FAQ
Everything you need to know about getting started with the Ultimate Real Estate Investor CRM
How do I get started?
Simply click on the “Get Started” button and fill out a form to request the CRM. Our team will reach out to you promptly to begin the onboarding process.
How quickly can I get started?
Once you submit a CRM onboarding request, our tech team will get in touch with you and can deliver you the system in 24 hours. We pride ourselves on quick implementation so you can start closing deals right away.
What if I have a CRM already, how can I transfer over to the Ultimate REI CRM?
You don’t have to worry about transferring anything. Once our tech team gets access to your current CRM, we will be able to transition over your current setup within 24 hours. We handle all the migration work for you!
I do NOT have any CRM, but I have leads, how can I enter them?
You can share the leads with our technical team and we will be able to import everything in one place for you. We accept leads in various formats including Excel, CSV, or even simple text documents.
What makes the Ultimate REI CRM different from other systems?
The Ultimate REI CRM was built by real investors for real investors. With Larry & Frank’s combined experience of over 30 years in real estate investing, the system includes proven workflows, templates, and automations specifically designed to close real estate deals faster. Unlike generic CRMs, every feature is tailored to the unique needs of real estate investors.
Do you offer training and ongoing support?
Absolutely! We provide comprehensive onboarding training to get you and your team up to speed quickly. Our ongoing support includes regular Q&A sessions, video tutorials, and direct access to our support team. Plus, Larry and Frank host monthly strategy calls exclusively for CRM users to share the latest tactics working in today’s market.
Can I customize the CRM for my specific business needs?
Yes! We understand that every real estate investing business is unique. Our tech team can create custom automations, workflows, and integrations tailored to your specific business processes. Whether you focus on wholesaling, fix-and-flip, or buy-and-hold, we can customize the system to optimize your specific strategy.
What resources are included with the CRM?
The Ultimate REI CRM comes packed with resources that have been proven in real-life investing scenarios. This includes customizable email templates, SMS sequences, call scripts, contract templates, deal analyzer tools, and marketing materials. You’ll also get access to Larry & Frank’s private resource library with advanced strategies and tactics for finding and closing more deals.
Does the CRM integrate with other tools and platforms?
Yes, our CRM integrates seamlessly with popular real estate investing tools and platforms including PropStream, Zillow, BatchLeads, CallRail, Twilio for SMS, MailChimp, various skip tracing services, and more. If you use a specific tool that’s not on our integration list, our tech team can often create custom integrations to ensure your entire tech stack works together smoothly.
Is there a contract?
No, you can cancel anytime.