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Knowledgebase : Marketing Resources > Referral Marketing
The Professional Success Center is a great tool to help you find and connect with potential new referral partners. This unique feature of your 220 system works with many of the other tools your system offers to provide tangible ways to support new referra...
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...
To maximize the benefits of the "Recommended Professionals" section on your 220 Marketing website, it's essential to implement these effective strategies. Some are new, while others are crucial fundamentals you'll see referenced across various 220 Marketi...
* Send life quote to any auto client * Do this 1-2 times per year around their insurance renewal date or if you know they have had a life event recently * Send Thank You/Loyalty Notes, hand-written -three a day * East way to stay in front of cl...
Building strong relationships with local professionals is key to increasing your word-of-mouth business. Many Loan Officers are comfortable asking for referrals from friends and family but may struggle with consistent referrals from other business profess...
These referral outreach messages are designed to help mortgage brokers, insurance agents, and real estate professionals increase referrals by building stronger relationships with past clients and new prospects. They use a professional yet conversational t...
This script helps mortgage professionals connect with real estate agents by offering pre-approved clients ready to buy. It addresses key challenges like decreased inventory and affordability, presenting a solution to help agents close more deals. OPENIN...
This script helps loan officers quickly establish co-marketing partnerships with real estate agents by offering pre-approved clients in exchange for referrals. It addresses agents' pain points like lead generation and exposure. The short version is for ...
This script is designed to help mortgage professionals reconnect with existing referral partners by offering added value through co-marketing opportunities. It highlights a new web-based ad campaign focused on promoting the partner's business at no cost, ...