In this Loan Officer Mastermind we help you learn the Do's and Don'ts of partnering with Realtors and how to maximize your relationships to build a better business model and close more loans. Join us for our bi-weekly loan officer mastermind series. For more information visit TotalExpertInc.com

1. Total Expert
Loan Officer Mastermind
Co-Marketing 101

2. Why Most Co-Marketing Fails
 One Tactic Is Used vs. An Overall Strategy
 Agent Is Focused on the $ vs. Business Growth
 Clear Objectives Are Not Set

3. Why Most Co-Marketing Fails….
 Unrealistic Expectations
 Loan Officers Are Lazy and Fail To Engage
Consistently

4. Think Bigger

5. Do’s and Don’ts
 DO: Split all Co-Marketing based on a Pro-
Rata share for each.
 DON’T: Randomly pay for Co-Marketing
without documentation.

6. Do’s and Don’ts
 DO: Have an overall Co-Marketing strategy
that can be adjusted monthly based on ROI.
 DON’T: Assume a tactic (Zillow, PPC leads,
etc) can be successful long term.

7. Use A Multi-Channel Approach
 The Diamond Strategy
 Web/Online
 Social
 Print
 Community

8. Do’s and Don’ts
 DO: Pick like minded Agents that have strong
brands.
 DON’T: Co-Market with any agent that asks to
buy leads with you.

9. Finding The Right Partners
 “A” Realtors will generate 8-12 closed
transactions annually
 Reach out with a personal call
 Create a VIP package
 Cover letter
 Value add items
 Prep your dialog

10. Focus On What They Want

11. Realtor Pain Points
 Need to Simplify Technology & Systems
 Need to Increase Profits
 Need To Increase Lead Conversion &
Generation
 Need to Build their Brand

12. Schedule Meetings
2.5 Meetings per week = 10 Meetings Per Month
Generating 1 new “A” Player Realtor Partner.
2.5 Meetings Per week = 96 Additional Closed Loans
Annualized

13. Make it Scalable
 Roadmap Your Success
 Develop a Repeatable Process
 Make an Action Plan
 Execute

14. Track Everything
 Know Your KPI’s and ROI
 Course Correct When Necessary

15. Take Action

16. How Total Expert Fits