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Total Expert
Loan Officer Mastermind
Deliver a Powerful Value Proposition
To Grow Your Realtor Partnerships
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
Adjust Your Value Proposition
 You Can Still Co-Market
 Continue to Add Value
through Compliant
Marketing Partnerships
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
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
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
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
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
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
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
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
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
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
Total Expert Fits The Mold
Note: Optional Slide – “TE caters to each unique type of agent’s needs”
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
Open House
 Drive additional traffic by promoting your open
house
 Advertise your open house online in a radius
around the location to drive awareness.
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
Open House
 Work with your agent to create an irresistible
open house dialog
 Actively engage all visitors
 Offer your service as helpful resource
Open House
 Lead Capture Landing Pages
 Easily import all their new contacts into a CRM
Develop An Action Plan
 Grow Your Purchase Business Each Month
With a Dedicated
Daily Action Plan
Daily Action Plan
 Grow your social presence
 Build your email list
 Add value and showcase your knowledge
 Schedule appointments
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
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.
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
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.
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.
How Total Expert Fits
Questions?
Thank You !
Joe Welu
CEO
Total Expert Inc
www.totalexpertinc.com

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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.
  • 29. Thank You ! Joe Welu CEO Total Expert Inc www.totalexpertinc.com