Pooling Resources: Share Your Marketing Costs With Lenders, Title and Local Businesses

Meeting Details Date & Time:

🗓️ Wednesday, 9:00 AM ET | January 6th

⚡ Why This Session Matters

A lender offers to split your Zillow bill. A title company offers to bring lunch to your open house. A car dealer wants to park two new SUVs in your listing's driveway. Pooling resources with partners like these can put your name in front of more people — done honestly, it is about reach, not about getting your marketing paid for.

• In NAR's 2026 Member Profile (June 25, 2026), the typical REALTOR® spent $950 marketing their services and $620 marketing listings in 2025. The pull to let a partner "cover it" is real.
• Under RESPA Section 8, a lender or title company that pays more than its own share, or pays for your mailers, portal ads, flyers or open-house food, gives you a "thing of value." Tie it to referrals and both sides violate the law, and the agreement can be proven by conduct alone.
• Florida is stricter for title: its rule bars a title agency from paying for agents' open houses, listing ads and flyers (Fla. Admin. Code R. 69B-186.010), and its regulator says a title agency "may NOT just drop off food."

This session gives you three systems for Jan 6 to Feb 5.

🎯 What You'll Learn

We will master 3 systems live, together:

1️⃣ The Sponsor Sort — Know who's paying, and which rules apply: lenders, title, inspectors and insurers on one side of RESPA; car dealers, coffee trucks and stagers on the other, with their own rules.

2️⃣ The Honest Split — Each partner pays for its own share: measured by what it gets, in writing, straight to the vendor, with nothing tied to referrals.

3️⃣ The House Rules — The seller signs off before any sponsor arrives: one page per sponsored showing or open house.

💰 What You'll Leave With

• 🗂️ The Sponsor Sort: a one-page check that tells you which rules apply to each partner before any money moves
• ⚖️ The Honest Split: how to measure each partner's share of an ad, a mailer or a portal campaign, with worked examples at published prices
• 🏡 The House Rules: the one page your seller signs before a sponsor's cars, coffee or table arrive
• 🚫 What Florida title companies may and may not pay for, and why a lender can't cover your postcards
• 🚗 The car-dealer rules: props at the showing, never your ad for the dealer's cars (Fla. Stat. 320.27(2))
• 📝 Six copy-paste AI prompts, a one-page reference card, 25 partner-conversation lines to practice on, and questions for your broker and counsel
• 📘 A 53-page course study: 7 modules, 6 exercises with full answer keys, a glossary and sources

🔥 What Makes This Different

• The honest line — reach, not someone else paying your bills, and nobody pays for referrals
• Florida built in — the title rule, license law and the dealer-advertising rule
• Real enforcement cases — what got lenders and title companies in trouble
• Worked splits — mail, portal ads and open houses, at published prices
• Course study PDF included — modules and lessons, not a worksheet pack

📋 Session Logistics

📅 Date: Wednesday, January 6, 2027

🕘 Time: 9:00 AM ET

📺 Zoom: link sent after registration (Zoom sign-in required)

⏱ Duration: 60 minutes

📘 Course Study: included, downloadable from the session page

🎥 Recording: available to members afterwards

Bring with you: one marketing cost a partner has offered to share, and your brokerage's co-marketing policy.

The choice is simple: keep paying for every piece of marketing alone, or let a partner "cover it" and risk the line RESPA draws — or learn to pool resources the honest way, where every partner pays for what it gets.

To Your Next Listing,

Edmund Bogen & Team

Edmund's Mastermind & Group Coaching

Because Marketing Alone is NOT an Option!