co-marketing perks with southern trust
LET’S GROW YOUR BUSINESS...TOGETHER.
Discover smart, sustainable strategies to attract more buyers and sellers through marketing, relationships, and accountability.
Friends & Family
Ensure you're top of mind when someone they know needs real estate help.
Past Clients
Develop a system to stay in regular contact after closing.
Community Connections
Engage with builders, CPAs, attorneys, and local business owners.
Lead Generation Tools
Leverage home value sites, open houses, and targeted online ads. scan for content
Email Marketing
Send valuable newsletters and timely market updates to your database.
Direct Mail
Target neighborhoods with valuable information, not promotional fluff.
Social Media
Share client success stories, property tips, and market insights.
Video Content
Create personal updates, property tours, and educational content. scan for content
Native Content
Timely and trendy topics that grab immediate attention.
National Homeownership Month posts
Current market rate updates
Seasonal buying tips
Evergreen Content
Always-relevant information that builds lasting value.
First-time buyer guides
Credit improvement strategies
Home maintenance checklists
Platform
Best For
Facebook Community focus, local market updates
What is the most used social media by age?
Below is a breakdown of social media usage by age range in the US:
Instagram Visual storytelling, property showcases
LinkedIn Professional referrals, industry insights
18-29 years – YouTube (93%), Instagram (76%), Facebook (68%), Snapchat (65%)
30-49 years – YouTube (94%), Facebook (78%), Instagram (66%), Pinterest (43%)
TikTok/Reels First-time buyers, quick tips, trends
YouTube In-depth education, virtual tours
50-64 years – YouTube (86%), Facebook (70%), Instagram (36%), LinkedIn (30%)
65+ – YouTube (65%), Facebook (59%), Pinterest (22%), Instagram (19%)
Link directly to landing pages, buyer guides, or listing information. Create specific codes for each marketing piece to track effectiveness.
Develop memorable domain names for each campaign or neighborhood.
Use UTM parameters to identify which mailers drive the most traffic.
Include "mention this card" promotions for special reports or consultations. Track redemption rates to measure campaign performance.
Conversion
Close more deals by building trust over time
Consistency
Maintain contact through automated sequences
Value Addition
Provide useful guides, checklists, and local insights
Speed to Lead
Respond within 5 minutes of initial contact scan for guide
Doug is all business, all the time. A seasoned pro, he thrives on facts, numbers, and results. His clients appreciate his no-nonsense approach, his deep market knowledge, and his ability to execute. Doug isn’t here for fluff—he’s here to win.
Deep experience and industry knowledge
Loyal, established client base
High conversion rate from referrals
Efficient systems for communication and follow-up
THE DATA-DRIVEN DEAL CLOSER
Best Marketing Strategy for Doug:
Messaging Examples:
"In a shifting market, experience matters. Here’s how I helped my client close 7 days early and $12,000 over asking. "
"The market doesn’t lie check out the Q2 numbers and what they mean for you. "
“Looking for a Realtor who treats your time and money like his own? Let’s get to work. ”
Doug’s marketing should be fact-based, automated, and scalable—designed to maximize credibility and consistency.
Monthly market reports branded to Doug, featuring data trends, rates, and local stats
Client success case studies (especially “just sold” recaps with dollar figures and turnaround times)
Drip campaigns that highlight his expertise and professionalism
LinkedIn articles or thought leadership posts
Referral partner updates that are clean, polished, and value-packed
Database mining campaigns—he should use
email/text automation to re-engage past clients
Cassie is a social butterfly with a heart for people. She's all about genuine connections—her clients become friends, and her friends become clients. Her network is her net worth, and she knows everyone in town.
Incredible referral engine
Strong community presence
Warm, approachable, and trusted
Great at building long-term relationships
the connector
Messaging Examples:
“Who you work with matters especially when you need someone who knows the neighborhood and your name. ”
“I’ m here for your real estate goals… and your dog’ s birthday party. ”
“Let’ s find your next home, then grab coffee at my favorite local spot ”
Best Marketing Strategy for Cassie: Cassie should focus on relationship marketing, community engagement, and client appreciation.
Client appreciation events (wine tastings, pumpkin patches, etc.)
Handwritten notes and thoughtful pop-bys Instagram stories, local shout-outs, and casual video updates
Monthly “Cassie’s Community Picks” email
Referral partner collabs and social comarketing
the branding queen
Messaging Examples:
“Real estate with a little glam and a lot of hustle ”
“Your dream home deserves dream marketing. Let’ s make it gorgeous. ”
“Yes, I make houses look good. But I make deals look even better. ”
Beth is polished, stylish, and camera-ready. She lives on Instagram and TikTok, where she shares staging tips, walk-throughs, and homebuyer inspo. Her brand is her business and people love watching her work.
Strong personal brand
High visibility and recognition
Great at visual storytelling
Consistent social media engagement
Instagram Reels, TikToks, and Stories
Branded listing videos with trendy audio
Behind-the-scenes of showings and closings
Style guides, mood boards, and staging checklists
Custom Canva templates for listing promotions
Best Marketing Strategy for Beth:
Beth should lean into personal branding, short-form video, and visual content that highlights her market savvy and her aesthetic.
the systems queen
Messaging Examples:
“I don’t wing it I win it with systems that work ”
“When you work with me, you never have to wonder what’ s next. ”
“Smooth closings don’t happen by accident. They happen by design. ”
Samantha runs her business like a business. She’s organized, efficient, and always five steps ahead. From CRM workflows to closing checklists, her clients feel the confidence of working with someone who has it all under control.
Stellar client experience
Clear communication & organization
Excellent time and transaction management
Gets repeat and investor business
Email marketing with timelines and checklists
CRM automations for follow-up and birthdays
“What to expect” guides for clients
Testimonials focused on experience and organization
LinkedIn and Google Business profiles for trust
Best Marketing Strategy for Samantha: Samantha should highlight her efficiency, professionalism, and process-driven results.
Marcus is an educator at heart. He’s calm, patient, and methodical. First-time buyers love him because he makes the process feel simple and safe. His clients feel smarter after working with him and they refer everyone they know..
Exceptional at building trust
Educates buyers and sellers with ease
Low-pressure, high-loyalty approach
Great retention and referrals
the mentor
Messaging Examples:
“My job is to make sure you understand your options, not pressure you into mine. ” “Buying a home shouldn’t be scary. I’ll walk you through every step. ”
“Want to feel like a real estate pro before you ever make an offer? Let’ s talk. ”
Best Marketing Strategy for Marcus:
Marcus should focus on educational marketing, workshops, and authority-building content.
Buyer/Seller webinars and in-person workshops
Blog articles and email tips
Downloadable guides (First-Time Buyer
Checklist, etc.)
YouTube videos or FAQs
Content partnerships with LOs, attorneys, inspectors
the mentor
Messaging Examples:
“I make buying and selling feel like a swipe-right experience. ”
“No stress. No paper. Just smart, fast, seamless moves. ”
“Your next home is just one click away. ”
Trent is all about innovation. He’s got every app, drone, and tool you can think of—and uses them to make his clients’ lives easier. He’s the guy who sends you a digital tour before you even ask.
Tech-savvy and efficient
Smooth digital process
Attracts remote buyers, investors, and busy clients
Great marketing packages for listings
3D virtual tours and drone footage
Smart email automation
SEO and paid digital ads
Explainer videos and AI-enhanced listing tools
Mobile-friendly applications and e-signing
Trent should lean into digital-first marketing, automation, and virtual convenience.
Welcome to a practical guide on building intentional relationships and consistent systems. Nurture leads so they trust you, choose you, and refer you.
Contact new leads within 24 hours via text, call, or email.
Remember: leads are people. Nurturing is service, not chasing.
Ask "How can I help?" not just "Are you ready?"
Welcome Message
Here's how I help and what to expect.
Educational Content
Share credit tips, program
Personal Story
Show real wins you've he
Check-In Call
Just checking if timing or
Resource Drop
Send a useful checklist, l
Never miss a follow-up opportunity with automated alerts. Schedule check-ins at key milestones. Organize by Stage
Sort contacts by pipeline position: lead, pre-approval, inprocess, or past client. Track progress visually.
Note birthdays, closing anniversaries, and major life changes. Small gestures build lasting relationships.
Educational Series
Create first-time buyer tips and credit improvement guides. Deliver consistently over time. Video Messages
"Here's what to think about this month. " Personal touch builds trust. Market Updates
Share quarterly insights or simple "thinking of you" notes. Stay relevant without selling.
Provide Value Three Times
Give before you ask.
Ask for Business
Request a consult or referral only after providing value.
Value Examples
Free home maintenance checklist
Local event invitations
Myth-busting blog content scan for content
Share real moments helping clients. Authenticity builds connection and trust.
Highlight Relationships
Feature partners and closing celebrations. Show your collaborative network in action.
Mix Content Types
Blend personal and professional posts. Being human makes you approachable.
Consistent Presence
Show up regularly with valuable content. Staying top-of-mind drives referrals.
Focusonconvertingleadstoclientswithoutsoundingsalesy. Ourgoal:equipyouwithstrategiesthatbuildconnection,provideclarity, andmaintainconsistency.
Build Trust
Establish credibility through consistent communication and expertise.
Offer Clear Next Steps
Guide prospects with specific actions they can take. Create Urgency
Help clients understand timing without applying pressure.
The biggest mistake? Staying "top of mind" but never asking for commitment.
Your Process
Explain what it's like to work with you and your unique approach.
Client Responsibilities Clearly outline what you need from them for a successful partnership.
Your Commitment
Detail the services and support they can expect from you.
Create a "Working with Me" document to send after initial contact. scan to get template
Offer Value
"If I sent you 3 off-market listings today, would you want to check them out?"
Provide Insight
"Would it help to see what your home would list for right now?"
Schedule Next Steps
"Let's book a strategy session next week—no pressu planning. "
Objection
Realtor Response
"We're just browsing" "Perfect! Let's shape your musthave list so we're ready when the right one pops up. "
"Not sure if we can afford it" "I work with a lender who can give you a solid game plan—even if buying is months away. "
"Not ready to list yet" "Let's walk the home together and I'll share tips to maximize your profit when the time is right. "
LET'S WORK TOGETHER!
In today’s competitive real estate market, collaboration between mortgage lenders and real estate agents is more important than ever. At Southern Trust Mortgage, we believe in the power of partnerships to drive success and deliver an exceptional experience for our clients. This guide outlines a range of co-marketing opportunities designed to help you expand your reach, generate more leads, and close more deals—together.