This document summarizes the new and improved Partner Xchange program focused on helping real estate agents double their business. It provides access to a video library of interviews with top agents giving best practice advice, industry resources and supporting apps. The program also includes social media support and tips, coaching webinars, an exclusive magazine and new real estate focused content and apps. It maintains all features from the prior version and makes agent tools like loan monitoring and marketing flyer creation easier to access.

1. Presented By:
JOHN SMITH
VP of Mortgage Lending

2. That has doubled the business of our
loan officers, making us one of the 10
largest home loan companies in the
U.S. with more top loan originators
than any other bank or mortgage
company.*
* According to Scotsman Guide and Mortgage Executive
Magazine 2014 Top Lender Lists.

3. The new, improved Partner Xchange is
focused on helping real estate agents
double their business.
We do this by interviewing top agents
from around the country, and they
provide best practices and practical tips
on how they’ve successfully grown over
time and how they run their business
day-to-day. A new interview is put on
the site every week.
Nancy Tassone
Chicago, IL
-------------------
$500 Million
Career Volume

4. These agents are truly the cream of
the crop. We have interviewed over
50 agents who have collectively
closed more than $7 billion of home
sales last year, and they’re from all
over the U.S. including New York,
California, Utah, Florida, Texas as
well as prime markets like Boston,
Denver and Chicago.
INTERVIEWS AVAILABLE EXCLUSIVELY
ON THE PARTNER XCHANGE.

5. We’ll provide you with instruction, training, tips
and tools to help you improve your business in
each area.
Patrick Lilly
New York, NY
-------------------
Billion Dollar Agent

6. Most real estate agents spend 80% of their time
doing task oriented and clerical work and only
20% doing rainmaking and selling activities. In
order for you to double your business, that needs
to be flipped.
Deanna Kory
New York, NY
-------------------
$1.5 Billion
Career Volume
HIRING THE RIGHT PEOPLE IS CRITICAL TO YOUR BUSINESS.

7. Employ the tools that will allow you to contact
your past clients and sphere of influence a
minimum of 24 times a year. Your past
customers should be your sales force and your
biggest advocates providing you with referrals.
Jennifer Myers
Washington, DC
-------------------
$30 Million
in 2014
CONSISTENT MARKETING IS KEY TO BUILDING A
SELF-SUSTAINING BUSINESS.

8. Dominate your market by investing in smart
marketing that returns your investment with at
least a 6-to-1 Ratio. Be relentless at client
follow-up and active lead follow-up, and
prospect daily for new business and referrals.
MANAGE YOUR CONTACTS AND HOST EVENTS TO
STAY IN THE GAME.
Ari Albinder
Boca Raton, FL
-------------------
$214 Million
in 2014

9. Stay up to date with the latest apps, websites
and services designed to grow your business and
keep you on the cutting edge.
Will Steakley
Austin, TX
-------------------
$225 Million
Career Volume
THE RIGHT TECHNOLOGY MAKES ALL THE DIFFERENCE.

11. • Full access video library
• Best practice advice from top agents
• Industry resources and supporting apps

12. • Social media support & tips
• Top agent coaching series
• Monthly webinars & archives
• Enjoy magazine
• Real estate agent-focused content
• Advice & tips on new apps
• Sharable social content
Fresh, new and always useful content for current and new users.

13. Everything from the prior version
of Partner Xchange is still on the
latest version, including loan
status monitor, custom flyers and
widgets. We’ve even made it
easier for agents to access their
loans in-process and their existing
marketing flyers.

14. Create professional one-page flyers for your
properties or meet any other marketing need
with a few clicks of your mouse.
• Customizable co-branded templates
• Upload multiple property images
• Generate loan option comparisons
• Multiple platform-friendly PDF format
• Include your profile and contact info
• Extensive library of options to choose from
• Share your flyer through social media

15. Increase your referrals, close more deals and boost your
SEO with a complete profile in our agent directory.

16. Grow your referral business with direct access to top
agents around the nation. Our Referral Xchange was
created with you in mind!

17. Introduce your client to your loan officer using
a pre-formatted message, including a link to Sample email message:
kick off our easy online loan application process.

18. Never be left out of the loop again – receive instant updates about your clients’
loan status from pre-approval to closing.

19. Nurture your business relationships effortlessly with
a FREE exclusive monthly magazine packed with
timely and fun content for your clients.

21. Monthly social media posts, articles, webinars,
videos and promotions geared solely towards
real estate agents.
• New topics every month
• Real estate industry-relevant content
• Q&A with top agents and industry pros
• Exclusive contests, prizes & giveaways

22. Brett Butler
Vice President of Mortgage Lending
O: 847.592.9547 M: 703.395.7188
Brett.Butler@guaranteedrate.com
guaranteedrate.com/brettbutler
NMLS:1296302 – LO LIC:IL – 031.0040529 – MB 0005932
NMLS ID #2611, (Nationwide Mortgage Licensing System www.nmlsconsumeraccess.org) • AL - Lic# 21566 • AK - Lic#AK2611 • AR - Lic#103947 - Guaranteed Rate, Inc. 3940 N Ravenswood, Chicago IL 60613 866-934-7283 • AZ - Guaranteed
Rate, Inc. - 14811 N. Kierland Blvd., Ste. 100, Scottsdale, AZ, 85254 Mortgage Banker License # BK-0907078 • CA - Licensed by the Department of Business Oversight, Division of Corporations under the California Residential Mortgage
Lending Act Lic #4130699 • CO - Guaranteed Rate, Inc. Regulated by the Division of Real Estate, 773-290-0505 • CT - Lic #17196 • DE - Lic # 9436 • DC - Lic #MLB 2611 • FL - Lic# MLD1102 • GA - Residential Mortgage Licensee #20973 - 3940
N. Ravenswood Ave., Chicago, IL 60613 • HI - Lic#HI-2611 • ID - Guaranteed Rate, Inc. Lic #MBL-5827 • IL - Residential Mortgage Licensee - IDFPR, 122 South Michigan Avenue, Suite 1900, Chicago, Illinois, 60603, 312-793-3000, 3940 N.
Ravenswood Ave., Chicago, IL 60613 #MB.0005932 • IN - Lic #11060 & #10332 • IA - Lic #2005-0132 • KS - Licensed Mortgage Company - Guaranteed Rate, Inc. - License #MC.0001530 • KY - Mortgage Company Lic #MC20335 • LA - Lic
#2866 • ME - Lic #SLM11302 • MD - Lic #13181 • MA - Guaranteed Rate, Inc. - Mortgage Lender & Mortgage Broker License MC 2611 • MI - Lic #FR0018846 & SR0018847 • MN - Lic #MN-MO 20526478 • MS - Guaranteed Rate, Inc. 3940 N.
Ravenswood Ave., Chicago, IL 60613 - Mississippi Licensed Mortgage Company, Lic # 2611 • MO - Guaranteed Rate Lic # 12-1744-A • MT - Lic# 2611 • Licensed in NJ: Licensed Mortgage Banker - NJ Department of Banking & Insurance • NE -
Lic #1811 • NV - Lic #3162 & 3161 • NH - Guaranteed Rate, Inc. dba Guaranteed Rate of Delaware, licensed by the New Hampshire Banking Department - Lic # 13931-MB • NM - Lic #01995 • NY - Licensed Mortgage Banker - NYS
Department of Financial Services- 3940 N Ravenswood, Chicago, IL 60613 Lic # B500887• NC - Lic #L-109803 • ND - Lic #MB101818 • OH - Lic #MB0804160.000 & Lic #SM.501367.000 - 3940 N. Ravenswood Ave., Chicago, IL 60613 • OK - Lic
# MB001713 • OR - Lic #ML-3836 - 3940 N. Ravenswood Ave., Chicago, IL 60613 • PA - Licensed by the Pennsylvania Department of Banking and Securities Lic #20371 • RI - Rhode Island Licensed Lender Lic # 20102682LL, RI - Rhode Island
Licensed Loan Broker Lic # 20102681LB • SC - Lic #-MLS - 2611 • SD - Lic# ML.04997 • TN - Lic #109179 • TX - Lic # 50426 & Lic # 47207 • UT - Lic #7495184 • VT - Lic #2611-1 & 0930 MB • VA - Guaranteed Rate, Inc. - Licensed by Virginia
State Corporation Commission, License # MC-3769 • WA - Lic #CL-2611 • WI - Lic #27394BA & 2611BR • WV - Lic #ML-30469 & MB-30098 • WY - Lic#2247