The 200th Episode of The REI Agent That Turns Relationships Into Momentum with Mattias Clymer
Key Takeaways
- Mattias Clymer’s 200th episode celebrates consistency, gratitude, and the power of building a business around real human connection.
- The REI Agent CRM is positioned as a relationship-first tool designed to help agents stay in touch without automating away the personal touch.
- Long-term success requires more than closing deals, because agents also need systems for follow-up, client service, commission planning, and future freedom.
United States Real Estate Investor®
The 200th Episode of REI Agent with Mattias Clymer
https://youtu.be/RA4uMR7GYJU
United States Real Estate Investor®
Value-rich, The REI Agent podcast takes a holistic approach to life through real estate.
Hosted by Mattias Clymer, an agent and investor, alongside his wife Erica Clymer, a licensed therapist, the show features guests who strive to live bold and fulfilled lives through business and real estate investing.
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A Milestone Built On Consistency, Service, And Real Connection
On this milestone solo episode of The REI Agent Podcast, Mattias Clymer celebrates 200 episodes with gratitude, reflection, and a powerful look at something he has been building behind the scenes. Instead of simply looking back, Mattias uses this moment to look forward.
He shares a new vision for how agents can stay organized, build deeper relationships, serve clients better, and create a business that supports the life they truly want to live.
This episode is not just about a CRM. It is about the heart behind the business. It is about remembering people, staying connected, following through, and using smart tools without losing the human touch that makes great agents irreplaceable.
“Can you believe that we have done this 200 times here, me and you, together?”
That simple celebration sets the tone for the entire episode. Mattias is not speaking from a distant stage. He is speaking like someone sitting across the room, sharing something meaningful with the people who have been walking this journey with him.
The Problem With Complicated Systems
When Tools Get In The Way Of Relationships
Mattias explains that, as an active agent and team lead, he has worked through many of the CRM systems available to agents. His conclusion is direct and familiar to many professionals in the industry: most systems are too complicated, too difficult to set up, too expensive, or too disconnected from the way agents actually build relationships.
“Most of them are just too difficult to use.”
For many agents, technology becomes one more thing to manage instead of something that makes the business lighter. A CRM is supposed to help an agent remember, follow up, and serve. But when the system feels heavy, confusing, or overly automated, it can push agents away from the very relationships they are trying to protect.
That frustration became the spark behind a new solution. Mattias does not present the tool as a shiny gadget. He presents it as a response to a real pain point: agents need something simple, practical, and relationship-focused.
“None of them just simply work the way I want them to. So we made one.”
A CRM Built To Keep The Relationship First
Technology That Supports The Agent Instead Of Replacing The Agent
One of the most powerful themes in this episode is Mattias’s belief that technology should not remove the agent from the transaction. In a time when many agents feel pressure from big companies, artificial intelligence, and automation, Mattias takes a clear position: the right tools should make agents more human, not less.
“Everything about this system is set up to enable you to be a better relationship-oriented person, not automate the personal touch away from you.”
That line captures the deeper mission of the episode. Mattias is not trying to replace personal connection with software. He is trying to help agents become more consistent with the connection they already care about.
The system he demonstrates is centered around simple daily engagement. It helps agents see who they should reach out to, when they should reach out, and why that moment matters. Instead of waiting until a lead is ready to transact, the system encourages agents to stay connected with people throughout life.
The Power Of Remembering What Matters
Family, Occupation, Relationships, And Dreams
Mattias explains that great agents do more than collect names, emails, and phone numbers. They learn about people. They remember family details. They understand occupations. They pay attention to relationships. They listen for dreams.
That is where the episode becomes more than a software walkthrough. It becomes a reminder that the best agents are students of people.
“We know things about our clients if we’re good relationship agents.”
By organizing this information, agents can create more meaningful conversations. A follow-up message does not have to feel random. It can be tied to something real happening in a person’s life.
Mattias gives the example of a client whose son is graduating high school. That milestone is not just a nice personal detail. It may also represent a major life transition. A child leaving home can lead to questions about downsizing, moving, investing, or planning for the next season of life.
“Big milestones like this can mean big moves as well.”
That is the heart of relationship intelligence. It is not about being pushy. It is about being present. It is about noticing the life moments that matter and caring enough to reach out at the right time.
Simple Daily Action Creates Long-Term Momentum
The Discipline Of Staying In Touch
Mattias walks through how agents can create a cadence for their database. An A list may need a personal touch every six months. A B list may need a yearly check-in. A C list may need a lighter touch every couple of years, with the goal of building stronger relationships over time.
That kind of structure matters because many agents lose business not because they lack skill, but because they fail to stay top of mind. They get busy. They forget. They intend to reach out, but the moment passes.
The system Mattias shares is designed to reduce that friction. It helps draft personal messages, open the agent’s text or email app, and log the interaction so the agent can keep moving.
“This is a personal touch, not like a newsletter, not like an event.”
That distinction is important. Newsletters and events have value, but they do not replace a true personal check-in. A simple message that remembers a milestone, asks about a family member, or follows up on a dream can mean far more than another generic campaign.
Turning A Database Into A Relationship Game
Organizing Contacts Without Overcomplicating The Process
Mattias also shows how agents can sort their contacts into categories, such as A, B, C, D, or agent contacts. This could normally feel like a tedious administrative task, but the system turns it into a simple sorting process.
The point is not perfection. The point is movement. Agents often delay database work because the task feels overwhelming. Mattias’s approach gives agents a way to start making decisions quickly and build clarity as they go.
Some clients are close relationships. Some are past clients who have not sent much business. Some are people the agent barely remembers. Some are fellow agents. Sorting them gives the agent a clearer picture of who needs attention, who may be active, and who could become more valuable with the right follow-up.
This part of the episode is a reminder that success often comes from simplifying what feels messy. A database does not become powerful because it is perfect. It becomes powerful when the agent actually uses it.
Showing Clients How Much Work Is Really Happening
Listings, Checklists, Updates, And Better Communication
Mattias then moves into the listing side of the system. He explains how agents can manage listing details, seller information, checklists, weekly updates, offer details, showing information, and transaction steps.
One of the most valuable ideas here is that a checklist can do more than keep the agent accountable. It can also help clients understand how much work is happening behind the scenes.
“This is the tool that makes them understand how much you’re actually doing.”
That matters because clients do not always see the invisible labor of the agent. They may not see the scheduling, coordination, preparation, communication, vendor management, and problem-solving happening in the background.
By turning those steps into clear updates, agents can create more confidence and trust. Clients feel informed. Agents stay accountable. Everyone has a clearer view of what has been done, what is happening next, and what still needs attention.
The Bigger Mission Behind The CRM
Helping Agents Live Their Best Lives In A Crazy Business
As the episode continues, Mattias connects the tool to a larger life philosophy. This is where the conversation becomes especially inspirational. He explains that the system includes commission planning, tax planning, operating expense awareness, personal pay, Profit First methodology, and savings toward future investment property goals.
That shift is important because the episode is not only about serving clients. It is also about helping agents take care of themselves.
“We are really all about trying to help people live their best lives, live their best lives in this crazy business.”
Many agents work hard, close deals, serve clients, and still struggle to build long-term financial stability. Mattias addresses that reality by encouraging agents to plan ahead. Taxes need to be considered. Operating expenses need to be managed. Agents need to pay themselves. They also need to think beyond the next transaction.
“We don’t want to be the agent that can’t retire.”
That line carries weight because it points to one of the quiet fears inside the industry. No one wants to build a career that demands constant production forever with no path toward freedom. Mattias is encouraging agents to think bigger than survival. He is encouraging them to build a business that supports their future.
Small Daily Habits Can Build A Stronger Business
One Hour A Week And A Few Minutes A Day
Mattias describes a simple rhythm for using the system. An agent may spend about an hour each week updating listings and contract-to-close details. Then, each day, the agent may spend five to 20 minutes going through sphere messages, hot list contacts, and warm list opportunities.
That is powerful because it makes business growth feel possible. Success does not always require a massive overhaul. Sometimes it requires a better rhythm.
A few minutes of intentional follow-up each day can create more conversations. More conversations can create more trust. More trust can create more opportunities. Over time, those small actions compound into a stronger, more stable business.
“We are definitely working to not automate everything, but to help give you the tools to make your job really simple.”
This is one of the most important lessons from the episode. The goal is not to disappear behind automation. The goal is to use technology to make the right human actions easier to repeat.
A 200th Episode Gift For Agents
Free Access, Useful Tools, And A Growing Vision
Mattias shares that the CRM is being offered as a gift for the 200th episode. Listeners can go to reiagent.com/founding to access it without entering a credit card. His tone is clear: this is not about tricking agents into another subscription. It is about giving them something useful.
“You don’t have to enter a credit card or anything. We’re not trying to trick you into another subscription.”
He also points listeners toward other resources on the website, including early access to his upcoming book, a rental calculator, blog posts from past episodes, newsletter updates, and highlights from the show.
That fits the spirit of the episode. The 200th milestone is not treated as an ending. It is treated as a launch point for deeper service, better tools, stronger education, and more meaningful support for agents who want to thrive professionally and personally.
Two Hundred Episodes Later, The Mission Is Still Human
A Celebration Of Relationships, Consistency, And The Future
By the end of the episode, Mattias brings the moment back to gratitude. He thanks listeners for showing up week after week and celebrates the journey of reaching 200 episodes. But the deeper message is clear: the future of the agent is not about becoming less personal. It is about becoming more consistent, more intentional, and more human.
“Happy 200. Amazing, amazing. And I appreciate you all so much.”
This solo episode with Mattias Clymer is a reminder that tools are only powerful when they serve the right mission. A CRM is not just a place to store contacts. It can become a system for remembering people, honoring relationships, communicating value, planning wisely, and building a business that creates freedom instead of burnout.
For agents who feel overwhelmed by technology, behind on follow-up, or unsure how to turn relationships into a more sustainable business, this episode offers both encouragement and direction.
Mattias shows that the future does not belong only to the loudest marketer or the biggest company. It belongs to the agents who care deeply, follow through consistently, and use the right systems to keep people at the center.
Stay tuned for more inspiring stories on The REI Agent podcast, your go-to source for insights, inspiration, and strategies from top agents and investors who are living their best lives through real estate.
For more content and episodes, visit reiagent.com.
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Transcript
Welcome back to the R.I. agent, Matias here. We hit 200 episodes. Can you believe that we have done this 200 times here, me and you together?
It's like you're right here with me in my living room, my basement, wherever I'm at. But what an awesome accomplishment. I wanted to give a huge shout out to Antonio Holman, who has been a producer for most of the time here.
He's what makes this all sound great and make sure it gets out to all the different platforms so you can listen to it wherever you choose. Shout out to Jan. She is an assistant that helps find these awesome guests.
So we've had some awesome ones, which is really exciting. Continue to seek more and more. So if you have any suggestions, if you have any connections, definitely reach out.
You can maybe DM us on Instagram, however you choose. But for a celebration to for this big, momentous occasion, I wanted to share something that I've been working on behind the scenes. Now, I am an active agent.
I sell real estate. I am a team lead. And in that process, I've gone through pretty much every CRM that is out there.
And most of them are just too difficult to use. There's a huge learning curve. There's a huge setup.
Some of them come with a big setup fee. And none of them just simply work the way I want them to. So we made one.
So I wanted to share that with you all now. Let me share my screen. So the goal of this really, again, is to be very simple.
It's to keep the relationship to focus. There's a lot of fear about big businesses, a lot of money coming into real estate to take the real estate agent away, AI in the mix. And there's fear about using some tools sometimes because we don't want to remove the agent from the transaction.
Everything about this system is set up to enable you to be a better relationship-oriented person, not automate the personal touch away from you. So the goal is, again, simplicity and really just relationship focus. So what we have is the relationship intelligence, relationship engagement intelligence, CRM, REI agent.
And you can see here is this window is for today's engagements. Now, if you have, depending on the size of your database, this is a demo account. So none of these people are real.
And actually, some of the things won't work in this demo account. But I just wanted to give you a quick overview. But this is an example of what I would need to do today.
OK, so I want to come into my CRM. Now I need to reach out to my database at a certain cadence. I have set it up so that I want to touch my A list every six months.
And then my B list I want to touch every year. Now, this is a personal touch, not like a newsletter, not like an event. This is more of a specific reach out, just check in to see how they're doing.
And then I have my Cs every two years to try to move them up to the Bs if possible. And now the way this works is we collect, we are asking our clients, we know things about our clients if we're good relationship agents, things about their family, their occupation, their relationships, and their dreams. You might recognize this if you're a ninja person.
You might recognize this just from sales in general. The forward technique is a way to kind of systemize the conversation to ensure that you're asking questions about things that are important to your clients. And then this system will help you remember those things.
And AI will help draft messages to fit that. So we have a milestone reach out here. Crystal's son is graduating high school.
So that's a big thing and wondering what they're going to do after graduation. Now, we all know that as agents, big milestones like this can mean big moves as well. This is kind of the point of why we ask these questions.
So let's say Diego is the only son. There could be empty misters now. Do they need a smaller place?
You get the idea. So we hit message here. It's going to draft the message.
I'm on a Mac. If I hit open messages, it's going to open my messages. And this is going to populate right there.
I just have to hit send if I want to. You can also edit what it says. I could also send it by email.
And that would just open up my default email account. Now, this works on your mobile as well. So if you pull up on a browser or if you save it as an app on your phone, again, if you hit messages, if you're on Android, for example, it's going to open up your messages, your text message app or your default email app.
If you go into the contact card itself, you can see we've got a forward score, how much data you have in there about them. We have Diego and his age. That's where the milestone is coming from based off the age.
Hopefully Diego wasn't a poor student and is graduating on time. If you bumped into Crystal, for example, this past weekend, and you want to update your CRM to say, we had a good conversation. I want to add some details about the forward, just regular notes, or maybe you had something you want to follow up with them about.
You can do that all here. You can log the past conversation. Let's say that was, again, this past weekend.
And then you can say that was in person. That's another way to do it. When you hit the messages, so when I go back to the day now, she's going to be gone because we need to have that kind of conversation with her once every six months.
Or I don't, sorry, might have been a year. I forget if she was a bee or not. But you get the idea.
So then here is Felix. We're going to draft another message. This is going to populate.
And then if we hit open messages, that's going to, again, open up my message account. And I don't want you to see my personal messages. So I'm just going to delete that real quick.
But it would have sent to them. And it automatically marked them as having had that text message conversation. If you don't have your messages or you don't have your contacts synced or categorized by A, B, C, or D, and this, by the way, is just you're logging into your Google.
You're connecting your Google contacts. It's not going to mess with your Google contacts. You don't have to worry about deleting it or anything like that.
It's kind of like an overlay. But let's say you don't have any of your contacts sorted yet. There is a game for that.
So we come up in here and we see that Denise is somebody that I've worked with. This came from my notes in my contact card about this person. Denise is a past client.
I wouldn't say she's like a BFF past client. She hasn't really given me a lot of business. I'm going to make her a B.
Then it's going to populate the next one. Now Judy. Judy is a great client.
So I'm going to, she's referred me a ton of business. I'm going to mark her as an A. Mona, I don't really remember anything about Mona.
I'm going to mark her as a C. And then Pat is also somebody that I don't know super well. Oh, actually, you know what?
Pat is an agent. So I'm going to mark them as an agent. So on and so forth.
From here, we have listings. So you can add your listings in here. This will add your client's contact information.
Here you can have two sellers if you want. You can send them weekly updates. Now we have a default checklist that will load up.
It's going to have things like schedule photography, schedule the listing consultation. All these things can be populated in here, different stages if you're pre-listing, that kind of thing. But once you get the listing agreement and there's all these things that are happening, the behind the scenes, this is the tool that makes them understand how much you're actually doing.
And in fact, you can use a checklist to communicate how much you do to your clients. And then you can use it to keep you accountable to say that, hey, we are doing these things. So the checklist comes through.
You can check off. You can add dates. So the listing is going to go live next week.
Photography is going to be three days before. Staging, all that kind of stuff is happening. You have all that figured out here with the checklist.
You can then send them a weekly update about what you have done. So it will show like, hey, we did X, Y, and Z. What is still to be done.
What's coming up this week is X, Y, Z. And then once you're listed, the idea that you can have like a weekly cadence. Maybe every Monday you go in and you check your contracts, you check your listings.
You have the ability to also link a transaction coordinator in this or just a general staff person. So that is in the settings. But a weekly cadence of checking in about your active things.
So you can go through and say, oh, you know what? This one's been on the market for two weeks now. We should probably schedule another open house or whatever.
So then you can put that in here. You can send them the update. You can tell them that you are thinking about their listing.
And then we also have an offer hub. So if you get multiple offers, you can have that details all there. It's going to be like a spreadsheet that kind of has the pertinent information showing which offer is the strongest and most easily.
And then also there'll be a showing hub there. Once the house is under contract, you can come in here and the same kind of checklist applies. We've got key dates.
We actually built in a commission thing as well. I don't like to have the focus be on the commission, but we wanted to make sure that people are planning ahead. We are really all about trying to have, help people live their best lives.
Live their best lives in this crazy business. And I think one of the things that's important is to make sure that you are factoring in taxes, that you're factoring in operating expenses, that you're paying yourself. So we use a profit first methodology and we also built in a small little savings option for your next investment property because we don't want to be the agent that can't retire.
It has to keep selling until they die. So you can change all these details, of course. I always get 15% commission.
And that stuff automatically populates. Now, the cool thing too, is that we built in some customizations about what you're actually gonna get paid. Like you're able to go through and save the way your commission structure works.
So if it's a tiered system, if it's like a cap system, if you have a fee that comes off the top before you go through your tier, or if there's like a per transaction fee, we've tried to make it really robust to suit all those things. So it will help with your accounting and will help you save for your next property. And you can have a little bit of a forecast based on what you're selling.
So maybe a little bit of a motivation to go back and prospect a little bit more, talk to your people that you need to talk to. Go back to contract to close. Again, we'll have the checklist here.
So you can have like, you know, under contract, earnest deposit, escrow money delivered, pertinent contacts, all that stuff. Again, you can send out a weekly update to just have the details from this be generated. So, you know, this week we have the home inspection scheduled at this time, this date.
All those next step things. Making it really simple. So really, I think this system is designed that if you go in on maybe an hour every week, you can update your contract to close your listings.
And then maybe five to 20 minutes a day going through your sphere and messaging them. On top of the, I forgot to show this earlier, but on top of this, we also have the, your hot list. So these are your people that are active right now.
And then there are the warm list people that might be transacting with you in the future. So that is something we are giving away. You go to reiagent.com forward slash founding. You can get access to that. You don't have to enter a credit card or anything. We're not trying to trick you into another subscription.
We just hope that it's really useful for you. We're going to keep improving it. We keep making it better.
We are definitely working to not automate everything, but to help make, give you the tools to make your job really simple so that you're on top of it. And your clients really see that. And that you stay in touch with your clients, all that kind of stuff.
So join, we're going to do this for a little bit here as a gift, the 200th episode. While you're here on the website, check out, you can sign up for early access to the book that is coming out. My book will teach these things as well that the CRM is enabling basically.
You can check out tools like a rental calculator if you want to figure out if that deal is going to actually cashflow. We do tell you to factor in some extra expenses, not just principle of interest versus rent. So check that out free.
Then we have every blog, almost every episode we have now as a blog. And we've had some awesome guests. I mean, David Osborne, he's an agent, investor, and author, awesome guy.
He did a great episode. We have that as a blog. You can also check out all the different links.
Definitely subscribe to us. Subscribe to our newsletter as well. We will be sending out all the highlights of each episode that get aired each week.
So it's not gonna be a ton of spam. But if you want to hear those golden nuggets, if you want to see if that episode is indeed worth checking out in full, that's a great way to stay in touch with us. But yeah, without further ado, happy 200.
Amazing, amazing. And appreciate you all so much. Thanks for joining us weekly, every Tuesday and Thursday.
I really appreciate it. And I'll talk to you soon.
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