By Justin Stoddart

Introduction

As a real estate professional, you’re constantly looking for ways to grow your business and better serve your clients. But what if the biggest opportunities weren’t in new leads—but hidden within your existing client database?

At ProInsight, we’ve developed a game-changing tool: The Deep Dive. This powerful platform gives real estate agents and other property-focused professionals unprecedented visibility into their clients’ real estate holdings, unlocking opportunities that were previously out of reach.

Why Most Real Estate Professionals Are Missing Out

Many real estate agents view their past clients as just that—past clients. But financial advisors, for example, don’t see their clients as “past” anything. They maintain relationships, provide ongoing guidance, and keep track of their clients’ evolving financial portfolios.

Real estate agents should be doing the same.

Imagine if you knew exactly how many properties each of your clients owned. Imagine being able to approach them with insights and solutions rather than just waiting for them to remember you when they’re ready to sell.

What Is the Deep Dive?

The Deep Dive transforms your client database from a list of names into a dynamic portfolio of real estate assets. This tool connects with 155 million properties across the U.S., mapping your clients’ holdings and providing key insights, such as:

• Total assets under management (AUM) – Just like financial advisors track their AUM, you’ll now know the full value of your clients’ real estate holdings.
• Breakdown of primary residences vs. income properties – This allows you to offer tailored solutions based on their specific portfolio.
• Estimated turnover rate – Get insights into which clients are most likely to buy or sell in the near future.

Real-World Impact: From Agent to Advisor

By using The Deep Dive, you can transition from a transactional real estate agent to a trusted real estate advisor—a move that not only boosts credibility but also enhances your earning potential.

Take the case of Stephanie Peck, an agent who tested The Deep Dive. She discovered that her 800-client database represented a staggering $934 million in assets under management. This insight gave her the leverage to proactively engage with her clients in ways she never had before—resulting in increased referrals and higher-value transactions.

How The Deep Dive Transforms Your Business

1. Maximize Your Client Relationships
   You’ll no longer be in the dark about your clients’ real estate portfolios. With clear data at your fingertips, you can provide real value, rather than just hoping they reach out when they’re ready to transact.

2. Increase Referrals from Financial Advisors & Other Professionals
   Many financial advisors regularly have clients looking to buy or sell properties, yet most never refer them to a real estate agent. Why? Because they don’t view real estate agents as peers in wealth management.

   By using The Deep Dive, you start speaking the language of financial advisors, showing them that you understand assets under management and can provide valuable, ongoing insights to their clients. This makes them far more likely to send referrals your way.

3. Turn Your Database Into a Scalable, Sellable Asset
   Many real estate agents never retire because they lack a true, transferable business. But by systematizing your approach and proving your value beyond just individual transactions, you create a sellable asset—a true business that can sustain itself even when you step away.

Stop leaving money on the table. Take control of your assets under management and elevate your status from agent to advisor today.

At ProInsight, we’re here to empower you to reach new heights. Let’s think bigger together.