🦁 Part 1: Realtor CRM Blueprint
Organize · Automate · Scale Your Business

Turn relationships into repeat business with a system that simplifies your workflow and keeps you connected to every client and lead.

Every top-producing agent runs on systems — and the Realtor CRM Blueprint shows you how to build yours. Learn how to capture leads, automate follow-ups, and stay top-of-mind without sacrificing personal connection. This visual guide breaks down everything from automation funnels to CRM integrations, giving you the clarity and structure to scale confidently.

📘 Download the Realtor CRM Blueprint (PDF)

🤝 Part 2: Realtor Growth System

Turn Past Clients into Lifelong Advocates

Your next 10 deals are already in your database — here’s how to stay top-of-mind, build loyalty, and create consistent referral flow.

Your most valuable leads are the ones you’ve already served. The Client Retention System teaches you how to transform satisfied clients into repeat business through consistent, genuine follow-ups. Learn how to maintain visibility, celebrate milestones, and automate check-ins — all while keeping your interactions personal and authentic.

Retention costs represent the ongoing effort to keep existing clients engaged and satisfied. These are typically low but yield high returns.

  • Client appreciation events

  • Automated email follow-ups

  • Home anniversary check-ins

  • Market update texts or newsletters

Acquisition costs reflect the marketing and time investment needed to attract new clients. On average, it costs five times more to acquire a new buyer or seller than to retain an existing one.

  • Online ads and lead generation campaigns

  • Social media marketing

  • Networking events and open houses

  • Initial consultation and prospect nurturing

📗 Download the Realtor Growth System (PDF's)

Section 1: Client Retention System

Section 2: Reputation & Review Builder

Section 3: Referral Partnership Playbook

Section 4: Agent Money Mastery System

This illustration is for discussion purposes only and not a commitment to lend. Figures are estimates and subject to change. Consult your licensed loan officer for exact terms, eligibility, and disclosures appropriate to your state and program. Sun West Mortgage Company, Inc. (NMLS ID # 3277, nmlsconsumeraccess.org). Equal Housing Lender.