Systems and Processes That Generated Massive Success For Cody Tuma- EP 173

On today's episode of the Lab Coat Agents Podcast, Jeff is going to talk to Cody Tuma, a team leader broker out of the state of Oregon. In five years of his real estate business, he has found a platform called OfferForm - A tool to streamline the collection of offer information while simultaneously providing buyer education. Don’t miss his interview with valuable insights.   Episode Highlights: Cody was in college and did some e-commerce businesses and never really thought that real estate would be on his radar. Cody got his real estate license just kind of on the side as a side gig and sold his brother's house and made like $10,000 on his first paycheck. As a real estate agent, Cody always treated himself as a business or a business owner and always thought about what he could do to bring more business. The biggest thing that Cody wanted to do was set up the appointment and meet leads actually in person, because as soon as you meet the lead in person there is more of that relationship aspect of things. Many people get into the real estate business thinking to themselves that if it's family time, I am not answering my phone, but this is not the reality to get success, you need to control your schedule, says Jeff. Cody used lion desk and it was great all-in-one compassing CRM, but the follow up system that he used then is kind of been modified to what he is using now, but it's still kind of based on the core principles. Few years ago, Cody got into the expired listings and the sale by owners, and he has similar automation set up for these. Cody has a setup in the system to where it will remind him to personally send a text or an e-mail or phone call to past client because with those people, he wants it to be as personalized as possible.  If you are not closing five to ten deals a month, there is time in the day to work on the stuff to get disciplined enough, says Jeff. The originative of OfferForm was two years ago when the real estate market was just on absolute fire. OfferForm was born out of a need out of necessity in Cody's business. There were so many data points that Cody was gathering on the offers and he had spent so much back and forth over text or phone calls on gathering up the data that he needed for the offers. Cody talks about some of the things that he is doing to stay in touch with his past customers. Cody just sent OfferForm to his buyers and they got him all the information that he needed to write the offer and if it's going to be a competitive situation then they included some questions. Cody mentioned creating evergreen videos. He talks about what that is and how he is using it to scale his business? Evergreen video is a video that can be recorded like one time and repurposed throughout like indefinitely. Evergreen video content is something that Cody can just keep reusing over and over again that allows him to scale without having to recreate that video every single time. Cody uses chime as main system, and it gives him the ease of use and the flexibility and power that he needs from the power agent's point of view. With the commercial property that Cody had purchased, he was actually able to mitigate majority of his tax liability for 2021. 3 Key Points: Cody shares what led him to build out his own platform which is OfferForm. Cody's success especially with the online leads was making sure that he had a system in place to handle those online leads and a big part of that was a good CRM. For those with hefty tax liabilities, Cody would encourage them to look into purchasing some of the larger assets to where they can take a cost segregation study and then do bonus depreciation to deduct a lot of tax liabilities.   https://www.offerform.com/ [email protected] https://www.instagram.com/codytuma/