Probate Case Study

Probate Real Estate Expert Shares tips and advice for marketing, prospecting, and scaling listings and acquisitions in his business 2020

Million-Dollar Producer Shares Updates on Year 2 Listing and Wholesaling Probate Real Estate.

Before diving into this interview, it might be worth checking out David’s 2019 interview where he and Chad Corbett discuss the roadmap to the Million-Dollar-Club in Probate Real Estate. Also, be sure to subscribe on YouTube, to this blog below, and get in the All The Leads Mastermind group to stay up to date with David’s progress.

 

 ‘There isn’t anybody going through Probate we can’t help, that we can’t monetize.’

 

To start, David Pannell is one of the top-performing Probate Investors/Probate Agents in the country.  As such, we’ve asked him to share his strategies and insights with the All The Leads community.  David combined the Probate Mastery approach with the dedicated prospecting strategies he developed in a decades worth of converting FSBOs and Expireds.  As a result, he consistently converts probate leads at high rates.  Above all, his skill set has him out-competing iBuyers, Agents, Investors, and Wholesalers in his market with ease.  Meanwhile, David is already finding the financial freedom to “semi-retire,” as he calls it.

 

The only way to truly learn a skill is by actually doing what you’ll have to do in the real world.  Without a doubt, David’s laying out a roadmap for any real estate agent, investor, or wholesaler looking to up their skillset and make more money with Probate real estate. Best of all, you can Watch or Listen to his Year 2 Case Study however you prefer:

 

 

 

 

  • 0:00 Introductions: See More: David’s 2019 Interview On Year 1 in Probate
  • 1:47 The #1 Thing I Learned About Using an ISA for Investment Deals
  • 3:10 This is Our Best Lead Source: 47 Transactions, Two Producers, 4000 Leads.
  • 3:35 How David Leverages his Probate Book as A Story-telling Piece.
  • 4:44 The Best Way to Hire an ISA for Probate: See More Role Play Playlist David used to design his training.
  • 6:17 EVERY Probate Lead Can Make You Money.
  • 7:15 David and Chad discuss his live follow-up call with a probate lead
  • 9:29 Consumer Psychology: How David designed His Key Marketing Piece.
  • 10:48 The Marketing Sequence of A Top Producer in Probate: David shares his marketing pieces and schedule.
  • 12:26 Segmenting Lists: Social Variables vs. Property Variables. See more: Probate Plus+ Property Fields
  • 14:28 Navigating Listings, Investment, and Wholesale deals . See More: The complete probate leads system
  • 16:00 The 80-20 Rule: How to Leverage Time, Generate Revenue, Reinvest, and Scale.
  • 20:50 Work-Life Balance and How To Retire Early Through Probate Real 
  • 27:47 Building a Real Cash Buyers List and Segmenting It. 
  • 38:41 Building Your List of Attorneys
  • 39:39 Becoming THE Probate Expert In Your Market

 

 

GET PROBATE LEADS

 

 


David Pannell Headshot - Probate Real Estate Investing, Wholesaling, and Listing All The Leads SubscriberAbout David:  David has been in real estate for 12 years.  At first, he worked with buyers through the short sale/REO period between 2007-2010. After that, he switched his focus towards listings in 2011.  Specifically, he generated leads with open houses and SOI leads. David eventually hired a coach and quickly mastered Expireds/FSBO marketing.  As a result, he started to ramp up his acquisitions.  Since then, David has worked directly with ATL, GGMS, and B-School to learn and scale his business. After solidifying Probate as one of the main pillars in his business in 2019, he set forth to build an even better prospecting system.  In mastering the empathetic approach, the team is looking forward to a third of their projected 300 closings in 2020, to come from probate listings/cash deals alone.


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If you are a real estate agent or real estate investor looking for real estate leads and you want to offer a service to your community then you really need to consider becoming a probate expert. Firstly, over the next 40 years over $136 Trillion in assets will pass from one generation to the next.  Secondly, nearly 80% of that wealth is locked up in real estate. As a result, there will be a huge opportunity for you to build a strong pillar in your business while your competition is still out begging for business from the same leads they’ve worked for the past 20 years.  Thirdly, All The Leads provides all the tools you need to become the probate expert in your market in one place. Learn more about our probate leads system.

USERS DESCRIBE ALL THE LEADS

 

 

 

 

 

 

 

Probate Plus

David Pannell joins Chad Corbett to discuss his system for probate leads marketing, and offers his review of the All The Leads system

Most LUCRATIVE Real Estate Niches: PROBATE Wholesaling, Investing, and Listings – David Pannell’s Story | All The Leads Reviews

Finding The Most Lucrative Real Estate Niches: PROBATE REAL ESTATE

All The Leads reviews are my favorite content to share with Real Estate Agents and Real Estate Investors who are interested in the probate niche.  In this special hour-long webinar, David Pannell joins me to discuss all the chokepoints he came across when getting started in the probate niche, what motivated him to re-organize his team and dive into probate headfirst, and the incredible follow-up sequence his team has built around his probate leads in just one year’s time.  David ended up discovering probate is one of the most lucrative real estate niches, and probate leads are often some of the easiest deals out there.

“I live by Gratitude, so I will share with you everything we have failed on, discovered that works, and what we’re currently working on to get the most out of the probate leads…

…No lead purchased will fall through the cracks!”

-David Pannell

This video serves as a case study for David’s experience building a new pillar in his business through probate – He is projected (conservatively) to be making $1,000,000 a year by the end of 2019 through listings and acquisitions from PROBATE DEALS ALONE.  For anyone looking for ways to build their team, get their system organized, or really master your face-to-face presentations so you can land every deal whether you’re an agent, investor, or(and) a wholesaler, watch David discuss his story with Chad Corbett below!

 

GET PROBATE LEADS

 

Tenure: 1 year (Since June 2018)
Probate Closings To Date: 27
Total Commissions: $370k; $1,000,000 projected by close of Q4 2019.
Pipeline: 75+
ROI: 196% since starting; pacing 634% ROI for 2019.

Resources in this video:
ROI Calculator
Best Prospecting Script for Probate

Call Recap:

5:30 First time calling Probate Leads
6:05 2018 Total ROI from all lead types
7:37 My First Year in Probate Real Estate
8:56 Probate Leads Pipeline for 2019
9:26 What’s the split between broker/acquisitions deals?
9:50 Does this work in a competitive market?
10:20 What’s the spread?
10:45 Changing the way you present yourself
12:18 The fortune is in the follow-up
13:07 Getting the Cold-Calling right: Going from “Realtor, Investor, wholesaler” to David
13:40 Showing up to your listing appointments as a professional
15:11 The mindset: Go out and get it!
16:13 Competition from iBuyers and how to get ahead
22:08 The All The Leads Approach to Probate – Make it work for you
24:04 Why probate is great
24:47 Winning a listing appointmentwhen another realtor is there
27:40 What do we do with leads that don’t answer the phone?
30:45 One appointment, two guys, three options.
33:25 Bring pre-filled documents, leave a cash offer in hand…. ALWAYS!
37:12 The bottled water secret
38:30 How we found the right ISAs and built up our team
41:25 The perfect ISA for probate leads
48:43 Empathy = Lifelong referrals from clients and other business professionals
51:15 David’s system for prospecting probate
59:57 The Numbers
01:03:23 The Million Dollar Pillar in Probate

 


David Pannell Headshot - Probate Real Estate Investing, Wholesaling, and Listing All The Leads SubscriberAbout David:  David has been in real estate for 12 years.  He worked with buyers through the short sale/REO period between 2007-2010, switching to listings in 2011. He has also since ramped up his acquisitions.  Like many, he started with open houses and SOI leads. He eventually hired a coach and quickly mastered Expireds/FSBO marketing. He now works directly with ATL, GGMS, and B-School to learn and scale his business. He is focused on solidifying 3 major pillars in 2019, one of which is probate real estate.  In mastering the empathetic approach, the team is looking forward to a third of their projected 300 closings in 2020, to come from probate listings/cash deals alone.


David Pannell on YouTube
Get in touch with David


If you are a real estate agent or real estate investor looking for real estate leads and you want to offer a service to your community then you really need to consider becoming a probate expert. Over the next 40 years over $136 Trillion in assets will pass from one generation to the next and nearly 80% of that wealth is locked up in real estate. This is an opportunity for you to build a strong pillar in your business while your competition is still out begging for business from the same leads they’ve worked for the past 20 years. All The Leads provides a system driven by ever-expanding knowledge and experience. To see how many leads we gather in your county each month, click here.

 


Our Subscribers Always Say It Best …


USERS DESCRIBE ALL THE LEADS

 

 

 

 

 

Join over 10,000 Agents and Investors in Our Mastermind Group:

 

Probate Plus

Probate Leads - All The Leads Case Study - John Holtzinger

Probate Case Study – John Holtzinger – All The Leads Reviews

All The Leads reviews are my favorite content to share with Real Estate Agents and Real Estate Investors.  Every day we live our #1 core value – Provide Value First – to help others find success in doing the same.  We provide a full system to help our Subscribers meet their business goals but, more importantly, a system that offers a huge impact in hundreds of communities to thousands of people every month across the US.

I’m thrilled to have finally captured John’s story on camera so you guys can see the potential of becoming the Probate Expert in your market!


“One of the things that attracted us to All The Leads in the first place was the fact it was a comprehensive lead source system, training, and integration with the Vulcan7 dialer ”
– John Holzinger


Now, we ARE all running a business so it’s not always about “the feels” and emotions…sometimes it IS about dollars.  Serving as a Probate Expert can certainly make a difference in the lives of others but the value provided can also result in a 10x or greater return.  As you will see in the video, in 31 months using our system, John has sold 7 listings, purchased 3 properties on our own, and with his team investing $8,000 annually they have seen a 10x ROI!!!

 

Tenure:  31 months

Probate Closings: 7 listings sold, 3 purchased properties

Total Cost: $20,000

Total Commissions: $200,000+

 

See more Case Studies and All The Leads reviews from our Subscribers HERE

 

If you are a real estate agent or real estate investor looking for real estate leads and you want to offer a service to your community then you really need to consider becoming a probate expert.  Over the next 40 years over $136 Trillion in assets will pass from one generation to the next and nearly 80% of that wealth is locked up in real estate.  This is an opportunity for you to build a strong pillar in your business while your competition is still out begging for business from the same leads they’ve worked for the past 20 years.  All The Leads provides a system driven by ever-expanding knowledge and experience.  To see how many leads we gather in your county each month click here.

 


Our Subscribers Always Say It Best …


USERS DESCRIBE ALL THE LEADS

 

 

 

 

 

Join over 10,000 Agents and Investors in Our Mastermind Group:

 

Probate Plus

Probate Case Study – Michelle Knobloch – All The Leads Reviews

All The Leads reviews are my favorite content to share with Real Estate Agents and Real Estate Investors.  Every day we live our #1 core value – Provide Value First – to help others find success in doing the same.  We provide a full system to help our Subscribers meet their business goals but, more importantly, a system that offers a huge impact in hundreds of communities to thousands of people every month across the US.

I’m thrilled to have finally captured Michelle’s story on camera so you guys can see the potential of becoming a Probate Expert in your market.  Her opening line says it all…


“All I can say is, it has brought so much joy and peace to be able to do what I do; becoming a specialist in this area.  The lives that we’ve touched, the difference that it’s made, it really is a blessing and we are all passionate about changing lives and making a difference.”
– Michelle Knobloch


Now, we ARE all running a business so it’s not always about “the feels” and emotions…sometimes it IS about dollars.  Serving as a Probate Expert can certainly make a difference in the lives of others but the value provided can also result in a 10x or greater return.  As you will see in the video, Michelle has invested $6,382 to make $61,042 in her first three years as a Probate Expert, which yielded a return on investment of 856.47%

 

Tenure:  3 Years

Probate Closings: 23

Total Cost: $6,382

Total Commissions: $61,042

Pipeline:  6

 

See more Case Studies and All The Leads reviews from our Subscribers HERE

 

If you are a real estate agent or real estate investor looking for real estate leads and you want to offer a service to your community then you really need to consider becoming a probate expert.  Over the next 40 years over $136 Trillion in assets will pass from one generation to the next and nearly 80% of that wealth is locked up in real estate.  This is an opportunity for you to build a strong pillar in your business while your competition is still out begging for business from the same leads they’ve worked for the past 20 years.  All The Leads provides a system driven by ever-expanding knowledge and experience.  To see how many leads we gather in your county each month click here.

Probate Case Study – Vulcan 7 Roadmap – “The Probate Show” – All The Leads Subscriber Joe Ring

 

Joe Ring, self-proclaimed “old attorney” and “new agent”, from Naples, FL shares his experience using the All The Leads Probate Leads System in conjunction with Vulcan 7.

In this episode Joe shares his daily schedule, prospecting habits, goals for his campaign, probate scripts, and more.

  • Joe lays out what a typical work day looks like for him
  • Joe’s shares what is in his VIP pre-listing packet
  • The group discusses what a typical listing cycle looks like
  • When should you call and for what reason?
  • Joe explains how his system of lead follow up is the key to over $400,000 GCI in his 5th year in the business
  • Hear why Joe just focuses on phone prospecting in lieu of chasing magic lead conversion bullets
  • What motivates Joe?
  • Joe walks us through is probate script for phone prospecting
  • Jim explains our direct mail service
  • The group discusses what a typical probate marketing campaign should look like.
  • Joe shares his success with prospecting probate leads that are over a year old and how easy it is to get listings from those lists.
  • Why Joe doesn’t leave voicemail when he doesn’t get an answer
  • How many probate leads are available each month and how much do they cost?
  • Joe shares how 1 phone call resulted in a 3 property listing.
  • The group discusses divorce leads and the upcoming All The Leads Divorce Lead System.

 

All The Leads has a direct interface with Vulcan 7 so we can push your leads directly into your Vulcan 7 dashboard.  Most people use Vulcan for prospecting and the “My Probate Leads” CRM in the Subscriber Portal to manage the leads.  If you’re a Vulcan 7 user and want to see how many leads we’re gathering from your courthouse each month visit: www.AllTheLeads.com/Vulcan7

Probate Leads ROI - Bill Byrd All The Leads Case Study

Case Study – Bill Byrd – All The Leads Reviews

A lot of interested prospects ask us for All The Leads reviews when they first hear about our service.  It’s often hard to capture the stories we hear every day from our best (and therefore busiest) Subscribers, but Bill was generous enough to take the time needed to set up Skype and do this case study interview with me so you guys can benefit from what he has learned.

Next month Bill will have been with All The Leads for 2 years and, as you will see in the interview, he has done 54 probate deals not including the ones he has sold a second time after renovation and the one he’s living in now.  He gives All The Leads a lot of credit for our complete Probate Lead System but I’ll tell you that his massive success comes from his will to serve and from taking action until he found what worked.  We worked together for months with NO results but he had a long-term mindset and after customizing 3 different letters and shaping his offer to fit his market, his business took off like Elon’s Falcon 9 heavy rocket yesterday.

 

If you are a real estate agent or real estate investor looking for real estate leads and you want to offer a service to your community then you really need to consider becoming a probate expert.  Over the next 40 years over $136 Trillion in assets will pass from one generation to the next and nearly 80% of that wealth is locked up in real estate.  This is an opportunity for you to build a strong pillar in your business while your competition is still out begging for business from the same leads they’ve worked for the past 20 years.  All The Leads provides a system driven by ever-expanding knowledge and experience.  To see how many leads we gather in your county each month click here.

Case Study – Rodger Lecy – Probate Leads Subscriber

Rodger Lecy has been working probate leads for real estate listings for a little over a year now.  He was slow to start but once he graduated Probate Mastery he had the confidence to kick his efforts into high gear and now owns this nice in his market.   His first opportunity was on an $8,000,000 farm held in a trust that was handed to him by an attorney who was so impressed with his service to probate clients.  Rodger hasn’t closed the $8,000,000 deal yet because the family isn’t ready but when he does we’re going to need to update this video.  Even without that deal Rodger has done really well and is building momentum each and every day.  He truly has a “provide value first” mindset and is one of the best agents in the country as far as putting the people and their needs ahead of his own interest in listing the real estate.  Here is Rodger’s story…

If you are a real estate agent or real estate investor looking for real estate leads and you want to offer a service to your community then you really need to consider becoming a probate expert.  Over the next 40 years over $136 Trillion in assets will pass from one generation to the next and nearly 80% of that wealth is locked up in real estate.  This is an opportunity for you to build a strong pillar in your business while your competition is still out begging for business from the same leads they’ve worked for the past 20 years.  All The Leads provides a system driven by ever-expanding knowledge and experience.  To see how many leads we gather in your county each month click here.

Probate Leads Work - Bud Thomsen All The Leads Case Study

Probate Case Study – Bud Thomsen

Bud is one of our biggest contributors on the Weekly Probate Mastermind call and has graciously volunteered much of his time to talk to other agents and brokers who are considering adding probate as a service niche in their real estate business.  Bud has also done a very good job at becoming a valuable resource in his market by providing a high level of service to families in transition.  Because he has done so well we asked if he could take a few minutes to share his experience with ATL and, not surprisingly, he over-delivered.  Enjoy…

Tenure: 15 months

Probate Closings: 7

Total Cost: $7,000

Total Commissions: $35,000

Pipeline: 18 listings