Escrow Marketing: A Roadmap

Escrow officers, managers, and business owners need to build a clear, compliant, and effective marketing strategy that drives growth while maintaining RESPA and regulatory integrity.

This course walks participants through the key components of a modern marketing plan tailored for the escrow industry — from defining your brand and identifying your ideal client base to leveraging technology, community engagement, and referral relationships. Participants will learn how to communicate value, maintain ethical standards, and measure marketing results for sustained business success.

Whether you’re launching new initiatives or refining existing efforts, this roadmap provides the tools and structure to elevate your marketing presence and strengthen your professional reputation.

Key Takeaways:

• Building a Marketing Foundation: Learn how to define your brand, clarify your value proposition, and target the right audiences for your services.
• Compliant Marketing Practices: Understand RESPA and CFPB guidelines for co-marketing, affiliated business arrangements, and promotional partnerships.
• Digital and Social Media Strategy: Explore how to use digital platforms, email campaigns, and social media effectively and ethically to connect with clients and agents.
• Relationship and Referral Building: Develop proven techniques for nurturing real estate agent, lender, and client relationships that lead to consistent referrals.

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