Module 2: Referral Partner Strategies


Support Files for this Module - Please note: Download the files to your computer before modifying them.

  1. Presentation Slide Deck
  2. Advisor Email Swipe File Templates
  3. Real Estate Agent Email Swipe File Templates
  4. Builder/Site Agent Email Swipe File Templates

🔍 Summary

This module teaches a repeatable 4-step system to grow your reverse mortgage volume through referral partners:

  • Financial Advisors (retain/increase AUM, reduce drawdowns)
  • Real Estate Agents (close more deals, unlock listings, avoid fallout, boost commissions)
  • Builder Site Agents (save deals, increase buyer budget)

The strategy centers around creating custom HECM Tool Reports (HTRs) with short video walkthroughs tailored to each partner’s value proposition. Follow up with a clear cadence to book Zoom or in-person meetings.

✅ Action Items & Homework

1. Pick ONE Referral Partner Type:

  • Financial Advisor
  • Real Estate Agent
  • Builder Site Agent

2. Create 5 HECM Tool Reports (HTRs):

  • Use a variety of partner-specific scenarios.
  • Tailor them to your partner’s needs (e.g., eliminate mortgage, increase AUM, buy more home with no payment).

3. Email Each HTR:

  • Include a short video walkthrough using the HECM Tool.
  • You can use swipe file templates for your email message.

4. Follow-Up Sequence:

  • Day 2 – Forward email + quick check-in note
  • Day 4 – Call and leave voicemail
  • Day 5 – Send a short, casual text

🎯 Goal:

Book 1–2 Zoom meetings with referral partners this week.

🔁 Final Thought:

"This process works if you work it. Focus, execute, and let the HECM Tool do the heavy lifting."