From "interested" to "signed" — the full partner kit.
You've had the intro call. You like the model. This page lays out the co-marketing assets you'll get, the MSA process step by step, and the onboarding sequence so your compliance and onboarding teams know exactly what to expect.
Co-marketing assets you'll get on day one
Co-branded with you and the builder. Compliance-reviewed. Ready to deploy.
Builder welcome packet
One-pager handed to every new buyer at contract. Introduces you as the network partner with named contact and direct line.
Email drip sequence
5-touch nurture across the build timeline. Pre-approved templates with merge fields for buyer name, lot, and key dates.
Landing page
Co-branded "your builder + your partner" page hosted on the network with your contact form embedded.
Social tile pack
10 ready-to-post tiles in your brand for Facebook, Instagram, LinkedIn — quarterly refresh.
Sales-team enablement
30-min training session for the builder's sales team on how/when to introduce you. Refreshed annually.
Event collateral
Print-ready signage, business-card inserts, and grand-opening assets for builder community events.
From template to countersignature in 2–4 weeks
- Week 1 — Template review. We send the standard MSA. Your compliance counsel reviews. Most partners come back with 1–3 markups; we accept reasonable redlines.
- Week 2 — Scope & pricing. We finalize the deliverable schedule, fair-market-value pricing for each service, and the reporting cadence.
- Week 3 — Final review & signature. Both parties sign via DocuSign. Counter-signed copy filed.
- Week 4 — Partner onboarding. Asset library delivered, integration kicked off, first matched builder introduced.
PLACEHOLDER Link the live MSA template (or summary) here once finalized and counsel-reviewed.
Your first 30 days as a network partner
Days 1–7 — Setup
Asset kit delivered. Integration with your LOS or title system kicked off. Named contacts exchanged on both sides.
Days 8–14 — Sandbox
Test flows: a sample lead routed to you, a sample milestone update sent. Both sides validate the data is correct.
Days 15–21 — First introduction
We introduce you to the first matched builder. Co-marketing assets co-branded and approved. Joint launch communication.
Days 22–30 — First flow
First live referrals route. We hold a check-in to confirm responsiveness, file quality, and operational hand-off.
What you'll get monthly and quarterly
| Report | Cadence | What's in it |
|---|---|---|
| Partner performance | Monthly | Referrals received, response times, files opened, files closed. |
| Co-marketing engagement | Monthly | Email opens, click-throughs, landing-page form fills, social tile reach. |
| Compliance log | Monthly | All MSA-tracked interactions, RESPA-aligned activity log. |
| QBR deck | Quarterly | Performance, opportunities, roadmap impact, contract review. |