Use Automated Follow-Ups to Build RelationshipsMost deals aren’t closed on the first contact, which is why follow-ups are essential.Example Workflow:Day 1: Send a thank-you email after a seller contacts you.Day 3: Share a case study of a seller you helped.Day 7: Send a friendly reminder with a call-to-action like “Let’s schedule a quick call to discuss your options.”Pro Tip: Mix email and SMS follow-ups to keep the conversation warm.Why It Works:Automation saves you time while nurturing leads until they’re ready to sell.3.

How would you recommend initiating a conversation with such organizations?

I had to have an awkward conversation with my favorite realtor when their broker suggested everyone had to pay a $700 “document fee” on every sale.

I haven't booked anyone from FF this past year, but I might keep one unit open to keep the conversation open.

I'd love to have a conversation with you about our market here and what you could expect. 

@Kaaren Hall after seeing your post i called them right away, their fees are extremely high for an HSA that for the most part most people don't have a lot of money in.I max my HSA every year, but if you have a self only plan you can only put about 4k /yr  and if you have some medical bills it's less.they are also very restrictive on taking money out, and no CC to pay the doctor. prior to speaking with them I was extremely excited to see this opportunity you suggested,  but after my conversation I'm no longer...I will look for other options now that I see there may be some, so thanks so much for bringing it up.

Some people are growth-minded, which means they are willing to help for a low cost, or not much compensation knowing that the more conversations they have will lead to more clients.

Track everything, including conversations with sellers and buyers, in your CRM and on Excel.

I have eagerly wanted to get into this space..I had a few calls with Sunrise that had some pretty poor answers / or lack of to my questions so was leaning toward Four Peaks since those conversations went better. 

Hi Dean - we had access to a DSCR product until a couple weeks ago - it's currently paused, per my conversation with one of the loan brokers I work with.