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5 contributions to Transactional Funding Hub
CRM and using AI
Curious what others are using for organizing leads and checking back with warm leads, using AI agents to help with some of the outreach and workload. Someone encouraged me to start using MONDAY, but I was curious to hear what others are doing?
1 like โ€ข 8d
I am using pipedrive crm. Very powerful. Highly recommended. Great tool. I believe they have a free trial to try it. Next level - I am using Claude Cowork to handle projects - amount the things it can do is connect to your pipedrive account and help you manage your leads through the power of AI -
Anyone using AI to take a call or to schedule appointments?
Came across this flyer. I am intrigued. Is this for real - where AI can take a call? That would be something. My next question: How about would it know what to say? Is this something like an AI bot where we would have to train it what to say?
Anyone using AI to take a call or to schedule appointments?
๐Ÿšจ LIVE GUEST TRAINING THIS THURSDAY @ 2PM MT ๐Ÿšจ
Weโ€™ve got a special guest coming into the Transactional Funding Hub โ€” Brenda Villafranco โ€” and sheโ€™s bringing real, practical insight you can use immediately. Hereโ€™s why you should be on this call: Brenda Villafranco is a transactional funder who has built a six-figure business by mastering one skill โ€” relationship buildingโ— ๐Ÿ’ฅ In under three years, she has funded 35+ EMDs and closed multiple Double Close and Morby Method deals. We were just blessed to close one with her last week and have another coming up. Brenda has created consistent deal flow through both in-person networking AND social media engagement. She is passionate about helping other turn connections into income and shows how collaboration -- not competition -- is the key to closing more deals. ๐Ÿ’™ ๐Ÿ‘‰ Sheโ€™ll be sharing her experience, her approach to building relationships that actually convert into deals, and whatโ€™s helped her create consistent opportunities in this business. And most importantly โ€” sheโ€™s coming to answer YOUR questions and help you directly. This is one of those sessions where showing up could literally change your trajectory if you apply what you learn. ๐Ÿ“… Thursdayโฐ 2:00 PM MT (see the calendar for the link) Be there. Come ready. Bring questions. Letโ€™s build. ๐Ÿ’ฐ
๐Ÿšจ LIVE GUEST TRAINING THIS THURSDAY @ 2PM MT ๐Ÿšจ
1 like โ€ข 8d
Wasn't able to attend - where can we check out the recording?
Funding box and Morby handouts
Hi all, I have had some people reach out to me curious about Morby Method and how they could use it with fix and flips. They wanted some handouts to present to some of their partners, so I made these in canva. Not sure if they are helpful for others. you can use the magic eraser in Canva and take off my stuff and make a text box to put in your info.
1 like โ€ข 25d
Wow! Fantastic flyers. Professional looking - Very informative and well laid out. @Meredith Ries If you don't mind me asking how long did it take to create them and what tools did you use to create them? Thx
How deep is YOUR AI use right now? ๐Ÿ‘‡
Hey skool friends! ๐Ÿ™Œ AI is completely changing the game right now. Are you just pinging it with quick questions? Or going deeperโ€”letting it write documents, code, do research, and help with the daily grind? Are you using AI agents to work for you 24/7? Drop it in the comments: Whatโ€™s your current go to AI tool, and what are you planning in the next 1-3 months? Your take could light up someone elseโ€™s next level.
1 like โ€ข 25d
@Paul Brown I use both chatgpt and Claude with biz accounts - Love that I can create projects and save chats in each project. Use for business and life - for review, for feedback, bounce an idea, examine documents, review transcripts from you tube videos to get a quick analysis of the video (Invaluable!) - and much more .. Not as familiar with "Full AI Agent" - Would like to hear more on how you plan to use this ??
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@fred-bartholomai-4605
Experienced Private Money Lender :about 30-40 deals. Looking to expand my Lending business into other opportunities: EMD, transactional funding, etc.

Active 24h ago
Joined Mar 23, 2026
Atlanta, GA
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