Most agents see investors as a single win: close the sale, bank the cheque, move on.

But the truth is, every investor is a repeat revenue opportunity – five times over, if you set up your systems to follow the full journey.

One client, five revenue streams

1. ‍Spotted: logged in your real estate CRM as a buyer lead‍
2. Bought: you close the purchase (commission #1)‍
3. Leased: your leasing team finds tenants (commission #2)‍
4. Managed: your PM handles rent & maintenance (ongoing fees)‍
5. Connected: utilities setup via Move Me In (referral revenue) … and repeat when they buy again

That’s five separate income lines you can trace back to one savvy investor.

Map the journey inside your tech stack

Early tagging is everything.

In Agentbox, you can start tracking potential investors the moment they mention things like yield, negative gearing or plans to grow their portfolio. Just pop a note on their contact or property card - it’s all about keeping the right context in the right place.

Then, once the deal goes unconditional, it only takes a couple of clicks to send a referral straight to your property management team in Console Cloud.

No messy spreadsheets.

No “Hey, did someone follow up with that buyer?” Slack messages.

Just a connected experience from sales to property management.

Watch it in action:

Investor retention checklist

Are you doing enough to keep investor clients in your agency?

• Have you flagged buyers in your CRM as potential investors?
• Is there a clear handover process from sales to property management?
• Are you segmenting investor contacts for relevant updates?
• Do your proposals show long-term value, not just short-term wins?
• Are your PMs set up to add value from day one (e.g. Rent reviews, utilities)?
• Can you track an investor’s full lifecycle across your systems?

If you said “no” or “not sure” to any of these…this guide’s for you.

Ready to make every investor count?

We’ve pulled together everything you need to unlock more value from every investor – including the workflows, automations and handover points that top-performing agencies use daily.

→ Download How to Get the Most Out of Your Investors.

Inside you’ll find:

• Where most agencies lost investor revenue (and how to fix it)
• The exact steps to build retention across Sales and PM
• Real numbers that show lifetime value of a well-managed investors

Grab it and start making every investor count – for good.