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Title Company: Best Referral Sources

Who should be sending you clients, and the rooms they are already sitting in. Tell us where you are and we will send the list.

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The rooms for title companies, the next meeting dates, and who to ask for when you walk in.

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Your one-page action plan

Five partners, what starts the work for each one, and the three rooms to be in. Print it and keep it in the car.

Networking plan: Title Company

The five people who should be sending you clients

  1. Real Estate Investor (They send you work)
    Shared trigger: somebody puts a house on the market
  2. Attorney Real Estate (Two-way)
    Shared trigger: somebody buys a house
  3. Real Estate Agent (Residential) (They send you work)
    Shared trigger: somebody buys a house
  4. Mortgage Broker / Loan Officer (They send you work)
    Shared trigger: somebody buys a house
  5. CPA / Accountant (They send you work)
    Shared trigger: somebody needs a loan closed

The three rooms to be in

  1. Your local Realtor board or association: Your partners are in this room: real estate attorneys, residential real estate agents, and mortgage brokers.
  2. LinkedIn groups & local B2B communities: Your partners are in this room: real estate investors, residential real estate agents, and mortgage brokers.
  3. Local mortgage bankers or brokers association: Your partners are in this room: mortgage brokers, appraisers, and home inspectors.

Don't confuse this with networking: Land title association. Learning and supplier access, not referrals.

The people

Who should be sending you clients

Ranked by what starts the job, not by who sounds close to your trade. When something happens that makes people need title companies, who else gets a call that same week?

Match strength is how much of your work starts from the same event as theirs, scored out of 100. Higher means you are more often called into the same job in the same week.

  1. 1 Real Estate Investor They send you work Trigger: somebody puts a house on the market 76 match strength out of 100
  2. 2 Attorney Real Estate Two-way Trigger: somebody buys a house 75 match strength out of 100
  3. 3 Real Estate Agent (Residential) They send you work Trigger: somebody buys a house 73 match strength out of 100
  4. 4 Mortgage Broker / Loan Officer They send you work Trigger: somebody buys a house 73 match strength out of 100
  5. 5 CPA / Accountant They send you work Trigger: somebody needs a loan closed 73 match strength out of 100
  6. 6 Business Banker They send you work Trigger: somebody needs a loan closed 71 match strength out of 100
  7. 7 Real Estate Appraiser Two-way Trigger: somebody buys a house 66 match strength out of 100
  8. 8 Insurance Property & Casualty Two-way Trigger: somebody buys a house 66 match strength out of 100
  9. 9 Hard Money / Private Lender Two-way Trigger: somebody needs a loan closed 65 match strength out of 100
  10. 10 Home Inspector Two-way Trigger: somebody buys a house 65 match strength out of 100

Knowing the names is half of it. We will send the list with what to say to each one. Send me my list ↑

The rooms

Where those people actually are

Ranked by how many of your best partners are in the room, and how much work each one can send you. Give someone nine choices and they pick none, so we have marked the one to start with.

  1. 1 Your local Realtor board or association Your pick Your partners are in this room: real estate attorneys, residential real estate agents, and mortgage brokers. Your partners' association · Monthly · Under $500/yr · ~4 hrs/month Chapter finder →
  2. 2 LinkedIn groups & local B2B communities Your partners are in this room: real estate investors, residential real estate agents, and mortgage brokers. Online community · Always on · Free · ~3 hrs/month Chapter finder →
  3. 3 Local mortgage bankers or brokers association Your partners are in this room: mortgage brokers, appraisers, and home inspectors. Your partners' association · Monthly · Under $500/yr · ~3 hrs/month Chapter finder →
  4. 4 Your city or county chamber of commerce Your partners are in this room: residential real estate agents, mortgage brokers, and CPAs. Chamber of commerce · Monthly · Under $500/yr · ~4 hrs/month Chapter finder →
  5. 5 BNI One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Structured referral group · Weekly · $500–$2,000/yr · ~8 hrs/month · One seat per category Chapter finder →
  6. 6 LeTip International One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Structured referral group · Weekly · $500–$2,000/yr · ~7 hrs/month · One seat per category Chapter finder →
  7. 7 Network In Action One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Structured referral group · Monthly · $500–$2,000/yr · ~3 hrs/month · One seat per category Chapter finder →
  8. 8 Master Networks One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Structured referral group · Weekly · $500–$2,000/yr · ~7 hrs/month · One seat per category Chapter finder →
The competitor trap

Land title association

Most title companies join this room first. It is also the one most likely to be the wrong pick. Everyone in it does what you do. Join it for the training, the licenses, and the ties to manufacturers. Do not join it for referrals, and do not join it instead of the rooms above.

Let us be straight with you. For title companies, a weekly referral group is not the best pick. Your partners gather in professional groups instead, so spend your time there. We would rather say that than sell you a seat you do not need.

These rooms meet on real dates. We will send you the next ones for your area. Send me the dates ↑

Your seat

Is your seat open?

Prime Time takes one Title Company per chapter. Put a South Florida ZIP into the form above and we will show you which seats are open.

Add your ZIP code in the form above to see which seats are open. Go to the form ↑

Want this as a list you can act on?

Send it to yourself: the partners above, the rooms ranked for title companies, and the next meeting dates for your area.

Send me my list