Pairing Refresh + Automation to Boost Lead Follow-Up & Spark Seller Action! | ATL Mastermind 550

Tune in to our weekly LIVE Mastermind Q+A Podcast for expert advice, peer collaboration, and actionable insights on success in the Probate, Divorce, Late Mortgage/Pre-Foreclosure, and Aged Expired niches!  

Today’s episode dives into reviving aging leads using the Refresh program, with a focus on probate, divorce, and mortgage-related scenarios. Tim, Matt, Jody, and the team share practical steps to update old contacts, re-engage hesitant sellers, and convert long-dormant opportunities into appointments and closings. They break down how the data refresh works, how we can leverage signboards, mail, and targeted outreach to re-activate leads, and how a disciplined cadence can improve conversion rates even when market conditions tighten. The discussion covers pricing, including a substantial discount on the Refresh service, and how this makes high‑value follow‑up accessible to more practitioners. Throughout the dialogue, participants reveal real-world results: average conversations per month, appointment rates, and the speed at which new and seasoned clients respond to refreshed data. The crew also addresses compliance, do-not-call considerations, and the balance between aggressive outreach and respectful, value-first communication. The conversation wraps with tactical tips on prioritizing the most promising older leads, offering services that add tangible value (like cleanouts, probate administration support, and rate buy-downs), and how to structure offers to stimulate action. If you’re serious about reviving stalled pipelines, this episode provides a practical blueprint for turning dormant assets into active deals and for building predictable, scalable success in probate, divorce, late mortgage/pre-foreclosure, and aged-expired niches.  

Key Takeaways 

• Aged Leads Are Gold: Around 30% of older probate records still have unsold real estate making Refresh a powerful way to uncover missed deals. 
• Leverage Automation: Smart automation and ISA support help you follow up efficiently and scale your outreach. 
• Old Leads, New Appointments: Agents using Refresh are booking up to one appointment a day by revisiting leads up to two years old. 
• Know Why Properties Linger: Surviving spouses, family delays, or financing issues often slow probate sales reinforcing that timing is everything. 
• Stay Compliant and Consistent: Follow DNC rules, pace your calls, and keep messaging steady for better results. 
• Get Creative With Marketing: Use assumable loans, rate buy-downs, and Every Door Direct Mail to attract buyers and sellers. 
• Systems Create Longevity: Consistency, structure, and relationship-building keep you top of mind when families are ready to sell. 

To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market. 

#ProbateRealEstate #RealEstateLeads #LeadFollowUp #AutomationForAgents 

Previous episodes: AllTheLeads.com/probate-mastermind

Interested in Leads? AllTheLeads.com

Join Future Episodes Live in the All The Leads Facebook Mastermind Group:  https://facebook.com/groups/alltheleadsmastermind

Be sure to check out our full Mastermind Q&A Playlist  

Chapters

• 0:00 Introduction and Welcome
• 1:52 Industry Updates
• 3:16 Introduction to the Refresh Program
• 5:27 Success Stories and Conversion Rates
• 8:55 Challenges and Solutions in Real Estate
• 11:37 The Importance of Follow-Up
• 12:45 The Role of Callers in Lead Generation
• 15:24 Pricing and Discounts for Lead Services
• 19:55 Legal Considerations for Calling Leads
• 21:33 Market Trends and Opportunities
• 22:14 Advertising Strategies and Mortgage Rates
• 28:29 Handling Ghosted Leads
• 29:50 Challenges with Probate Properties
• 31:59 Short Sales in Probate
• 33:53 Bank Policies on Probate Mortgages
• 37:15 Creative Financing Solutions
• 40:33 Company's Commitment to Client Success
• 42:16 Coaching and Training Programs
• 46:24 Challenges in Call Center Operations
• 50:05 The Refresh Program
• 51:50 Importance of Client Feedback
• 52:48 Closing Remarks