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16 real estate prospecting ideas, tips & tools for 2023

Housing Wire

The objective is to build relationships, understand the needs of potential clients, and position yourself as a go-to resource when they are ready to buy or sell real estate. This includes using social media, email marketing, online advertising, and maintaining a professional website to attract and engage potential clients.

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A financial planner on which clients benefit from reverse mortgages

Housing Wire

The financial planning community is often sought after by reverse mortgage professionals as a referral source, as planners can help provide necessary clarity to their clients who are seeking the preservation of financial assets and continuing stability. sees reverse mortgages as a vehicle toward financial security for certain clients.

Clients 341
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Reevaluating your origination tools? Here’s where to start

Housing Wire

With the recent downturn in volume of new originations, many lenders are using this time to take inventory of the available tools geared toward risk mitigation and workflow optimization. Choosing the right tools to streamline the transaction from point of sale through loan closing can create a positive experience for the consumer.

Tools 381
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How to become a luxury real estate agent

Housing Wire

If you’re known in your market as the expert who successfully sells properties between $1 to $3 million, how do you start getting clients looking for homes valued at $10 million+? As with any challenge, it’s essential to prepare well and have the correct tools to have the best chance of success. Visit Agent Image 3.

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How to prepare a comparative market analysis (CMA) report

Housing Wire

It is an essential tool that allows agents to clearly communicate a pricing benchmark for a property. Successful agents create effective and accurate CMA reports that help their clients make informed decisions. CMA reports are simple and effective tools. Here are the steps you should take to develop your CMA report Step 1.

Marketing 372
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Marketing matters: How to stand out in a challenging mortgage environment

Housing Wire

Luckily, the mortgage industry is cyclical, so let’s take a look at how you can turn a negative into a positive and grab clients’ attention through effective marketing , ultimately growing your book while others’ shrink. Below are a few ways originators can best present themselves to real estate agents and stand out in a saturated market.

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Kristen Sieffert leads the reverse mortgage presence at The Gathering

Housing Wire

She also spoke about the unique stressors faced by seniors in retirement, the different applications of a reverse mortgage’s proceeds, and the reverse industry’s ongoing efforts to get in front of more potential clients and adjacent companies in the mortgage and real estate spaces.

Mortgage 285