A new rule in Oregon tries to limit real estate team names, and we ask the blunt question: does anyone hiring an agent actually care about the brokerage logo—or do they care about results? That debate launches us into a bigger conversation about AI’s real impact on housing: where the tools help, where they fail, and how smart pros can use them without losing the human touch. From the lending seat, we talk through practical wins like faster guideline research, cleaner client emails, and bette...
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A new rule in Oregon tries to limit real estate team names, and we ask the blunt question: does anyone hiring an agent actually care about the brokerage logo—or do they care about results? That debate launches us into a bigger conversation about AI’s real impact on housing: where the tools help, where they fail, and how smart pros can use them without losing the human touch. From the lending seat, we talk through practical wins like faster guideline research, cleaner client emails, and bette...
The Apps and Systems Behind Successful Agents and Lenders
Venture With Joe and Cody
39 minutes
4 months ago
The Apps and Systems Behind Successful Agents and Lenders
Joe Skipper and Cody Wilhelm dive into the essential tools, apps, and strategies that have helped them build successful real estate and mortgage businesses. They share both technical solutions and fundamental practices that make a difference in productivity and client relationships. • Tracking daily activities with the Greatness Tracker to maintain accountability • Using OneNote for comprehensive organization of tasks, transactions, and content planning • Sphere CRM for automated client touc...
Venture With Joe and Cody
A new rule in Oregon tries to limit real estate team names, and we ask the blunt question: does anyone hiring an agent actually care about the brokerage logo—or do they care about results? That debate launches us into a bigger conversation about AI’s real impact on housing: where the tools help, where they fail, and how smart pros can use them without losing the human touch. From the lending seat, we talk through practical wins like faster guideline research, cleaner client emails, and bette...
