Profit First for Real Estate Investors with David Richter Jordan Fleming: Why Your Phone System Is Costing You Deals (and How to Fix It)
In this episode, I sit down with Jordan Fleming the co-founder of smrtPhone and author of Click Call Scale, to talk about the one tool most investors overlook when trying to grow their business: the phone system. We dive into how deep CRM integration, intentional data use, and AI-driven sales tools are transforming the way real estate investors manage teams, follow up with leads, and stay compliant.
If you've ever thrown money at leads and wondered why your close rate is still weak, Jordan’s insights are the wake-up call you need. From avoiding six-figure fines to converting more sellers through thoughtful follow-up, this episode is packed with actionable strategies that will change how you view your phone—and your business.
Episode Timeline:
[0:00] – The origin of smrtPhone and how it grew from Podio users to REI giants
[5:20] – Why deep CRM integrations beat generic phone systems every time
[7:10] – What most investors get wrong about calling and follow-up
[10:00] – The power of full communication history in closing more deals
[12:15] – AI call scoring and training: a game changer for growing sales teams
[14:30] – The gold is in the follow-up—how automation unlocks deal flow
[16:55] – Click Call Scale: Jordan’s new book and why data hygiene matters
[19:45] – How sloppy calling habits can get you fined (or blacklisted)
[24:00] – Legal risks vs. carrier risks—why compliance is both a law and a behavior issue
[26:10] – Free book offer and extra gifts for investors ready to scale right
5 Key Takeaways
- Your phone system is not just a tool—it’s the foundation of your sales engine.
- Clean, structured data is the #1 factor in avoiding lost leads and legal trouble.
- AI tools like call scoring are essential for training and scaling your team effectively.
- The fortune is in the follow-up—but only if you systematize it.
- Compliance isn't optional. Sloppy calling behavior can cost you five figures—or more.
Links & Resources
- Learn more about smrtPhone: www.smrtphone.io
- Need help keeping the money you make? Visit: www.simplecfo.com
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