Using CRM Documentation to Meet SEC Standards

Jeffrey explains documenting substantive relationships in a CRM to demonstrate compliance and investor vetting to regulators.

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Your connections and relationships are invaluable in real estate, so how do you get to know the right people? How do you build a lasting, mutually beneficial relationship? The answer is simple—you show up, get your name and face out there, and listen. Building a network can seem intimidating, especially starting from scratch, but today’s guest, Jeffrey Donis, breaks it down step-by-step.

Jeffrey Donis of the Donis Brothers is in charge of nurturing investor relations, so networking is his bread and butter. At twenty-three, he has helped his brothers raise enough money to co-sponsor 600 units worth of deals in the last two years. This would have been nearly impossible to achieve in such a short time without the network they built and the relationships they nurtured. Their network didn’t come automatically, and similar to everyone else, they started from scratch and were able to find a way to get themselves out there.

The first step is to build your credibility. While there are many ways to do so, Jeffrey explains how to use social media to document your journey and build trust. He also goes into how to navigate networking events and bring value no matter your experience level. The Donis Brothers have become widely successful in a record amount of time, and the way they built their network and brand is a large part of that.

In This Episode We Cover

Building credibility and how to use social media to do so

The 80/20 rule and why it’s an effective way to network and build relationships

How to bring value to others (without money!) and maintain a good reputation

Overcoming imposter syndrome and how to be more confident in your abilities

How to vet potential investors and red flags you should look out for

The importance of constant self-education through real estate courses and classes

And So Much More!

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