Charles Mortimer
Shift from being a Salesperson to an Account Executive
Establish Probate Accounts
Looking to Expand Your Real Estate Business?
Possible One Year's Income $$
Just one probate attorney could provide your income for a year.
Referrals
What if one attorney could give you referrals all year?
Warm Referrals
The phone just rings, and you have to answer!
No Marketing
What,.. is this true!! No traditional marking? No cold calls, no marketing, no door knocking, and no hours of Social Media postings.
Zoom Meeting
I hope to have a conversation with you. Landing a listing takes care of today’s needs; serving a single source is like having a Golden Goose that lays golden eggs daily. Would this be worth a 30-minute Zoom meeting to find out? Find out about my story of a Golden Goose account that kept on laying the golden eggs! Click the button!
Importance Having Accounts
Probate, a recession-resistant niche.
One probate attorney, year-round referrals.
One probate attorney, posibility of 1 to 2 listings a month.
Stop chasing leads. Start landing accounts.
Warm referrals beat cold prospecting.
From hustle to referral flow.
Replace random leads with real relationships.
Build your listings through accounts.
How to build your referral accounts.
Learn the Golden Goose model, today.
Book your FREE Zoom meeeting; lets find the Golden Egg.
Streamline Your Listings
Learn how you can get 1-2 listings per month from 1 Probate Attorney
Client Testimonials Form a Referral Attorney and REALTOR®
Successor Trustee
Dear Future Home Seller:
I'm writing this letter to highly recommend Charles Mortimer for your real estate needs. My mother passed away this past summer, and as the successor trustee, it was my responsibility to put the house on the market for sale. Charles came recommended by my attorney to assist with the sale. This, by far, was the best decision I made for my realtor needs.
What I loved the best was that throughout my home-selling process, Charles was incredibly communicative. He promptly answered calls and emails, keeping me informed about every development. I never felt that he was just trying to sell my house, but that he was a mentor to answer my questions during this process, especially since the home was in a trust. His dedication, expertise in selling a home in a trust, and friendly approach made my home-selling experience enjoyable.
Charles's insight was extremely valuable, and I don't think I could have done this without him. He was incredibly efficient and handled all the complexities of selling my home with ease. His attention to detail ensured that every part of the process was seamless and stress-free. It’s his superb work that allows me to recommend Charles Mortimer and his services to you with confidence. Best Regards,
Janice F.
Successor Trustee
As the sole trustee for my late aunt's estate, I was referred to Charles Mortimer by my aunt's lawyer. We first met Charles on January 6, 2024, at my late aunt's house in San Lorenzo. The house closed on February 16, 2024, just some 42 days after we first met Charles.
He was the only agent we interviewed. Charles was able to secure a cash offer, which was accepted in one day after going on the market with five offers, closed in seven days, and was 81k above the listing price.
Charles was always available for my multitudinous questions. He is polite to a fault and is the quintessential English gentleman.
I am very grateful to Charles for the successful conclusion of this significant piece of my aunt's trust. Good show, old boy!" Paul S.
Paul S. Successor, Trustee.
Review From a REALTOR®
Your professionalism, experience, and integrity, I have all good things to say about my first closed transaction. I have not been licensed for long, and our transaction was officially my first official close of escrow as a licensed agent. I am an investor myself, so although I am familiar with the process, this was the first for another.
For this client, this was the 5th property that we offered. What I really want to say is that the more agents I came in contact with over time, the more I was shocked by poor practices and unprofessional behavior. I was very pleasantly surprised and very grateful that our transaction ended up stopping at your door.
You made my first escrow experience a very positive one & I cannot thank you enough. I was sure with the way things were going with other agents that my first transaction was going to be a doozy, but because of your professionalism, experience, & integrity,
I have all good things to say about my first closed transaction.
Nancy K. REALTOR®.
The Purpose of Our Meeting
I want to share how I secured the Probate and other accounts. Since the 2000s, I have focused on establishing a “Single Point of Contact” to receive 1-2 listings per month.
Single Point of Contact
In the early 2000s, my mentor guided me through the process of landing an account. These accounts typically resulted in 20-25 closings per year.
100 Closings Per Year
The goal was to close 100 transactions each year. I no longer concentrated on expired listings, geographic farming, or Zillow, but instead focused on securing four probate attorneys.
No Marketing
The goal was to get introduced to an attorney. No cold calls, no marketing, no door knocking.
Warm Referrals
There came a moment when I pivoted to focus on landing accounts rather than just occasional leads. It was the one thing that changed everything, and it did!
How Do You See Yourself in Struggville or Gooseville?
Charles Mortimer, CalDRE #01084657
eXp Realty of California Inc., CalDRE #01878277