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545: $100k from a Part-Time Lead Generation Website

The Side Hustle Show

CHAPTER

How to Create a CRM System for Referral Partners

Make sure the supervising broker or office manager is in the loop because that person can be another level of integrity and other set of eyes to see, oh, hey, this transaction passed through. Here's an email thread from last week with me and Mr. Smith, showing that we had a quick conversation before I pass them over to Nick. There's certainly ways in a good CRM system where that referral partner logs in and somehow maybe has some of the conversation there if you wanted to. Another solution is if you are part of a large brokerage, you may refer that to someone else within your company,. And now you're both under the same roof.

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