The Referral Partner Intelligence Report

Introducing the Referral Partner Report: A monthly deep dive into lucrative referral partnerships that will fuel your origination business. Each month, we spotlight a new referral partner, arming you with the insights and strategies you need to win these key business relationships.

‍

What You Get Each Month:

• Comprehensive analysis of a high-value referral partner
• (e.g., Realtors, Financial Planners, Divorce Attorneys)
• Key demographic data and market insights
• Detailed persona building for targeted outreach
• Custom-crafted sales plays based on data-driven strategies
• Battle cards for effective engagement and content opportunities

‍

Key Features:

‍

✅ In-Depth Partner Profiling: Detailed breakdown of the industry trends and challenges each referral partner category faces

‍

✅ Data-Driven Insights: Key demographic information for targeted marketing, market size and potential referral volume estimates

‍

✅ Persona Development: Detailed buyer personas for the referral partner, including: Pain points, goals, and decision-making factors

‍

✅ Strategic Sales Plays: Customized outreach strategies based on data and personas, scripts and email templates for initial contact and follow-up

‍

✅ Battle Cards: Quick-reference guides for overcoming objections and key talking points to position yourself as the go-to mortgage pro

‍

✅ Action Plan: Step-by-step guide to implement the strategies with timelines and benchmarks for building the referral relationship

‍

Benefits:

• Diversify your referral sources for consistent lead flow
• Approach new partnerships with confidence and insider knowledge
• Save hours of research and strategy development
• Increase your close rate with targeted, data-backed approaches
• Stay ahead of the competition with fresh referral strategies

‍

Who It's For:

• Loan officers looking to expand their referral network
• Mortgage professionals seeking to diversify their lead sources
• LOs wanting to approach partnerships strategically and confidently
• Marketing teams aiming to systematize their referral partner outreach

‍

Investment: $9 per month 🤯

‍

Testimonials:

‍

"I love it! Easy to read and follow and you did an awesome job with the Battle Cards!"

-Jenn T.

⭐️⭐️⭐️⭐️⭐️

‍

"Loving it so far! I'm working on the Reddit piece so I can start using that as a tool, what a great idea!"

-Sarah R.

⭐️⭐️⭐️⭐️⭐️

‍

FAQ:

‍

Q: When will I receive my report each month?

A: A new report is delivered to your inbox on the 1st of every month.

‍