Becoming a Wise Agent

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!

Power Up Your Real Estate Business: CRM Strategies for Agents & High Performing Teams ft. Mike Dumas

Curious how top agents actually use their CRM to stay organized, increase conversions, and scale their business? This webinar breaks it all down.Join Wise Agent and special guest Mike Dumas, broker and owner of Sandpeak Realty, as we walk through the CRM systems, workflows, and habits that top-performing agents and teams rely on to stay ahead—especially heading into 2026.In this session, you’ll learn:✅ Practical CRM habits that keep your business organized year-round✅ Smarter communication strategies for busy agents and growing teams✅ Essential Wise Agent workflows every agent should have in place✅ Real examples of how to streamline follow-up, lead management, and client communicationWhether you're new to CRMs or ready to optimize the system you already have, this is a must-watch training.

Go Slow to Go Fast: Mastering CRM Fundamentals for Long-Term Success with Key Yessaad

Ready to turn your CRM into the engine that drives your business? In this replay of our live webinar with real estate coach Key Yessaad, we break down the practical, easy-to-apply strategies agents can start using today to nurture their database and generate real results.Key shares his proven approach to building momentum in your business — starting with just three leads at a time. You’ll learn how to slow down, stay consistent, and create systems that keep you connected to your clients and prospects.What You’ll Learn in This Webinar: * How to nurture your leads using Key’s “3-by-3” method * Why organizing, labeling, and segmenting your database is the foundation of predictable follow-up * How to implement Key’s strategies directly inside Wise Agent CRM * Simple habits and workflows that help you stay in front of your database without burning out Whether you're just getting started with your CRM or looking to refine your systems heading into the new year, this session is packed with insight you can put into action right away.

Automate Your Real Estate Marketing with Wise Agent CRM

In this special webinar hosted by Lab Coat Agents CEO Tristan Ahumada, Wise Agent’s Enterprise Success Specialist Camilla Temu demonstrates how to automate your real estate marketing using Wise Agent CRM.In this hands-on session, you’ll learn how to:• Create drip campaigns for buyers, sellers, internet leads, and holidays• Capture leads through landing pages managed in Wise Agent• Automate marketing sequences for new and existing leads• Add CTAs, smart tags, and track conversions• Use the AI writing assistant and ready-to-use marketing content to save timeThis session is perfect for agents who want to boost appointments and conversions while spending less time on manual follow-up. Set it up once and let Wise Agent do the heavy lifting so you can focus on serving your clients.👉 Have questions or want help getting started? Contact Wise Agent’s 24/7 support team at 480-836-0345.

Referrals, Relationships & the Road to Luxury Real Estate Success with the Jordan Lanza Team

In this exclusive episode of Becoming a Wise Agent, KeAusha Jordan and Jeavanna Lanza share how they built a referral-driven business in luxury real estate. In this session, you’ll discover:- How to identify and grow your niche in high-end markets- Referral strategies that drive long-term success- Creative ways to retain luxury clients- How Wise Agent’s CRM tools support a high-touch, referral-first business modelWhether you’re breaking into luxury real estate or looking to elevate your client experience, this webinar is packed with practical strategies to help you build stronger relationships and achieve lasting success.