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