REALTOR Lunch & Learn: Track Your Way to the Top

Lunch & Learn with Belinda Perez | Union Home Mortgage

Success in real estate is built on consistent action, strong relationships, and clear systems.

Join us for a practical and insightful Lunch & Learn where Belinda Perez of Union Home Mortgage will share simple tools designed to help REALTORS® stay organized, track their progress, and focus on the activities that truly grow their business.

This session is designed to help agents gain clarity, maintain accountability, and build habits that lead to more conversations, more appointments, and more closings.

• How to simplify your strategy with a one-page business plan
• How to organize opportunities with a lead tracker
• How to strengthen relationships using VIP and sphere tracking tools
• How to maintain consistent follow-up with a communication tracker

Each attendee will receive access to practical tools they can begin using immediately:

One-Page Business Plan Template
Lead Tracking System
VIP / Sphere Relationship Tracker
Communication Tracker

Date: September 23, 2026
Time: 11:30 AM – 12:30 PM
Location: EXIT Global Realty

Lunch will be provided while we learn and collaborate.

Whether you're a new agent building momentum or a seasoned professional refining your systems, this session will give you actionable tools to help track your way to the top.

Open to REALTORS® from all brokerages — because strong agents make a stronger industry.

Know what’s Happening Next — before everyone else does.

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Host or Publisher EXIT Global Realty