This month's webinar focuses on how you can deliver the highest value proposition to your Realtor Partners and increase your purchase business through co-marketing.
Delivering a Powerful Realtor Partner Value Proposition
1. Total Expert
Loan Officer Mastermind
Deliver a Powerful Value Proposition
To Grow Your Realtor Partnerships
2. Changes in MSA Regulation
Major Announcement from CFPB Bulletin
MSA’s are NOT Compliant
The way you attract
Realtor Partners
needs to adjust
to new regulations
3. Adjust Your Value Proposition
You Can Still Co-Market
Continue to Add Value
through Compliant
Marketing Partnerships
4. Your Value Proposition
Know which type of agent you are working with
and adjust to their unique needs
Become an Indispensable Partner at Your Top
Agents Open Houses
Create a Daily Action Plan and Execute
5. Identify Your Realtor Partners
Agents Generally Fall into 4 Specific
Categories with Unique Needs
The Team Member
The Solo Agent
The Developing Team Leader
The Mega Teams
6. The Team Member
Who They Are:
New to the Industry
Dream of the Big Payday
Still Learning The Ropes
Have not Considered Co-Marketing
More Receptive to New Marketing Opportunities
7. The Team Member
What They Need:
Tools to build their personal brand
Need Integration between website and CRM
One login for all marketing efforts
Ability to automate social sharing of website
content
8. The Solo Agent
Who They Are:
Brand Loyal
Built their business on sphere and referrals
Don’t see value in Online Leads
Old school techniques – Less “online” more
“offline
9. The Solo Agent
What They Need:
Custom branding on their Website
A platform to share their immense niche knowledge
A tool to generate print material easily
Email campaigns designed to build referrals and
activate old contacts
10. Developing Team Leader
Who They Are:
Looking to grow quickly
Have an established business – want to take
it to the next level
Looking to add a buyer’s agent and need
help with next steps
Use multiple lending partners, but need
more Co-Marketing
11. Developing Team Leader
What They Need:
Need help growing their business – hands on
coaching.
Tools that attract agents to their team.
Tools that help them make more informed
growth decisions
Ability to see and manage agent & LO activity
12. The Mega Team
Who They Are:
The most successful agents – established
and experienced
Working with a handful of effective tools
which they are comfortable with
Currently tracking ROI in some fashion
Engaged with one lending partner and
actively Co-Marketing
13. The Mega Team
What They Need:
Consolidate their current platforms – One
Login
Improve ROI Tracking on marketing
Speed up Co-Marketing compliance
approvals
Higher levels of engagement from lenders
Assistance creating a road map for success
14. Total Expert Fits The Mold
Note: Optional Slide – “TE caters to each unique type of agent’s needs”
15. Be An Indispensible Partner
Give your agents tools to capture more leads
from at their Open House
Drive Traffic to the open house by new
advertising techniques
Provide pre approval on site
Develop an open house dialog
16. Open House
Drive additional traffic by promoting your open
house
Advertise your open house online in a radius
around the location to drive awareness.
17. Open House
Work with your Agents to Make your Open
House irresistible
Offer your services on site
Connect with buyers while they are
actively searching
18. Open House
Work with your agent to create an irresistible
open house dialog
Actively engage all visitors
Offer your service as helpful resource
19. Open House
Lead Capture Landing Pages
Easily import all their new contacts into a CRM
20. Develop An Action Plan
Grow Your Purchase Business Each Month
With a Dedicated
Daily Action Plan
21. Daily Action Plan
Grow your social presence
Build your email list
Add value and showcase your knowledge
Schedule appointments
22. Daily Action Plan
Grow Your Social Presence
Make 5 new connections on LinkedIn or
Facebook Each Day
Post 5 new comments on targeted Agent or
Team social profiles
23. Daily Action Plan
Build Your Email List
Research the big portals and agent sites to
find active agents.
Look for a high volume of transactions as well
as recent transactions.
24. Daily Action Plan
Add Value and Showcase Your Knowledge
Share one piece of helpful content on each of
your social profiles.
Provide value for your existing Realtor
Partners
Print Open House Flyers
Build Single Property Sites
Assign Email Campaigns
25. Daily Action Plan
Schedule Appointments!!
Shoot for Three Meetings a Week
Follow up with your “Hot Agents” and get an
appointment on the books
Offer your services for free in your invitation
Showcase your tools.
26. Summary
Adjust your value proposition based on the
type of agent you work with.
Showcase your value at Agent Open Houses.
Develop a Daily Action Plan that builds
awareness and demonstrate your value.