🏡7 Best Practices for Co-Marketing with Realtors (and Tools to Help You Do It)

If you want more Realtor referrals, here’s a secret: don’t just be their title partner—be their marketing partner. When you make it easier for Realtors to attract and close more business, you become indispensable.

Here are 7 simple (but powerful) co-marketing ideas you can start using right away, plus tools to make execution easy.

1. Create Co-Branded Resources

Realtors love having ready-made handouts that make them look polished. Think: “Homebuyer Closing Checklist” or “5 Things That Can Delay Closing.”

Tools to try:

• Canva – Drop in their logo + yours in minutes.

• Beacon or Designrr – Quick PDF/guide creators.

👉 Example: “10 Closing FAQs” one-pager you both hand out at open houses.

2. Host Joint Educational Events

Run a lunch-and-learn, webinar, or even a coffee Q&A for first-time buyers. You bring the title know-how, they bring the audience. Everyone wins.

Tools to try:

• Zoom or Google Meet – Easy online sessions.

• Eventbrite – For RSVPs and reminders.

• Restream – Stream live to Facebook + LinkedIn.

👉 Example: Co-host a 20-minute Instagram Live on “What buyers need to know about closing costs.”

3. Share Marketing Automation Templates

Many Realtors struggle to stay consistent with follow-ups. Hand them done-for-you templates they can plug into their CRM or email system.

Tools to try:

• Mailchimp or HubSpot – Simple email drip campaigns.

• HighLevel or Constant Contact – Great for agents who don’t have a CRM.

👉 Example: A 5-email sequence for “under contract to closing” updates.

4. Collaborate on Social Media

Jump into their world—make co-branded reels, stories, or posts. Realtors are always looking for fresh content, and it’s free exposure for you.

Tools to try:

• CapCut or InShot – Edit short-form videos.

• Canva – Co-brand templates for IG + LinkedIn.

👉 Example: Record a quick side-by-side Reel: Realtor shares “3 mistakes buyers make,” and you add “how title protects them.”

5. Capture Video Testimonials Together

After a smooth closing, whip out your phone: “Can we record a quick 30-second video about how this deal went?” Share it on both your feeds.

Tools to try:

• Loom or Riverside.fm – Easy recording.

• Descript – Edit and add captions quickly.

👉 Example: “Thanks to [Realtor Name], this closing was seamless. Here’s what teamwork looks like.”

6. Share Co-Branded Calculators & Tools

Realtors want ways to impress clients with fast answers. Give them tools they can share that also carry your brand.

Tools to try:

• TitleTap calculators – Net sheets and closing estimates.

• Breakthrough Broker – Listing Marketing Templates, Designs and Marketing Strategies.

👉 Example: A Realtor pulls up your co-branded net sheet app right in front of a seller—instantly boosting both of your credibility.

7. Track & Share the Wins

Realtors want proof it’s worth their time. If you run a webinar or campaign together, share how many people registered, viewed, or clicked.

Tools to try:

• Google Analytics or Bitly – Track clicks on shared links.

• Mailchimp reports – See email opens + engagement.

👉 Example: “We had 42 buyers register for our co-hosted webinar. Let’s run another one next month.”

Next Step

Pick one Realtor you trust and roll out just one of these ideas in the next 30 days. Use the tools above to keep it simple. Once you see results, expand it to more partners.

When Realtors see you’re helping them grow their pipeline, they’ll send more of their pipeline your way.

To your success!

The Modern Title Agent Team

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