Purpose

Each Content Day requires a loan officer (LO) sponsor to help offset event costs and increase buy-in from attendees. This SOP explains exactly how to find, contact, secure, and onboard a loan officer sponsor for each event.

1. Who We Reach Out To (Priority Order)

A. Loan Officers We Already Know / Have Worked With

These people are the easiest “yes” because:

• They already know CREM
• They’ve benefited from past events
• They trust our brand

Always start with:

• Past event sponsors
• Loan officers whose agents regularly use us
• Loan officers who have expressed interest in marketing partnerships

B. Loan Officers Connected to Our Realtor Clients

Ask agents:

“Hey, do you have a loan officer you really trust? We’re lining up sponsors for our next Content Day and would love to feature someone you recommend.”

These are warm intros and convert extremely well.

C. Loan Officers We See Online Consistently Posting Content