Realtor Partnership
Build a mutually beneficial referral relationship that grows your mortgage business
About Realtor Partnership
It’s a professional collaborative relationship between a mortgage agent/broker and a real estate agent where The realtor refers homebuyers who need financing to you, and in return, you might refer clients looking to buy or sell homes to them.
It’s a mutually beneficial referral relationship built on trust and proven service quality.
How it Works in Practice
A seamless collaborative process that benefits everyone involved
1
A realtor meets with potential homebuyers and recommends they get pre-approved with you before house hunting
2
You pre-approve the clients, which helps the realtor work more efficiently with serious, qualified buyers
3
Throughout the purchase process, you and the realtor communicate about offers, conditions, and timing
4
When deals close successfully, both parties benefit and the relationship strengthens
Why Realtor Partnership is Important
A seamless collaborative process that benefits everyone involved
Consistent referral pipeline
Realtors are often the first point of contact for homebuyers. A strong partnership means they’ll refer clients to you
Mutual client benefit
When you work closely with realtors, you can pre-approve buyers before they start house hunting. This makes the realtor’s job easier
Market intelligence
Realtors provide valuable insights about local market conditions, pricing trends, and what buyers are looking for
Professional credibility
Being recommended by a trusted realtor gives you instant credibility with clients
Competitive advantage
In Canada’s mortgage industry, many agents compete for the same clients. Strong realtor networks differentiate you from agents
We have 2 Strategies for Realtor Partnership
Choose the approach that best fits your business goals
Strategy 1
Digital First Approach
Partnership Reach out through Social media & Newsletter
- Find and outreach local realtors through LinkedIn and Facebook
- Drip message sequencing over social platforms
- Add 2-4 Realtor dedicated blogs to your website
- Create a Realtor partnership page
- Pitch partnership through newsletter campaigns
Strategy 2
Multi-Channel Outreach
Partnership Reach out through Direct calls, SMS, mails & social media
- Find and outreach local realtors through LinkedIn and Facebook
- Drip message sequencing over social platforms
- Add 2-4 Realtor dedicated blogs to your website
- Create a Realtor partnership page
- Pitch partnership through newsletter campaigns
Strategy 1 - The Process
01
We create a Realtor partnership page in your website where we showcase the benefits of the partnership and your specialties and how you can help the realtors better
02
Create and add 2-3 realtors blog’s in your website
03
We connect new local realtors over LinkedIn and Facebook
04
We drip our messaging sequence to these connected realtors over LinkedIn and Facebook
05
Through LinkedIn & Facebook we direct these realtors to the partnership page & blogs in your website
06
We collect these local realtors email as well and run weekly newsletter on them
07
We do the efforts to schedule a call or make them interested to do the partnership with you
08
We also provide you items to support you for getting these partnership deals done: Realtor Partnership course & Realtor Partnership Pitchdeck
Strategy 2 - The Process
01
We create a Realtor partnership page in your website where we showcase the benefits of the partnership and your specialties and how you can help the realtors better
02
Create and add 2-3 realtors blog’s in your website
03
Our team start extracting local realtors data that include phone no, email, location, social media accounts etc.
04
We create a call script to talk to these realtors directly over a call as a member of your team
05
The team start sms and email follow-ups to these realtors
06
The team also start the reach-out over Facebook and LinkedIn of the mortgage client
07
Then we start creating a special newsletter to target and share the benefits and giving them other mortgage market relate information
08
We setup meeting with you and these interested realtors
09
We also provide you items to support you for getting these partnership deals done: Realtor Partnership course & Realtor Partnership Pitch-deck
Supporting Documents
Call Pitch template
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E-mail and SMS reach-out template
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LinkedIn and Facebook reach-out templates
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Newsletter template
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Realtor Partnership Course
Professional presentation materials
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Realtor Partnership Pitch-deck
Professional presentation materials
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Expected Results
Here are the 2 clients output examples to better understand
Agent 1
Monthly Results
Newsletter delivery and conversion in a month for 4 newsletters
Subscribers
1,220
Open rate 40%
480
Total Clicks (8%)
148
5
Leads through reply
45
Website Visits
4
Direct call & mail
103
Content Clicks
Agent 2
Monthly Results
Newsletter delivery and conversion in a month for 4 newsletters
Subscribers
860
Open rate 48%
412
Total Clicks (8%)
96
4
Leads through reply
39
Website Visits
3
Direct call & mail
57
Content Clicks
