Estate Professionals Mastermind - Probate and Senior Real Estate Podcast

The best real estate ISA systems have to get the recruiting, training, and placement of real estate ISAs / real estate virtual assistants right, AND also manage client relationships and culture. In this Ask The Expert interview, Andy Cole from 0260 Labs shares how he laid the foundation for a system where he can work less, earn more, and do great things for other real estate professionals.

Book an intro call with 0260 Labs: www.0260labs.com

Full podcast show notes: https://probatemastery.com/best-real-estate-isa-systems-get-right-tips-andy-cole-0260-labs

Join our Facebook group, Estate Professionals Mastermind: https://facebook.com/groups/estateprofessionalsmastermind

0:00 Introducing Andy Cole from 0260 Labs
3:22 Starting pay and job description for a real estate inside sales agent/real estate ISA
5:47 What the best real estate ISA companies are really good at
6:52 The one thing real estate agents REALLY need to do for their real estate ISA appointment setters
8:19 Preventing burnout as a real estate agent or real estate investor
11:34 Determining how to recruit, train, and place real estate ISAs effectively
13:18 Tips for aspiring entrepreneurs: Common mistakes and how to avoid them
16:33 Not everyone is built to manage people, so using a real estate ISA service might be best for you
18:58 Subscription-model real estate ISA service for any lead type
21:31 Conversation-based ISA prospecting
22:47 Best time to make real estate cold calls: 0260 labs ISA scheduling
25:46 Stop wasting time and money chasing real estate leads: The 6-figure mindset
27:42 Documenting and delegating your standard operating procedures (SOPs)
28:56 When do you need an appointment setter? When don't you?
31:44 Should you use real estate ISA services or directly hire?
32:41 Virtual ISA vs. In House real estate inside sales agent training: Which is better?
35:16 0260 Labs: Real Estate ISA services for people with too many leads
39:39 The ROI of using real estate ISA services from 0260 Labs
42:31 How to connect with Andy Cole and 0260 Labs

Learn more at www.probatemastery.com

Learn unconventional marketing strategies for finding unconventional clients and unconventional investments in real estate.

Full show notes: https://probatemastery.com/how-to-get-ultra-high-net-worth-clients-celebrity-clients-deal-with-unresponsive-probate-attorney-podcast

Watch on YouTube: https://youtu.be/rfdzMtoRHVY

Facebook Group: Estate Professionals Mastermind: https://facebook.com/groups/estateprofessionalsmastermind

FREE PROBATE REAL ESTATE WEBINAR:  REGISTER FREE: https://probatemastery.com/probate-fast-track-webinar/
**You'll receive probate marketing cheat sheet, step-by-step guide to get started in probate real estate, and a core knowledge workbook to help you learn your local probate process.


Timestamps (Links to YouTube)
0:00 Should you make vendor referrals services a commissionable transaction?
4:13 Life Insurance Policy Writer to your referral network
5:13 How to get ultra-high-net worth clients in real estate
9:12 Starting an investment club
14:00 How to get celebrity real estate clients
15:50 How to get started in a brand new market: Kris is moving to Idaho!
19:36 Real Estate Podcasts: Cash Advance Lenders and ISA Call Center vendor interviews
22:49 What to do about an unresponsive attorney with a pending notice of default?
33:10 How to attract B2B referrals from senior downsizing services with an inbound marketing strategy
38:22 Navigating a probate property sale with pending foreclosure

Learn more at www.probatemastery.com

Watch on YouTube: https://youtu.be/GS7CQyKa52M

Facebook Group: Estate Professionals Mastermind: https://facebook.com/groups/estateprofessionalsmastermind

Check out ProbateCash.com

FREE PROBATE REAL ESTATE WEBINAR:  REGISTER FREE: https://probatemastery.com/probate-fast-track-webinar/
**You'll receive probate marketing cheat sheet, step-by-step guide to get started in probate real estate, and a core knowledge workbook to help you learn your local probate process.


Be the hero story next time a probate seller is dealing with a reverse mortgage or HECM loan in probate,

…Or when they need to move but can’t figure out a first, last, and security deposit,

….Or when siblings don’t realize they can all get more if they leverage someone else’s money to make repairs before selling an inherited house.

See what Chad and the Probate Cash crew have to say about the top reasons probate clients can use cash advances and how quickly they can get it in this 30-minute Ask The Expert episode.

Timestamps (Links to YouTube)
0:00 How to access funds in tough times through advance on inheritance
9:36 Top 3 reasons families in probate need access to liquid cash
13:29 How heirs can get more money by maximizing the equity in inherited property
16:39 How quickly can you make an inheritance advance happen?
23:36 What probate situations might not qualify for a probate cash advance inheritance funding?
28:16 How real estate agents and investors can benefit from inheritance advance/Probate Cash advance funding

Learn more at www.probatemastery.com

Full show notes: https://probatemastery.com/how-to-prospect-assisted-living-referrals-help-buyers-house-hack-leave-voicemails-for-cold-calls-podcast-epsiode-43

Watch on YouTube: https://youtu.be/AI_UEhWSVrU

Facebook Group: Estate Professionals Mastermind: https://facebook.com/groups/estateprofessionalsmastermind

FREE PROBATE REAL ESTATE WEBINAR:  REGISTER FREE: https://probatemastery.com/probate-fast-track-webinar/
**You'll receive probate marketing cheat sheet, step-by-step guide to get started in probate real estate, and a core knowledge workbook to help you learn your local probate process.


Timestamps (Links to YouTube)
0:00 Upcoming real estate podcasts (Real Estate Training Content)

1:07 Helping buyers keep up with risings costs: Creative financing and how to underwrite ability to pay using using house hacking, short term rentals (Real Estate Investing)

6:41 Using no-trespassing signs as a value-add to get face-to-face (Setting Appointments)

10:31 Relocating to a new market as a real estate agent (Real Estate marketing)

11:37 How real estate agents can make money right now by working with investors (Agent Tips) 

14:30 5 ways to find buyers right now (Buyers Lists)

18:31 How to prospect assisted living and senior living sales managers (Real Estate Scripts)

19:45 Land parcel wholesaling: non-circumvention agreements and mutual non-disclosure with developers (Real Estate Wholesaling)

26:39 How to follow-up and build momentum: Direct response vs. Branding (Lead Gen)

30:05 Transaction engineering: Medicaid, nursing home care, and property sales (Transaction Engineering)

34:12 How to leverage Calendly as a credibility tool for B2B Prospecting (for assisted living professionals and more) (Real Estate Referrals)

37:19 Real Estate cold calling: When to leave voicemails and what to say (Universtal Realtor voicemail script and wholesale voicemail script)

39:22 Cold calling probate leads like you’re circle prospecting (Probate Prospecting)

40:07 Tricky probate situations: Trespassing, stolen vehicle, and pay-at-close probate attorneys (Probate Deals)

Learn more at www.probatemastery.com

Webinar - Probate Fast Track: register free at https://probatemastery.com/probate-fast-track-webinar

Episode 42 of Estate Professionals Mastermind - Live Probate Training with Certified Probate Experts

Full show notes, time stamps, video stream, and resources: https://probatemastery.com/cold-calling-techniques-best-banks-for-heloc-on-rentals-and-hiring-real-estate-virtual-assistants-estate-professionals-mastermind-podcast

Watch this as a webinar on YouTube: https://youtu.be/Ph4qqBpCttA


0:00 Best community banks for HELOC on an investment property: Rates and credit scores (Funding Deals)
3:25 Screening shady daisy chain wholesalers who are assigning contracts to another wholesaler (Wholesaling Tips)
6:51 Save the Deal: Pending auction and shady wholesaler vs. creative financing and strike capital (Creative Financing)
11:30 Do not call list real estate risks and TCPA real estate risks (Real Estate Prospecting)
13:59 How to hire real estate virtual assistants: Hybrid payment structure and retention incentives (Real Estate VAs)
18:24 How to find personal property appraisers and national senior relocation services (Building a Team)
19:39 Cold calling lis pendens and foreclosure leads: Handling wholesale real estate objections from motivated sellers (Lis Pendens Leads)
24:32 Lead generation and handling objections: “It’s under contract/taken care of/sold” (Real Estate Prospecting)
27:25 How to cold call after rejection: Cold calling techniques that really work to shake reluctance (Real Estate Prospecting)
28:33 Cold call disruption tips for I am not interested objection (Real Estate Prospecting)
32:56 Avoiding common attorney mistakes: Judgement of possession and property title transfer issues with multiple heirs (Louisiana Succession)

Learn more at www.probatemastery.com

**WEBINAR:  Register Free: Probate Fast Track Webinar https://probatemastery.com/probate-fast-track-webinar

Episode 41 of Estate Professionals Mastermind - Live Probate Training with Certified Probate Experts

Full show notes, time stamps, video stream, and resources: https://probatemastery.com/writing-an-escalation-clause-finding-sub2-deals-in-2022-and-beating-imposter-syndrome--live-probate-real-estate-coaching

Watch this as a webinar on YouTube: https://youtu.be/Q8TNIm5tAB8

Key Takeaway: You can use probate leads for long-distance real estate investing!


0:00 Dealing with imposter syndrome and getting focused in your probate business (Productivity and Growth)
20:00 Why did you get started in probate real estate? (Personal Growth)
21:52 How to find a land developer? (Building a Team)
24:02 What to say when you can’t answer a question (Real Estate Sales)
29:36 Using real estate market predictions to handle price objections (Presenting Offers)
30:56 Start long-distance real estate investing with probate deals (Remote Investing)
32:17 Consumer behavior as an indicator: What a housing market “crash” could look like in 2022 (2022 Housing Market Predictions)
36:35 How to find sub2 deals in 2022: List stacking in Propstream (Finding Motivated Sellers)
40:47 How to get your offer accepted on a house: How to write an escalation clause (Real Estate Escalation Clause Example)
44:39 Shifting demographics: Who’s moving? Who’s buying the most real estate? (Housing Marketing 2022)

Learn more at www.probatemastery.com

**WEBINAR:  Register Free: Probate Fast Track Webinar https://probatemastery.com/probate-fast-track-webinar

Episode 40 of Estate Professionals Mastermind - Live Probate Training with Certified Probate Experts

Full show notes, time stamps, video stream, and resources: https://probatemastery.com/live-deal-analysis-probate-real-estate-investing-podcast-40

Watch this as a webinar on YouTube: https://youtu.be/PonWv-681ao

Key takeaway: You can make more money long-term with the right investment strategy.

In this episode, Certified Probate Experts share tips and insights about the probate process, creative real estate marketing strategies, cold calling scripts, team-building, and asset protection.  Probate Mastery alumni share their recent probate listings and acquisitions and mastermind together for live deal analysis, transaction engineering, and marketing strategy optimization.

Thanks for tuning in and if you’d like to become a Certified Probate Expert yourself, you can get started today.

IN THIS EPISODE (YouTube links):

0:00 The house is listed, but the estate was never probated. Will a purchase agreement be valid and enforceable? (Save the Deal)

9:37 Selling a probate property with a HECM reverse mortgage in New York (Save the Deal)

13:54 Success stories: Latest flips, listings, and acquisitions from probate investing (Real Estate Motivation)

17:02 The opportunity in haul-away services: Branding and value-add with a free dumpster offer. (Marketing Ideas)

19:57 Probate Webinar and Probate Mastery Referral Program (Probate Mastery News)

21:16 How to sell a burial plot, and how to donate burial plots and get tax credits for the cash value (Good to Know)

25:08  I offered value, so they want to hire me to sell their probate property: Disposition or Acquisition? (Probate Investment Strategy)

26:37 Cash-out refi vs. HELOC (Funding Investment Deals)

29:06 Investing in Baltimore row houses: How to unlock equity and make more money long-term (Live Deal Analysis)

35:13 Investment opportunities in dry-camping, #VANLIFE, and Harvest Hosts. (Investment Strategy)

40:31 My broker thinks probate is for ambulance chasers and doesn’t support investing. Should I create an LLC? (Business Structure)

Learn more at www.probatemastery.com

Episode 39 of Estate Professionals Mastermind - Live Probate Training with Certified Probate Experts

Full show notes, time stamps, video stream, and resources: https://probatemastery.com/stop-using-your-vendor-list-as-a-lead-magnet-plus-live-probate-script-role-play-probate-podcast/

Watch this as a webinar on YouTube: https://youtu.be/39Qzpp6Mp1U

Key takeaway: Don't be afraid to gatekeep your assets.

In this episode, Certified Probate Experts share tips and insights about the probate process, creative real estate marketing strategies, cold calling scripts, team-building, and asset protection. 

Topics include why you should play gatekeeper rather than give your vendor list away as a lead magnet; how the SubTo life will bring a wealth of opportunity to those willing to learn and use creative finance strategy; how a single USP can pre-emptively answer the most common probate cold call objections; and strategies for protecting wealth offshore.

Thanks for tuning in, and if you want to join the CPE Mastermind community, check out Chad Corbett's Probate Mastery course:  https://probatemastery.com/probate-training-course-for-real-estate-agents-investors/ With over 300 5-star reviews from Certified Probate Experts, you're sure to take away massive value from the course no matter what your current real estate strategy is.

Learn more at www.probatemastery.com

Episode 38 of Estate Professionals Mastermind - Live Probate Training with Certified Probate Experts

Full show notes, time stamps, video stream, and resources: https://probatemastery.com/how-to-monetize-any-real-estate-sales-call-and-make-more-money-with-probate-leads--probate-podcast

A lot of real estate agents and investors don't realize this, but you can make way more money from real estate leads than just listing and selling properties.

You might be surprised to hear that one of the best niche lead sources for building wealth in real estate is probate leads. Probates are when someone dies without a will or trust, and their assets need to be distributed by the court system.

The right probate leads can make you a fortune. But how do you talk to them and offer them something they want and you can monetize?

In this video, we share three ways to improve your ROI with probate real estate leads, better sales language to use when speaking with probate leads, and the best strategies for monetizing your conversations with them - even if they've already sold the inherited property.

You can become certified in probate real estate with Chad Corbett's Probate Mastery course:  https://probatemastery.com/probate-training-course-for-real-estate-agents-investors/  With over 300 5-star reviews from Certified Probate Experts, you're sure to take away massive value from the course no matter what your current real estate strategy is.

Learn more at www.probatemastery.com

Weekly Live Probate Training with Probate Mastery alumni

Full show notes and resources: https://probatemastery.com/making-cash-offers-fast-solving-problems-with-probate-real-estate-deals-and-wholesaling-ethics/

Watch with video on YouTube: https://youtu.be/uJxayMyF-i4
Join our Facebook Group: Estate Professionals Mastermind

In this episode:  How to navigate situations with adverse possession, find agreeable options for heirs who disagree, condominiumize a property to facilitate the sale of probate property without evicting a live-in tenant, shift your mindset away from thinking wholesaling has no value to probate sellers, and more.


Time Stamps (YouTube links):
0:00 Recovery of Real Property: Dealing with adverse possession, tenant protections, and hostile occupancy when buying probate real estate (probate real estate California specifics discussed here).
3:40 Transaction Engineering: How to condominiumize and sell as a condominium property regime (CPR) with a holdover tenant occupation.
12:26 Life insurance and capitalization for probate real estate investing
15:45 Presenting options to personal representatives: How to be transparent as an agent-investor when listing a probate property
18:57 Is wholesaling ethical? Here’s the truth about wholesaling probate real estate
22:30 Deal Analysis: House hasn’t been probated, can I buy the mortgage note? Can probate sub-to / subject work here?
47:01 Making cash offers on the spot
52:46 Getting a land trust agreement written: Is an operating agreement needed?

Probate Certification Course: Probate Real Estate Training for Real Estate Agents, Investors, and Related Professionals 

Learn more at www.probatemastery.com