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...
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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...
The Apps and Systems Behind Successful Agents and Lenders
Venture With Joe and Cody
39 minutes
3 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
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...
