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Reach Out to Real Estate Agents

Build stronger relationships with new and seasoned real estate agents by hosting workshops designed to increase business for your referral partners — and you!

Conduct workshops to make yourself more valuable to agents

Expand your outreach and help real estate agents to do their job better with these ready-made workshops. Learn how they strengthen your relationships and turns them into mutually beneficial partnerships — and referrals.

For Sale to Sold workshop

Homebuyers often look to real estate agents for their questions about the homebuying process. But who can agents turn to? The answer is you!

The For Sale to Sold workshop covers the fundamentals of the entire mortgage process. By sharing your insights and guiding agents through the mountain of information their buyers will face on their journey to homeownership, you'll build stronger relationships with your referral partners. And, you'll increase the chance of their buyers becoming your borrowers.

This program includes:

  • PowerPoint presentation
  • Facilitator notes
  • Participant booklet
  • Promotional flyers (customizable in Microsoft® Word)

Success Begins with a Plan workshop

Whether the real estate market is hot or not, everyone in this industry must continually build our brands and get them out there. Our Success Begins with a Plan workshop offers ideas on marketing and how to create the perfect answer when someone asks, "just what do you do?" It provides steps to help agents determine and reach their niche market.

While presenting the workshop, you'll get valuable face time with your referring partners to learn more about their business.

This program includes:

  • PowerPoint presentation
  • Facilitator notes
  • Worksheets (downloadable PDFs)
  • Promotional flyers (customizable in Microsoft® Word)
  • Referral sheets that you can customize for your real estate agents (Microsoft Word)

Time is Money! What's stealing yours? workshop

Who doesn't need more time in the day — especially in a hot housing market?

You can provide busy real estate agents with practical time management tips that will help them be more productive and less stressed. Our Time is Money workshop identifies 7 sneaky time thieves that rob us of time and prevent us from accomplishing the important things that benefit us professionally and personally. During this 60-minute presentation, your referral partners will learn "crime prevention" tips to help them take better control of their time.

This session includes:

  • PowerPoint presentation
  • Facilitator notes
  • Worksheets
  • Promotional flyers (customizable in Microsoft® Word)

To request access to review a presentation and download materials, please complete this form:

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