The ReferralExchange PRIMEcast, Episode 105: It’s About Their Goals, Not Yours

For our July Episode of the PRIMEcast, Scott and I were able to hold two interviews with some fantastic guests from the ReferralExchange Team and our agent network. Firstly, we were able to sit down with Anna Woodard, a Senior Product Manager at ReferralExchange. Anna has been working in ReferralExchange’s product department for over four years and has an acute knowledge of ReferralExchange’s PRIME Agent CRM and features.

Our featured PRIME agent for this episode, Michael Klein, has been a practicing agent for 18 years in New Jersey. He sat down to speak with us about some of the strategies he uses to approach online leads, putting the wants of your client first, and what he sees happening with the current market. Click play below to give it all a listen!

Any feedback regarding our product features can be submitted here. Or Anna can be reached directly at awoodard@referralexchange.com.

Click here to register for our next PRIME webinar on 8/23/21, Staying Relevant: Working with Today’s Consumer.

We want to know if you’ll be attending the NAR Conference and Expo in November, so please submit this brief survey we mentioned in the episode.


If you would like to be a featured guest on an upcoming episode, or have suggestions for topics to be explored you can either reach out to Amber (amberm@referralexchange.com), Scott (scastillo@referralexchange.com), or your agent advocate directly.

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