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Best Practices for Inviting Co-Marketing Partners in Bulk

Total Expert makes compliant co-marketing easy. So easy that you may want to invite several partners at once to connect with you. However, without contacting the partners ahead of time, sending them a blind invite will likely not result in a new connection.


Below is a list outlining some best practices when wanting to invite several partners to co-market with you:

  • Make sure you reach out to your co-marketing partners prior to sending the invite. This will at least give them a heads up so they won't be thrown off guard when you do send the invitation. 
  • Connect with partners you already have existing relations with. An invitee is more likely to accept an invitation from a familiar name. 
  • Use organizational content on Total Expert to help facilitate the growth of your co-marketing partners. 


I Want to Invite Multiple Agents From One Real Estate Brokerage to Co-Market

You first need to request a "brokerage authorization form" from the Total Expert Product Support Team.


This form requires a signature from the office broker for the real estate agents. Once you get the signature, Total Expert sends you a spreadsheet where you need to fill out all the agents' basic information in order to create free basic Total Expert accounts on their behalf. 


Please reach out to Support@TotalExpert.com for more information OR to request the form. 


Need more help? Click HERE to view our co-marketing FAQ content.


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