Agency Services CFPB Toolkit
The complete resource that contains everything needed to establish
you and Stewart as the CFPB “go to” resource with our independent
The Toolkit includes everything needed for you to provide both group
and one-on-one presentations on the topic of CFPB requirements for
service providers. When giving those presentations, you will also be
able to share exciting news about the Stewart Trusted Provider CFPB
Toolkit for our independent agencies to use in marketing to both
Lenders and REALTORS® in their local markets.
Agency Services Associates
You recently received an email with the announcement shown at the right
providing highlights of this marketing program.
This effort is patterned after the successful “CFPB Seminar-in-a-Box” program
used by direct operations. With Stewart associates having presented at more
than 500 events – the success continues. Just like the effort in direct operations,
your events and success stories will soon be tracked in CRM with reports going
to the District Managers and George Houghton. The idea is to present to
agencies “one-on-one” in their offices during quarterly visits.
As you view this presentation, note that the slides shown as “Backstage” contain
information for you about the program and presentations that you will give to
the Stewart agencies. Portions of the presentation (slides 9 – 34) featuring
Stewart’s lighthouse theme contain the “script” that you will use when
presenting to your agencies. We’ve included speaker notes allowing flexibility in
length of presentation since both ‘basic’ and ‘extended’ information is included.
Longer presentation? No problem, just include the extended information
following the basic.
Finally, toward the end of the presentation (slides 35-52) will be a review of the
“private label” CFPB presentation that will be available to Stewart agencies for
providing CFPB updates and marketing their Trusted Provider status to
REALTORS® and Lenders in their local markets. These Powerpoint slides are easy
to spot as they are “private label” and include the Trusted Provider logo at the
Next Steps and Additional Information
1. Watch Video
a) View this complete video and take notes. Write down any questions or concerns you may have
b) NOTE: If you have not watched the video, do so today!!
2. Review Recorded Discussion WebEx Conference Call
a) On February 25th
, Marvin Stone and George Houghton hosted a Discussion WebEx Conference Call. Watch the recorded
version as a reminder of the information you need to remember when presenting to your agencies
b) Direct any questions you may have to your District Manager
3. Continue the Train-the-Trainer dialogue
a) The video and the recorded WebEx session will constitute most of the training
b) Your District Manager and Executive Management are fully aware of your time constraints
c) Continue to provide suggested improvements for the Toolkit and FAQ’s, CFPB Questions, See Escalation Path (below), etc
4. Escalation Path for Questions or Suggestions for Improvement
a) ASM/ASR > DM > Gloria Prinz > George Houghton/Pat Beall cc: Marvin Stone
5. Promote the Stewart Trusted Provider Presentation
a) The Trusted Provider CFPB Toolkit Presentation was created for your independent agencies to present to their REALTOR® and
Lender customers. It’s a locked-down PDF presentation with a place for your independent agencies to add their company logo
b) Have your agent present on their own or you can partner with your agent to present to their customers
6. TIPS/Agency Conference Mentions
a) News, current events, high-level info > call to action (workshop)
About the PowerPoint
The following PowerPoint presentation
has been designed to make it easy for
you, the Stewart Agency Services
associate, to give a CFPB update of
varying lengths depending upon the
audience and time allotted.
The speaker notes are provided in “Basic”
and “Expanded” sections. Cover the Basic
section in your own words in each
presentation – then continue talking
through the Expanded section if time is
available or if the subject matter is of
greater interest to your current audience.
Practice to understand the impact that
adding the Expanded notes will have
upon the length of the presentation.