Welcome to IMPACT!

💬 Quote of the Week

"Beware of little expenses. A small leak will sink a great ship." - Benjamin Franklin

Thursday’s RE Virtual Coffee Mastermind

🎙 This Week’s Virtual Coffee: Steve Bjorkman

How to Save Thousands on Your Taxes
Most real estate agents leave thousands of dollars on the table every year because they treat accounting like a chore instead of a strategy.

This week, we are talking about how to stop thinking of your business expenses as a pile of receipts and start using them as a tool to keep more of your hard earned commissions.

Because when you manage your expenses strategically, tax season stops being stressful and starts becoming an opportunity.

If you have ever wondered whether you might be leaving money on the table in your real estate business, this is a conversation you will not want to miss.

Did you miss last week? As long as I didn’t forget to hit record 🙃, you can catch up via the link below. TIme saving tip - did you know that you can watch at 1.5x speed and still understand everything said? It’s just one more way to make the most of your time.

UPCOMING EVENTS:

Agent Alliance Live » TODAY!

Agents who regularly roleplay win nearly 40% more listings. But most agents avoid it entirely.

This Wednesday at 9am CST, learn how a simple AI tool can become your ultimate roleplay partner. Real conversations and talking back and forth. No scheduling headaches.

RE-AI Advantage Lab: Weekly AI Training for Real Estate Agents » TODAY!

AI is changing the way real estate agents work. The question is not if you should use it. The question is how to use it to your advantage.

Welcome to the RE-AI Advantage Lab, a weekly training where we explore practical ways real estate agents can use AI to save time, generate better marketing, communicate with clients more effectively, and build smarter systems for their business.

Each week we will break down real tools, real prompts, and real strategies that agents can immediately start using in their business.

Topics will include things like:

• Creating listing descriptions in seconds
• Writing social media posts and newsletters faster
• Using AI to generate client follow up
• Automating marketing and content creation
• Turning one piece of content into ten
• Using AI to simplify the busy work of real estate

This is not about complicated tech.
It is about working smarter and giving agents a real advantage.

Bring your questions, your curiosity, and anything you have been wanting to try with AI.

FRIDAY - Thinking About Your Brokerage? This Is Worth a Look.

What if your brokerage actually gave back more than it took? On this week’s Brokerage Breakdown, we’re spotlighting a model that’s quietly solving three of the biggest pain points agents deal with every day. First, it includes healthcare coverage for agents at no monthly cost, giving peace of mind without the $700+ premiums many agents carry on their own. Second, instead of a cap that resets year after year, this brokerage rewards loyalty with a declining cap that drops the longer you stay, allowing more of your commission to remain in your pocket over time.

Finally, every transaction includes built-in transaction coordination at no extra cost, returning dozens of hours per deal that most agents spend buried in paperwork and compliance. This isn’t about flashy marketing or promises. It’s about math, time, and sustainability. If you’ve ever wondered whether your brokerage is actually helping you build a better business and a better life, this is a conversation worth exploring.

🕵️‍♀️ Top Secret Agent Debrief - Granted!

Can’t wait until Friday? Or prefer to do your research under the radar? We’ve got you.
This confidential video briefing gives you the full intel on what we’re doing - from commission splits to stock rewards to the perks that feel almost too good to be real.
🎥 Watch it at your leisure. No login. No awkward intros. Just straight-up answers, decoded for agents who like to make smart, stealthy moves.

Your mission, should you choose to accept it… 👇

TODAY’S FEATURE:

Before your CPA throws a technical foul over your missing receipts…

March Madness is here. Brackets are busted. Underdogs are winning. And somewhere out there, thousands of Realtors are digging through glove compartments, old Amazon emails, and random debit card charges trying to remember what was actually a business expense.

Sound familiar?

Every March, the same thing happens. Agents who worked incredibly hard all year suddenly realize they were great at selling houses but not so great at tracking their expenses. And when that happens, one thing usually follows.

They end up paying more taxes than they needed to.

Here is the truth most agents do not hear often enough. You are not just a Realtor. You are a small business owner. And small business owners track their expenses like their profitability depends on it. Because it does.

So in honor of March Madness, let’s talk about the expense categories that deserve a spot in your Final Four.

🏀 Round One: The Expenses Agents Forget First

Before we get to the big deductions, let’s talk about the little things that quietly slip through the cracks.

These are the charges that happen so often they almost feel invisible.

• Coffee meetings with clients
• Parking when showing homes
• Open house snacks
• Printing flyers
• Canva subscriptions
• Lockboxes and showing tools
• Small client gifts
• Office supplies
• Quick boosts on Facebook posts

One coffee meeting does not seem like a big deal.

But 40 coffee meetings later, it absolutely is.

🏀 Sweet 16: The Small Charges That Add Up Fast

Some of the most powerful deductions are not flashy. They are simply consistent.

Here are a few categories agents often underestimate.

Mileage
Driving buyers around. Listing appointments. Broker tours. Inspections. Showings. Mileage adds up incredibly fast and is one of the most commonly missed deductions.

Marketing materials
Flyers, brochures, signs, postcards, photography, listing videos, digital ads.

Technology tools
CRM platforms, transaction management software, email services, scheduling tools, Zoom, Canva, and the growing list of AI tools agents use.

Education and networking
Conferences, workshops, coaching programs, association events, and mastermind groups.

All of these fall into the category of investments in your business.

🏀 Elite Eight: Start Thinking Like a Business Owner

One of the biggest mindset shifts an agent can make is this.

Stop thinking like a salesperson.

Start thinking like a business owner who happens to sell real estate.

Business owners track everything because they understand something very important.

Profit is not just about what you earn. It is also about what you keep.

If you are not tracking your expenses, you are essentially giving the IRS a tip.

And I do not know about you, but that is not on my list of favorite charitable contributions.

🏀 The Final Four: Expenses Every Realtor Should Be Tracking

If we had to narrow it down to the four categories that impact agents the most, these would be the Final Four.

1️⃣ Vehicle and Mileage

Agents spend a huge portion of their day in the car. Showings, inspections, open houses, listing appointments, property previews. Mileage deductions can be significant, but only if you actually track them.

2️⃣ Marketing and Advertising

Signs, listing photos, staging consultations, paid ads, social media promotions, postcards, and branded materials all fall into this category.

3️⃣ Technology and Software

Real estate runs on tech. CRMs, websites, lead systems, transaction management platforms, email marketing tools, design tools, and AI software are all part of doing business today.

4️⃣ Client Relationship Expenses

Coffee meetings, closing gifts, pop-bys, appreciation events, and networking opportunities. These are not just expenses. They are investments in relationships.

🏆 Championship Strategy: Track Everything

Here is the simplest rule.

If you spent money to support your business, track it.

You can always decide later whether something qualifies as a deduction. But if you never record it in the first place, that opportunity is gone.

Successful agents are not just great at marketing and negotiating.

They are also great at running their business like a business.

And that includes making sure their expenses make the Final Four.

🏁 Final Thought

March Madness reminds us that every game comes down to the fundamentals.

In real estate, we spend a lot of time talking about lead generation, marketing, social media, and negotiation skills. Those things absolutely matter. But there is another side of running a successful business that does not get talked about nearly enough.

Your finances.

Tracking your expenses might not feel exciting, but it is one of the simplest ways to make sure you are keeping more of the money you worked so hard to earn.

The agents who win in this business are not always the ones closing the most deals. Sometimes they are the ones running the smartest business behind the scenes.

So as tax season approaches, ask yourself one simple question.

Are your expenses making the Final Four? 🏀

✨ Let’s Keep the Conversation Going

This newsletter is just one piece of the puzzle.
Between issues, the real conversations keep happening in a couple of other places you might enjoy.

📌 Our Facebook Group
Daily referrals, real-world questions, and honest conversations with agents navigating what’s actually working right now.

📺 Our YouTube Channel
Replays from Virtual Coffee, brokerage breakdowns, and short trainings you can watch on your own time.

Different platforms. Different formats. Same goal: helping you build a smarter, more sustainable real estate business.

• Join our Facebook group: HERE

• Our YouTube Channel: HERE

• Download our Guide to choosing the right brokerage for YOU: HERE

Book of the Week:

Simple Numbers by Greg Crabtree

Simple Numbers can guide you to increased business profitability! Take the mystery out of small business finance with this no-frills guide to understanding the numbers that will guide your business out of any financial black hole. Author Greg Crabtree, a successful accountant, small business advisor, and popular presenter, shows you how to use your firm's key financial indicators as a basis for smart business decisions as you grow your firm from startup to $5 million (and, more!) in annual revenue. Jargon free, and presented in an easy-to-follow, step-by-step format, with plenty of real-world examples, Crabtree's down-to-earth discussion highlights the most common financial errors committed by small businesses, and how to avoid them.

My favorite tools!

✨ Marblism

If your Google Business Profile hasn’t been updated in weeks, we need to talk. Google loves fresh content. The agents who post consistently show up more. The ones who don’t… well… don’t.

Marblism makes it stupidly easy to stay visible without burning out. In minutes, you can create weeks of Google-ready posts, market updates, and listing highlights so your profile stays active while you focus on negotiating deals and serving clients. Let the robots help you rank. You keep being the human people hire. This is how I’m protecting my energy and building momentum in 2026. You can too HERE!

✨ LynnPro

If you’ve ever ordered swag for your real estate business, this is for you. LynnPro Connect makes it easy to create custom branded apparel and promotional products all in one place. From t-shirts, hoodies, and hats to coffee mugs, pens, phone accessories, and even branded nail files, if you can put your logo on it, LynnPro can print it. It’s a simple way to stay visible, look professional, and turn everyday items into brand reminders your clients actually keep. (yes, you may recognize this from Friday’s Revenue edition. They have a referral program where you can earn from referring them… Ink Your Income)

Get a quote here: HERE!

✨ Galaxy AI

Galaxy AI has become my go-to for quick, polished graphics.

It helps me create visuals without overthinking design or getting stuck trying to make things perfect. Clean, fast, and effective. Exactly what I want more of this year. If you do too, try it HERE.

🎙️ VoicePost

Some of my best ideas happen when I’m driving, walking, or between appointments, not when I’m sitting at a desk.

VoicePost lets me record quick voice notes on the go and instantly turn them into written content I can use for emails, posts, or follow-ups. Instead of losing ideas or telling myself I’ll write it later, I can capture thoughts in real time and use them when it makes sense.

It’s been a huge help in staying consistent without having to stop everything to sit down and type. Try it HERE.

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