Collective Clicks: Digital Marketing for Real Estate Investors

Hosted by Bateman Collective

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Episodes

157

Latest episode

Jun 2026

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EN-US

About the show

Marketing your real estate investment business on your own can be difficult, especially in a competitive and ever-changing market. Join Brandon Bateman, CEO of Bateman Collective, as he chats with industry experts, shares actionable marketing strategies, and reveals what has been successful for his own clients. Each episode will help you generate more motivated leads than ever, allowing you to grow and scale your REI business. Subscribe today so you don’t miss a thing!

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60 recent

June 16, 202640 min

Bottoms-Up AI Adoption: How to Systematize Your Real Estate Business with Jason Macht

Most operators think scaling with AI means hiring an expensive developer or "AI guru" right away. Jason Macht proves that true operational optimization starts with bottoms-up literacy and fixing your core data pipeline first.Jason is an engineer by education, a former product manager, a real estate investor, and the founder of Whitespace Solutions. He specializes in helping business owners integrate AI, consolidate fractured CRM ecosystems, and automate the unsexy backend processes that stall growth.* Why hiring an "AI guru" too early risks over-engineering your business with useless, flashy tech tools* The bottoms-up literacy framework for building organizational muscle memory using ChatGPT, Gemini, and Claude* How to close the sales feedback loop by using AI to auto-transcribe calls, execute scoring rubrics, and flag hot leads* The unstructured data trap: Using AI to clean up messy notes, write automated CRM updates, and eliminate manual entry* Why the final 5% of execution is the hardest hurdle when building automated business solutions* The "million interns" philosophy: Shifting your mindset away from sci-fi super-geniuses toward high-volume task executionThe businesses moving fastest with AI aren’t trying to build complex, autonomous boards of directors. They are optimizing the boring, repetitive tasks and ensuring their core systems talk to each other seamlessly.Weekly episodes on what’s working right now in wholesaling, flipping, and investor operations.00:25 Meet Jason Macht02:42 AI Curious Roadmap03:23 Team Literacy First06:21 From Adoption To ROI08:13 Call Insights Example16:15 Avoid Shiny Objects19:45 Agents Versus Boring Wins24:52 Data Integration Framework31:01 Future Of SaaS Shift36:40 Whitespace Solutions Process39:29 Contact And Wrap UpThanks for listening to Collective Clicks!We're always looking to improve the pod: drop us some feedback here.If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.

June 9, 202623 min

Going a Mile Deep: Master Probate Leads Without Buying Third-Party Lists

Most real estate investors treat probate as just another direct mail list. Andrew Becker built a predictable seven-figure department by treating it as a completely separate business.Andrew is a serial real estate entrepreneur, coach, and founder of Probate Engineers. Based out of the Washington DC area, he specializes in helping investors dominate the probate niche through direct data sourcing, empathetic sales frameworks, and advanced exit strategy analytics.* Why relying on third-party list providers keeps you one step behind your competition* The "Day One" framework for sourcing raw probate data directly from the county courthouse* How to transition your sales team from aggressive cash buyers to trusted legal process advisors* Why texting is killing your conversion rates in high-empathy niches—and what to do instead* How tracking wholesale vs. retail exit metrics revealed a massive hidden opportunity cost* The calibrated marketing approach for targeting seven-figure stacked listsThe investors winning the probate game aren't blasting more data. They're going a mile deep, owning the source, and changing the conversation entirely.Weekly episodes on what’s working right now in wholesaling, flipping, and investor operations.00:00 Introduction and Welcome00:25 Meet Andrew Becker01:34 Going Deep on Probate02:15 Differentiating in Probate Marketing03:09 Getting Data from Source04:11 Value Proposition Approach05:21 Technical Difficulties Break06:50 Sales Training Strategy07:36 Probate Process Expertise12:14 Marketing Channels and Outreach12:28 Skip Tracing and Contact Methods15:35 Understanding the Numbers16:30 County by County Breakdown20:19 Exit Strategies and Revenue22:34 Closing and Contact InfoThanks for listening to Collective Clicks!We're always looking to improve the pod: drop us some feedback here.If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.

June 2, 202649 min

How to go from 12 to 4 employees without missing a thing.

Most operators think scaling means hiring more people. Rafael Cortez cut his team from 12 people to 4 while maintaining the same deal volume.Rafael is an organizational psychologist, nationwide wholesaler, broker, and founder of Pulse Capital. He specializes in building lean real estate operations that scale through systems, accountability, and AI.- Why most wholesale businesses break at the operational level, not the marketing level- The framework Rafael uses to design systems around human behavior instead of fighting it- How he automated follow-up, note taking, and lead qualification without losing conversion- Why your best acquisitions reps are usually the worst people to handle detail-heavy tasks- The 6 stages every real estate business goes through — and where most operators fail- How measuring the right KPIs helped increase spreads and eliminate operational bottlenecks- What operators should automate, delegate, and never remove the human element fromThe businesses scaling fastest aren’t doing more. They’re simplifying, systemizing, and removing friction from the process entirely.Weekly episodes on what’s working right now in wholesaling, flipping, and investor operations.00:00 Welcome and Episode Preview01:11 Rafael Background and Businesses02:01 What Organizational Psychology Means05:52 Lead Follow Up SOP Case Study11:09 Hiring by Behavioral Profiles18:22 Lean Thinking and Past Business Lessons21:09 Designing for Human Nature and Automation Wins25:40 AI Adoption Shift27:47 Role Strengths Framework33:59 Six Business Lanes38:22 KPI Tracking Simplified44:38 Margins And Ops Wins48:10 Where To Find RafaelThanks for listening to Collective Clicks!We're always looking to improve the pod: drop us some feedback here.If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.

May 26, 202626 min

The Acquisition Mistake That Destroys Flip Margins | feat. Bobby Triplett, Offerpad

Most flippers think managing contractors themselves saves money. Bobby Triplett has overseen 45,000 renovations and says it's usually the opposite.Bobby is the SVP of Renovation at Offerpad, a publicly traded iBuyer. For the past four years, the same team that renovates Offerpad's inventory has been available to outside investors. Last year alone they completed over 1,900 flips for private operators.In this episode, he gets into where most flippers are quietly losing margin and what the operators scaling fastest are doing differently.Why most investors lose money on a flip before the first contractor ever shows upHow to know your "win" before acquisition so reno, dispo, and acquisition are actually working toward the same numberHow volume investors get contractors to lower pricing (and why you can't get there by beating them up on cost)How operators are flipping in markets they've never visited using Offerpad's boots-on-the-ground teamWhat full-service renovation actually costs vs. managing trades yourselfWho this model works for and what getting started looks like00:00 - Introduction and Bobby's background at Offerpad03:30 - 10 years of iBuying: what's changed07:00 - Where most flippers are losing margin11:00 - Knowing your "win" before you buy14:30 - Building contractor relationships that actually work at scale18:00 - How Offerpad Renovate works for outside investors21:30 - Pricing, market expansion, and scalability24:30 - How to connect with Bobby and get startedThanks for listening to Collective Clicks!We're always looking to improve the pod: drop us some feedback here.If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.

May 19, 202617 min

Your Buyer Has Too Much Power. Here's the Fix. | feat. Carly Stagge, FlipFund Capital

Most wholesalers think assignments are simpler. Carly Stagge thinks they're quietly capping your business. After switching to double closes, her team's average fee jumped by $8,000 per deal. The money wasn't even the biggest benefit.Carly is a director at Vertigo Real Estate Ventures, operating across Colorado, San Diego, Raleigh, and South Florida. She's also the founder of FlipFund Capital, a transactional funding company built by active wholesalers who got tired of how complicated and expensive the alternatives were.In this episode, she breaks down what assignments are actually costing you and why the operators scaling fastest have already made the switch.- How double closing gives you the ability to re-trade when a buyer tries to back out (assignments legally cut that option off)- Why serious wholesalers are leaving $50,000+ on the table by capping their own fees to keep assignments clean- Why public records quietly become a lead source when you double close- How to prove deal volume to agents and sellers when every assignment leaves zero paper trail- Whether to double close every deal or just the big ones- What transactional funding costs and how to think about the ROI00:00 - Introduction and Carly's background02:15 - Assignment vs. double close: the $8K fee difference05:00 - Control of the transaction and re-trading when buyers back out07:30 - How public records generate inbound leads10:00 - Proving deal volume to agents and sellers12:30 - Should you double close every deal or just the big ones?15:00 - What transactional funding costs and how it works17:00 - How to reach Carly and FlipFund CapitalThanks for listening to Collective Clicks!We're always looking to improve the pod: drop us some feedback here.If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.

May 12, 202632 min

Why This Investor Ditched Hard Money and Built His Own Capital System | Casey Gregerson

Fix and flip margins are thin. Most investors eat the loss when a property sits or the market softens. Casey Gregerson built a structure that removes that risk entirely — and funds his own deals without hard money lenders.Casey is a Wyoming and Montana-based investor who built a vertically integrated operation — acquisitions, construction, property management, and capital raising — all while running it virtually from Houston. He's closed deals at $75/lead in markets where most investors won't even look.In this episode, Casey and Brandon break down:- How to structure a fix and flip where you can drop the price to near cost and still make money- Why sellers in the right situation will take a profit share over a cash offer — and how to present both- How Casey set up a parent fund with multiple offerings so investors can stay in deals longer without new legal docs each time- What most investors get wrong when they first try to raise capital (and the platform that fixed it for Casey)- How to use your calendar as a mirror — and why green blocks changed how Casey runs his week0:00 – Intro1:10 – From petroleum engineer to real estate investor5:20 – Running a virtual investing business in Wyoming and Montana8:45 – Building SOPs before they were trendy11:30 – Why Casey started raising his own capital15:00 – Setting up a parent fund with multiple offerings (and the mistake to avoid)19:45 – The Revive Method: de-risking fix and flips with profit sharing26:10 – Why sellers say yes to the partnership offer28:30 – Coaching other investors and the moment that changed everything30:45 – How Casey protects family time as a busy entrepreneurThanks for listening to Collective Clicks!We're always looking to improve the pod: drop us some feedback here.If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.

May 5, 202636 min

National Wholesaling: Why Most Investors Fail with Nick Perry

Most investors try the national model and blow through their budget with nothing to show for it. They get leads. They get contracts. Then nothing closes.Nick Perry has done over 1,600 deals nationwide and spent the last 11 years figuring out exactly where that model breaks. He's also one of the few operators who's built and tested his own AI tools in-house — including a head-to-head test of AI vs. human lead managers across 2,200 leads.What's in this episode:Why the national model fails at disposition, not lead gen — and what's actually causing itThe one live data point Nick checks before working any lead (it's not days on market)How Nick's team ran 1,100 AI-handled leads against 1,100 human-handled leads — and what the numbers showedWhy traditional wholesaling is getting harder and what's replacing itHow Nick built an AI comping tool trained on his acquisitions director's brain — and what it's doing for offer volumeWhat separates the national investors who scale from the ones who flame out fast00:00 – Nick Perry's background and how he got into real estate03:45 – Why AI is eliminating economic value faster than most people expect07:10 – What Nick is actually building with AI right now11:00 – AI vs. human lead managers: the 2,200-lead test14:20 – The national model vs. local market model breakdown19:30 – Pending percentage: the live market check Nick runs on every lead23:45 – Why most national investors fail at disposition27:00 – How rural is too rural? (Spoiler: it's not)30:15 – Why traditional wholesaling is getting squeezed out33:30 – Seven Figure Cartel and how Nick works with investorsThanks for listening to Collective Clicks!We're always looking to improve the pod: drop us some feedback here.If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.

April 28, 202652 min

45 Seller Leads in 7 Days — 26 Came from ChatGPT | feat. Trevor Mauch

Most investors are still treating AI search like a future problem. It's not. Sellers are already using ChatGPT to find cash buyers — and if your business isn't showing up, someone else's is.Trevor Mauch is the founder of Carrot, the most widely used lead generation platform for real estate investors. His platform processes lead data across thousands of active investor sites, which means when he sees a trend, it's not anecdotal.In this episode, Brandon and Trevor break down what's actually driving AI search leads right now, why they convert at a higher rate than standard organic, and what you can do this week to start showing up.Why AI search leads opt in at 3–4x the rate of standard Google organic — with similar deal qualityHow one investor went from 5–10 leads a week to 45 in a single week (26 from ChatGPT)Why slow websites are losing seller visibility in AI search before a human ever sees themHow brand inconsistency across your site and GBP is quietly killing your rankingsWhy this isn't a new channel — it's a multiplier for PPC, direct mail, and every lead you're already paying forThe content shift that separates investors AI search recommends from ones it ignores00:00 – Intro01:45 – Who Is Trevor Mauch and What Is Carrot05:00 – The Real Estate Market Consolidation Phase10:30 – How AI Is Accelerating Consolidation14:00 – Where AI Search Leads Actually Come From Right Now19:15 – The 1,200 Seller Leads Stat — and What It Really Means23:30 – AI Lead Conversion Rates vs. Google Organic27:00 – One Investor's 45 Leads in 7 Days (26 from ChatGPT)30:45 – Is Google Search Actually Dying? The Real Numbers35:00 – Why Most Investor Websites Will Never Show Up in AI Search39:30 – Why Your Google Business Profile Is Leaking Visibility43:00 – Why Slow Sites Are Getting Ignored by AI46:15 – Brand Consistency, Schema, and the Basics Most People Skip49:00 – Show Don't Tell: Real Photos, Real Stories, Real Results51:30 – Where to Find Trevor's AI Search ChallengeThanks for listening to Collective Clicks!We're always looking to improve the pod: drop us some feedback here.If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.

April 21, 202634 min

Voice AI Agents for REI with Jordan Fleming: What's Legal, What Works, and What Will Get You Sued

Most investors rushing into voice AI are thinking about it wrong. They're trying to trick callers into thinking they're talking to a human. That's not just bad strategy — in some cases, it's illegal.Jordan Fleming is the co-founder of Smrtphone, one of the larger phone systems built specifically for real estate investors. He's been in the REI telecom space for nearly a decade and recently spent eight months rebuilding their infrastructure from the ground up to support AI voice agents at scale.In this episode:Why disclosure doesn't hurt your close rate if the conversation is actually goodThe difference between training agents on scripts vs. skills — and why scripts failWhere inbound AI agents make the most sense to startWhat "outbound" use cases are actually legal (and which will get you sued)The 90-day consent window and what it means for your follow-up sequencesThe texting and DNC mistakes that are costing scaling investors real money0:00 – Intro: Why voice AI is moving faster than anyone expected2:15 – The #1 mistake people make with voice AI (hint: it's about trust)5:30 – Inbound AI agents: How one investor closed 4 deals from after-hours calls9:00 – Scripts vs. skills: Why your AI agent is failing for the same reason your cold callers do13:45 – "Bounded responsibility" — the framework that keeps your AI from offering $400K on a bad deal17:20 – Where to start if you've never touched voice AI (don't bite off more than you can chew)21:00 – Is AI as good as your best salesperson? Jordan's answer might surprise you24:30 – The 25-minute seller call an AI agent pulled off on its own27:00 – Outbound AI calling: what's legal, what's not, and who just got sued31:15 – The 90-day consent window explained (and why old leads are a different game)34:45 – The 3 compliance traps that hurt scaling investors the most38:00 – Cold texting: hard no, or is there a way through?41:30 – How to connect with Jordan + what's new inside SmartphoneThanks for listening to Collective Clicks!We're always looking to improve the pod: drop us some feedback here.If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.

April 14, 202646 min

Your Marketing Isn't Broken. Your Sales Process Is. | Greg Berney

Most investors treat marketing like a vending machine — put money in, get deals out. When it doesn't work, they blame the channel. Greg Berney has been running a wholesale and rental business in Greensboro, NC for six years, closing 60+ contracts last year, and he'll tell you straight: your marketing probably isn't the problem. Your sales process is.Greg has been a Bateman Collective client for nearly five years. What's made him stand out isn't deal volume — it's that he's built a business that actually serves his life, not the other way around. He coaches, he develops his team members into real estate investors themselves, and he still leaves at 2pm for his kids' lacrosse games. In this episode, Brandon and Greg get into what that actually takes — and it's less about systems than most people expect. What's covered: • Why most investors have a sales problem, not a marketing problem • How consistency in one channel beats channel-hopping every time • The difference between gross revenue growth and profitable growth • How Greg doubled assignment revenue by fixing his dispo process • Why detaching from outcomes makes you a better business operator • What "building a business out of fear" costs you long-term Timestamps: 0:35 — Greg's background: corporate burnout, discovering wholesaling 7:45 — Infrastructure: dispo team, coaching, bookkeeping 10:27 — Marketing advice: stop blaming the channel, fix your sales process 13:25 — Lifestyle business: why Greg chose this path 30:00 — Acceptance vs. resistance: real example of a deal falling apart 39:15 — Building from fear vs. building from creationThanks for listening to Collective Clicks!We're always looking to improve the pod: drop us some feedback here.If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.