Episode 250 - Jonathan Stein

Agent Series 50: This $27M Broker Doesn’t Even Use a CRM

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What if one of the country’s top real estate agents told you he doesn’t use a CRM?

That’s exactly what Jonathan Stein says.

In this episode of Real Estate Insiders Unfiltered, James Dwiggins sits down with Jonathan Stein of Douglas Elliman to unpack the philosophy that’s helped him build one of New York City’s top real estate businesses including recently representing a $27 million sale.

Jonathan’s story is anything but conventional. Before becoming a realtor, he worked in private equity, spent a year touring North America as a rock band’s tour manager, waited tables while building his business, and slowly earned the trust of clients through authentic relationships instead of automated follow-up systems.

Throughout the conversation, Jonathan explains why he still doesn’t rely on a CRM to maintain client relationships, how genuine curiosity creates stronger referrals than scripted follow-up campaigns, and why being remembered as “the nicest guy in the business” has been more valuable than any marketing strategy.

The conversation also explores:

  • Why Jonathan doesn’t use a CRM
  • Building relationships instead of chasing transactions
  • The reality of breaking into New York luxury real estate
  • Private listings in the luxury market
  • Why happiness matters more than being right

If you’re looking for a reminder that relationships still outperform technology, this episode is packed with practical wisdom from someone who’s built an elite business by simply treating people well.

Connect with our guest, Jonathan Stein:

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