- Frequent communication with the agent your marketing with and a clear understanding of the co-marketing product as a whole, ensures the ability to set the appropriate business expectations and overall successful experience in your shared marketing.
- Familiarize yourself with your Lender profile. Understanding where your invoices are housed, co-marketing partnership(s) is listed, review request link, contacts and the direct communication link to your agent, will all be factors in a successful partnership. This knowledge will additionally make it easier to make any adjustments to your professional information should you have specific company compliance restrictions or if your personal information changes in the future.
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