Everything Keith Has Built
To Help You Close More.
The book, the podcast, the community, and the weekly playbook. All free. All built for agents who want systems, not just motivation.
Referral Boss: The Agent's Playbook for Turning Relationships Into Closings
A step-by-step system for agents who want 50–80% of their closings to come from people who already know and trust them. No cold calling. No chasing. Just a repeatable referral engine built on real relationships.
The exact referral system Keith uses to generate 50–80% of closings from past clients and SOI
How to set up a CRM that works as long-term memory, not just a contact list
The VA + AI stack that handles follow-up so you never let a warm lead go cold
Scripts, templates, and the weekly cadence that keeps you top of mind without being annoying
Referral Boss Podcast
Short, tactical episodes for agents and loan officers who want systems, not fluff. Keith covers referral frameworks, AI tools, CRM strategy, and the mortgage angles that help agents close more deals. Most episodes are under 20 minutes.
The Free Tool That Drops Your Buyer's First-Year Payment
Most buyers don't know there's a free program that lowers their payment in year one without permanently changing their rate. Keith breaks down the 1-0 buydown, how it works, who qualifies, and why more listing agents should be talking about it.
CRM as Long-Term Memory: Scaling Your "Short-Term Brain" with AI
If your CRM disappeared today, how much of your business would vanish with it? Keith breaks down a revolutionary shift in how to think about your database — not as a contact list, but as your business's long-term memory.
Referral Boss Community on Skool
Free access to the full Referral Boss book, bonus training, templates, and a community of agents and loan officers building referral systems. No upsells. No gated content. Just the tools and the people.
Join the Community — Free
One Tactic. Every Week. In Your Inbox.
Keith publishes a short weekly article for agents — one system, one script, or one tool you can use the same day. No fluff. No filler.
Read the Weekly Playbook