Purchasing his first investment property in 1995 sparked Derrick’s interest in the world of real estate, propelling him into a new career built on a commitment to helping people find a place to a call “home.” Closing over 120 transactions a year as an individual agent, Derrick explains how leveraging online advertising and technology has helped him scale his business to new heights.

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LEVERAGING ADVERTISING AND TECHNOLOGY
TO SCALE YOUR BUSINESS
Derrick Coates, Tierra Antigua Realty

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Meet our presenter
DERRICK COATES
Premier Agent

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A little background…
Started doing real
estate full time2004
1995
Purchased my first
investment property
Moved to an
independent brokerage2016
25
50
75
100
125
150
2013 2014 2015 2016
CLOSED TRANSACTIONS
150+
124
114
78
Projected
Began advertising
on Zillow2013

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Your own passion will
create your success!

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Scale your business
Invest in more online advertising
to generate more leads
Leverage tools and technology
to maximize productivity

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More online
LEADS
More online
ADVERTISING

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Investing more in Premier Agent advertising
Began advertising in 2013 with an initial investment of $110
Advertise in 3 ZIP codes
Handle 100+ monthly leads
Convert 6.6% of those leads
Connect 2x a month with business consultant
TODAY…

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Maximize productivity with
tools and technology

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Customer Relationship Management (CRM) System
A CRM helps you manage all your contacts to sustain
both short-term and long-term conversion goals
 Stay organized
 Respond quickly
 Manage contact data
 Keep in touch
 Send drip campaigns

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Instant lead alerts
Notifications providing important
details on the lead, including:
• Name
• Contact info
• Property details

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Auto-replies for Zillow/Trulia inquiries
Auto-response email sent when
I can’t respond immediately.

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Lead segmentation + follow-up tasks
Custom tags for lead type
Assigned follow-up tasks

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Long-term nurturing through email touchpoints
Customizable templates
sent ~2x month

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Share information
Easily share leads and
information with my:
 Premier Lender
 Coordinators
 …and others

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Transaction management
 Go digital
 Stay organized
 Exchange documents securely
 Communicate quickly
 Save time
Transaction management software is
essential for managing a high volume of transactions

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Transaction management
Edit
Share
eSign
Manage
Store
vs.

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Dotloop keeps all parties “in the loop”
Buy
side
Sell
side
THE
LOOP
 Editing
 Sharing
 Signing
 Managing
 Storing
All parties using the
most current version
of a document
OFFER ACCESS
VERSION
1
VERSION
2
VERSION
3
VERSION
NOW

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Dotloop keeps all parties “in the loop”
Buy
side
Sell
side
THE
LOOP
 Editing
 Sharing
 Signing
 Managing
 Storing
All parties using the
most current version
of a document
OFFER ACCESS
VERSION
1
VERSION
2
VERSION
3
VERSION
NOW
Stay in the loop,
everywhere you go.

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Success is finding the right balance…
Advertising Technology People Commitment

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