You can learn to do this independently or get a rockstar REALTOR to lead the way.

He is encouraging his tribe to send him leads so he can do more of these.

What factors lead to this decision?

No real strong leads!?! 

If there's a family member or friend in a similar situation, and you can both align on the initial plan (location, home type, price, usage/occupancy, etc) you can pretty easily get a co-ownership agreement in place and even a joint mortgage.The benefit here is it might open up your ability to buy a larger place in a nicer area which could lead to a faster rate of appreciation and overall better living environment. 

When appealing to a business to business lead, you are appealing to a third party who will probably never see the inside of your unit, so all the usual real estate puffery is wasted.

With the most difficult buyers it can lead to last minute re-trades over inconsequential amounts of money but is just a pain to deal with.

I'm not understanding the purpose of wanting to refi.As for the phone calls, look up trigger leads and how to opt out.

Like others have said, you need to find alternative lead sources to find a decent deal.

It’s a great option for those serious about scaling lead generation.