PREVIEW — sample co-marketing playbook for review · not yet public · noindex
CMS Mortgage · Kimberly Davalos-Perez · Phoenix

Realtor Co-Marketing Playbook

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

I build agent relationships by helping Phoenix first-time buyers understand FHA, prepare for a review, and organize self-employed income questions. 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 Effort + RESPA chips FHA · first-time · get-ready Bilingual edge
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.

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

01
Co-host a bilingual open house. Low effort, RESPA-clean, and it puts your Spanish-speaking, first-time-buyer edge in front of buyers and the agent at the same time. Una casa abierta en dos idiomas.
02
Share FHA & get-ready buyer guides with an agent’s buyers. I explain first-home questions, documents to gather, and how to prepare for a lender review.
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

Co-host a bilingual open house

Why this wins: I answer FHA and first-home questions in English or Spanish while the agent walks buyers through the home.

RESPA cleanLow effort

First-time buyer education table

Why this wins: a "how to buy your first home" table at the open house — FHA basics, what to bring, the steps. Pure education, no money changes hands; you're the expert they 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 buyer seminar

Why this wins: I walk first-time buyers through FHA questions and the steps before shopping. Split venue/food at fair market value, pro-rata, compliance-reviewed.

RESPA cleanMed effort

Familia homeownership night

Why this wins: host at a church or community center; you teach the path to that first home, the agent meets buyers. Education stays clean — and your bilingual edge shines. Una noche para tu familia.

RESPA cleanMed effort

Self-employed buyer prep night

Why this wins: I join a Phoenix agent to explain how buyers can organize business income records. I leave time for questions about changing income and the lender’s review.

ClassesTeach your way to authority

RESPA cleanMed effort

"Path to homeownership" class

Why this wins: I explain credit questions, documents, and the lender review to an agent’s first-time buyers. Education, no exchange.

RESPA reviewLow effort

Agent team lunch-and-learn

Why this wins: I walk a team through FHA questions, first-time buyer preparation, and self-employed records. Keep the lunch nominal/your own cost to stay RESPA-safe.

RESPA reviewHigh effort

Bilingual homebuyer workshop series

Why this wins: I teach a series in English and Spanish on FHA, getting ready, business income, and buying in the Valley. Higher lift and it needs a documented FMV cost split.

AI & DigitalModern, low-lift reach

Top 3
RESPA cleanLow effort

FHA & get-ready buyer guides

Why this wins: I share my own plain-language guidance on FHA, first-home preparation, and self-employed paperwork so buyers have a starting point for questions.

RESPA reviewMed effort

Phoenix neighborhood content

Why this wins: I explain how a Phoenix home search can fit a buyer’s budget and daily routine. 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.