The Most Overlooked Goldmine in Real Estate? Your Past Clients.

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If you’ve been in the business for a while, there’s a good chance your next deal isn’t coming from a cold lead — it’s already sitting in your database.

David Jelinek, a top agent with over $275 million in sales, joins us to explain exactly how he leverages his 400+ past clients to keep business flowing year-round. Spoiler alert: it’s not about flashy tech or chasing the latest trends. It’s about staying connected, being genuine, and making the call.

Here are a few of David’s top takeaways:

Use a CRM (any CRM!): David swears by Follow Up Boss, but reminds agents the best system is the one they actually use. Even a spreadsheet can work — just stay consistent.

Mix Your Outreach: Calls, texts, emails, video messages, and even social media comments help keep you visible. Not every contact needs to be about real estate — just be human.

Video is King: Whether it’s BombBomb or a simple video text, a short personalized message can go a long way toward keeping you top of mind.

Ask Without Pressure: David’s script? “If you know of anyone thinking about buying or selling, I’d really appreciate a referral.” No gimmicks, just honesty.

Biggest Mistake? Not Reaching Out: Staying silent is the fastest way to lose a client. Even a voicemail lets them know you care.

Want to grow your business with less stress and more relationships? Start with the people who already know you.

If you are a Buyer or an Agent looking to Connect with a great mortgage company in Florida, reach out to Morgan Financial Today!   321-265-4000

Featured Agent
David Jelinek
Jelenik Group at EXP Realty
(321) 960-1676
https://www.brevardcountyflorida.com/

 

Professional headshot of Joe Harris, Chief Operating Officer at Morgan Financial, in a navy blazer and light blue shirt.

Chief Operating Officer

Joe Harris is the COO of Morgan Financial, where he oversees operations, sales, and marketing to ensure a fast, enjoyable, and consistent mortgage experience. With more than 25 years in the industry and over $1 billion funded, Joe combines deep expertise with a passion for helping clients achieve homeownership. He is also dedicated to training and equipping loan officers with the tools and strategies they need to thrive in a competitive market.

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