxYk1FaDdpeVVUcnVCNnMwVkNnR1BrcXVRVFVzR3M1bV9LTktaUTNxN0RJX0pxdk40a2VLSU9mMkoyb21VOWsxWW80TU5wX0drTFVCQlVPZmpFbmp2aWlvZVZPbURZU2gxZHpBQi1wQVQwSQ&q=https%3A%2F%2Fwiseagent.com%2F&v=9WMFRpFdATs]Facebook Page:   / wiseagent   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbmpKQUhVelNoQ1FzQXo5LS1tVmFQTVhYUkFnd3xBQ3Jtc0ttUzR3UzlpMnh0UkxmTElDdmM1elQ3NFo4TkJyTXJTSlp1UVpaZkhLSGJFbXZnb2xBaFM2c0x6cE95Y0l4OGFDeWtYWXVFcF9iSTU4ZlhFN2VkdzFxczFQMXNBeHhXQjV4bUh0WXFuNTFvV0tyQ1JRQQ&q=https%3A%2F%2Fwww.facebook.com%2Fwiseagent&v=9WMFRpFdATs]Twitter:   / wiseagent   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa3c2SGN0Q25oT3lKOWJzdVhGUDFmSUh1SExxQXxBQ3Jtc0ttZU04TFZKYTdWUnhWWlZnZUZYWVllZHBHZkNVSTRPNFpxZVBZb3BpVGpONmRObmdyOENvcXQwWkNSRlB0VU02a0xxRzRmeWxpNzJkcmtydlZGc0J0NC1nanFUcDJHeHU2SGpFWmxsWkRhaTFFOVRvcw&q=https%3A%2F%2Ftwitter.com%2FWiseAgent&v=9WMFRpFdATs]Instagram:   / wiseagentcrm   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblU3aFZJdmFwSkc2OGZzLXFLc1dqVk9RVTNuUXxBQ3Jtc0tudGxsVjVId3hVbkpOODVfWXZRWi1udEdncUZ4cDcxTl95YXBIa0JEVm50Ukg2dEVKVkxNVWowSzh2am9mcXR1T1dQZXgzRjc0eDYwZ1dVTks1Y0pYVXcxc1V0OHJFQ1lVRVFzMWNDdnd3NEY1Z2xsWQ&q=https%3A%2F%2Fwww.instagram.com%2Fwiseagentcrm&v=9WMFRpFdATs]

Turn Leads into Listings: Building a Seamless Transaction Workflow in Your CRM

A strong workflow is the key to turning new leads into closed deals. In this webinar, our member success specialist, Camilla Temu, and Tristan Ahumada of Lab Coat Agents will show you how to organize, nurture, and move leads through Wise Agent CRM with a structured pipeline and seamlessly transition them into active transactions.You’ll learn how to: * Capture and organize leads from your website and other sources * Apply statuses and pipelines to track every stage of the sales funnel * Stay consistent with follow-up so no opportunity falls through the cracks * Convert active leads into clients with a clear, repeatable process * Manage transactions, tasks, and timelines all in one place ___________________________________________________________Sign Up for a 14 Day Free Trial at https://www.wiseagent.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbWY5bjktWDNOTEgyVnZER21vUHl4YWtYY3ljZ3xBQ3Jtc0tsRnRGblA2MGFOcEdweHRoT2tfcEU4bnFFMkVOdk1QSkU2cC16QTJuRDNQWkpOcGJkZTE3YV9Oa0pJQlVvdi0wZDU3MFV0Q21acW5JazlxaDl2RF8wNFJHZjFMdG1DNTZ1blFDc3dsMGp0UGlySlNwOA&q=https%3A%2F%2Fwww.wiseagent.com%2F&v=PjZqUS19dco]For more great tips, follow our Wise Blog at https://wiseagent.com/blog [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqazVZYVlORms0VXBWd1N3Qmt6SFpWQ1E1d3JiUXxBQ3Jtc0ttM2c0YlpIekNjbEgxTXZyZ1psOTQzLXJSV0FNNU1mOGF3VG5RdVRXbGpIUGdlSnh5TXpyTUFQUGVUQld5YjE1T21udjFhZTYyVnNvZVMtYXhiNTF3Y08xQWRpenkzYmlHSEVlZDB4U1NpeWdMekJsUQ&q=https%3A%2F%2Fwiseagent.com%2Fblog&v=PjZqUS19dco].Connect with us!Website: https://wiseagent.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbXR2ckRmRUdPcjAwT0xOb09mYUhzU25QeWJZQXxBQ3Jtc0tsT3NaNEpDajN3c2tLMEF3OUQyZUlWcVh5dGdlY1ZrSGtzUlNWcGNxVU9NU2tZWXdneVVnaTdETWVxTnh2VUhOU2g3Rzk0OUFENGxYNzNNTm9iUXN1Yjl4VF9IRkpBeGtFQXJxaDYwSHNCZHhJWXJMZw&q=https%3A%2F%2Fwiseagent.com%2F&v=PjZqUS19dco]Facebook Page:   / wiseagent   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbFBYLUVZVjNFbHRBQlpTb2NUZDJsTVBRWTIzZ3xBQ3Jtc0tuVTM0bjRZYzh3NXBhTDR6UExfTnVoU0ZfVkhObHpGYjZzNlB2ME8ycV9jbnJlTzI1RWs3VmFvUU1lUWVYUW96U2tXYm5vM2RJa2otNllmR25mLUJhWnhEZy00eFQ4OVF1YjRIaVBTalpmcmdITnhCQQ&q=https%3A%2F%2Fwww.facebook.com%2Fwiseagent&v=PjZqUS19dco]Twitter:   / wiseagent   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbU1JYm9yRHBPcWtaUF80N2dhWkc0eUZ5bXp2d3xBQ3Jtc0tsU0ZnSHlTaUZSdTVNc0tadmd2Z1pmc0FwclBCamlERHVEaGp3ZGVER1ZnakdOQktjNFY5UVBDVTNJaFBKcjBaQlFYakJrYlc5WllmQUh2RExJY1FsQkJBckdPRFFzY2NkX05FWUl5d0Jqa2ZkbDBPTQ&q=https%3A%2F%2Ftwitter.com%2FWiseAgent&v=PjZqUS19dco]Instagram:   / wiseagentcrm   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa25SbkF0V3IzOHZfWHE2M0syWUFqMFVwRjgxUXxBQ3Jtc0tuZUlRTEg3X0ZlQ3hXREpMUnZKUjZCenIxU1hGek8zYi1yVUhaZ0xLYTNQT2lQdjN6OS1DeU1YcjF1bFUzVERVemVWdlJJdzVtb0VDZkVkYWJnVEtDZzhzUTI5bU9KUXB3LW9xbmdFM0lZM0lTR3J2Zw&q=https%3A%2F%2Fwww.instagram.com%2Fwiseagentcrm&v=PjZqUS19dco]

Building Stronger Relationships that Lead to Lasting Business Success

Join us for a special podcast episode featuring Brandon Wise, CEO of Wise Agent, and Alexis Bolin of Keller Williams Gulf Coast.With nearly five decades of experience in real estate, Alexis shares how she has built a thriving, relationship-focused business through the power of referrals, consistent follow-up, and meaningful client connections. From navigating changing markets to creating lasting trust with clients, this conversation is packed with practical strategies for long-term success.If you're looking for proven ways to strengthen relationships, generate more referrals, and build a sustainable real estate business, this episode is for you.You’ll learn how to:– Build lasting relationships that lead to repeat business and referrals– Create consistent follow-up habits that drive real results– Stay connected with clients through every stage of the relationship– Develop a sustainable business built on trust and service– Apply lessons learned from nearly 50 years of real estate experienceWhether you're a new agent or a seasoned professional, you'll walk away with actionable insights to help grow your business and deepen your client connections. __________________________________________________________ Disclaimer: This video has been edited to obscure any potentially identifying contact information in compliance with YouTube's privacy policy. Please note, all contact information shown or referenced in this video is entirely fictional and has been created solely for the purpose of demonstrating product features in a tutorial setting. __________________________________________________________Sign Up for a 14 Day Free Trial at https://www.wiseagent.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbTZaT1JYZk9VVGxWM21WUWJzc2hnYVZoT0g0Z3xBQ3Jtc0tuYV9MTWNPdXJBWTY5dFBHMGhlVFZUVUZQRnNEOWxlb2EtUUVKMTRTWTljN1Jrd1lXNzM1UjVxc0xseTVnZ1JRYmhJUjNpZUVwVXdwRzZFY2ZQSWliZjItUmFHYzJLbjBQTThBdFZrWjZJd3o0WnduZw&q=https%3A%2F%2Fwww.wiseagent.com%2F&v=V8_1TBt-sX0]For more great tips, follow our Wise Blog at https://wiseagent.com/blog [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqazBOYUtyMnRfZENsbjBjSWs2bEdCYmYxSTJUQXxBQ3Jtc0ttYlRkMzVxaUR3eUdVRDZDOWQxY2VlaE8yRDRSeE5TSHdRcDExVXhKcE5qM0syUHBjVFRrdEh1dnU1QXFVYjkwblg4LXJxVXJZZWxEVWR1U0hLYnBTbE14Q0lQU2tQSWh5U01aNFlOS1pyOGtmOVQxbw&q=https%3A%2F%2Fwiseagent.com%2Fblog&v=V8_1TBt-sX0].Connect with us!Website: https://wiseagent.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbTlCXzNPdkc3SzYtd0lUWG1VbDZ2MGgxN0Rnd3xBQ3Jtc0tuOXNfdUNSMnBHdlFKRE9aWTlhcHJBcjFOOWlXSFFHRHVLbzNHWUZQNl9CUm5KUXhxQUtaVERBNUl6al9VdlNiYnBtY293RUNOT1o3ZDlkNExCbHJCV1VwdkhPSmVuZTBXazl5WDVna2xtTWVnYlZMMA&q=https%3A%2F%2Fwiseagent.com%2F&v=V8_1TBt-sX0]Facebook Page:   / wiseagent   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbGd3ZHhGX3M0SUd6VHNac2FPc0xTQWY0aDZpZ3xBQ3Jtc0tsRG8yWi14bldtaTA5Sy1WWmJKNXYxUzZuQ3NnaVAxLUxsdF9vSl9OT0FJbWx2UmJqWjBRMUhMcU1JaHdJcDFad1EwSEtWT3NtODZNNHpmYnByWHdWNmJEblpTeGZoZG9iVGhEYWNudllNZDFzazAwWQ&q=https%3A%2F%2Fwww.facebook.com%2Fwiseagent&v=V8_1TBt-sX0]Twitter:   / wiseagent   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblF3bzNEM04xUjhKdzR5bTJpdlBNbWdIN2dzd3xBQ3Jtc0tsUHpxUWhhSko5elp3QkVWckxrQTJzLUxnc0M3RF95RTVlb3dyNlp0dlczT0xBb2dORndHQVR2TFdXOHpyVG5oNkpzV2IzMk83RThKY09JTmNJN1RsT0hKZURtNDRtX1ZVc0ROQ0w5VUs2TmgxOHJqUQ&q=https%3A%2F%2Ftwitter.com%2FWiseAgent&v=V8_1TBt-sX0]Instagram:   / wiseagentcrm   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbEgxUDJMcUo4Ull1VnVTdEZjeWN5ekkyTTdtd3xBQ3Jtc0tsU0UtXzNTX21GdTdIQWhQTnpOVFNTQ3RGbkRGT3JRcG4zbS1fZTVFejNyaUw3WFhnTjZQdDgtTDlLLWVCOVZCemp6Z0REaW9JOEJaNl9OZzJOS0VCRVZ0Q1J4aHNpTzJNeC0yTzQwZ202dDFvaGo3aw&q=https%3A%2F%2Fwww.instagram.com%2Fwiseagentcrm&v=V8_1TBt-sX0]

Automate to Elevate: Smarter Lead Follow Up for Modern Agents | Hosted by Lab Coat Agents

Today's agents don’t need more leads — they need better systems. In this collaborative webinar hosted by Lab Coat Agents CEO Tristan Ahumada and Wise Agent CRM's Camilla Temu, we’ll show how Wise Agent’s Lead Rules and automation tools help agents create a seamless, professional experience for every lead that enters their database. From automatic lead assignment to personalized follow-up campaigns, you’ll learn how to build workflows that scale with your business. If you’re ready to respond faster, stay organized, and create consistency without burning out, this session is for you!