Marketing Automation

Fostering Co-Marketing & Referral Relationships

5 mins read
May 30, 2023
By
Total Expert

Our Salesforce Value Realization series has looked at strategies to set up loan officers (LOs) for success on Salesforce—specifically by giving them purpose-built tools to make sense of the rich customer and prospect data captured in Salesforce, then put it into action. Co-marketing is typically the most important lead-gen channel for LOs, making it a key focus for driving LO adoption of Salesforce. The questions are: How can you help less-experienced LOs build healthy referral networks, and how can you help more-experienced LOs efficiently manage their existing co-marketing relationships?

Once again, the critical strategy is layering on a vertical-specific toolset built to integrate with the horizontal Salesforce platform, to help LOs automatically pull out CRM data to make it actionable and usable.

Why co-marketing support is critical for Salesforce adoption

Veteran LOs may hate to admit it, but most homebuyers’ first call isn’t to an LO; it’s to a real estate agent. Right or wrong, most people think about finding the perfect home before they think about paying for it.

We should give real estate agents a little credit, too: from bus benches and billboards to sponsoring community events and other grassroots outreach, real estate agents are some of the most proficient marketers out there.

As the old saying goes, “If you want to go fast, go alone. If you want to go far, go together.” Joining forces in co-marketing relationships creates a powerful, natural synergy that enhances value for the homebuyer while providing long-term growth opportunities for LOs. In fact, most LOs already get the majority of their referrals through partnerships with real estate agents.

Through Total Expert’s integration with Salesforce, LOs can begin managing co-marketing relationships with real estate partners. This goes beyond just managing a contact record in Salesforce. It means partnering with realtors within the Total Expert platform when it comes to building out marketing materials as they grow their presence in local markets. It also means properly splitting costs with those partners when producing rate and listing flyers to ensure they are complying with RESPA requirements.

Fortunately, Total Expert helps take LOs tackle one of the biggest challenges (and pains) of co-marketing: the time-consuming process of creating and managing all the materials that make a co-marketing relationship successful. From flyers, leave-behinds, and single-property websites, we’ll take the hassle out of managing your co-marketing relationships and all the associated materials.

Here’s how Total Expert’s purpose-built functionality can help LOs make the most of Salesforce:

Leverage a library of high-quality co-marketing templates

LOs aren’t graphic designers. They shouldn’t be spending their time creating open house flyers. At best, it takes time away from direct customer interactions. At worst, it’s actually hurting the co-marketing partnership—leading to inconsistent and low-quality marketing materials.

Total Expert gives LOs immediate access to a wide library of templates for co-marketing materials: open house flyers, rate flyers, and other materials to create a complete and cohesive co-marketing package. LOs get substantial time back while lending organizations get the peace of mind and protection of pre-built templates that are fully RESPA-compliant, with functionality that makes it easy and intuitive to split costs with referral partners.

Create custom single-property sites with point-and-click workflows

Homebuyers increasingly expect the convenience of single-property websites where they can find all the relevant info on a listing. But LOs also aren’t web designers. And they shouldn’t have to engage an expensive vendor just to create a single-property website.

LOs can use Total Expert’s pre-built site templates—with point-and-click, drag-and-drop workflows—to quickly customize a site that pulls in pre-configured data feeds such as a property’s historical valuation and forecasted appreciation, key neighborhood data, and more. Adding a lead form to the site automatically funnels contact data back into Salesforce to feed Total Expert’s insight-triggered lead nurture journeys.

Automatically pull in the right information

Because Total Expert’s integrates directly with 90% of the MLS providers, we’re able to quickly populate co-marketing materials and single-property websites with property descriptions and photos, ensuring accuracy for LOs and their partners. Additional integrations with Great! Schools powered by Google provide listing flyers with local information relevant to potential home buyers.

By automating this type of data collection, LOs can put a greater focus on developing relationships with their potential customers and real estate partners while delivering best-in-class materials that drive deeper engagement and higher conversions.

Track results with automated dashboards

The reality is that not all co-marketing partnerships are worth LOs’ time. On the other hand, some are particularly fruitful. The challenge is effectively (and quickly) differentiating the high-and low-performing relationships, to properly allocate time.

When your LOs create co-marketing materials and websites through Total Expert, relevant lead generation and performance data is automatically aggregated and populated into a co-marketing dashboard view. LOs can easily see which referral relationships are producing the results they want, so they can invest time and resources accordingly.

Give LOs the tools to be agents’ best friends

Giving LOs purpose-built co-marketing tools offers needed guidance to less-experienced LOs and valuable time-savings to more experienced LOs. But on a broader level, the ability to easily and efficiently create a complete package of high-quality, customized co-marketing materials makes an LO an even more valuable partner for busy, successful real estate agents.

Empowered with these purpose-built, vertical-specific capabilities that layer seamlessly on top of the Salesforce CRM, your LOs can confidently take on the responsibility of creating co-marketing collateral—building and fostering these vital referral channels to bring new leads into their pipeline.

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But here’s the thing: we’re at a turning point. What got us here, the strategies that helped us retain and grow in the past, are no longer good enough. You might say it is necessary, but not sufficient, and the cost of waiting is higher than the cost of change. The forces reshaping our industry aren’t on the horizon; they’re sitting at the table. AI technologies, increasingly complex compliance, mergers and acquisitions, shifting consumer demands. It’s not a question of whether we’ll adapt, it’s whether we’re adapting fast enough.  

That’s why, at Accelerate, Joe and I introduced the concept of the “new necessary” as part of our Aim Higher conference theme. Staying relevant (and competitive) requires more than awareness, automation, or clever content. It requires deep, enterprise-ready context that powers systems of intelligence and action. Systems where originators and AI work together in sync—always on, highly consistent, endlessly scalable. Your feedback, and the results we’ve seen so far, tell me we’re on the right track. And. Have a lot to do!

Throughout the conference, I spoke about four pillars of focus: Strengthening the Foundation, Customer IQ, Lead Management, and AI. Here’s a quick tour.

Strengthening the Foundation

This year, we doubled down on the foundation of Total Expert: improving core capabilities, enhancing performance, expanding our ecosystem, evolving user experience. At Accelerate, we demonstrated real progress: faster email delivery, more tools to utilize SMS, automated marketing packages, Sales Manager Dashboards, and new integrations. That’s great progress. More is necessary. We are on it!    

Customer IQ

Agentic AI enables business value when it’s fueled by rich, accurate, and timely context.  The insights and enrichment from Customer Intelligence is necessary and drives great business outcomes. However, more is needed to take full advantage of what’s possible with AI Agents acting as high-performing members of your team rather than wasting time and money on bland generic agents operating with limited context.

That’s why we announced Customer IQ. We are deepening our commitment to dramatically increase context across four dimensions; enrichment and insights, consent, contact/customer information, and relationship history.  As an early example, in December we’ll be releasing new capabilities to enable the collection and aggregation of consent from multiple systems directly into Total Expert. That means our AI Sales Assistant can instantly understand consent and act on it- accurately and efficiently. More context expansions are already queued up for 2026.

Lead Management: Reimagined

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Agentic AI and AI Services

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This is the new necessary.  

I’m incredibly fired up about our vision, our momentum, our roadmap, and the amazing work we get to do alongside our clients, partners, and teammates. At the end of the day, it’s not about the technology. It’s about the business value it enables. The customers who are leaning into what we’re building are becoming more competitive. Those that aren’t risk falling behind.

I hope that Accelerate, this post, and our community give you the inspiration and insights you need to chart your next steps toward the new necessary—the why, the how, and the when.  

Thank you, as always, for your feedback, your drive, and your partnership. Let’s keep moving toward the perfect customer journey!

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Borrowers expect to feel “known” across every channel; they want the same feeling of 1:1 personalization at every touchpoint. And it’s becoming a genuine challenge for smaller lenders to juggle all the information and orchestrate these hyper-personalized omnichannel experiences.

Using Customer Intelligence + marketing automation to enhance personal borrower relationships

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Smaller lenders driving big value: Customer Intelligence case studies

Dart Bank

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Tucson Federal Credit Union (TFCU)

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Family Savings Credit Union

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Horicon Bank

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