Your Co-Marketing Secret Weapon

Our playbook helps you truly cross sell your realtor partners and stay top of mind with your mutual clients

While closing gifts are a nice touch they rarely leave a lasting impression. Our playbook provides a curated list of service providers and relevant local real estate info that is highly valued by new homeowners.

Instructor(s)

Senior Mortgage Planner

Rick Scherer

Rick ranks among the top mortgage originators in the country, particularly because of an efficient and simple process for his clients. As a professional with 18 years of real estate experience, Scherer prioritizes assisting others in improving their businesses. “When I am not with my clients, I am typically working side by side with my referral partners,” he says. “I often host Real Estate Agent Masterminds, where I will bring together 10 agents for a three-hour event to discuss and share best practices. I have and will continue to help my partners in any way I can so that we all continue to grow our businesses together.”

Senior Mortgage Planner

Rich Clayton

Rich began his career in the mortgage banking industry in 2003. He has an extremely successful track record and is responsible for funding over $1B in residential loans to date in his position as a Senior Mortgage Planner. His expansive knowledge of the mortgage business is a result of his experiences working for both banks and mortgage companies. Richard holds an MBA from Northeastern University. He has been acknowledged several times for his achievements and been awarded into The Presidents & Chairmans' Club for production and customer satisfaction.

The Ultimate Closing Gift System

Our fully RESPA compliant playbook system helps your co-market to clients and stay in touch.

  • Learn how to get a meeting with an agent to present the Playbook System

  • Learn how to get buy-in and actually convert realtors to start co-marketing

  • Learn the step by step process to get your co-marketed

Course curriculum

  • 1

    Getting Started

    • Overview of the Playbook
  • 2

    The Fundamental Element of Creating Results

    • The Fundamental Element of Creating Results - Notes

    • The Fundamental Element of Creating Results - Audio
  • 3

    The Three States of Competition

    • The Three States of Competition - Notes

    • The Three States of Competition - Audio
  • 4

    Creating an Upgraded Meeting

    • Creating an Upgraded Meeting - Notes

    • Creating an Upgraded Meeting - Audio
  • 5

    Getting Prepared for Action

    • Getting Prepared for Action - Notes

    • Getting Prepared for Action - Audio
  • 6

    Value Concepts

    • Value Concepts - Notes

    • 5 Value Concepts - Audio

    • 50 Context-Unearthing Questions
  • 7

    The Playbook Lead Generation Paradigm

    • The Playbook Lead Generation Paradigm - Notes

    • The Playbook Lead Generation Paradigm - Audio
  • 8

    Presenting the Playbook and Enrolling Agent Partners

    • Presenting the Playbook and Enrolling Agent Partners - Notes

    • Presenting the Playbook and Enrolling Agent Partners - Audio

    • Uncovering Context During the Playbook Meeting

    • Service Level Agreement

    • Implementation
  • 9

    Powerfully Handling the Request to Leave the Playbook Behind

    • Powerfully Handling the Request to Leave the Playbook Behind - Notes

    • Powerfully Handling the Request to Leave the Playbook Behind - Audio
  • 10

    Playbooks Have Been Ordered — Now What

    • Playbooks Have Been Ordered — Now What - Notes

    • Playbooks Have Been Ordered — Now What - Audio

    • Preferred Business Partner Brainstorming Activity
  • 11

    Playbooks Have Arrived — Now What

    • Playbooks Have Arrived — Now What - Notes

    • Playbooks Have Arrived — Now What - Audio
  • 12

    First Referral Has Occurred

    • First Referral Has Occurred - Notes

    • First Referral Has Occured - Audio
  • 13

    You're Always Teaching

    • You're Always Teaching - Notes

    • You're Always Teaching - Audio

    • What Next
  • 14

    Bonus Content

    • The Real Estate Buyer's Playbook Page 27