Capturing Business from Agents, Builders and Buyers
Geoff interviews Ben Smith about UpList, a platform that replaces static listing flyers with real-time rate flyers powered by a live pricing engine. The episode covers three UpList tools (Smart View Flyers, Quick Quote, Smart Buyer Tool) and touches on AI/ChatGPT use cases for LOs. Best for LOs who work with listing agents or builders and want a tech-driven conversation starter.
A real-time rate flyer that never needs updating gives LOs a concrete value-add to hand listing agents and builders — replacing the vendor pitch with a useful tool.
Takeaways you can run this week
- Go to GetUplist.com and request a demo; if your company is enterprise-eligible, position yourself as the internal champion to bring UpList to your branch — one closed deal pays for years of access.
- Use the Smart View Flyer as an opening line with listing agents: 'I have a flyer for your listings that shows buyers live rates via QR code — you never have to ask me to update it.' Hand it to 5 listing agents from your last 3 closed purchases this week.
- Set up the Smart Buyer Tool for every pre-approved buyer in your pipeline: white-labeled to your company, it lets them search any property and see real-time payments tied to their actual qualifications — reducing weekend desktop interruptions for you.
- Use the Quick Quote feature on mobile to run buy-down, seller-credit, and rate scenarios on the spot at open houses or builder model homes without needing a desktop, then email results to the prospect in seconds.
- When prospecting builders, lead with the Smart View Flyer value prop for their listing agents — frame it as saving the builder's team hours of flyer-update labor and giving buyers instant payment clarity on every model home.
- For ChatGPT Plus users: explore the new GPT store (chat.openai.com) to find or build a workflow GPT that handles a repetitive task (e.g., writing borrower follow-up emails or scenario summaries) — start with one inefficiency you do manually every week and prompt your way to a draft solution.
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GET FREE ACCESSThe playbook
- 1. Create a Smart View Flyer for a listing: connect your pricing engine once, upload property details — rates auto-populate in real time.
- 2. Share the flyer PDF (with blurred rates and QR code) with the listing agent or builder rep before the open house.
- 3. Buyer scans QR code or clicks link → lands on branded dynamic page → selects loan type, term, seller credit scenarios.
- 4. Buyer contacts LO directly via text, email, or call from the landing page (no PII captured by UpList).
- 5. LO captures buyer info, loads them into CRM, and optionally sets them up with the Smart Buyer Tool for ongoing property searches.
- 6. Smart Buyer Tool enforces affordability guardrails: if the searched property is within pre-approval, buyer can request a pre-approval letter instantly; if outside, it prompts them to call the LO.
Worth quoting
“If you want to earn their business, you need to become part of their business.”
“Close one deal off this technology and you've paid for the system for the next seven to eight years.”
Best for
LOs who regularly co-market with listing agents or builders and want a tech tool that starts conversations and delivers real-time value instead of a stale printed flyer.