The Click to Close Podcast

In this episode, we break down what to expect at this year’s conversion-focused event and why it’s built for anyone serious about better lead management, stronger systems, and higher accountability. 🤙🏼 We walk through the two-day setup, the ranch venue, the shuttle logistics, and how the learning blocks are structured so every attendee leaves with clear action steps.
We also talk about the new platform we’re rolling out, how it connects the tools people already use, and why the early waitlist numbers signal a big shift coming. This episode is all about helping teams understand the value of bringing their agents, tightening their processes, and preparing for the next wave of conversion tools and strategies.
Join us for a quick preview before the big weekend. 🚀

We’ve been working on something big 🚀 and it’s almost ready to launch. In this episode, we talk about the upcoming release of our new CRM platform built to make lead management, automations, and integrations faster, cleaner, and smarter.
We walk through what makes it different 💡 from gamified dashboards that track daily wins to AI-driven smart lists and built-in email and texting tools that replace extra software.
We also share what’s coming next 🔧 including native integrations, referral systems, and features designed to make agents, teams, and coaches more efficient than ever.

In this episode, we break down why patience isn’t just a virtue. It’s a strategy. 
From understanding long lead cycles to setting realistic expectations with conversion rates, we talk about what it actually takes to see ROI in real estate.
We discuss how systems, accountability, and consistent follow-up are the real differentiators between teams that thrive and teams that stall.
Plus, we share why coaching, training, and staying present with your agents matter more than chasing the “perfect” lead source.
If you’ve been wondering how long it really takes to see results—or why your leads aren’t converting as fast as you’d like—this one’s for you. 🚀

Consistency beats everything. In this episode, we break down what it really takes to grow a real estate team and thrive in today’s tougher market. From blocking time on your calendar to tying dollar values to every activity, we share the habits that separate the few who scale from the many who stall.
We also talk about:
Why activity—not shortcuts—drives long-term success
How younger agents are crushing sales with the right systems
Balancing recruiting with selling without burning out
The role of tech and evolving strategies when building a business
If you’ve ever felt stuck between running a team and closing deals yourself, this conversation will show you the simple shifts that create lasting growth. 🔑

Most leads don’t slip away because the offer is weak. They slip away because of how the follow-up is handled. ⏱️ Missing the right timing, not asking the right questions, or failing to stay consistent can quietly kill your chances without you even realizing it. The good news is that fixing this doesn’t take a complicated system—it just takes awareness and a few intentional tweaks.
In this episode, we break down the common mistake that costs agents deals and share how to turn it around. 💡 We’ll talk through strategies that keep your pipeline alive, help you close more conversations, and build relationships that actually stick. If you’re ready to stop watching leads fade out and start turning them into real opportunities, this one’s for you. 🚀

What really makes a salesperson great? In this episode, we talk about why some agents crush it while others hesitate to even pick up the phone. We break down how being too empathetic can actually hold you back, why coming across as too pushy turns people off, and what it takes to find the sweet spot in between. You’ll hear why consistency matters more than motivation, why “no response” isn’t the same as a no, and the three key habits that separate the best ISAs and agents from everyone else.If you’re serious about getting better at sales and winning more deals without burning out, this episode is for you. Tune in now! 🎧

This week was packed—from in-person team catch-ups to major system shifts 💻. We talked about what it’s really like going from fully remote to a buzzing office, onboarding new hires, and trying to stay productive while the room’s full of side conversations and snack breaks 😅.
We also shared why we finally made the move from Pipedrive to HubSpot 🔁—and how it’s already making things smoother when it comes to contracts, payments 💳, and client follow-up.
There’s a real convo here on knowing when to say no. Not everyone’s a good fit, and trying to force it only leads to frustration later. We’re not here to sell dreams—we’re here to help the right people win 🧠⚡
If you're juggling a growing team, refining your systems, or wondering why some clients ghost you but still flex on social media 📱... this one’s for you.

In this episode, we talk about what really happens when people get rattled by others doing the same thing they are. From shady comments on posts to the pressure of always being “first,” we get into the kind of mindset that slows people down—and the one that helps you move faster. ⚡️
We share thoughts on staying focused, dealing with unpaid invoices (yeah, that happens), and why consistency will always win over ego. 💪🏽 It’s not about being the loudest—it's about doing the work and building something that actually lasts.

In this episode, we talk about a new platform that’s giving loan officers exactly what they’ve been missing—control. This isn’t just some static directory. It’s a full setup with lead gen tools, custom landing pages, built-in reviews, and CRM integrations that actually work. No more sitting around waiting for agents to hand over leads. Now lenders can show up, stand out, and start building real connections on their own terms 📈.
We also break down what’s coming next—agent and home service directories that plug into the same system, making it easier to collaborate, communicate, and close deals. Everything’s designed to work together: one app, one message system, one seamless experience 💡. Whether you’re in lending, real estate, or services, this episode lays out why this shift matters and how to get ahead of it.

In this episode, we cover key industry news, starting with Housing Wire and their "The Gathering" event.  We also share updates on ez Home Search, including new tools for loan officers, our strategy to keep agent costs low by expanding into areas like home services, and our user-based pricing.  Plus, we discuss integrating lender partners into the platform. 
Looking ahead, we highlight upcoming events in Tahoe and Conversion Con.  We touch on recent house-buying experiences and then broaden our view to the economy, discussing inflation, mortgage rates, and housing affordability.  Finally, we touch on investment topics like Tesla stock, stock options, and long-term strategies with the S&P 500 📈