Sneak Peek Inside Members Only Mastermind Call
A raw recording of Geoff Zimpfer's weekly members-only mastermind call, covering Q4 activity planning, social media engagement tactics, and agent event ideas. Best for LOs who want to hear real loan officers sharing what's actually working right now — specific apps, event formats, and engagement routines.
Consistent outward engagement on agents' social posts (30 min/day, 7 days a week) generates more referral conversations than any amount of inbound posting.
Takeaways you can run this week
- Run a 'Headshots + Happy Hour' event: partner with a title company to expand your invite list, hire a real estate photographer for ~$500 for a 2-hour session, host it outdoors or in a co-working space from 1–3pm, and promote it via Instagram 4–6 weeks out using a poll to pick the date. Dustin got 70 agents, 60–70% of whom he'd never met.
- Find 4,600 local agents to follow on Instagram in days: go to the profile of your local title company (Fidelity, First American, etc.), open their followers list, search 'REAL' to filter realtors, and follow 150/day to stay under Instagram's limit. Repeat with home inspectors and real estate photographers.
- Use the Boards app ($7/month) to set up 30 pre-written genuine responses (e.g., 'That's a beautiful home — good luck at the Open House!') as keyboard shortcuts. Spend 15 minutes in the morning and 15 at night engaging on agents' posts. Travis attributes ~$4M of a $4.6M production month to this habit.
- Co-host your next agent class with a top local producer who's already succeeding at the topic. Reach out and say: 'I'm hosting a class for local agents on [topic]. You're obviously crushing it — would you be open to sharing your story?' Ask them to go live on Instagram during the class to tap their audience. Tiffany picked up 5 DMs from new agents this way.
- Never end a class without a next commitment. At the close of every session, tease one specific idea (e.g., '90-day CMA strategy one agent used to do 72 CMAs and list 11 million in volume') and ask who wants to attend the follow-up class. Book it before they leave the room.
- Build a Q4 scoreboard with three weekly goals: number of conversations (prospects, partners, clients), classes/events on the calendar, and social posts scheduled. Track and report to an accountability partner — 'what gets measured and reported improves exponentially.'
Useful? Get the full Vault free — plus Marketing Worth Stealing, weekly.
GET FREE ACCESSThe playbook
- 1. Follow 150 local agents/day on Instagram via title company follower lists filtered by 'REAL'
- 2. Set up 30 pre-written engagement responses in the Boards app
- 3. Spend 15 min AM + 15 min PM commenting on agents' posts daily, 7 days/week
- 4. When agents respond or DM, invite them to your next class
- 5. At the end of each class, tease the next topic and book attendees on the spot
- 6. Use the Repost app ($2.99/week) to repurpose high-performing content from other markets onto your own feed
Worth quoting
“Q4 hustle equals Q1 muscle — the activities we're doing right now are going to come to fruition three, four months from now.”
“We make social media a non-negotiable. Just like doing these classes should be a non-negotiable. Calling our agents every week should be a non-negotiable.”
Best for
LOs who are already doing occasional agent classes or social posts but lack a daily system to turn that activity into consistent referral conversations.