Rbc bd meeting sept 02 2010 v2
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This document outlines a program to build reciprocal business between real estate agents and banks by establishing a referral network. It discusses tracking referrals online, educating realtors, and providing rewards and recognition for referrals. The goal is to create a win-win-win scenario where realtors, banks, and clients all benefit from an increase in referrals between the two industries.
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Rbc bd meeting sept 02 2010 v2
- 1. Building Reciprocal Business With Real Estate Reciprocal Real Estate Agent.ca
- 2. 2 3 4 5 1 What We Will Cover A Reason To Start Referring To Realtors An Education Of The Referral Process Professional Help To Assist You The Opportunity Of The Referral Process How We Can Start This Program Today
- 3. On-lineReferral Program Tracking System Portal Realtor Training Program Rewards & Recognition That Suits User’s Ability What If We Could Provide Track The Success Of The Program On-line Realtors ProvidingBranch Referrals Win Win Win
- 4. Royal Direct Branch RBC COI The Origination of Referrals 10/ Mth Client Value Add Branch Awareness No FTE Sales Force In-bound Referrals Insurance 25-30/ Mth 25-30/ Mth
- 6. RBC COI
- 7. Royal DirectApproved Realtor Completed Transaction Recognition & Reward Referral Flow Mortgage/ Anchor Through MMS Realtor Referral For Related Products
- 8. To/ From Realtor Tracking the Business From Branch Recognize Reward Mobile Mortgage Specialist/BranchChampion From RBC COI
- 9. Realtors Leads Benefits Education Referral Options
- 10. Referral Of Related Products Your Text Pre Sale Close Mortgage HELOC Insurance Banking Your Text New Clients Credit Your Text Switches Loyalty Your Text
- 11. Prospect Pools Real Estate Investment Estate RRSP TFSA Banking Credit Real Estate Investment Estate RRSP TFSA Banking Credit Newly Married Singles Real Estate Investment Estate RRSP TFSA Banking Credit Real Estate Investment Estate RRSP TFSA Banking Credit NewFamily Engaged
- 12. Prospect Pools Real Estate Investment Estate RRSP TFSA Banking Credit Real Estate Investment Estate RRSP TFSA Banking Credit RightSizing Divorce Real Estate Investment Estate RRSP TFSA Banking Credit Real Estate Investment Estate RRSP TFSA Banking Credit BlendedFamily DeceasedParent(s)
- 13. Development Recognition Realtor Education Champion Training On-line Education
- 14. Building Reciprocal Business With Real Estate Reciprocal Real Estate Agent.ca