Overview

B2B In a Box™ – for the mortgage professional is quite simply a set of tools designed to empower the mortgage professional with a powerful and focused program that can be used on their own, or as a partnership building product designed to endear new and or existing Realtors® to the Mortgage Professional by providing them a comprehensive marketing system to build both the Mortgage Professional and/or a Realtor® as the “Preferred, In-House” Realtor and lender of local businesses.

B2B In a Box™ was designed to deliver value added benefits to employees of small to mid sized businesses with 20 to 200 employees.  In general, these companies lack an extensive employee benefits program which creates a great opportunity and attraction for business owners and Human Resource Departments to provide additional benefits, especially at no cost to the company.

B2B In a Box™ includes a powerful presentation that can be duplicated by a mortgage professional as a relationship building tool designed to highlight and present all of the important benefits that will be provided by the Mortgage Professional and or Realtor® or both collaboratively.  These benefits include some of the following: 

  • Consultation on demand with no obligation

  • In depth financial liability analysis

  • Mortgage discounts

  • Area information
    1. Current Home Pricing
    2. Market Trends
    3. Mortgage Rate updates
    4. School Information
  • Preferred pricing with Local Retail and Service Providers
  • Preferred Status for Listing and Buying Properties
  • Charitable Contributions for Company
  • And many more.

Becoming the “Preferred Real Estate Team” including both the Realtor® and the mortgage professional is essential as it offers many unique advantages such as: 

  • Endorsement from the Business Owners
  • Reduced Marketing Costs
  • Increased Lead Response Potential
  • Unique Positioning with employees
  • Increased Referral opportunities

B2B In a Box™ includes a customizable PowerPoint™ Presentation that can co-brand the Realtor® with the Mortgage professional or not.  The PowerPoint™ highlights the benefits that are provided by the team or individual.  In addition, a second PowerPoint™ is provided to assist the development of additional relationships with local retail and service providers willing to offer added value to employees of our B2B Customer’s employees.  These benefits might include a preferred pricing program for general home services, electronics or restaurants etc.

B2B In a Box™ Outlines the “How” to build these Business Relationships and provides the essential ingredients for systematic and consistent follow up materials designed to promote lead generation and branding for both the Mortgage Professional or Realtor® or together as a team.

With B2B In a Box™ you will have the opportunity and tools to dramatically increase the number of loans originated by focusing on a more captive and receptive audience, while offering tools to promote and increase your relationships with Realtors®, and increasing the number of referrals from them.

B2B In virtually untapped on a localized level in America.  Combined with the growing number of Realtors®, you can target agents of your choice to present this opportunity.  There isn’t a more powerful and effective way to partner with successful agents!