Co-Marketing Best Practices: Fatal Mistakes Lenders Make with Special Guest Mitch Kider

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Transcript of Co-Marketing Best Practices: Fatal Mistakes Lenders Make with Special Guest Mitch Kider

Page 1: Co-Marketing Best Practices: Fatal Mistakes Lenders Make with Special Guest Mitch Kider
Page 2: Co-Marketing Best Practices: Fatal Mistakes Lenders Make with Special Guest Mitch Kider

Mitchel H. Kider is an attorney and author residing in the Washington, DC metropolitan area.  He has been actively involved in the housing policy arena for 40 years.  Currently, Mitch is the Chairman and Managing Partner of Weiner Brodsky Kider PC, a national law firm specializing in the representation of financial institutions, residential homebuilders, and real estate settlement service providers. 

Co-Marketing Best Practices Fatal Mistakes Lenders Make

Page 3: Co-Marketing Best Practices: Fatal Mistakes Lenders Make with Special Guest Mitch Kider

A CENTRALIZED PLATFORM FORSALES-MARKETING-COMPLIANCE

Page 4: Co-Marketing Best Practices: Fatal Mistakes Lenders Make with Special Guest Mitch Kider

Co-Marketing Best Practices Fatal Mistakes Lenders Make

MSA’s vsADVERTISING

Page 5: Co-Marketing Best Practices: Fatal Mistakes Lenders Make with Special Guest Mitch Kider

Co-Marketing Best Practices Fatal Mistakes Lenders Make

Can you provide some Background on the CFPB

and their stance on MSA’s?

Page 6: Co-Marketing Best Practices: Fatal Mistakes Lenders Make with Special Guest Mitch Kider

Co-Marketing Best Practices Fatal Mistakes Lenders Make

How do MSA’sdiffer from advertising?

Page 7: Co-Marketing Best Practices: Fatal Mistakes Lenders Make with Special Guest Mitch Kider

Co-Marketing Best Practices Fatal Mistakes Lenders Make

Would you advise an MSAunder any circumstance?

Page 8: Co-Marketing Best Practices: Fatal Mistakes Lenders Make with Special Guest Mitch Kider

Co-Marketing Best Practices Fatal Mistakes Lenders Make

What are some best practicesthat should be followed for

local advertising?

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Co-Marketing Best Practices Fatal Mistakes Lenders Make

WEB PORTALCO-MARKETING

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Co-Marketing Best Practices Fatal Mistakes Lenders Make

What are the riskslenders face with

web portal co-marketing?

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Co-Marketing Best Practices Fatal Mistakes Lenders Make

If an agent is getting a majority of their costs covered collectively

by a group of lenders, is this compliant?

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Co-Marketing Best Practices Fatal Mistakes Lenders Make

Should lenders ever pay ona cost per lead basis vs. impression

based advertising?

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Co-Marketing Best Practices Fatal Mistakes Lenders Make

As co-marketing policy relates toweb portals, can you elaborate on how you approach working

with lenders?

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Co-Marketing Best Practices Fatal Mistakes Lenders Make

ADVERTISING& LEAD GEN

AGREEMENTS

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Co-Marketing Best Practices Fatal Mistakes Lenders Make

How do you advisecalculating ‘fair share’ for an advertisement when there is

a lender/agent present?

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Co-Marketing Best Practices Fatal Mistakes Lenders Make

What are your thoughtsaround jointly

purchasing leads?

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Co-Marketing Best Practices Fatal Mistakes Lenders Make

What are the possible pitfalls with lead

generation agreements?

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Co-Marketing Best Practices Fatal Mistakes Lenders Make

MARKETING AUDITSFROM THE CFPB

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Co-Marketing Best Practices Fatal Mistakes Lenders Make

Can you provide an overview of the current landscape on state level marketing audits?

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Co-Marketing Best Practices Fatal Mistakes Lenders Make

What items should you haveprepared for a possible audit?

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Co-Marketing Best Practices Fatal Mistakes Lenders Make

What types of penalties can the CFPB impose if there are violations?

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Co-Marketing Best Practices Fatal Mistakes Lenders Make

Walk us through over all bestpractices for staying compliantwhen it comes to co-marketing.

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Co-Marketing Best Practices Fatal Mistakes Lenders Make

QUESTIONS?Please Use Webinar “Questions” Tab

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Co-Marketing Best Practices Fatal Mistakes Lenders Make

T HANK YOULearn more about Total Expert’s central

system of record that manages and tracks all marketing and co-marketing assets.

www.totalexpertinc.com