Loan Officer Success Live

In this value-packed episode, host Devin Dubuc welcomes back powerhouse Jillian Von Ohlen - CEO of RevUp Solutions and Broker/Owner of Hearts.Homes. Jillian pulls back the curtain on her groundbreaking transaction management system that's changing the game for real estate professionals nationwide.

Introducing RevUp, a full-blown customer acquisition system designed to boost agent productivity, elevate client experience, and create lifelong referral machines. With 14 years of experience (and 350+ tasks baked into her workflows!), Jillian has built a plug-and-play solution that feels more like a business coach than software.

💡 Key Takeaways:

Why traditional TCs are outdated and how RevUp fixes that
How systemizing every step creates consistency, clarity, and conversion
What it means to build a "client for life" experience during and after the transaction
The power of post-close marketing, automated email touchpoints, and smart data capture
How RevUp integrates with SISU & OpenToClose to supercharge your backend

Whether you’re a solo agent, team leader, or broker this episode will completely shift how you think about operations, client service, and scale.

#LOS.Live #LoanOfficerSuccessLive #LoanOfficerSuccess #PremierLending #RevUpYourRealEstate #TransactionMastery #AgentToolsThatWin #RealEstateSystems #CloseWithConfidence #LevelUpYourProcess

Creators and Guests

Host

Devin Dubuc

Coach. Dreamer. Dad. Helping you own your worth and go after what sets your soul on fire🔥

What is Loan Officer Success Live?

This isn’t another sales tips podcast.
This is LOS.LIVE - where mortgage and real estate pros come to master modern growth without the burnout.

Hosted by Devin Dubuc, LOS.LIVE is a deep dive into the psychology, strategy, and systems that build legacy-driven businesses in today’s market. Whether you're a high-performing loan officer, a rising agent, or an entrepreneur scaling fast—you’ll learn how to attract clients, grow income, and lead with brand, not brute force.

Real conversations. Tactical playbooks. No cold-call bro-hype. Just clarity, confidence, and creative firepower.

You don’t need a script. You need a strategy. Welcome to LOS.LIVE.

Social Media Links:
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YouTube: www.youtube.com/@los_live

Premier Lending, Inc.
13850 Ballantyne Corporate Place Ste #380
Charlotte, NC 28277
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Disclaimer: The information is intended to be viewed for informational purposes only. The content contained herein is not guaranteed or endorsed by the company, or any company mentioned, nor is this content meant to be an offer of credit. The information contained in this video may not be wholly or at all applicable to every situation or jurisdiction. You are strongly encouraged to consult your professional mortgage advisor before acting upon any information in this video. The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

Welcome to Loan Officer Success Live, sponsored by Premier Lending.The show where the mortgage industry's top players pull back the curtain.Your host, Devin DeBuke, sits down with industry leaders, top producers, and game-changing mortgage tech innovators, all sharing their unfiltered strategies, bold ideas, and proven secrets for success.Get ready to take notes, think bigger, and play to win, because this is Loan Officer Success Live.All right, guys.We're back, and, uh, we've got another industry leader, uh, CEO and founder of RevUp Solutions, also, uh, broker/owner of Hearts.Homes, not a dot-com.Uh, she's got another business partner there, and we'll bring him on sometime really soon.Jillian VonOhlen, hey, welcome to the show.Super excited to have you back.Thank you.Thank you.And thanks for saying my name good.No one ever says my name right.I, uh, it, it always gets messed up somehow.I was praying.I was like, "Please.""I hope this is right."Yeah.Well, thank you.I appreciate it.No, we- Well, I'm happy to be here.Thanks for having me again.Yeah.No.I'm, I'm excited to have you on because you've developed a tool that agents need.And, you know, this is why we wanted to jump on and just talk about this.In fact, we're gonna do a full demo today, and we're gonna show, uh, RevUp.And before we do that, which real quick, what is, what is this all about, right?Like, what does this program do?How does it help?And, and I know you're gonna show us, but let'sTell them what we're gonna tell them, then we'll tell them, and then we'll tell them again.So, um, at a basic level, RevUp, our, our initial product that we have launched with is for transaction management and coordination, and, um, you know, what, what I've discovered is transaction management came about as, as a way to help agents, uh, on the administrative side.They needed help with their transactions 'cause it takes too long.You know, 55% of what agents do are paperwork.Yeah.Um, so if you can eliminate that 55%, it allows you to get into production more.So transaction coordinators were hired to do that as their administrative support.Well, I, I feel that people who created the transaction management world did it just at a very basic level.And it's fine.It's fine the way it is.There's nothing wrong with it or nothing- Right.broken per se.But what I did is I started creating it where it was more about the agent.It's, yes, at a baseline, we're helping the agent, of course.But now, take it and turn it into where it's now a customer acquisition system that will now get you repeat and referral business.So if you're supporting your customer at a higher level through the transaction, aren't they more likely to come back to you more and more to give you business or to give you their business or friends or family?So that's really what RevUp is, and what it does is it supports you on the backend.It's a solution for all your real estate needs on your backend support.Um, we do other things, but transaction management, like I said, is our flagship product that we've launched with.And, um, and you're able to either hire us to do it for you or you can plug it into your current TC system if you have a bigger team or brokerage that you already have people, and you can, we can support and train your TCs on it, and you use it through your own, you know, you, you do it on your own.So there's way, multiple ways to, to make it work.Well, I'm excited.I can't wait to see what you've created.I've spent a little time with you and your team, and I've seen, uh, you know, what you guys do, and just, uh, man, I, I know we're in for a treat today.So I think, uh, let's, let's stop talking about it and let's just show it.Let's do a demo.What do you think?Yeah.Let's go.All right.I'm gonna bring it up on screen.So here we go.Cool, cool, cool.So yeah.So this is, um, a platform.So, so I use RevUp with a couple of different, uh, software companies that have created transaction management.This particular one is through SISU.So for those of you out there who use, currently use SISU, you'll recognize the dashboard and you'll recognize what this looks like.Um, so I'm gonna show it to you on SISU, but I also work with Opentoclose.Um, and, uh, to me, and in my per- professional opinion, those are definitely the 2 top transaction management platforms that do transaction management.Not, uhIn my opinion, I wouldn't say like Dotloop or SkySlope are transaction management.It's maybe more transaction document storage for the brokerage.Um, but they are c- still considered, you know, transaction management software companies.But these 2 are the leaders in the industry, and I've partnered with both of them to be able to bring RevUp to you through their software.So, um, so we're gonna go into like the transaction world.Um, I- I'm actually gonna pull up a couple of, um, uh, of things to just show you what, what has ha- what is going on behind the scenes so you can see.Good.So this is a transaction we're currently working on, uh, locally, of course, for one of our agents.And what we do is once, once an agent gets it under contract, they get the list- you know, the listing, um, either signed 'cause we even handle like active listings for people too.Um, but also it's when you go under contract.So there are the 2 sides to the coin where we do handle the listing like management as well.But once you go under contract, an agent would come into SISU into their agent portal and start filling out this information.It's very basic.It's really easy, you know, whatever it looks like.And, and what's great is, is SISU also tracks certain things for you.So they actually do track certain things.Anything in green that you see is something that SISU can track for you if you have their software.Um, if you don't and you use it through our RevUp system, if you just hire us as your TC, it's a little different.But either way, um, you know, so you would fill out all this information.You also have, like, you're signed to live listing form when you do have a listing.So thank God I clicked on one that was a seller, so-it can show you this.So all this stuff is, all this information is, is, uh, coming in from the backend, um, to be able to, um, make sure that we as the transaction coordinators have that information.So whether, like I said, you can hire us to plug, copy our system and put it into yours and for your TC.Either way, this is what the TC gets to see from the backend.So we get to see all this information that the agent fills out for us, and once they fill it out, then we can get to work basically.So you have all these details, uh, that we have built out of what we feel is important.Um, and for any agent watching this, you could kind of see and go, "Okay, this is really cool."But what it does, and I'm gonna show you what the task lists and what our email notifications look like, um, and how many you get, because it's extremely robust.I like to tell people, like, a, a quick synopsis is RevUp is transaction management on crack.Like-it is insane, intense.There's a lot going on.And, um, and we don't miss a beat.Um, you know, you'll see that very shortly.So these are just kind of our intake forms.Uh, when you go under contract, you have this intake form.And, uh, so we're once again capturing the information, what's the address, you know, what is the per me- preferred method of communication for your customer, uh, you know, obviously about the transaction details, all of that.If it's new construction, you know, the information we need for there.And then it goes through like your earnest money, the inspections, appraisal, loan commitment, all of that stuff that we would need, the cooperating agent, title company.Then it goes into the lender, if there is one.If it's a cash deal, you don't fill that out.Uh, and then some questions about the property.Uh, we even created this where our under contract notes, what that means is, um, it's more for social media.So if you currently use or don't, that's another thing you could hire RevUp for, um, have a marketing company or someone who does your social media for you.And even if it's you as the solo agent, you have these under contract notes in there, and that's what we're gonna, we're gonna use that for you to create your social media post along with any hashtags.So like I said, we haven't missed a beat.You know, what's the transaction fee, if there is one, who's paying it, the transaction amount, commission, what the, um, what your gross commission income is, if you're on a team or if you have a split or referral, what does that look like?Like, what are you receiving in your pocket?Uh, referral agent information, if you have due home warranty.These notes are more internal.Um, so we have that.And then if you have the customer's date of birth, we allow the agent to plug it in, but 9 times out of 10, actually probably 99 times out of 100-they don't haveSo we are asking for the customer's date of birth.We're asking them these questions.We're asking them for reviews.We're asking them for referrals.So I'm gonna show you that, uh, next.But I wanna go back real quick, Jillian, and specify.This is not out of the box with the programs you mentioned, right?These, you've written these formulas or these fields in.You've built it into a process that's gonna feel very familiar on the agent's side that's gonna capture all the detail and the data that you're gonna need on these transactions.Uh, and now if you're buying that software, you don't have to build this yourself.It's already ready to go.Yeah.And this took meI've been doing real estate for 14 years.I'm still in production.I, um, I am a, a co-founder and team leader of a, a local team where I live.Uh, so, you know, we're, we're really busy, but I've, I, I've spent years building this out.And the reason I started it in the first place was there was nothing out there.Mm-hmm.Uh, transaction coordinators started to come out probably, you know, I'm gonna say about ten years ago, you started to see more TCs starting that business.Um, and, and I actually used to work with a TC who was incredible, and her and I even built up some of the initial parts of this system together, um, and then I just continued to build on it.I continue to build.I even have m- uh, a, like a membership group, uh, where afterwards you can continue to get my updates and continue to get my developments.Like I just recently created, uh, 4 more emails that I, I saw were missing.So I'm constantly looking for, like, what's missing, what's new, what's needed, and I add that to the, uh, the system that I've created.That's amazing.Um- Well, keep going.I don't want to distract you.I just, you know, again, I want to make sure if somebody's tuning in, they realize how powerful what you've built is, and, you know, that somebody's finally taken the time to step back and build a, you know, system that can be followed, used, and, we always like to say, sweat the process, right?Do it the same way every time so that- Yeah.your client experience is smooth and seamless, because that's what it's all about, right?And we know in this industry, that's not always the case.So having somebody who's taken the time to meticulously build out a system that's gonna do that for you, uh, is amazing, and the fact that this is available outside of your agency, right?You're giving this as an opportunity for people to come in and use these workflows to dial in their systems.And I've seen some of the reviews that you've gotten from customers that have signed on with this project, and they're just blown away.That's why we brought you over here, right?Like, we wanted- Yeah.to share this out there.So let's get back to the presentation.Okay.Um, so yeah, and what's, what's also really cool is this isn't just for the TC.This is also for the agent.You know?So let's say you're running a team, or you're a newer agent, or whatever it might be, and you're like, "Oh, I wanna hire a TC 'cause I don't know what I'm doing," or you have a team that uses a TC but you have these newer agents or whatever it might be, we also have the agent checklist.So what is the agent supposed to do because they sometimes can maybe get confused with how do they work with this, a TC seamlessly and how does thatHow doesWhat does that look like?Right.So I'm gonna show you all of that too.Uh, so it is in order.I have it in order for sellers and then it goes into buyers.But we have like a new seller checklist and you can see all the number of tasks that, that I have in here.And, um- In here.Yeah.In my RevUp system, like I've built out for my personal team a little bit more.Like there's some things that I use in my team that can't really be used in other teams or they don't wanna- Right.So my RevUp one is a little more, I hate to say generic, but it is my, kind of my generic version which, once again, it's not generic.Um, as you'll see very closely but, um, I'm gonna go into just a couple of these.I'm not gonna show you every single checklist or tac- task list which really is my checklist.But you could see all of them in here.So we have seller under contract for cash and financing.Then post cl- excuse me, post-closing seller checklist.Then when we have an HOA, if we do handle the listing or you're, you buy this for your team, um, and you have it for just listed, that's your HOA.This is when you go under contract.We have an open house checklist for what the TC and even your admin, your database manager, your marketing people, like all of that is inside your open house che- and all these checklists really.Um, if you have a price reduction, what does the TC need to support with?If the listing falls apart with that, say, first buyer, and it has to come back on the market, what are those tasks?There's obviously not a lot, but there's still things to do.Uh, if you cancel the live listing, you know, what do we need to do to cancel it out of the system?Now this goes into all of the agent task lists, so for a l- for the new listing for the agent to do.What does the agent need to do for a price reduction under contract for cash and financing with the seller?This is really cool that we built out on the front end that we can use this only in SISU, so Open to Close truly is a transactor a, a contract to close software.SISU, you can do things, um, e- as early as even the initial conversation- Mm-hmm.with the customer.That's personally why I like using SISU.So I do use SISU for my team currently, um, and I've used Open to Close.I, I, I partnered with them, um, as well just because they're a totally different software in, in many ways but, um, but I, I like what SISU offers in other areas, not just the transaction management, so that's why.Right.But, um, so the appointment for your seller.So what do you do when you book the appointment before you even go on that listing?Like, what do you need to do and prepare for your listing appointment?Uh, to also secure the listing, what do you do afterwards?So let's say you go to a listing, it happens all the time, and you don't get them to sign right then and there.Right.These are some tasks, um, like 6 different tasks of what you could do to ensure that you start to secure the listing, not just potentially let it go and hope that they call you.Um, I'm a very proactive agent so everything in my system is very proactive and, and, m- and, and, um, has that, like clout of I am confident and I'm getting this.I'm getting the business whether it's a buy or seller so it always has that baseline of that stance, um, and that conviction.Well, it sounds like- So-there's almost coaching built into the platform, right?Yeah.So effectively, you know, you've used things and techniques that have worked for you in your 14 years as an agent and coaching other agents that work on your team and you've built this in there to help make sure that, again, not just does the client have a great experience but the agent has a better opportunity to earn the listings and earn the buyers, right?Yep.Yup, exactly, exactly.And, and like I said, and, and, you know, after you work with me, there's a membership, like ridiculously cheap.People tell me I charge way too less for it.But, um, where, where I do co- coach agents, and I coach your TCs if you buy the system and you have your TCs doing this.Um, so there, it's, it's really, really cool what, what we created in RevUp.But, um- So you've had training after the fact.So it's not, "Hey, get the platform and just get in there and try to figure it out," which is so common, right?in systems like this one.Uh, and more importantly, let- let's go backwards a little bit.So you buy the first system, which is either SISU or, I'm sorry, what was the other one called?Open to Close.Open to Close.And none of this is built out, so you either have to build it all yourself or you can come over to Gillian at RevUp, and she'll just rev your system up, which- Yes.probably where the name came from, right?Like get it- Yes.revved up and ready to go.But then after the fact, we've got opportunities for coaching, and not just you, but your team members as well, so you can get adoption.Because one of the biggest issues you have with system like these, and I know, uh, 'cause this is something that I do as well.It's why Gillian, as your- that, that tech nerd, uh, side of the business, um, is getting adoption.So how do you do that?Well, you make sure that everybody has a clear understanding.And that's what we're talking about here, so I- I love that you brought that up.And thank you for adding that, 'cause that's exactly it.You know, and so we can, uh, you know, these other companies, um, and there's other companies that'll help you build out your system too, but they can take up to 6 months.Like most people get to a point where like, "I forgot about it.Like I spent all that money, and, you know, I spent 10 grand for someone to help set me up, and I, what happened?I don't even know- Yeah.what's going on."And then the next question- I just, I just threw money out the window.So with RevUp, like it's a plug-and-play system.So like I said, you either hire us to do it for you as a TC company or you hire us to put it into your software and train your TCs on it, and you're up and running in a week.So, you know- Mm-hmm.yeah.Yeah.So it's huge.Like it literally, we clone my account is what we end up doing.Um, and so yeah, so we have the agent open house checklist, so what does the agent need to do for the open house?You know, it's, so it's the front end and the back end stuff, so we still have even the front end, you know, things.Now transitioning to buyers, we have a buyer checklist for cash and financing, buyer HOA, post-closing, canceling the under contract for a buyer, um, and now going into buyer agent, you know, under contract checklist for cash and financing.And then we have new construction, um, 'cause it's a little different.N- new construction in my world of what I created here is not like a spec home where it t- could still close in 30 to 60 days.This is like, oh, it's land, and we're building the house a year from now or whatever it- Mm-hmm.might be.So we created those.We even have like referral checklists, um, so we can manage the referral, 'cause what I've learned is whena- and this, and this came from my own experience.All of this is my own experience, and, and me just having that systems and processes brain.Uh, you know, I, I, I, I am with LPT Realty, and I'm very close to our, uh, CEO and founder, Robert Palmer, and he said, "Gillian, I have yet to meet a team leader with the brain that you have."He said, "Most of them are just very high D personality, and they're driven, and they're this," and you are, but you also have that, that systems and processes that most- Mm-hmm.of them don't have, and they have to hire someone to, to create all this.Yup.So, you know, my brain is kinda crazy.I tell people, "If you saw my brain on paper," which you're kinda seeing now-um, it- it- it baffles people.They'll be like, "Oh my God, that's crazy."Yeah, but it's organized.It's or- Right.organized and systemized, right?So at the end of the day, I wanna make sure that we dial in on that, is the whole idea behind this is taking something that could be very, very hard, and not just, what I mean, what I mean by that is not just building it out, but also a process that we all know, if we've been in the industry, you know, I'm, I've, since 2002, right?Uh, this process on either side of the table, it's not easy.And most of the time, we're winging it, right?Like there's not always been great training in our industry to get you up to speed on the things that you should do to create great success.And, you know, what Jillian's done here is she's taken her decade plus of experience and dumped it into a program and then organized it in a way that you could use it to manage your business efficiently and effectively, which at the end of the day, what does that mean?It means more money, right?Because when you systemize things, you actually build a process, go back to that S.W.E.A.T.the Process thing, right?Same way every time.Um, you start to have more f- flexibility and freedom to gain more traction with clients.Uh, and that's what this does, right?This gives you more potential money-making opportunities because the system is giving you the tools to understand what to do, when to do it, and keep it all organized, right?Yeah.It's not just a bunch of sticky notes on a desk.Exactly.Even though I have some of those.But those are more of like, what am I adding now to this?Right.Actually, I have a whole booklet for it.But yeah, it's funny.If you guys saw my closet, I'm one of those who color codes everything, so yeah, my- I'm very organized.Me too.Uh, I- I'm very much createI'm constantly almost like just creating systems, even in my life, you know?I mean, and I always tell people, "You may not know it, but you're creating systems too, even if it's you shower the same every day, you- you brush your teeth the same every day, you know, you- Process.brush your teeth at home, you know, bottom.Like, what are your processes?"That everything is a process.So when you could think of that as I created the entire process from really co- contact to contract to close- Mm.like that's the- that's what I want you guys to wrap your brain around is what I've created is just something more than you ever heard of, of what transaction management really is.And like I said, it's beyond the transaction, it's after closing, it's before closing, like how do you m- how do you love on people to the point that you have absolutely secured that business, not just for now, but for your future?Um, I mean, I'm at a point in my business where I literally don't take any other business.I'm still in production, but I don't take leads or new business coming in from- Right.my team.I only work my repeat and referral, like my past clients or just business that gets referred to me.Um, you know, and that's what I wanna help you guys create.And everyone- Mm-hmm.wants that type of, you know, business, everyone.Even if you wanna be a solo agent closing, you know, 50 to 70 deals yourself, 'cause that's pretty much what I do, um, and you can do that, but you need, you 100% need systems in place to have that happen or it won't happen, 'cause you're just gonna be kind of a mess and like you said, winging it.You know?Amen.So let me just show you what a couple of these look like though.So I'll show you like the- the seller, the- the listing checklist.When you get a brand new li- seller listing, either coming soon or active, let's go into here and you'll see what these look like.And as you can see, you know, I've built all this out where some of it triggers on certain days, like it's, like date of signed, you know, the signed contract.Um, and, uh, so you would add the new listing.So I- I have certain things, like I said, so that we have to do internally, so we have to add it to our own a- transaction spreadsheet.So the TC does that.We also use Slack to work with our partners, our- our, um, agents that are working with us in the TC world.So we use Slack to communicate with them and we- we create like a channel that's specific to that transaction.So the TC can be in constant communication, updating them, all of that.Uh, we send out the listing, um, agent introductory email.Uh, we update your brokerage documents.Um, we send out the listing agent or the seller, um, intro email for their listing attaching, of course, you know, the- the listing agreement, anything like that, and- and, um, a lot of these you'll see some have notifications and some don't.Even though this is an email, um, we send it a different way through Sisu because of the attachments.So it's just a little different.Um, also through Sisu, which I think is really cool, they do have a client portal which allows your client to actually see what's going on in the transaction- Love that.and to download all their documents at any point in time.They'll see once you go under contract, if wi- if it's with a seller or- or a buyer, they'll see who the title company is, the lender, like they get all the contact details of who the important parties are, and so at a whim they could pull it up on their phone, on their computer, and see everything that they need or download the documents of the contract or anything they might need.So that's a, that's a perk when you work with Sisu.No question, that's amazing.Um, so, you know, the- the TC is scheduling the photos, um, you know, whatever that might look like for your team.Uh, confirm the agent put the lockbox on, email admin.So this is where we bring in the admin, um, to send out a new listing note card.Here's where my process is different and where you're getting those little adding- added touches.So we do note cards, um, and we send those out to every seller when they, when they sign with us and we're like, "Thank you for enlisting with us.You chose the right person.We're gonna, you know, we're excited to be in partnership with you to get your home sold fast," um, that sort of thing.And it's just a nice little handwritten note card.You know, people love getting, you know, note cards in the mail, right?Mm-hmm.100%.Um, so we have these- You know, it's funny you say that, Jillian, we talk about this all the time, butAnd once you get 'em, you just, you can't throw 'em away.Like they- No.Y- they have a shelf life, right?Like, you know, at the end of the day- Mm-hmm.like when somebody takes the time to write a handwritten note, it means something.And, uh, you know, I always give mine s- a little bit of time and then I don't throw it away, I actually keep 'em all.I put 'em in a- a- a little box that I have.Yeah.Uh, to remember them, right?Yeah, we're big on notes and note cards.We're really big on note cards.Like, it's awesome.Yeah.No, it's so smart, you know?It's so smart, and it's such a, it's a lost art for a lot of people.And what's funny isYou know this, Jillian, 'cause I interview a lot of top-tier agents from the East Coast to the West Coast, and almost every great agent that I've talked to, it's some point in time in conversation talks about doing handwritten note cards, and, uh, so I love that you've built that in here because again, this goes back to even somebody who's a newer agent just trying to find their way, and they're getting started but they wanna know how, have a great process, right?You know, this is- Right.something you can have, right?And, uh, if you're a broker and you wanna give something back to your team that's gonna have some coachable stuff, it will also help you - Yeah.along the lines of, you have it written out, all the things that you're doing coaching, Jillian has this here inside of this RevUp software, so, uh, killer stuff.Yeah.Thank you.Thank you.Um, so if you have the open house, it just reminds you, add the open house task list 'cause you can add more task lists to the same, you know, uh, file.Order the yard sign, um, did the listing agent provide the MLS entry form?So I've even created forms that you would use to enter your listing, um, or have the TC enter the listing into the MLS for you.Um, and it, it's all PDF, you know, fillable information, super easy.Um, then this is, uh, telling the, uh, TC set up the listing so it's ready once the photos are done.So now they can go and set up the listing and all they gotta do is wait for the photos, plug them in, and make it live.Um, we use a marketing provider, so notify our marketing provider that the new listing is coming, so it prepares them, "Hey, once we get these photos, you're gonna now have to go make our social media post."Um, when inside the MLS, email the listing to the seller for approval, so we get the seller to approve it, um, once it goes live so that they see the listing, they look at the pho- they see everything.Uh, once again, here's that little extra, like, customer service where agents aren't doing this, they're not sending them the live listing to look at it and approve, they're j- they're most of the time not even telling them, like, the listing went live.They just say, "Oh, it's going live today."And then the seller goes and finds it on Zillow or Realtor.com or wherever, you know?That, to me, is a failure.Mm-hmm.That is where you should be as the agent telling your sellers what's happening next, what is going on, and this is what happened next is I just made your listing live, boom, I'm sending you an email immediately.And then I go text them as an agent, "Hey, your listing just went live."Um- Love that.email the new listing to your team if you have a team, or you could also, uh, copy a link and put it in your Slack channel.Um, send social media email to the prom- marketing provider, so now that the listing is live, now we're gonna go market it in social media and our, you know, social media people do that.Um, we now haveSo this one is actually cool.I wannaI'll show you the email to this one later, but we, we created a whole email of all of the marketing we're doing for our sellers.Once again, customer service.So this is beyond just TC, this is about the customer, so the seller is gonna receive an email from you.Typically we do it within 5 days of, of the, of going active on the MLS, and it's every single link, Facebook post, Facebook Marketplace po- post, if you're putting it on Marketplace, uh, Zillow, Realtor.com, Homes.com, wherever you're doing it that is out to the masses that you could see it.Like we also have, um, in our website for our CRM, uh, where you can do a single property website.That's a great website if you have access to that kind of stuff, um, to send it to your seller and say, "Hey, use this for you to promote on your social media and send it out to your database of people."Um, you know, so everything you're doing is, is trulyYes, it's keeping you organized and on top of everything, but it's about keeping your sellers and buyers happy and creating that, that additional business for you.Well, and, and I just wanna stop you real quick here, right?And, you know, I know we're a little bit past the, uh, the whole NAR settlement thing and, like, what does a Realtor really do, right, question that was popping up so many months ago, right?And I am glad that we got past that, right?At the end of the day- Yeah.you know there's great agents out there.But if you are ever questioning what a great agent does, right?Just go through this checklist right here- Yeah.and, and we're not even done, right?We're on page one.There's a page 2 here thing- And this is what the TC does.Now, if you're- Yeah.totally solo agent and you don't have a TC, yes, you would do all this- You do all this.plus the agent checklist too-because the agent still has their checklist.That's it.And, and when I say you do all this, the good ones do.Uh, the great ones do.This is the stuff that the great agents are doing and why this industry, uh, needs great people out here like Jillian, because she's helping keeping everybody organized and giving them direction, giving them a place, uh, to be able to have a systematic way of doing business.So again, guys, if you're watching in, I'm sure you now see why I had to get her over here to share this out there, because, you know, if you're a client, well, find an agent that's using this thing, and if you're an agent, call Jillian and get RevUp, or at least take another demo and see how she could launch this into your system and help your teams start to level up their game, right?And, uh, remember, what's great about this is that once it's launched in, she doesn't just walk away.There's coaching behind it to help get your team up to speed so it can literally be plug-and-play.So I just wanted to make sure that we highlight that before we move forward because, again, mind-blown.I build CRMs, I do a lot of the same stuff that you're doing here on the lending side, and to see it from the perspective of the real estate agent is absolutely fantastic, right?And what you've built here is, is amazing.Thank you.Thank you.Uh, yeah, so I'll just finish up.Yeah, so we request the marketing links from the admin, and like I said, here's the email that gets sent out to the seller.Um, uh, we also send the emails so we, we have, we call it the missing customer information because we've testedThis is what we've tested out and it's still not perfect, so it's one of those things I'll keep developing it, of, of getting their birthday or getting them to respond just of like, "Hey, what is your décor?"'Cause, you know, now we maybe want to get some ideas of closing gifts, you know?Or little, little gifts that we like to give throughout the year to acknowledge them.You know, "What's your favorite food or restaurant?"Um, "What are your hobbies?"Those kinds of things.So we're getting their m- missing information and that's part of it, you know, and some of them do fill it out and some of them don't.We do send this out multiple times through the process, um, even for buyers, of course, too.So what you see for sellers, you're gonna see the same thing for buyers in that aspect.Um, so we send that out 10 days after the listing goes live.14 days after the listing is still live, especially in this market, the seller might still actually like you you know?When it's 100 days, not so much.So we wanna get those recommendations and reviews and referrals upfront.Mm.So we're asking them for business 2 weeks after they've hired you, you've done the photography, you've shown them all the marketing you're doing, and their house is still getting some buzz in those 2 weeks, so this is a great opportunity to start your first ask for those reviews, recommendations, and referrals.So we do that for you.Um- And guys, that's super important if you don't realize, you know, getting your reviews, especially on Google, that's what's gonna boost your algorithm and get you seen.So, you know, if you're not asking for those referrals, it, it, make sure you're asking.But what Jillian's talking about here is this system's gonna, you know, help you do that, but in addition to that, it's asking earlier on than most think to do it, right?If you're doing a great job, it's a great opportunity to ask for it, right?Like, "Hey, you know, if you love what we've done over the last 14 days, one thing I would really appreciate, it helps me get more traction with my business, uh, you know, and, uh, we'd just appreciate a, a 5star review.And if you feel like we've done a 5star job, we would absolutely love, uh, if you'd review us," Right?So, uh, I love that you got this built in here.Yeah.Thank you, thank you.And then the TC, after 30 days of being on the market, reminds the agent, "Hey, it might be a time to talk to your seller about a price reduction," 'cause agents don't pay attention 30 days later or 45, uh, whatever it might be, and once again, all of this can be customized.That's the other thing.You're buying my system, but what I tell people is, "Let's just say 90% of it is done for you."10%, we're going to support you and set it up of what days do you want these to be?Like, if you want them tweaked, that sort of stuff.We brand it, this to you, you know, your branding, uh, and colors, all of that.So just want you to be aware that this isn't like you have to use it the way it is and it's not changeable or, or you can add some of your own stuff into it.Um, this is set up to, to empower you to start somewhere and have a really robust system as, as a starting point and then you add, you know, and customize from there.So value, on top of value, on top of value, right?Like out of the box, plug-and-play, ongoing training, and the customizable aspect of, "Hey, I do this a little differently," or, "I do this at this point in time."And I wanna go back and talk about the price reduction thing real quick because I know this is, uh, off-topic.But I recently, uh, had a home that I sold, uh, in, in, uh, my, my great state of Kansas where I'm from originally.I don't live there anymore, and I trusted in somebody, uh, that I've known for a long time to get the property moved for me.And, you know, at the end of the day, it sat way too long, and, you know, I shoulda paid more attention but I was busy doing what I do here, right?And eventually I looked up and I'm like, "What is going on?"Right?So I reach out and I didn't love the answer so I had to find a new agent.And what you're talking about here is having those hard questions, uh, or hard conversations- Yep.that have to be had, right?So what Jillian's talking about is 30 days later it hasn't moved, you gotta do it.Well, in my s- particular situation, 6 months had gone by.Now, that's 6 months of payments on a property that I'd evacuated my r- my renter out of the property, so that's on me at that point in time, and the amount of money that I'd spent over that 6 monthsfor that property that was sitting vacant, um, was way m- more than the amount that I had to reduce the property to actually get it sold.And I ended up going in and talking to the right agent, and the right agent said, "You know why it's not moving?You know, when you went to market, we didn't have a lot of inventory, but we actually had a couple of builders that just brought some new properties to market, and they're brand new, they're bigger than yours, they're not in as nice of a location, but they're bigger than yours, and they're priced $20,000 cheaper.So, at the end of the day- Sure.if you wanna move the property, you're gonna have to make a reduction, or you're just not gonna look that attractive."Guess what?We made the changes, house sold within 30 days.Funny how that works.It is, yeah.And that's what you did.You hired the right agent who knew the market there, and also educated you, guided you.And that's, that's what this is doing from the back end, you know?Amen.I tell people, "We can't go do your, you know, research every day-of where y- what's going on in your market."But, you know, that's still your responsibility.I mean, there is- But we can take everything else for you- Yeah.and streamline it.Well, you're taking the agent hat off, you know?You're taking the, "I'm RevUp owner and I've sold this software to another agent in another location.I'm gonna teach you how to use the software, but I can't tell you what to educate your clients."However, if you're the agent, you need to know your market, and you need to know- Right.how to educate your clients.And her software's gonna remind you, if it's sitting longer, go back and reevaluate that property and make sure- Mm-hmm.that the price point does match, and make sure that we're educating our clients so that they can get their properties moving.That's a great topic right now, by the way, Jillian.Uh, so- Yeah.I'm glad we kind of went down that rabbit hole, because properties are sitting- Yeah.a little bit longer.A lot of agents- Yeah.are having that hard conversation because it is hard to tell people, uh, that their baby's ugly, right?Like, that the, the- Yeah.their home's priced a little too high.And I've heard a couple of great ideas here.You know, one I'll throw out since we're on right now, just, uh, you know, one of the, uh, the, the people that we talked to the other day said, uh, what they're doing in their market, because we know the 2-1 buydowns work really well, is they're actually having their agents, uh, put the offering for the 2-1 buydown in the, uh, listing information, so that when people are coming out to look at the property, they already know this house has been pre-listed-with the buydown, so you are already able to get your rate 2 points lower than whatever your lender's telling you.And I think that's, uh- Mm-hmm.a great way to advertise the property, because it makes the clients feel like the home's more affordable.So, I know that's a little off-topic, but we were going down that rabbit hole.I had to say it, I had to say it, so.No, that's- So.And that's true.Like, and that's, that's what it's all about, is, is, is servicing your customers at the highest level.I mean- Mm-hmm.that's really what it is.Um, and, and how can you do that?You know?And y- and, and most agents can't do it alone.Most agents just don't know how to create something like this.And it's been- Yeah.thousands, and I literally mean 1000, I have logged thousands of hours developing and creating this, and continue to create, uh, for you.You know?I, I got to a point where I'm like, I've created something that most people have neverLike, you know, the founder of Sisu is like, "I've never seen anything like this."The founder of Open To Close, "I've never seen anything like this."And I'm like, "Wow, I have something here."You do.And I've got to get this out to these other agents that, that can use it and need it, um, and want it.So, um, yeah.So this is, you can see, the checklist.Here's all the different tasks, you know.Uh, uh, you know, I think it's like 300 different tasks are, um, if not more actually at this point.So about 350 tasks are in here.Let me, let me show you what's going on.So the 350 things that a great agent needs to do, or a great coordinator needs to do, right?And that's the thing that I was getting at earlier when I said, "When you're working with the right agent, this is the type of stuff that's happening behind closed doors."So if you happen to be a borrower or a, uh, uh, a, a, uh, listor that's, that's trying to figure out, "What should my agent be doing?"Well, there it is, right?Like, and, and am I- Yep.uh, getting value out of the person I'm working with?Well, if they're doing this, you got value.You know, that's a professional marketer that's at the top of their game.And if they're using RevUp - Yeah, exactly.they're gonna make it look easy.Right, right.It's so true.Uh, so yeah, so now I've taken youThey call them notification templates inside of Sisu, which re- it really is the, um, uh, emails that we've created.So I have codes for everything, Sisu has their code.But either way, this is all the different emails that go out.either way, this is all the different emails that go out, um, obviously, like, right at the beginning, the introductory emails, you know, and then we're at, like, checking on the escrow, title, you know.Once again, some of this is basic.It's standard of what TC should be doing.Right.You know, we even email the lender, so we email you guys, to get the buyer's date of birth, so why would we not?Hey, let's just email the lender 'cause sometimes the customer is not responding with their date of birth-let's ask the lender instead.Who answers me first.Right, right?Um, of course, we're gonna help get receipts for repairs, um- So, I think, if I'm looking at this right, we've got 200 templated emails, automations, right, that are built into this thing.Yep.And I know you've got a lot of stuff to cover here, but we're getting close to wrap up time, so- I know, I know.I want to make sure we don't miss, you know.Yeah, so let me just show you.I'm gonna show you a couple of these emails, um, like I said, that, to me, are really great.This one's a good one, you can see, so you canAnd, and it doesn't show up like this, of course, but w- this is how we get your reviews.And that's just coding.If you're not a coder, that's just a code to pull the data from the database and drop in the accurate info.So, there you go.Yeah.And, um, so yeah, so it gets those reviews.Uh, we're also saying, if you know anyone who's looking to buy or sell, that's asking for the referral.Mm-hmm.So, that's our closing email, um, and, you know, once again, the reviews look very much the same.Um, I wanted to show you thatLet me see, my seller email, uh, marketing email to seller.So here's that marketing email I told you about, that we send to the seller.So all this is coded with the links that need to go in there.That's great.Um, as you can see, Facebook Business, Facebook Marketplace, Zillow, Realtor.com, blah, blah, blah, all this stuff.Um, we alsoYou know, I work with a, a, a company called Fellow, uh, where we give them their home value.That's awesome.I loveI- if you have a way to give your sellers who are active listings- That's right.a way to have them check their home value, that makes it also an easier conversation for when you have to do a price reduction.That's really cool.And 9 times out of 10, they're checking it and going, "Oh, crap.The, the market's going down," or-"Oh, crap.I'm, I'm not seeing anything sell."You know, so Gillian, when she calls me, I'm, "We're gonna have that tough conversation."But the tough conversa-It makes it so much easier to say, "Hey, I've seen you playing around on my home tracker, um, home value tracker."Like, you know, "Are you ready for that conversation?'Cause it looks like we're gonna have to reduce."So- Here's that personalized website.So, Gillian, I think we are at the top of the hour, and I know you got more to share, but- Oh, there's more.if you're tuning in, or if you're watching this on the replay, this is a great time for you to do this.Go down and type in RevUp.World and go find Gillian and get the rest of the pieces of the puzzle, right?Make sure that, uh, you know, you get some time on the calendar with her so you can learn how you can rev up your system and, you know, really start dialing in on a process and have a solution that's gonna be simplified, and take everything that you're already doing, but just make it a little bit easier for you and your team.Uh, Gillian, any closing words before we wrap up today?Uh, just, you know, I'm here to help.I really am.I created this for you.It's, it, it truly is a gift to be able to, to help agents, um, 'cause I think it's a failure in the industry that, that most people don't support other agents, whether it's local or nationally.Like, you get, you know, you get some support, but, um, I, I just don't like that, you know, m- I think, uh, w- the- a new thing came out that only 4% of agents are selling, like, actually selling homes right now, and that, to me, is not okay.Uh, so I wanna help that grow.I wanna help agents grow and build and develop their skills, and this is one way I get to give backYou hear that, guys?You're not alone.You've got a friend in Gillian, and you've got an amazing tool with RevUp.World.So get out there and go get registered to meet with Gillian.Learn how she can rev up your world and make life easier for you, and create an amazing client experience for your customers.So, Gillian, thank you so much for jumping on.It's been an absolute pleasure, uh, for the second time, and I promise you there's gonna be more.If you guys love Gillian, make a comment, let us know.We'll always bring her back here to the show.And, uh, man, I just, uh, appreciate you for being the amazing human being that you are.Uh, so, uh, I think we're gonna leave it there.Guys, thanks so much for dropping by.We will see you on the next one.Take care.You've been watching Loan Officer Success Live.Where real strategies meet real success.Don't forget to subscribe now and share it with your teammates, and keep leveling up, because your next breakthrough starts here.If this fired you up, don't just watch success, go out there and build it.

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