Reside Platform Podcast

Reside Platform
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Welcome to Reside Platform Podcast! Join us as we discuss all things real estate and business related. As four entrepreneurs who own real estate companies in tech, investors, real estate, and management,  and eight-figure coaching companies, we offer unique insights and expertise on the latest trends and news in the industry. From marketing strategies to client acquisition, we share our experiences and tips on how to succeed in the competitive world of real estate. We also explore current events and trends that impact us all, providing valuable insights and actionable advice for listeners. Join us for engaging conversations and practical advice on how to thrive in the fast-paced world of real estate and business. 

  1. The Personality Test That Changed How She Closes Deals with Michelle Terry

    قبل ٥ أيام

    The Personality Test That Changed How She Closes Deals with Michelle Terry

    Suneet Agarwal sits down with Michelle Terry, a 28-year real estate veteran, broker, and owner of the Michelle Terry Team spanning Massachusetts and Connecticut. Michelle shares her origin story of building a house at 19 and falling in love with the process, how she pivoted to dominate the short sale market during the 2008 crash — closing over 100 short sales in a single year — and why the agents who refuse to pivot are the ones who leave the industry. She breaks down her journey from being coached by Buffini & Company to becoming a DISC Profile certified trainer, explaining how understanding personality wiring systems transformed the way she leads her team and connects with clients. Michelle and Suneet also dive into the power of handwritten notes as a relationship-building tool, how she uses AI to analyze home inspections and save tens of thousands on flip projects, and why coaching and mentorship are non-negotiable at every stage of your career. Chapters: (00:00:00) - If You Don't Have a Mentor, You Need a Coach(00:00:42) - Michelle Terry's Origin Story: Building a House at 19(00:02:14) - Pivoting to Short Sales During the 2008 Crash(00:04:00) - Why Agents Who Don't Pivot Leave the Business(00:06:12) - From Being Coached to Becoming the Coach(00:09:02) - The Power of Handwritten Notes in a Digital World(00:13:15) - Becoming a DISC Profile Certified Trainer(00:18:10) - Using DISC to Read Clients in Real Time(00:20:30) - DISC for Team Leadership and Avoiding Conflict(00:27:00) - How AI Saved $67K on a Flip and Revolutionized Her Business(00:31:45) - Advice for Agents and Team Leaders in Today's MarketLinks and Resources: WebsiteMichelle Terry on LinkedInTeam Leader Secrets by Suneet AgarwalReside PlatformReside Platform WebsiteThanks so much for joining us this week. Want to subscribe to the Reside Platform Podcast? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

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  2. The Newsletter Strategy That Produced an 8X ROI (and a 10% Market Share) with Mark Daya

    ١٣ مايو

    The Newsletter Strategy That Produced an 8X ROI (and a 10% Market Share) with Mark Daya

    Mark Daya shares the real story behind becoming the top solo agent in Rancho Cordova—and how that reputation helped unlock an opportunity to help develop a new downtown project featuring a 7,500-seat sports and entertainment arena. Mark and Suneet walk through Mark’s journey in reverse: from investing in the arena vision, to building hyperlocal dominance through direct mail and a newsletter that generated an 8X ROI, to surviving the 2008 downturn while navigating major family health challenges. The conversation breaks down the difference between being reactive vs. proactive, why your calendar must match your goals, and how consistency (in marketing and leadership) compounds over time. Mark also explains the transition from top producer to team leader, the importance of meeting people where they are, and why “head on a swivel” relationships can create unexpected income streams like flips that fund bigger bets. Chapters: (00:00:00) Be obsessed, be shameless, get coached(00:00:20) Intro: Mark Daya + why this episode matters(00:01:00) Mark’s background: 20 years in real estate + “king of Rancho”(00:02:00) The downtown Rancho Cordova arena project (timeline + scope)(00:04:00) How the arena opportunity started (NDA + relationship leverage)(00:07:00) Reputation creates opportunity (do the work, leave a footprint)(00:09:00) The moment that changed everything: “I’ve never heard your name”(00:10:30) The hyperlocal newsletter + EDDM strategy (costs + ROI)(00:13:30) 2008 crash + family health crisis (reactive business mode)(00:17:30) Betting on yourself: wiping the slate clean + going all in locally(00:19:30) Branding lesson: give people what they want, not your face everywhere(00:21:00) Proactive vs. reactive: start with your calendar(00:23:00) “Head on a swivel”: flips, partnerships, and compounding opportunity(00:24:30) Why a team became necessary + early scaling lessons(00:27:00) Becoming a better leader: consistency, meeting people where they are(00:35:00) Advice for agents: time blocking + congruence between goals and calendar(00:37:00) Advice for team leaders: emotional consistency + set the example(00:39:00) Where to find Mark + closingLinks and Resources: WebsiteMark Daya on LinkedInTeam Leader Secrets by Suneet AgarwalReside PlatformReside Platform WebsiteThanks so much for joining us this week. Want to subscribe to the Reside Platform Podcast? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

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  3. Ponds, Smart Lists, and the Follow-Up System That Works

    ٦ مايو

    Ponds, Smart Lists, and the Follow-Up System That Works

    If your CRM feels overwhelming, it’s not because you “need more leads”—it’s because your system isn’t set up to tell you what to do next. In Part 2 of this database optimization series, Lauren Holland and Brooke break down the practical, day-to-day workflow that keeps leads from falling through the cracks: how to route leads to the right people, why instant response matters, how to use ponds to recover overlooked opportunities, and the simple daily routine (inbox, tasks, smart lists) that keeps a real estate team’s pipeline full. They also cover the most common CRM mistakes (stale stages, overdue tasks, missing activity logs, ignored past clients, messy data) and how team leaders can build accountability without micromanaging—so your CRM becomes a tool your team actually uses, not a place where deals go to die. Chapters (00:00:00) Your CRM is either working for you—or against you (Part 2 kickoff)(00:03:00) Lead flow 101: what it is and why it matters(00:03:45) The #1 lead flow mistake: missing filters (price, location, specialty)(00:05:10) Instant response: why leads die when nothing happens(00:08:10) Qualification standards: expectations for speed-to-lead and follow-up(00:10:55) Ponds: what they are and how to work them (they’re not dead leads)(00:14:05) Daily workflow that prevents cracks: Inbox → Tasks → Smart Lists(00:20:55) “Power hours”: the realistic time commitment to keep pipeline full(00:28:15) Common CRM mistakes + fixes (stages, tasks, logging, past clients, bad data)(00:41:00) Accountability that scales: what leaders should inspect weekly/dailyLinks and Resources: Team Leader Secrets by Suneet AgarwalReside PlatformReside Platform WebsiteThanks so much for joining us this week. Want to subscribe to the Reside Platform Podcast? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

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  4. “Busy” Isn’t Productive: The Activity Rules That Create Closings with Karlton Utter

    ٢٩ أبريل

    “Busy” Isn’t Productive: The Activity Rules That Create Closings with Karlton Utter

    If you feel like you are working hard but the results are not showing up, this episode breaks down what is really missing. Lauren sits down with Karlton Utter, head of agent training and development at Reside, to talk about the habits that separate agents who “stay busy” from agents who consistently close. Karlton shares how treating real estate like a true business, time blocking prospecting, and asking for the business directly can change everything, especially in shifting markets. They also cover how to stop discounting your value, why listings create momentum, how to use technology without losing the fundamentals, and why a full pipeline protects your mindset when deals fall apart. Chapters: (00:00:00) Every personality can succeed with the right mindset and work ethic(00:02:20) Treat real estate like a career, not a hobby: business owner mentality(00:04:40) The 9-to-5 approach: daily prospecting as a non-negotiable(00:06:50) Old-school pipeline building that still works: FSBOs, expires, and community(00:09:30) Social media as a "Rolodex": building a brand people remember(00:12:10) Using social media for business: training, consulting, and staying adaptable(00:16:40) Third-party leads vs. listings: why listings create the “power of one” effect(00:20:10) Holding your commission: how discounting hurts your future business(00:24:30) Know your numbers: hourly wage, market knowledge, and being the expert(00:29:10) Ask for the business: getting clarity instead of the “parking lot shuffle”(00:32:00) Eat the frog: daily prospecting habits, time blocking, and pipeline protection(00:36:00) Next-level growth: niches, farm areas, and increasing average sales price(00:38:00) Mindset and long-term planning: goals, support systems, and staying consistentLinks and Resources: Karlton Utter on LinkedInTeam Leader Secrets by Suneet AgarwalReside PlatformReside Platform WebsiteThanks so much for joining us this week. Want to subscribe to the Reside Platform Podcast? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

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  5. Your CRM Is a Mirror: Fix Your Database, Fix Your Business

    ٢٢ أبريل

    Your CRM Is a Mirror: Fix Your Database, Fix Your Business

    Lauren and Brooke break down Reside’s practical framework for cleaning up and optimizing any CRM so leads stop slipping through the cracks. They explain why a messy database creates a messy business, how to simplify stages into a clear lifecycle, and how to use tags for context without creating chaos. They also walk through the daily workflow that keeps follow-up consistent, including the must-have smart lists, contact frequency guidelines for each stage, and the difference between action plans and automations so teams can build a system that runs in the background while still driving real human follow-up. Chapters: (00:00:00) Why agents lose money when their CRM is a mess(00:03:10) Your CRM reflects your habits: the mindset shift(00:06:00) Stages explained: where a lead is in the journey (not what you’re doing)(00:08:00) The simple 8-stage framework (10 stages or less)(00:11:00) Lead gen vs lead nurture, and why “nurture” is not “ignore”(00:15:00) Speed-to-lead: why the first 5 minutes matters(00:20:00) How to clean up a bloated “Lead” stage (2-hour audit plan)(00:24:00) Tags vs stages: how to tag without creating a mess(00:31:00) Smart lists: the daily roadmap and contact frequency by stage(00:51:00) Action plans vs automations (and what to automate vs keep personal)Links and Resources: Team Leader Secrets by Suneet AgarwalReside PlatformReside Platform WebsiteThanks so much for joining us this week. Want to subscribe to the Reside Platform Podcast? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

    ١ س ٤ د
  6. From Solo Agent to Team Leader: The Sacrifices Nobody Warns You About with Andrea Kugler

    ١٥ أبريل

    From Solo Agent to Team Leader: The Sacrifices Nobody Warns You About with Andrea Kugler

    Team leader and brokerage partner Andrea Kugler breaks down what it really takes to win in real estate—especially if you’re a driven agent, team leader, or brokerage owner who wants to scale without losing your freedom. Andrea shares the “50/50 rule” behind her early success (including closing 52 deals in her first 12 months): half is personal effort and grit, and half is finding the right mentorship, leadership, and standards that keep you confident in every conversation. She also opens up about the mindset shift from solo production to team leadership—why discipline, routines, and protecting tomorrow’s energy matter when people rely on you—and why perfectionism slows growth more than any market condition. Finally, Andrea explains how community-first leadership (from “Field Day Fridays” to local service) creates authentic relationships, referrals, and a reputation that can’t be commoditized by big lead sources. Chapters: (00:00:00) The “50/50” success rule: effort + mentorship(00:04:00) From nutrition + Bengals cheerleader to real estate (and why she needed “no ceiling”)(00:07:00) Becoming a brokerage partner: legacy, leadership, and the exit plan(00:10:00) Starting a team after loss: purpose, autonomy, and scaling impact(00:14:00) Protecting your calendar (and why white space kills momentum)(00:18:00) Energy fundamentals: sleep, workouts, and discipline for high output(00:20:00) “Field Day Fridays”: community-first activities that create referrals(00:25:00) Connection > scripts: how to build relationships in-person + on social(00:32:00) Recruiting lessons: simple wins like a “now hiring” sign + being visible(00:39:00) What’s next: Run for Resilience 5K + a community wellness missionLinks and Resources: WebsiteAndrea Kugler on LinkedInTeam Leader Secrets by Suneet AgarwalReside PlatformReside Platform WebsiteThanks so much for joining us this week. Want to subscribe to the Reside Platform Podcast? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

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  7. Reviews Build Trust. Referrals Build Business. Here’s How to Get Both.

    ٨ أبريل

    Reviews Build Trust. Referrals Build Business. Here’s How to Get Both.

    Lauren Holland and Brooke Reiki break down why most agents are not short on leads, but are leaking business after the transaction. They introduce the EARN framework to earn referrals through a great client experience, then lay out a practical, repeatable system for asking for reviews and referrals across four key touch points. You will learn how to set expectations early with a “promise conversation,” reinforce feedback during the transaction, ask within 24 hours of closing, and follow up with a structured nine-week cadence. They also cover simple tracking, accountability, and culture-building so reviews and referrals become consistent, measurable, and predictable. Chapters: (00:00:00) Why reviews/referrals fail: no system + no tracking(00:02:00) Episode goal: make reviews + referrals inevitable(00:04:00) Why it matters (agents + teams)(00:06:00) Reviews = trust; referrals = business(00:09:00) What clients remember: the experience(00:10:00) EARN framework overview(00:11:00) Engage: win fast (speed-to-lead + presence)(00:13:00) You’re in the relationship/experience business(00:16:00) Engage recap (response, scripts, professionalism)(00:20:00) Anticipate: lead the process (timeline + cadence)(00:22:00) Communication preferences + recap everything(00:25:00) Retain: stay in touch post-close(00:27:00) Thoughtful beats expensive (memorable moments)(00:30:00) Network: plant referral seeds early(00:33:00) EARN recap(00:34:00) The 4-touchpoint review/referral system(00:35:00) Touchpoint 1: “promise conversation” script(00:39:00) Touchpoint 2: reinforce mid-transaction(00:42:00) Touchpoint 3: ask within 24 hours of close(00:44:00) Where to collect reviews (Google/Facebook/Zillow)(00:47:00) Touchpoint 4: follow-up (9-week cadence)(00:48:00) Monthly care-call day(00:50:00) Script: event sandwich(00:51:00) Script: “can you help me?”(00:53:00) Ops: tracker + weekly updates(00:56:00) Celebrate wins (make it visible)(00:58:00) Accountability + standards(01:03:00) Common mistakes(01:06:00) Final takeaways + action stepsLinks and Resources: Team Leader Secrets by Suneet AgarwalReside PlatformReside Platform WebsiteThanks so much for joining us this week. Want to subscribe to the Reside Platform Podcast? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

    ١ س ١٢ د
  8. EARN: The Client Experience Framework That Creates Referrals

    ١ أبريل

    EARN: The Client Experience Framework That Creates Referrals

    Lauren and Brooke break down why most agents do not need more information, tools, or leads. They need consistency, structure, and accountability. Lauren shares lessons learned from years behind the scenes as an operator, where patterns become obvious: top performers are disciplined, proactive, and intentional. Together, they introduce Lauren’s EARN framework for delivering an unforgettable client experience, then connect it to what actually creates sustainable production: daily conversations, consistent follow-up, and a well-managed CRM. If you are a driven team leader, brokerage owner, or high-performing agent who wants to scale without sacrificing freedom, this episode is a practical reminder that growth comes from doing the right things every day, not chasing the next shiny tactic. Chapters: (00:00:00) Why this agent training had to become a podcast episode(00:01:20) The real problem: inconsistency, lack of structure, and avoiding daily action(00:01:55) Lauren’s operator background and what it taught about top agents vs. everyone else(00:03:30) “You’re not in real estate, you’re in the experience business”(00:04:30) How clients remember the process: feelings, clarity, and leadership(00:05:20) The EARN framework overview and why you must “earn” trust and referrals(00:06:40) E = Engage: winning before the appointment with speed, energy, and first impressions(00:07:40) Practical standards: preparation, confidence, and showing up like a professional(00:10:40) A = Anticipate: proactive communication that prevents frustration(00:11:40) R = Retain: what to do after closing so past clients become future business(00:13:10) N = Network: visibility, community presence, and why you cannot be a “secret agent”(00:14:50) The math of production: conversations, appointments, closings(00:16:30) CRM discipline: “If it’s not in your CRM, it didn’t happen”(00:18:10) Reviews and referrals: systems that create the multiplication effect(00:19:10) Final takeaway: create a better experience, talk to more people, follow up consistentlyLinks and Resources: Team Leader Secrets by Suneet AgarwalReside PlatformReside Platform WebsiteThanks so much for joining us this week. Want to subscribe to the Reside Platform Podcast? Have some feedback you’d like to share? Connect with us on Spotify, Apple Podcasts and YouTube to leave us a review!

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Welcome to Reside Platform Podcast! Join us as we discuss all things real estate and business related. As four entrepreneurs who own real estate companies in tech, investors, real estate, and management,  and eight-figure coaching companies, we offer unique insights and expertise on the latest trends and news in the industry. From marketing strategies to client acquisition, we share our experiences and tips on how to succeed in the competitive world of real estate. We also explore current events and trends that impact us all, providing valuable insights and actionable advice for listeners. Join us for engaging conversations and practical advice on how to thrive in the fast-paced world of real estate and business. 

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    Reside Platform
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    ٢٠٢٣ - ٢٠٢٦
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    © 2026 Reside Platform Podcast
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