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.

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.

27. How Total Expert Fits

28. Questions?

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