Collective Clicks: Digital Marketing for Real Estate Investors

Most wholesalers think assignments are simpler. Carly Stagge thinks they're quietly capping your business. After switching to double closes, her team's average fee jumped by $8,000 per deal. The money wasn't even the biggest benefit.

Carly is a director at Vertigo Real Estate Ventures, operating across Colorado, San Diego, Raleigh, and South Florida. She's also the founder of FlipFund Capital, a transactional funding company built by active wholesalers who got tired of how complicated and expensive the alternatives were.
In this episode, she breaks down what assignments are actually costing you and why the operators scaling fastest have already made the switch.

- How double closing gives you the ability to re-trade when a buyer tries to back out (assignments legally cut that option off)
- Why serious wholesalers are leaving $50,000+ on the table by capping their own fees to keep assignments clean
- Why public records quietly become a lead source when you double close
- How to prove deal volume to agents and sellers when every assignment leaves zero paper trail
- Whether to double close every deal or just the big ones
- What transactional funding costs and how to think about the ROI

00:00 - Introduction and Carly's background
02:15 - Assignment vs. double close: the $8K fee difference
05:00 - Control of the transaction and re-trading when buyers back out
07:30 - How public records generate inbound leads
10:00 - Proving deal volume to agents and sellers
12:30 - Should you double close every deal or just the big ones?
15:00 - What transactional funding costs and how it works
17:00 - How to reach Carly and FlipFund Capital

Thanks for listening to Collective Clicks!

We're always looking to improve the pod: drop us some feedback here.

If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.

Fix and flip margins are thin. Most investors eat the loss when a property sits or the market softens. Casey Gregerson built a structure that removes that risk entirely — and funds his own deals without hard money lenders.
Casey is a Wyoming and Montana-based investor who built a vertically integrated operation — acquisitions, construction, property management, and capital raising — all while running it virtually from Houston. He's closed deals at $75/lead in markets where most investors won't even look.
In this episode, Casey and Brandon break down:

- How to structure a fix and flip where you can drop the price to near cost and still make money
- Why sellers in the right situation will take a profit share over a cash offer — and how to present both
- How Casey set up a parent fund with multiple offerings so investors can stay in deals longer without new legal docs each time
- What most investors get wrong when they first try to raise capital (and the platform that fixed it for Casey)
- How to use your calendar as a mirror — and why green blocks changed how Casey runs his week

0:00 – Intro
1:10 – From petroleum engineer to real estate investor
5:20 – Running a virtual investing business in Wyoming and Montana
8:45 – Building SOPs before they were trendy
11:30 – Why Casey started raising his own capital
15:00 – Setting up a parent fund with multiple offerings (and the mistake to avoid)
19:45 – The Revive Method: de-risking fix and flips with profit sharing
26:10 – Why sellers say yes to the partnership offer
28:30 – Coaching other investors and the moment that changed everything
30:45 – How Casey protects family time as a busy entrepreneur

Thanks for listening to Collective Clicks!

We're always looking to improve the pod: drop us some feedback here.

If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.

Most investors try the national model and blow through their budget with nothing to show for it. They get leads. They get contracts. Then nothing closes.
Nick Perry has done over 1,600 deals nationwide and spent the last 11 years figuring out exactly where that model breaks. He's also one of the few operators who's built and tested his own AI tools in-house — including a head-to-head test of AI vs. human lead managers across 2,200 leads.
What's in this episode:

• Why the national model fails at disposition, not lead gen — and what's actually causing it
• The one live data point Nick checks before working any lead (it's not days on market)
• How Nick's team ran 1,100 AI-handled leads against 1,100 human-handled leads — and what the numbers showed
• Why traditional wholesaling is getting harder and what's replacing it
• How Nick built an AI comping tool trained on his acquisitions director's brain — and what it's doing for offer volume
• What separates the national investors who scale from the ones who flame out fast

00:00 – Nick Perry's background and how he got into real estate
03:45 – Why AI is eliminating economic value faster than most people expect
07:10 – What Nick is actually building with AI right now
11:00 – AI vs. human lead managers: the 2,200-lead test
14:20 – The national model vs. local market model breakdown
19:30 – Pending percentage: the live market check Nick runs on every lead
23:45 – Why most national investors fail at disposition
27:00 – How rural is too rural? (Spoiler: it's not)
30:15 – Why traditional wholesaling is getting squeezed out
33:30 – Seven Figure Cartel and how Nick works with investors

Thanks for listening to Collective Clicks!

We're always looking to improve the pod: drop us some feedback here.

If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.

Most investors are still treating AI search like a future problem. It's not. Sellers are already using ChatGPT to find cash buyers — and if your business isn't showing up, someone else's is.
Trevor Mauch is the founder of Carrot, the most widely used lead generation platform for real estate investors. His platform processes lead data across thousands of active investor sites, which means when he sees a trend, it's not anecdotal.
In this episode, Brandon and Trevor break down what's actually driving AI search leads right now, why they convert at a higher rate than standard organic, and what you can do this week to start showing up.

Why AI search leads opt in at 3–4x the rate of standard Google organic — with similar deal quality
How one investor went from 5–10 leads a week to 45 in a single week (26 from ChatGPT)
Why slow websites are losing seller visibility in AI search before a human ever sees them
How brand inconsistency across your site and GBP is quietly killing your rankings
Why this isn't a new channel — it's a multiplier for PPC, direct mail, and every lead you're already paying for
The content shift that separates investors AI search recommends from ones it ignores

00:00 – Intro
01:45 – Who Is Trevor Mauch and What Is Carrot
05:00 – The Real Estate Market Consolidation Phase
10:30 – How AI Is Accelerating Consolidation
14:00 – Where AI Search Leads Actually Come From Right Now
19:15 – The 1,200 Seller Leads Stat — and What It Really Means
23:30 – AI Lead Conversion Rates vs. Google Organic
27:00 – One Investor's 45 Leads in 7 Days (26 from ChatGPT)
30:45 – Is Google Search Actually Dying? The Real Numbers
35:00 – Why Most Investor Websites Will Never Show Up in AI Search
39:30 – Why Your Google Business Profile Is Leaking Visibility
43:00 – Why Slow Sites Are Getting Ignored by AI
46:15 – Brand Consistency, Schema, and the Basics Most People Skip
49:00 – Show Don't Tell: Real Photos, Real Stories, Real Results
51:30 – Where to Find Trevor's AI Search Challenge

Thanks for listening to Collective Clicks!

We're always looking to improve the pod: drop us some feedback here.

If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.

Most investors rushing into voice AI are thinking about it wrong. They're trying to trick callers into thinking they're talking to a human. That's not just bad strategy — in some cases, it's illegal.
Jordan Fleming is the co-founder of Smrtphone, one of the larger phone systems built specifically for real estate investors. He's been in the REI telecom space for nearly a decade and recently spent eight months rebuilding their infrastructure from the ground up to support AI voice agents at scale.

In this episode:

• Why disclosure doesn't hurt your close rate if the conversation is actually good
• The difference between training agents on scripts vs. skills — and why scripts fail
• Where inbound AI agents make the most sense to start
• What "outbound" use cases are actually legal (and which will get you sued)
• The 90-day consent window and what it means for your follow-up sequences
• The texting and DNC mistakes that are costing scaling investors real money

0:00 – Intro: Why voice AI is moving faster than anyone expected
2:15 – The #1 mistake people make with voice AI (hint: it's about trust)
5:30 – Inbound AI agents: How one investor closed 4 deals from after-hours calls
9:00 – Scripts vs. skills: Why your AI agent is failing for the same reason your cold callers do
13:45 – "Bounded responsibility" — the framework that keeps your AI from offering $400K on a bad deal
17:20 – Where to start if you've never touched voice AI (don't bite off more than you can chew)
21:00 – Is AI as good as your best salesperson? Jordan's answer might surprise you
24:30 – The 25-minute seller call an AI agent pulled off on its own
27:00 – Outbound AI calling: what's legal, what's not, and who just got sued
31:15 – The 90-day consent window explained (and why old leads are a different game)
34:45 – The 3 compliance traps that hurt scaling investors the most
38:00 – Cold texting: hard no, or is there a way through?
41:30 – How to connect with Jordan + what's new inside Smartphone

Thanks for listening to Collective Clicks!

We're always looking to improve the pod: drop us some feedback here.

If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.

Most investors treat marketing like a vending machine — put money in, get deals out. When it doesn't work, they blame the channel. 

Greg Berney has been running a wholesale and rental business in Greensboro, NC for six years, closing 60+ contracts last year, and he'll tell you straight: your marketing probably isn't the problem. Your sales process is.

Greg has been a Bateman Collective client for nearly five years. What's made him stand out isn't deal volume — it's that he's built a business that actually serves his life, not the other way around. He coaches, he develops his team members into real estate investors themselves, and he still leaves at 2pm for his kids' lacrosse games.  

In this episode, Brandon and Greg get into what that actually takes — and it's less about systems than most people expect.  

What's covered: 

• Why most investors have a sales problem, not a marketing problem  

• How consistency in one channel beats channel-hopping every time  

• The difference between gross revenue growth and profitable growth  

• How Greg doubled assignment revenue by fixing his dispo process  

• Why detaching from outcomes makes you a better business operator  

• What "building a business out of fear" costs you long-term  

Timestamps: 

 0:35 — Greg's background: corporate burnout, discovering wholesaling  

7:45 — Infrastructure: dispo team, coaching, bookkeeping  

10:27 — Marketing advice: stop blaming the channel, fix your sales process  

13:25 — Lifestyle business: why Greg chose this path  

30:00 — Acceptance vs. resistance: real example of a deal falling apart  

39:15 — Building from fear vs. building from creation

Thanks for listening to Collective Clicks!

We're always looking to improve the pod: drop us some feedback here.

If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.

Most investors think transaction coordination is just admin work.
Hire someone, push paperwork, move on.

That assumption is costing you deals — and you don’t even know it.

Not the deals you track.
The ones that quietly fall apart before they ever hit your numbers.

David Olds has seen both sides — as an investor and as the founder of Easy RI Closings, handling transactions at scale. He knows exactly where deals break… and why most investors never catch it.

In this episode:

• Why transaction coordination is actually a revenue driver (not overhead)
• The hidden deal fallout that never shows up in your KPIs
• Why most investors prioritize acquisitions and dispo — and pay for it later
• What actually breaks between contract and close
• When in-house TC makes sense (and when it kills efficiency)
• Lessons from scaling a service business vs. a deal business

If you’re doing volume and still treating TC like a checkbox, there’s a good chance you’re leaking deals right now.

0:00 — Intro (The revenue leak most investors never see)
2:16 — David’s Background (From investor to running closings at scale)
5:03 — Why TC Is Actually a Revenue Center (Not just “admin work”)
5:43 — The P&L Analogy (Why lost deals never show up in your numbers)
11:27 — Why Investors Don’t Delegate TC First (And why it costs them)
15:25 — Knowing vs. Doing (Why execution breaks even when you know better)
17:47 — Learning to See Problems Differently (What experienced operators notice)
20:17 — Investor → Service Business Owner (What changes when you switch sides)
24:38 — Hustling vs. Building a Team (Why most people stay stuck)
27:12 — Would David Do It Differently? (Hard lessons from hindsight)
32:33 — Easy RI Closings (Where to connect with David)

Thanks for listening to Collective Clicks!

We're always looking to improve the pod: drop us some feedback here.

If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.

Most investors don’t have a revenue problem. They have a cash discipline problem. More deals just hide it. Until they don’t.

In this episode, Brandon sits down with David Richter, founder of Simple CFO and author of Profit First for Real Estate Investing. David’s team helps investors keep more of what they make after living through doing 25 deals a month and still losing money.

This conversation breaks down why profitability isn’t a result. It is a constraint you build the business around. And how most operators get it backwards.

What we cover:
• Why “profit” on paper doesn’t mean cash in your bank
• The core idea behind Profit First and when it actually works
• Why most investors stay stuck living deal to deal
• How to build reserves without overcomplicating your finances
• What to do when revenue drops and decisions get tight
• The simplest way to start even if you hate numbers

Timestamps:
00:00 Why most investors feel broke even with deals closing
02:10 David’s background and losing money at scale
06:30 What Profit First actually means
12:15 Why profit does not equal cash in your bank account
18:40 When financial systems actually matter
25:05 Scaling problems for 1M to 10M operators
32:20 The danger of growing without financial discipline
40:10 What happens when revenue drops
47:30 How to think about reserves and opportunity
55:00 Common mistakes when implementing Profit First
01:01:20 The simplest way to start today
01:05:10 Final thoughts and where to find David

Thanks for listening to Collective Clicks!

We're always looking to improve the pod: drop us some feedback here.

If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.

Most Real estate investors think success comes from more information, better strategies, or staying motivated.

But what if the real difference isn’t what you know — it’s what you consistently do?

In this episode of the Collective Clicks podcast, Brandon Bateman sits down with entrepreneur coach Pat Precourt to break down a perspective most investors overlook:

Success is engineered through behavior, not just knowledge.

After coaching thousands of entrepreneurs across real estate, education, and fitness, Pat found that top performers aren’t the most informed — they’re the most consistent. They build systems that make the right actions easier and repeatable.

Instead of chasing motivation, high-level operators focus on:

• Creating environments that reinforce execution
• Measuring weekly progress toward clear outcomes
• Eliminating “busy work” that avoids real growth
• Attaching self-worth to disciplined behaviors, not short-term results

Pat also explains how many leaders fall into the trap of looking the part without taking real risks — like spectators dressed as players. The shift happens when founders move from doing everything themselves to leading with intention, building feedback loops, and raising their standards by “raising the floor.”

If you’re working hard but not seeing consistent progress, this episode will challenge how you think about discipline, leadership, and what it actually takes to win.


00:00 Welcome And Setup
00:35 Meet Pat Precourt
01:07 Pat Origin Story
02:16 Coaching Over Tactics
03:44 Gym As Lab
06:37 Symptoms Of Stuckness
09:29 Spectator Versus Player
11:23 Process Over Outcomes
15:24 Raising Your Floor
21:15 Engineering Behavior
21:57 Environment And Feedback
26:13 From Hustle To Leader
29:05 Context Versus Content
30:15 Letting Go To Lead
31:49 Founder With Nothing To Do
34:30 Leadership As Leverage
39:03 Finding Constraints And Gaps
42:37 Complacency And Comfort Trap
44:23 Risk Aversion Versus Fulfillment
50:39 Identity Beats Fear
52:50 Emotions Off The Wheel
54:30 How To Reach Pat

Thanks for listening to Collective Clicks!

We're always looking to improve the pod: drop us some feedback here.

If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.

Most real estate investors treat every lead like a single opportunity.

But what if every lead could turn into multiple deals?

In this episode of the Collective Clicks podcast, Brandon Bateman sits down with Steven Howell from DealMachine to talk about a marketing strategy most investors overlook:

Micro-targeting neighborhoods around your inbound leads.

When a seller reaches out through SEO, PPC, or Facebook ads, the surrounding houses often have similar situations — similar property conditions, similar life events, and similar motivations to sell.

Smart investors are turning those inbound leads into neighborhood marketing opportunities by:

• Door knocking nearby homes
• Sending hyper-targeted postcards
• Driving the surrounding streets for distressed properties
• Re-visiting old leads in the same area

In some cases, investors are turning one inbound lead into multiple deals in the same neighborhood.

Steven also shares how DealMachine has evolved beyond driving for dollars into a full data platform — including AI tools that help investors identify distressed properties faster and improve their sales conversations.

If you're already generating inbound leads but want to maximize every opportunity, this episode will give you practical strategies to pull more deals out of the same marketing spend.

00:00 – Introduction
01:05 – Steven’s 15+ years in real estate investing
03:00 – Why Steven joined DealMachine
05:20 – The evolution of DealMachine beyond driving for dollars
07:15 – The biggest marketing mistake investors make
09:10 – The “force multiplier” strategy for inbound leads
11:20 – Turning one lead into multiple deals in the same neighborhood
14:30 – Micro-targeting strategies around seller leads
17:00 – Using door knocking and driving for dollars together
19:15 – Revisiting old inbound leads in the same area
21:40 – PPC trends and seasonality investors need to understand
25:00 – Why Q4 is usually the toughest marketing quarter
28:10 – How investors should plan marketing budgets across the year
31:00 – How DealMachine is using AI to identify distressed properties
34:30 – AI tools helping investors improve sales calls
37:00 – Future trends in real estate investor marketing
39:10 – Free DealMachine trial for listeners

Be sure to check out Deal Machine here: https://www.dealmachine.com/BATEMAN 

Thanks for listening to Collective Clicks!

We're always looking to improve the pod: drop us some feedback here.

If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.