Monday is my Agent Partnerships Day.
I plan my partner outreach during Power 2 Hours — 8–10 AM Monday. I pick one play and take one useful step.
I use this page for my 5 agent contacts — conversations about homeowner education. I pair it with the Outreach sequences.
I start with these three plays.
I begin with useful homeowner questions and a manageable next step.
The 12 plays
Effort + RESPA §8 status on every one.Open HouseI answer questions from visiting homeowners
Homeowner Q&A at an open house
Why this wins: I talk with homeowners visiting a condo or townhome open house about their existing mortgage, association, and plans to stay.
Homeowner equity education table
Why this wins: I explain equity as estimated home value minus mortgage debt. For cash-out, I explain that the home secures a larger replacement loan. Pure education, no money changes hands.
On-site refinance question hours
Why this wins: I offer visiting homeowners time to ask about refinance readiness, then discuss personal details privately. Confirm each party pays its own cost first.
EventsI bring homeowners together
Should I refinance? Homeowner seminar
Why this wins: I compare refinancing with keeping the current loan, including costs and time in the home. Split venue/food at fair market value, pro-rata, compliance-reviewed.
Northern Virginia homeowner question night
Why this wins: I explain how property details, associations, and plans to stay shape a refinance review in Arlington, Alexandria, and Fairfax. I leave time for homeowner questions.
Client-appreciation co-host
Why this wins: I plan time for past clients to ask about their mortgage and changing goals. Keep gifts nominal and split costs FMV — get sign-off.
ClassesI explain the review step by step
"Refinance readiness" class
Why this wins: I explain documents, credit, appraisal, and timeline so homeowners know what to prepare. Education, no exchange.
Agent team lunch-and-learn
Why this wins: I help agents recognize homeowner questions about refinancing, cash-out, and self-employed income documents. Keep the lunch nominal/your own cost to stay RESPA-safe.
Self-employed homeowner workshop series
Why this wins: I walk through income records, business changes, and questions to ask before refinancing. Higher lift and it needs a documented FMV cost split.
AI & DigitalModern, low-lift reach
Personalized refinance question guides
Why this wins: I tailor my own questions to the homeowner’s goal: change the loan, consider cash-out, or wait. I explain added debt and the home securing the larger cash-out loan.
Co-branded neighborhood content
Why this wins: I explain property and association questions for owners in Arlington, Alexandria, and Fairfax. Co-branded marketing needs a fair-market-value cost split — document it.
Co-branded social reels
Why this wins: I explain one refinance question while an agent adds local homeowner context. Split production fairly or each post your own cut.
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.