Download referral-building workshop materials

These ready-made workshops can help you build stronger relationships with new and seasoned agents.

You’re in the right place to download MGIC’s pre-built workshop kits to customize for your own referral-building activities! By sharing your insights and guiding agents through the mountain of information 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. Get kit materials for these workshops:

For Sale to Sold: A workshop for real estate agents

MGIC’s ready-made workshop can help you to build stronger relationships with new and seasoned agents (and earn more referrals!). Prepare and host your own workshop with the materials below. 

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    Presentation + facilitator notes

    Download the presentation and the facilitator notes to review and practice for your workshop.
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    Customizable flyers

    Spread the word about your workshop event by customizing these flyers. Download these Word documents, save to your computer and edit with your event and contact information. Save as a PDF to share electronically or print.
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    Participant book

    Download the participant book. Review and practice delivering your presentation. Then share it with the real estate partners who attend your workshop!

Success Begins with a Plan: A workshop for real estate agents

MGIC’s Success Begins with a Plan workshop details steps towards creating a personal business plan, including building your brand, reaching your target audience and tracking effectiveness. Prepare and host your own workshop with the materials below.

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    Presentation + facilitator guide

    Download the presentation (plus facilitator notes) to review and practice for your workshop.
  • Participant workbook

    Download and print the participant workbook. Bring it to your seminar for participants to use during the session.
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    Customizable flyers

    Spread the word about your workshop event by customizing these flyers. Download these Word documents, save to your computer and edit with your event and contact information. Save as a PDF to share electronically or print.
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    Customizable contact sheets

    Download these Word documents, save to your computer, and update with the names, addresses and phone numbers of plumbers, electricians and other resources new homeowners may need in their area. Add your referral partner’s contact information as well as your own. Save as a PDF to share electronically or print.

More options. More sales opportunities. A marketing program for real estate agents

MGIC’s strategic marketing program offers new ways for real estate agents to grow their business. Share creative solutions with your referral partners to help them save deals, show more homes and offer homebuyers more options. Prepare and host your own workshop with the materials below.

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    Presentation + discussion notes

    Download the slide deck and discussion guide to review and prepare for your presentation.
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    Customizable flyer

    Share this informational flyer with your referral partners. Download the Word document, save to your computer and edit with your information. Save as a PDF to share electronically or print.

Time is money! What’s stealing yours?

MGIC’s Time is Money workshop provides busy real estate agents with practical time management tips to help them take better control of their time to be more productive and less stressed. Prepare and host your own workshop with the materials below.

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    Presentation + facilitator notes

    Download the presentation and the facilitator notes to review and practice for your workshop.
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    Worksheets + matrix

    Download and print the Time is Money worksheets and time management matrix for use during your workshop.
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    Customizable flyer

    Get the word out about your workshop with this customizable flyer. Download the Word document, save to your computer and edit with your event and contact information. Save as a PDF to share electronically or print.

NEW! Listen to key insights from the 2024 Loan Originators Survey

MGIC’s Liz Keuler and Stephanie Budnik share highlights that can help you plan for 2025.

Listen now