Post on 14-Jan-2017
Total ExpertLoan Officer Mastermind
Deliver a Powerful Value PropositionTo 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 MoldNote: 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 newadvertising 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 radiusaround 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 WeluCEO
Total Expert Incwww.totalexpertinc.com