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Open House/New Listing Playbook for Lender Users

Use the information below to help you maximize your resources to drive new purchase business while using Total Expert. 


  • Make sure you are connected with your local real estate agents by sending them a co-marketing invitation from your TE account. Also, enable Co-Marketed New Listings Alerts from your account settings so you receive an email whenever one of your partner's lists a new property.


When Your Partner Has a New Listing or Upcoming Open House:

  1. Create an open house app that is co-branded with your agent partner that can be used for collecting contact info for open house attendees. Any contacts are shared between both you and your partner’s TE accounts!
  2. Create the following marketing assets using the property’s MLS information:
  3. Create a lead source so you can segment any contacts interested in this property, deploy drip campaigns, or send a tailored welcome email.
  4. Create a single property website to showcase the property and add both you and your partner's contact information.
  5. Create social media posts announcing the new listing and any open house availability to your followers. Be sure to tag your agent partner to increase exposure.
  6. Lastly, contact your agent partner so they know the resources you have made available for the listing. They also are able to utilize these materials as well, as they are available within their Total Expert account.


By effectively adding your value to their home-buying experience right away, you are providing the best possible resources to consumers once the open house takes place or the new listing is activated! 


Note
We know the COVID pandemic has temporarily altered the real estate market. Instead of open houses, you can still create the marketing assets so you or your agent partners can provide them to consumers electronically through email or social posts.


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