Mortgage

The Exclusivity Effect: The secret to building exclusive agent relationships

Realtor referrals are vital to any purchase loan sales strategy— and as a result, Realtors have their pick of the litter when it comes to choosing a lender partner. Are you you the first lender your Realtor partners call, every time? Are you sure?

This session will provide you with a blueprint for building exclusive referral partner relationships without the cost and risk of opening your own real estate shop. Many lenders try to implement this strategy, but only a few succeed. We show you the successful what to execute this approach so you can win perpetually. 

Here is a small preview of the session, which has been lightly edited for length and clarity:

Alex Kutsishin: Can my lender partner help me with lead generation? So why don’t we ask a question? What if you are able to give your agents more referrals in a single month than they can give to you an entire year? Why are we asking this question? Well, you guys remember the name of this entire presentation, right? The exclusivity effect. How do you get your agents to be exclusive with you? What do you have to do? I’d imagine I could probably stop, drop the mic walk away and say, “Hey, if you can give them more referrals in one month than they give to you in a year, you’re going to be exclusive.”

By the way, if you’re not getting insights on your customers today, as a smart lender, as an organization in 2021, you’re doing yourself a disservice. You’re doing everyone on your team a disservice. As an organization, you’re doing all of them a disservice because this is now available. And it’s not hard to get. It’s not hard to automate and bring this to life. So if you have all these insights, if you don’t, here’s what you’re missing. And if you do, here’s how you turn this into making your agents become your exclusive partners.

Watch the full session below. To go back to the full HousingWire engage.marketing on demand summit, go here.

Panelists:

  • Alex Kutsishin, CEO & Co-Founder, Sales Boomerang
  • Caren Karris, Director of Marketing, HousingWire

Panel brought to you by:

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