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Action Tank We take actions that move the needle in our businesses & find group level accountability on metrics.

10/06/2026

🚨 October Market Update!

09/28/2026

Most agents are waiting for divorce listings to hit the market.

But what if you found the opportunity before the house was ever listed?

If you know a property may be involved in a divorce, you can reach out to the attorneys involved and say:

“I may have a buyer for your client’s property.”

No open house.
No sign in the yard.
No neighbors asking questions.
No months of public marketing.

Just a potential buyer, a motivated situation, and a direct path to escrow.

And honestly, there are plenty of homeowners who would rather quietly move on than have their entire neighborhood know they’re getting divorced.

Sometimes the best listing opportunity is the one that never becomes a listing.

09/22/2026

Who actually owns your home when you have a mortgage? 🏠

You do. Your lender is on the property as a lienholder, not as a co-owner.

But there’s an important California-specific detail: if you stop making your mortgage payments, the lender’s primary remedy is generally foreclosure.

Understanding how title, liens, and your mortgage actually work can save you a lot of confusion when buying a home.

09/15/2026

We know. People don’t like to make calls.

But after 26 years in real estate, there’s one thing we keep seeing: the agents who consistently have deals are the ones who consistently fill their own pipeline.

They don’t have to sit around waiting for Zillow or Realtor.com to send the next lead. They create their own opportunities.

📞 Call your sphere
🚪 Door knock
🏢 Go business to business
🤝 Build relationships with local business owners, CPAs, and tax professionals
🏡 Get your listings in front of people in your farm

It may not be the most comfortable way to prospect, but it works.

Stop waiting for the pipeline to fill itself. Go fill it.

09/10/2026

🏡 What happens to your parents’ home when they pass away?

If the property is properly held in a trust, the process of transferring or selling the home can be much more straightforward.

Without a trust, families may face probate, delays, legal expenses, and disagreements over what happens to the property.

A trust isn’t just about avoiding probate. Think of it as an instruction manual for your assets when you’re no longer here.

If your parents own a home, it’s worth knowing how that property is titled before you ever need to deal with it.

Estate-planning rules vary by situation and state, so talk with an estate-planning attorney about your specific circumstances.

09/02/2026

Who pays for title insurance? 🤔🏡

It’s a question buyers and sellers ask all the time, and the answer depends on the type of transaction.

Here’s the typical breakdown in a residential transaction:

🔑 Buyer: Typically pays for the lender’s title insurance policy, which protects the lender when financing is involved.

🏠 Seller: Typically pays for the owner’s title insurance policy, which helps protect the buyer against covered title issues such as undisclosed liens or other claims affecting ownership.

🔄 Refinance: The borrower typically pays for the new lender’s title policy because a new lender is entering the transaction.

So, in a typical purchase, you’ll often have two title insurance policies — one for the owner and one for the lender.

But here’s the important part for your clients: who pays is negotiable and can vary depending on the transaction, location, and terms of the contract.

📲 Realtors: save this post and share it with your buyers and sellers! Helping your clients understand these costs before they get to closing can make the entire transaction feel a lot less confusing.

08/28/2026

Every action we take is a vote for the person we want to become. 👏

The secret to building better habits? Habit stacking.

Instead of trying to completely change your routine, attach a new habit to something you already do every day.

🪥 Brush your teeth → 10 push-ups
📖 Sit on the couch at 7 PM → Read 5 pages
📊 Review your morning hot sheets → Make 5 calls to buyers or sellers

The goal isn’t to add more complexity. It’s to get maximum results with minimal effort by building new habits into routines that already happen.

Small actions, repeated consistently, can create big changes over time.

What’s one habit you could stack onto something you already do every day?

08/25/2026

Title insurance protects buyers from more than just making sure the seller can legally transfer the property.

It can help uncover and protect against things like:
🏠 Unknown ownership interests
🚧 Easements that affect access or use
🚽 Sewer lines, storm drains, or septic systems that could impact future ADU plans
💰 Unpaid debts, liens, or other financial encumbrances
📜 And a wide range of other title issues

The goal? Making sure buyers know what they're actually getting when they purchase a home, and helping protect their ownership after closing.

Agents: these are the kinds of title issues your homeowners should understand before they close.

07/29/2026

Realtors looking for business, do this: 🏡

Stop pitching real estate at every mixer. Go to the ones that have nothing to do with your industry: Chamber of Commerce, attorney mixers, CPA mixers, wealth management events.

Ask people about THEIR business. Everyone loves talking about themselves, so let them. Be interested, and you become interesting.

Leave with a name, a coffee date, or a lunch on the calendar. That's a B2B relationship you didn't have yesterday. ☕📈

07/21/2026

The best lead generation strategy isn't always another ad campaign.

Sometimes it's simply becoming known in your community.

One of the best examples I've seen: Haylie's mom moved to a town where she knew absolutely nobody. Instead of waiting for referrals, she joined the Rotary Club, volunteered at the local visitor center, and got involved with the Chamber of Commerce.

Not only did it help her build genuine relationships, it forced her to become the local expert on the market.

The result? A steady stream of referrals from local business owners and people moving into the area.

If you're looking to grow your business, ask yourself:
• Where can I consistently show up?
• Who can I serve before asking for business?
• How can I become the obvious local expert?

Relationships compound. The agents and lenders who invest in their communities today are often the ones closing the most deals tomorrow.

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San Diego, CA
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