PREVIEW — sample co-marketing playbook for review · not yet public · noindex
CMS Mortgage · Joanna Xu · Hampton Roads

Realtor Co-Marketing Playbook

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

I use these plays to connect with agents helping Hampton Roads renters and first-time buyers. Each one keeps its effort and RESPA §8 status so I can see what needs a compliance check before use.

12 plays Effort + RESPA chips First-home focus Ranked start
Your operating rhythm

Monday is your Agent Partnerships Day.

Run these plays and your 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.

I will start with practical conversations about buying a first home.

01
I will co-host a Hampton Roads open house. I can answer renters’ questions about buying and explain the first steps alongside an agent.
02
I will offer AI-assisted first-home guides for renters exploring ownership. I will review each guide for accuracy and focus on savings, documents, and lease timing.
03
I will plan one first-time buyer workshop. I can explain FHA and conventional in plain terms — 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

Co-host a Hampton Roads open house

Why this wins: I answer first-home questions while the agent explains the home. Renters can ask what buying would take without pressure to move forward.

RESPA cleanLow effort

Buyer-education table

Why this wins: I bring a "what buying would take" checklist covering savings, credit, and documents. Pure education, no money changes hands — I help buyers find a starting point.

RESPA reviewMed effort

On-site pre-qual hours

Why this wins: I offer time at the listing to explain the pre-approval review and help first-time buyers prepare their questions. Confirm each party pays its own cost first.

EventsBring buyers together

Top 3
RESPA reviewHigh effort

First-time homebuyer workshop

Why this wins: I explain low-down-payment FHA and conventional paths to renters considering their first home. Split venue/food at fair market value, pro-rata, compliance-reviewed.

RESPA cleanMed effort

Renting-to-own question night

Why this wins: I invite Hampton Roads renters to a community question night about lease timing, savings, and preparing to buy. I explain financing steps while an agent explains the home search.

RESPA reviewMed effort

Client-appreciation co-host

Why this wins: I can plan a thank-you gathering for shared past clients, with room for questions about caring for a first home. 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: I explain the steps from renting to owning and leave time for basic questions. Education, no exchange.

RESPA reviewLow effort

Agent team lunch-and-learn

Why this wins: I walk an agent team through FHA and conventional basics and the documents first-time buyers may need. Keep the lunch nominal/your own cost to stay RESPA-safe.

RESPA reviewHigh effort

Homebuyer workshop series

Why this wins: I can build a series around credit preparation, documents, and the pre-approval review. Higher lift and it needs a documented FMV cost split.

AI & DigitalModern, low-lift reach

Top 3
RESPA cleanLow effort

AI-assisted first-home guides

Why this wins: I use AI to help draft plain-language guides on renting to owning, FHA and conventional, and getting documents ready. I check every guide before sharing my own educational content.

RESPA reviewMed effort

Co-branded neighborhood content

Why this wins: I pair first-home planning questions with local content about Virginia Beach, Norfolk, and Chesapeake. Co-branded marketing needs a fair-market-value cost split — document it.

RESPA reviewLow effort

Co-branded social reels

Why this wins: I explain one first-home financing question while the agent shows the home. 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.