Marketing Guide March 2025 - Flipbook - Page 26
Compliant Co-marketing Opportunities
Local Sponsorships
Co-Branded Marketing Materials
(Done SUPER fast in Total Expert!):
•
Sponsor local events or sports teams together.
•
Include both the realtor and mortgage loan
officer’s branding.
•
Develop co-branded materials, such as
brochures or flyers.
•
Ensure transparency in sponsorship
agreements.
•
Clearly disclose the relationship between the
loan officer and realtor.
•
Avoid language that may be construed as an
endorsement or recommendation.
Coordinated Social Media Campaigns
•
Plan and execute joint social media campaigns.
•
Share informative and engaging content
without directly soliciting business.
•
Disclose the professional relationship in social
media posts.
Joint Educational Seminars or Webinars
•
Host educational events on topics relevant to
homebuyers.
•
Share insights on the homebuying process,
financing options and market trends.
•
Avoid overtly promoting specific services;
focus on providing valuable information.
Cross-Promotion in Newsletters
•
Feature each other in newsletters with
educational content.
•
Clearly disclose the business relationship.
•
Focus on providing value to the audience.
Shared Content Creation
Networking Events
•
Attend industry networking events together.
•
Use these events to build professional
relationships.
•
Avoid explicit solicitation of business during
these events.
•
Collaborate on creating informative blog posts,
articles or videos.
•
Share the content on both parties’ websites,
social media and newsletters.
•
Ensure content is educational rather
than promotional.
Community Involvement Projects
Coordinated Open Houses
25
•
Collaborate on open houses for properties.
•
Share the event details on both
parties’ platforms.
•
Emphasize the property features rather than
promoting services.
Marketing Manual
•
Participate in community events or sponsor
local initiatives.
•
Showcase joint involvement on social media
and other platforms.
•
Highlight community impact rather than
business relationships.
