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Checklist of Items You’ll Need from Recommended Professionals
Posted by Sam Harvison on 23 January 2025 02:27 PM
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This checklist outlines the key information you’ll need from your referral partners to feature them on your website and boost their exposure. Feel free to copy and paste this checklist into an email, print it for in-person meetings, or communicate it over the phone, depending on the situation. The goal is not just to list businesses but to build strong, mutually beneficial relationships with partners who will consistently refer clients to you. Why This Matters: By featuring trusted professionals on your site, you’re creating opportunities for them to promote you on theirs as a preferred mortgage company. This mutual promotion drives traffic to both of your websites and increases referrals. If they don’t have a website, no problem! You can still list them, and in return, provide them with your business cards and marketing materials to share with their clients. Remember, you’re offering value by showcasing their business, which helps you both. If the partnership isn’t producing consistent referrals, it’s time to replace them with someone who will. How to Paint the Picture of Value:
By advertising them on your website and actively marketing them through your other efforts, you create loyalty and consistent referral business. The more people talk about your services, the less you’ll need to spend on paid marketing. Checklist of Items to Gather:
Note: We will only link to your website if you also include a prominent link back to our site. | |
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