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Trainings

8/27/25

Video: Top 2 Skills Top Agents Use to Add 20+ Closings In 2026

  • All About You Form (Client)

  • All About You Form (Biz or Friend)

  • Closed Client List

  • Past Client Opportunity Worksheet

  • VIP Business/Friends List

  • Top 50 Past Client List

10/21/25

​Warm Leads Fix All Problems (Part 2 of a 4-Part Series)

Video: The Golden Letter Strategy from Austin, Texas Real Estate Agent Melody Birdsong

  • All About You Form (Client)

  • Coming Soon Golden Letter

  • Just Sold Golden Letter

  • Generic Golden Letter

  • Letter of the Heart

  • Items of Value

11/18/25

​Warm Leads Fix All Problems (Part 3 of a 4-Part Series) +Friendsgiving

Video: Dan Keller and Tina Beliveau Facebook Group For Realtors Training

  • Jenny's Slide Deck

  • Jenny's Social Media Worksheet

  • Marketing + Branding Test

  • 10 Realtor Laws

  • Letter of the Heart Examples

  • Evidence of Success Examples

12/2/25

​Warm Leads Fix All Problems (Part 4 of a 4-Part Series)

  • Slide Deck

  • Business + Vision packet

  • Science of Scaling book (link)

1/29/26

Everett Golf + Country Club

Video: How To Add An Extra 20-50 Referrals To Your Pipeline Using Past Clients & Business Owners

  • Slide Deck

  • Jamie's Slide Deck (Country Financial)

  • All About You Form (Client)

  • The Playbook Packet

  • Top 50 Past Client List

  • Top 50 Business People

2/10/26

​Future Stars of Real Estate ZOOM

Video: Future Stars of Real Estate w/ Dan Keller - The 4 Financial Forms Every Top Realtor Manages Monthly

  • Greatness Tracker

  • Lead Tracker

  • Personal Budget

  • Profit/Loss

3/10/26

​Future Stars of Real Estate ZOOM

Video: Future Stars of Real Estate w/Dan Keller - Top Business Forms for Real Estate Agents

  • Greatness Tracker

  • Lead Tracker

  • Profit/Loss

  • Closed Client List

  • Top 50 Past Client List

  • All About You Form (Client)

  • Past Client Opportunity Worksheet

  • 20x13 List

4/14/26

​Future Stars of Real Estate ZOOM

Video: Future Stars of Real Estate w/Dan Keller - Mortgage Financing for Real Estate Agents in 2026

Let's connect!

You can reach me, Dan Keller, via call or text at any time or email me at dan.keller@nafinc.com

2733 Colby Ave.

Everett, WA 98201

Monday-Friday

9 AM - 5 PM

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Dan Keller

Dan Keller NMLS 115349 © License #ML-3547 New American Funding. New American and New American Funding are registered trademarks of Broker Solutions Inc. dba New American Funding (NMLS #6606). All Rights Reserved. New American Funding, Everett 2733 Colby Ave, Everett, WA 98201.   Dan Keller can be reached directly at dan.keller@nafinc.com  or (425) 350-7136.  NMLS Consumer Access link - CLICK HERE

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