Resources
Explore our collection of expert resources designed to help real estate professionals succeed.
Download valuable guides, templates, and checklists to streamline your processes and make informed decisions.

Webb Co eliminated CRM fragmentation across two real estate businesses
Table of Contents When you’re managing two teams across two companies—one focused on single-family properties and another on multifamily investments—the last thing you need is scattered data across multiple systems. For Jarrett Jackson and the team at Webb Co, the challenge wasn’t finding deals; it was keeping everything from falling

Oak Hill Solutions turned foreclosures into $574K in revenue
Table of Contents When Kyle Sanville and his team at Oak Hill Solutions were drowning in spreadsheets and losing track of deals, they knew something had to change. Like many real estate investors chasing foreclosure and auction opportunities, they had the hustle and market knowledge—but their systems were holding them

Foreclosures are accelerating nationwide. The advantage belongs to those who act early.
Table of Contents Foreclosure activity across the United States accelerated sharply at the end of 2025. According to new data from ATTOM, nearly 45,000 properties entered some stage of foreclosure in December alone, a 57 percent increase year over year. Foreclosure starts rose 46 percent, while completed repossessions more than
Webinar: How to get the most out of your CRM
Webinar Replay How to get the most out of your CRM In this session, our Professional Services team walks through practical CRM customizations designed to help real estate investment teams get more out of Left Main. You’ll see how standardized solutions like ROI reporting, cadence tracking, clean lead resubmissions, and

How AI Is QUIETLY Changing Real Estate Investing
In this episode of the Real Estate Masters Podcast, Stephanie Betters explains why the next decade of real estate will be won by operators who prioritize systems, clean data, and intelligent automation. The discussion covers profitable TV advertising, AI-driven follow-up, and how CRM insights help teams stay accountable and scalable
Webinar: AI Lead Agents for Real Estate Investors
Webinar Replay AI Lead Agents for Real Estate Investors In this session, we walked through what is coming soon with smrtPhone’s AI Lead Agents. It is an early look at how investors will soon be able to handle inbound and outbound calls through real human like conversations that move deals
Webinar: AI Seller Masterclass
Webinar Replay AI Seller Masterclass In this training we showed how investors use DealSignals to uncover the right follow ups inside their database, and how ObjectionProof AI helps you reach those sellers at scale with better conversations and stronger responses. If you want a clearer picture of who is ready,

Why Top Real Estate Investment Companies Are Switching to Left Main REI
Table of Contents The real estate investment landscape has shifted fast. Deals move quicker, competition is sharper, and more investors are realizing that spreadsheets and generic CRMs just can’t scale. That’s why more and more serious real estate investment companies are moving to Left Main REI, the only Salesforce-powered CRM

How Pro Source Home Buyers Scaled from 10 to 50+ Deals Per Month with Left Main REI
Table of Contents When Pro Source Home Buyers first started growing their business in East Tennessee, their team relied on Podio and spreadsheets to manage deals. It worked—until it didn’t. As their fix-and-flip, wholesale, and novation operations took off, they realized their systems couldn’t keep up with the pace of

5 Signs It’s Time to Upgrade Your Real Estate CRM
Table of Contents Executive Summary As your investment business grows, the systems that once supported leads, deals, and workflows often become constraints rather than assets. Knowing the signs that you’ve outgrown your real estate investor CRM is essential to maintaining momentum and avoiding bottlenecks. Whether it is limitations in automation,