SlideShare a Scribd company logo
Mitchel H. Kider is an attorney and author residing in the
Washington, DC metropolitan area. He has been actively
involved in the housing policy arena for 40 years. Currently,
Mitch is the Chairman and Managing Partner of Weiner
Brodsky Kider PC, a national law firm specializing in the
representation of financial institutions, residential
homebuilders, and real estate settlement service providers.
Co-Marketing Best Practices Fatal Mistakes Lenders Make
A CENTRALIZED PLATFORM FOR
SALES-MARKETING-COMPLIANCE
Co-Marketing Best Practices Fatal Mistakes Lenders Make
MSA’s vs
ADVERTISING
Co-Marketing Best Practices Fatal Mistakes Lenders Make
Can you provide some
Background on the CFPB
and their stance on MSA’s?
Co-Marketing Best Practices Fatal Mistakes Lenders Make
How do MSA’s
differ from advertising?
Co-Marketing Best Practices Fatal Mistakes Lenders Make
Would you advise an MSA
under any circumstance?
Co-Marketing Best Practices Fatal Mistakes Lenders Make
What are some best practices
that should be followed for
local advertising?
Co-Marketing Best Practices Fatal Mistakes Lenders Make
WEB PORTAL
CO-MARKETING
Co-Marketing Best Practices Fatal Mistakes Lenders Make
What are the risks
lenders face with
web portal
co-marketing?
Co-Marketing Best Practices Fatal Mistakes Lenders Make
If an agent is getting a majority
of their costs covered collectively
by a group of lenders,
is this compliant?
Co-Marketing Best Practices Fatal Mistakes Lenders Make
Should lenders ever pay on
a cost per lead basis vs. impression
based advertising?
Co-Marketing Best Practices Fatal Mistakes Lenders Make
As co-marketing policy relates to
web portals, can you elaborate
on how you approach working
with lenders?
Co-Marketing Best Practices Fatal Mistakes Lenders Make
ADVERTISING
& LEAD GEN
AGREEMENTS
Co-Marketing Best Practices Fatal Mistakes Lenders Make
How do you advise
calculating ‘fair share’ for an
advertisement when there is a
lender/agent present?
Co-Marketing Best Practices Fatal Mistakes Lenders Make
What are your thoughts
around jointly
purchasing leads?
Co-Marketing Best Practices Fatal Mistakes Lenders Make
What are the possible
pitfalls with lead
generation agreements?
Co-Marketing Best Practices Fatal Mistakes Lenders Make
MARKETING AUDITS
FROM THE CFPB
Co-Marketing Best Practices Fatal Mistakes Lenders Make
Can you provide an overview
of the current landscape on
state level marketing audits?
Co-Marketing Best Practices Fatal Mistakes Lenders Make
What items should you have
prepared for a possible audit?
Co-Marketing Best Practices Fatal Mistakes Lenders Make
What types of penalties
can the CFPB impose
if there are violations?
Co-Marketing Best Practices Fatal Mistakes Lenders Make
Walk us through over all best
practices for staying compliant
when it comes to co-marketing.
Co-Marketing Best Practices Fatal Mistakes Lenders Make
QUESTIONS?
Please Use Webinar “Questions” Tab
Co-Marketing Best Practices Fatal Mistakes Lenders Make
THANK YOU
Learn more about Total Expert’s central
system of record that manages and tracks
all marketing and co-marketing assets.
www.totalexpertinc.com

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Co-Marketing Best Practices: Fatal Mistakes Lenders Make with Special Guest Mitch Kider

  • 1.
  • 2. Mitchel H. Kider is an attorney and author residing in the Washington, DC metropolitan area. He has been actively involved in the housing policy arena for 40 years. Currently, Mitch is the Chairman and Managing Partner of Weiner Brodsky Kider PC, a national law firm specializing in the representation of financial institutions, residential homebuilders, and real estate settlement service providers. Co-Marketing Best Practices Fatal Mistakes Lenders Make
  • 3. A CENTRALIZED PLATFORM FOR SALES-MARKETING-COMPLIANCE
  • 4. Co-Marketing Best Practices Fatal Mistakes Lenders Make MSA’s vs ADVERTISING
  • 5. Co-Marketing Best Practices Fatal Mistakes Lenders Make Can you provide some Background on the CFPB and their stance on MSA’s?
  • 6. Co-Marketing Best Practices Fatal Mistakes Lenders Make How do MSA’s differ from advertising?
  • 7. Co-Marketing Best Practices Fatal Mistakes Lenders Make Would you advise an MSA under any circumstance?
  • 8. Co-Marketing Best Practices Fatal Mistakes Lenders Make What are some best practices that should be followed for local advertising?
  • 9. Co-Marketing Best Practices Fatal Mistakes Lenders Make WEB PORTAL CO-MARKETING
  • 10. Co-Marketing Best Practices Fatal Mistakes Lenders Make What are the risks lenders face with web portal co-marketing?
  • 11. Co-Marketing Best Practices Fatal Mistakes Lenders Make If an agent is getting a majority of their costs covered collectively by a group of lenders, is this compliant?
  • 12. Co-Marketing Best Practices Fatal Mistakes Lenders Make Should lenders ever pay on a cost per lead basis vs. impression based advertising?
  • 13. Co-Marketing Best Practices Fatal Mistakes Lenders Make As co-marketing policy relates to web portals, can you elaborate on how you approach working with lenders?
  • 14. Co-Marketing Best Practices Fatal Mistakes Lenders Make ADVERTISING & LEAD GEN AGREEMENTS
  • 15. Co-Marketing Best Practices Fatal Mistakes Lenders Make How do you advise calculating ‘fair share’ for an advertisement when there is a lender/agent present?
  • 16. Co-Marketing Best Practices Fatal Mistakes Lenders Make What are your thoughts around jointly purchasing leads?
  • 17. Co-Marketing Best Practices Fatal Mistakes Lenders Make What are the possible pitfalls with lead generation agreements?
  • 18. Co-Marketing Best Practices Fatal Mistakes Lenders Make MARKETING AUDITS FROM THE CFPB
  • 19. Co-Marketing Best Practices Fatal Mistakes Lenders Make Can you provide an overview of the current landscape on state level marketing audits?
  • 20. Co-Marketing Best Practices Fatal Mistakes Lenders Make What items should you have prepared for a possible audit?
  • 21. Co-Marketing Best Practices Fatal Mistakes Lenders Make What types of penalties can the CFPB impose if there are violations?
  • 22. Co-Marketing Best Practices Fatal Mistakes Lenders Make Walk us through over all best practices for staying compliant when it comes to co-marketing.
  • 23. Co-Marketing Best Practices Fatal Mistakes Lenders Make QUESTIONS? Please Use Webinar “Questions” Tab
  • 24. Co-Marketing Best Practices Fatal Mistakes Lenders Make THANK YOU Learn more about Total Expert’s central system of record that manages and tracks all marketing and co-marketing assets. www.totalexpertinc.com