Media Simplified: The "Realtor Referral" Play

Watch Conceptual Video

Now that you have finished the conceptual video, let's run the play!

Active Strategies

Flip the script and become the source of referrals:

  • Create Realtor Dream Partner List: List the Top 25 Producing Realtors in your area using MMI Platform
  • Export Agent Summary: Use ChatGPT to analyze agent data:
    "This is a real estate agent I am interested in working with. Please review their numbers and let me know what trends or stats you see, and how I, as a savvy mortgage broker, can add value/save their clients money on their mortgage."
  • Thors Hammer Script: Mortgage Marketing Animals - Script Template
  • Send weekly value content—videos, tips, and newsletters to realtors.
  • Offer to create TCA Reports for realtors' clients.
  • Find realtors' pain points and provide solutions.
  • Market pre-approval time guarantees to realtors.
  • Help close realtors' aged leads and floater deals.
  • Ask realtors about difficult deals they need assistance with.

Utilize Your Phonebook/Realtor List: Stay Top of Mind

  • Use the script below:

    Subject: Let’s Connect!

    Hey [Realtor’s First Name],

    This is [Your Full Name] with [Your Mortgage Company Name], reaching out to reconnect.

    Would you be open to me sending clients your way?

    Best regards,
    [Your Full Name]
    [Your Mortgage Company Name]
    [Your Phone Number]

Passive Strategies - Curate A Newsletter List

1. Join realtor groups and offer lead magnets for engagement.

2. Curate a list of realtors and set up an SMS/email newsletter.

3. Identify common pain points and create targeted lead magnets.

4. Send weekly value—video insights, tips, newsletters.

5. Set up automation to transition passive leads into active strategies.

Bonus Strategy: Partner with Real Estate Agents at Open Houses

  • Have a Loan Officer assist at open houses.

  • Help educate buyers and build relationships.

  • Realtors appreciate knowledgeable mortgage professionals at events.

  • Focus on approving top 3-5 candidates and collecting leads.

  • Offer loan officers a flat attendance rate ($100-$200).

  • Create an open house landing page for data collection.

  • Provide reporting for realtors to keep them updated.

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