Rbc bd meeting sept 02 2010 v2

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Transcript of Rbc bd meeting sept 02 2010 v2

Building Reciprocal Business With Real Estate

Reciprocal Real Estate Agent.ca

An Education Of The Referral Process

Professional Help To Assist You

The Opportunity Of The Referral Process

How We Can Start This Program Today

2

3

4

5

What We Will Cover

1 A Reason To Start Referring To Realtors

On-lineReferral Program

TrackingSystemPortal

Realtor TrainingProgram

Rewards &

Recognition

That Suits User’s Ability

Track The Success Of

The Program On-line

Realtors Providing

Branch Referrals

WinWinWin

What If We Could Provide

Royal Direct

Branch

RBCCOI

25-30/ Mth

25-30/ Mth

10/ Mth ClientValue Add

Branch Awareness

No FTE Sales Force

In-bound Referrals

Insurance

The Origination of Referrals

• Branch• RBC COI

• Royal DirectApproved

RealtorCompleted Transaction

Recognition&

Reward

Through MMS

Realtor Referral For Related Products

Mortgage/ Anchor

Referral Flow

Tracking the Business

To/ From Realtor

Mobile Mortgage Specialist/

BranchChampion

From Branch

From RBC COI

Recognize

Reward

Realtors

Benefits Education

Leads

Referral Options

Mortgage

HELOC

Banking

CreditYour Text

Your Text

Your Text

Your TextPre Sale Close

New Clients

Switches

Loyalty

Referral Of Related Products

Insurance

Real EstateInvestment

EstateRRSPTFSA

BankingCredit

Real EstateInvestment

EstateRRSPTFSA

BankingCredit

Real EstateInvestment

EstateRRSPTFSA

BankingCredit

Real EstateInvestment

EstateRRSPTFSA

BankingCredit

Singles

Engaged

Newly Married

NewFamily

Prospect Pools

Real EstateInvestment

EstateRRSPTFSA

BankingCredit

Real EstateInvestment

EstateRRSPTFSA

BankingCredit

Real EstateInvestment

EstateRRSPTFSA

BankingCredit

Real EstateInvestment

EstateRRSPTFSA

BankingCredit

Divorce

BlendedFamily

RightSizing

DeceasedParent(s)

Prospect Pools

On-line Education

Champion Training

Realtor Education

Recognition

Development

Building Reciprocal Business With Real Estate

Reciprocal Real Estate Agent.ca