PREVIEW — sample co-marketing playbook for review · not yet public · noindex
CMS Mortgage · Debbie Haberny · Charleston

Realtor Co-Marketing Playbook

12 ways to grow with Lowcountry agents — the RESPA-clean way.

Bienvenidos. Every play here builds real agent relationships through value, not gimmicks — VA-savvy, first-time-friendly, and rooted right here in Charleston. Each one is tagged with effort and a RESPA §8 status so you always know what's clean to run and what needs a compliance check first.

12 plays VA + FHA focus Bilingual edge Ranked start
Your operating rhythm

Monday is your Agent Partnerships Day.

Run these plays and your Lowcountry agent outreach during Power 2 Hours — 8–10 AM Monday. Pick one play, take one real action.

How it feeds your Daily 23
10database
5agent
5lead follow‑up
3referral ask

This page powers your 5 agent contacts — the partnership outreach behind every play. Pair it with the Outreach sequences.

Start here — top 3

Don't run all 12. Run these first.

Highest return, lowest friction, and they show off what makes you different.

01
Co-host a VA homebuyer workshop. Low effort, RESPA-clean, and it puts your VA know-how in front of Charleston's military families and the agent at the same time.
02
Offer AI-personalized buyer guides for an agent's buyers. Your own content, genuinely useful, and it makes the agent look great.
03
Book one first-time buyer seminar. Higher lift, but it fills both your pipelines — just get the cost-split reviewed first.
01

The 12 plays

Effort + RESPA §8 status on every one.

Open HouseGet in front of buyers with an agent

Top 3
RESPA cleanLow effort

VA-friendly open house

Why this wins: you bring straight answers on the VA loan veterans earned + on-site help; the agent gets qualified military buyers near Joint Base Charleston. Straight to your edge.

RESPA cleanLow effort

Bilingual buyer-education table

Why this wins: a "what you need to buy" table in English and Spanish at the open house. Pure education, no money changes hands — you're the expert Lowcountry families remember.

RESPA reviewMed effort

On-site pre-qual hours

Why this wins: set up at the listing for a few hours so serious buyers get clarity fast. Confirm each party pays its own cost first.

EventsBring buyers together

Top 3
RESPA reviewHigh effort

First-time & FHA buyer seminar

Why this wins: the flagship. Walk Lowcountry first-timers through FHA and low-down options. Fills both pipelines. Split venue/food at fair market value, pro-rata, compliance-reviewed.

RESPA cleanMed effort

Bilingual homeownership night

Why this wins: host at a church or community center and teach in English and Spanish; the agent meets buyers. Education stays clean — and your bilingual edge shines.

RESPA reviewMed effort

Client-appreciation co-host

Why this wins: a thank-you for shared past clients keeps you both top of mind. Keep gifts nominal and split costs FMV — get sign-off.

ClassesTeach your way to authority

RESPA cleanMed effort

"Path to homeownership" class

Why this wins: you teach the agent's nervous buyers the process. They look generous; you look like the expert. Education, no exchange.

RESPA reviewLow effort

Agent team lunch-and-learn

Why this wins: teach a team your niche programs (VA, FHA, first-time buyers). Keep the lunch nominal/your own cost to stay RESPA-safe.

RESPA reviewHigh effort

VA & first-time workshop series

Why this wins: a recurring series on the VA benefit and first-time buying builds authority fast across the Lowcountry. Higher lift and it needs a documented FMV cost split.

AI & DigitalModern, low-lift reach

Top 3
RESPA cleanLow effort

AI-personalized buyer guides

Why this wins: a tailored guide per buyer or listing — your own service and content. Clean, modern, and genuinely useful to the agent.

RESPA reviewMed effort

Co-branded Lowcountry content

Why this wins: co-branded Charleston market updates earn reach. Co-branded marketing needs a fair-market-value cost split — document it.

RESPA reviewLow effort

Co-branded social reels

Why this wins: you explain financing, they show the home — high engagement. Split production fairly or each post your own cut.

RESPA §8 The one rule under all 12

Co-marketing is legal when each party pays the fair market value of what they actually get, split pro-rata. It becomes illegal the moment anything of value is given or received for referrals. When a play is tagged review, run the arrangement past CMS compliance and document the split before you spend a dollar. "Clean" plays are pure education or your own service — no exchange.