Day: May 8, 2026

If you’ve invested in a CRM and wonder whether it’s actually moving the needle on your business, this episode is for you.

JMan sits down with Brandon Wise, co-founder and CEO of Wise Agent, one of the most trusted real estate CRMs in the country, to talk about what a CRM actually is, what it should be doing for your business, and how the AI tools built inside it are changing the way top agents convert leads and stay top of mind.

Brandon shares the story behind Wise Agent, which started as a napkin idea born out of real-estate overwhelm, and has outlasted almost every competitor by focusing on one thing the industry keeps forgetting: human relationships backed by smart systems.

In this episode you’ll learn:
1: How Wise Agent’s AI writing assistant lets you build hyper-specific drip campaigns for every buyer and seller profile in minutes
2: How the AI lead follow-up bot contacts new leads by text, listens to their responses, and keeps nurturing them for up to a full year, then hands them off to you when they’re ready
3: Why 100-year-old leads in your database might be worth more than you think
4: How to categorize contacts by interests, hobbies, and life events to build relationships that feel personal at scale
5: The one thing the most successful CRM users do every single morning
6: Why your database might be your most valuable retirement asset

If you’re tired of technology that makes you look busy without actually building your business, this conversation will change how you think about your CRM.

Timestamps:

00:00 Sponsor intro: Wise Agent, Subi, and The CE Shop
01:30 Brandon’s origin story: Scottsdale agent, Coldwell Banker, overwhelmed and unorganized
02:30 The napkin idea that became Wise Agent
[03:00] What a CRM actually is and why every lead belongs in one
05:00 The AI writing assistant: building hyper-targeted drip campaigns for every lead type
07:20 The AI lead bot: how it follows up by text for up to a full year
09:00 How the bot handles the handoff when a lead is ready to move
10:00 Why texting works when email and phone calls don’t
11:30 Real story: 100 stale leads turned into clients two years later
12:00 How new agents can use the bot for open house leads and old broker databases
16:00 Social media integration and landing pages inside Wise Agent
17:30 Building multi-touch workflows before you even go live with a campaign
19:30 Analyzing your business to identify your real client profiles
20:00 Using technology to create more human time, not less
22:00 The consistency pattern: what agents who succeed all have in common
24:00 What makes a database worth selling when you’re ready to exit
27:00 Categorizing by interest, hobby, and life event to stay top of mind personally
30:00 The dental hygienist CRM story: when technology makes you feel cared for
31:00 Wise Agent’s best-in-class customer support and how to get started
32:30 Brandon’s #1 tip for getting started with AI: make it sound like you

Guest Bio

Brandon Wise is the co-founder and CEO of Wise Agent CRM, a real estate contact relationship management platform he built after working as an agent in Scottsdale, Arizona. Overwhelmed by the complexity of the business and worried about staying organized enough to avoid legal liability, Brandon sketched the idea for Wise Agent on a napkin alongside his future CTO. More than 20 years later, Wise Agent has outlasted dozens of competitors by focusing on customer relationships over feature bloat, and by being, as Brandon puts it, the only technology company in real estate that actually answers its phone. Brandon is a frequent speaker and advocate for using AI to create more human time in the business, not less.

LinkedIn: https://www.linkedin.com/in/brandonwiseaz/
Website: wiseagent.com

https://www.jsquaredpodcast.com/

What if you could have a transaction coordinator working for you 24 hours a day, 7 days a week, who never missed a deadline, never forgot an earnest money deposit, and proactively drafted your emails before you even thought to ask?

That is not a fantasy. That is Subi.

In this episode of AI Agent Advantage, JMan sits down with Michelle Schubert, founder and CEO of Subi, to break down one of the most impressive AI tools in the real estate space right now. Michelle is not your typical tech founder. She is a Division I athlete, a global missions worker, an international economic development consultant, and yes, a Survivor and American Ninja Warrior competitor. She built Subi because she saw what was happening to agents in the field and knew there was a better way.

Here is what you will learn in this episode:

1: What Subi actually does and why real estate agents are signing up at a 100% conversion rate when it is demonstrated live
2: The difference between a proactive AI and a reactive tool, and why that difference changes everything about how you manage transactions
3: How Subi uses natural language interface so that if you know how to talk, you can use the platform
4: The upcoming universal document processor and universal integration that will connect Subi to any tool in your existing tech stack
5: Why the Wise Agent and Subi integration coming in the next quarter is a game-changer for agents already using a CRM
6: Michelle’s single best tip for anyone just getting started with AI

This is not a future-state conversation. Subi is live. Agents are using it today. And by the end of this episode, you will know exactly how to get started.

Check out Subi at oksubi.com and tell them J Squared sent you.

Timestamps:

00:00 Cold open — the 100% conversion moment
01:06 JMan introduces the episode and the problem: agents lose deals because the system wasn’t built for the pace they work at
01:55 Guest intro: Michelle Schubert, founder and CEO of Subi — Division I athlete, global missions worker, Survivor and American Ninja Warrior competitor
02:40 The Setup: What is Subi in plain English?
03:48 Who is Subi built for: solo agents, TCs, teams, brokerages
07:57 How Subi works proactively: the earnest money example
09:17 Human in the loop: why Subi always asks before sending
09:52 The brokerage value proposition: standardization and compliance
10:49 How Subi differs from ChatGPT and from tools like SkySlope or Open to Close
16:08 The natural language interface explained: from graphical UI to voice-first AI
21:14 The Implementation: what to do in the first 15 minutes
22:45 What is coming: universal document processor and universal integration
30:56 The Wise Agent integration preview
33:28 Signature Close: Michelle’s single best tip for getting started with AI

Guest Bio

Michelle Schubert is the founder and CEO of Subi, an AI transaction platform built to eliminate the administrative burden of real estate transactions. Before entering the tech space, Michelle competed in Division I athletics, completed nearly a decade of global missions work, and built an international economic development career. She also competed on both Survivor and American Ninja Warrior. Michelle built Subi because she saw firsthand how much time, energy, and revenue real estate professionals were losing to paperwork, and she knew technology had finally caught up to solve it.

Website: oksubi.com
LinkedIn: https://www.linkedin.com/in/michelle-schubert-92b259158/
Instagram: https://www.instagram.com/withsubi

https://www.jsquaredpodcast.com/