Loan officers and realtors are not losing deals because of rates, inventory, or leads. Deals fall apart when the relationship fades during hard transactions. Student loans. Self-employed income. Appraisal issues. Underwriting delays. Long buying timelines.

In this episode, Keith Goeringer sits down with Scott Nicholson, founder of Housing.link, to break down a new model for modern mortgage and real estate teams.

The loan officer or agent builds the strategy.
A relationship specialist runs the follow-up.
AI keeps every touch personal and timely.
You’ll learn how virtual assistants, AI, and a mobile-first client experience work together to keep buyers, sellers, and referral partners engaged for 30, 90, even 365 days. No canned campaigns. No generic CRM spam. Just consistent, human follow-up at scale.
This episode is for loan officers and realtors who feel buried in files, behind on follow-up, and frustrated watching deals go cold.

• WHAT YOU’LL LEARN
• Why harder files destroy follow-up for loan officers and agents
• What a Relationship Specialist does for mortgage and real estate teams
• How virtual assistants manage long-term buyer and seller plans
• Why CRM campaigns feel fake to today’s clients
• The JD Power stat shaping modern buyer expectations
• How mobile-first communication increases trust
• Where AI fits without replacing the human relationship
• How to free up time without hiring expensive staff

FEATURED GUEST
Scott Nicholson

Founder of Housing.link and longtime mortgage originator focused on improving the mortgage and real estate client experience through education, automation, and clean delivery.

Learn more at housing.link
Email Scott at scott@housing.link

Summary
In this episode of the Referral Boss Podcast, Keith uncovers why most real estate workshop systems fail and what Realtors should be doing instead. After watching a weak $2,500 training and hearing from a Realtor who paid $5,000 for zero results, Keith breaks down the real structure behind workshops that convert.

A Realtor bought a $5,000 workshop system and didn’t get a single lead. That moment exposed a major problem in the real estate industry: agents are being sold weak, outdated workshop frameworks that never convert. In this episode, Keith breaks down the truth behind real estate workshops, why most fail, and the simple structure that actually generates clients.
You’ll learn the exact framework that drives registrations, keeps people engaged, and turns workshops into appointments and closings. Plus, Keith shares the most important piece of the entire system—the avatar—and why every high-converting workshop starts with it.
If you want to build workshops that bring you real clients without spending thousands on bad programs, this episode gives you everything you need.

What You’ll Learn
• Why most workshop trainings fall apart
• The simple structure all high-converting workshops follow
• How to deliver content that leads directly into appointments
• The role of reminders and follow-up in getting real results
• Why the avatar is the foundation of everything
• How a 30-minute avatar session can reset your entire business strategy

Points
• Registrations come from your promise
• Attendance comes from your reminders
• Conversions come from clarity, not hype
• Follow-up is where deals are closed
• Your avatar determines your entire workshop strategy

Takeaway
You don’t need complicated software. You don’t need high-tech systems. You need a clear promise, simple structure, strong follow-up, and a well-defined avatar.

Final
If you want help building your avatar and crafting an offer that sets you apart, message Keith on Instagram. He’ll walk you through the full process for free.

Scott Betley reveals how one 9-second TikTok video pulled 300,000 views, thousands of comments, and dozens of live mortgage applications overnight.
In this episode, he breaks down how short-form content became the foundation of a $300M mortgage pipeline, why authenticity beats polish, and why live content is the next big wave for real estate and lending.