Six months into building and growing SureSend, we’re sharing what we’ve learned so far. From unexpected challenges and product development headaches to customer feedback and scaling the team, we break down the wins, the mistakes, and the lessons that come with building a CRM in a competitive industry.

#clicktoclosepodcast #podcasting #leadgeneration #leadconversion

Hey guys, we’re really glad to be back.

It’s been a minute, and a lot has happened since we last recorded. Sure Send has been live, real users are in it, and it’s been nonstop feedback, fixes, and building in real time. It’s one of those stretches where you just stay locked in and keep shipping.

In this episode, we catch up on what’s been happening behind the scenes, what’s been harder than expected, and what we’re learning from actual usage in the real world.

We also talk about what’s coming next, including major feature releases, the 14-day free trial, and the next push for growth.

Let’s get into it!

We’re back — and the Easy Home Search app is officially live!

It’s now in 220 MLSs, covering about 1,500 counties across the U.S., with Android launching soon. We break down the rollout, expansion into major markets, push notifications, and how agents stay connected to their clients inside the app.

We’ve added 35 counties since November — including the entire state of Hawaii — and we’re just getting started.

Search “Easy Home Search: Real Estate” in the App Store.

Subscribe for more real estate and tech conversations.

The shift that changed how we scale started with small habits, better energy, and systems that actually start working—it all adds up and shows up in ways you wouldn’t expect.

In this episode, we dive into growing a business, sticking to routines, and learning from experiences outside the usual bubble. Focus, growth, and systems that actually hold up under pressure.

Preston and I are back on the Click to Close Podcast! This week, we’re talking about everything happening behind the scenes—pre-sale launches, onboarding new teams, and all the updates we’ve been rolling out.

We dive into gamifying wins for users, what’s coming next with templates and integrations, and share some of the challenges and wins we’ve had testing everything live. If you’re curious about what’s happening next week and beyond, this episode gives you a front-row seat to all of it.

Why do so many agents say they want more business—but avoid the one thing that actually creates it?

In this episode, we talk honestly about lead generation, the excuses agents make, and why “being too busy” isn’t real. We break down what actually works, why discipline matters more than motivation, and how simple routines create consistency.

This isn’t theory—it’s based on what we’ve personally done and seen work. If you know you could be doing more but keep pushing lead gen aside, this conversation is for you.

Subscribe for more real conversations on building a sustainable real estate business.

In this episode, we break down what to expect at this year’s conversion-focused event and why it’s built for anyone serious about better lead management, stronger systems, and higher accountability. 🤙🏼 We walk through the two-day setup, the ranch venue, the shuttle logistics, and how the learning blocks are structured so every attendee leaves with clear action steps.

We also talk about the new platform we’re rolling out, how it connects the tools people already use, and why the early waitlist numbers signal a big shift coming. This episode is all about helping teams understand the value of bringing their agents, tightening their processes, and preparing for the next wave of conversion tools and strategies.

Join us for a quick preview before the big weekend. 🚀

We’ve been working on something big 🚀 and it’s almost ready to launch. In this episode, we talk about the upcoming release of our new CRM platform built to make lead management, automations, and integrations faster, cleaner, and smarter.

We walk through what makes it different 💡 from gamified dashboards that track daily wins to AI-driven smart lists and built-in email and texting tools that replace extra software.

We also share what’s coming next 🔧 including native integrations, referral systems, and features designed to make agents, teams, and coaches more efficient than ever.