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Marketing Agreement

Marketing Agreement

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Published by dcdavis

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Published by: dcdavis on Aug 20, 2008
Copyright:Attribution Non-commercial


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Agreement to Market
Allied Mortgage Group Productsand Services
Allied Mortgage Groupand[CompanyName]
THIS AGREEMENT entered into effective [StartDate], by and between Allied Mortgage Group and[CompanyName] (Builder). (Tax ID # [TaxID]).Allied Mortgage Group, (AMG) desires to have the Builder/Realtor perform certain promotionalservices on its behalf and the Builder desires AMG to offer a full line of competitive mortgageproducts to its clients and customers and service and represent them with a commitment toexcellence in service delivery. In consideration of the mutual covenants contained herein, and forother good and valuable consideration, the parties agree as follows:
I. Mortgage Services Provided by AMG
To help the Builder/Realtor serve its clients
and customers mortgage needs and manage closings,AMG will provide the Builder with:
Weekly Communication –
To enhance communication, your dedicated loan officer willprovide a weekly tracking report to you and your sales team which will provide the status ofall customer referrals, if they are pre-approved, and weekly updates of their status if theyhave applied for mortgage financing.
All AMG programs –
AMG’s programs will be made available to all potential customers. Wewill analyze and recommend the correct program for the customer’s specific requirements.
Customer Service –
Customer relations for AMG at [Project/Office] will be under thedirection of a dedicated AMG Loan Officer.
Joint Marketing Support/Signage –
AMG can optionally create custom designed marketingmaterials to promote both your project and Allied Mortgage Group. Included in this jointmarketing material would be approximately a 4ft x 8ft custom designed sign created, at ourexpense, for the entrance to your project/office. We have often found that the signs enhanceproject visibility and are helpful in generating dales.During the term of this Agreement, AMG shall pay the Builder/Realtor
per month formarketing and advertising services and, if applicable, desk rental as outlined below.
AMG shallcommence payment following implementation of all related services.
II. Marketing Services Provided by the Builder/Realtor
1. Builder/Realtor agrees to promote AMG at the following office/tract locations, inaddition to other office/tract that become available during the term of this Agreement:
[Address], [City/State/ZIP]
Allied Mortgage GroupMarketing Agreement Page 2 of 6
2. Builder/Realtor agrees to provide AMG with access to:a. Its customers and agents to explain AMG mortgage programs and products andto solicit mortgage applications.b. All new agents for agent training on AMG mortgage programs and products.Builder/Realtor agrees to notify the AMG Loan Officer prior to a new agent’sstart-date.c. Its weekly sales meetings to give 10 minute updates and provide mortgageinformation.d. 12 homebuyer seminars per year. Builder/Realtor shall provide the advertising forthese events.e. All open houses/model homes.f. Additional time for educational training with the Builder’s/Realtor’s employees oragents as agreed to by AMG and the Builder/Realtor.g. Involve the AMG Loan Officer in office functions; go on weekly caravans andcompany activities in an effort to make them a part of the organization.3. Builder/Realtor agrees to promote AMG to its agents and its customers for theirmortgage lending needs. This includes:a. Builder/Realtor promotion and support of AMG to its agents and customers.b. Encouragement of its agents to promote AMG to its customers.c. Providing AMG print collateral (e.g., brochures and/or flyers) to its customers.Standard print collateral will be provided by AMG.d. Promotion of AMG at special events that may be conducted by Builder/Realtorinsofar as reasonable and mutually agreeable to the parties hereto.4. Builder/Realtor agrees to erect/install signage as outlined below. Cost of signage andinstallation to be borne by AMG.a. One AMG Display Board in a prominent location of each office/tract namedabove.b. One interior AMG sign in a prominent location in each office/tract named above.c. One exterior AMG sign in a prominent location on the exterior façade or signmonument of each office/tract location named above.5. Builder/Realtor agrees to make available a reasonable amount of its printedadvertising to be used to promote AMG products, services and other informationmutually acceptable to the parties. This includes;a. Promoting AMG to prospective Sellers of residential real estate via its MarketingProposal to Sellers.b. Incorporating AMG product and/or sample mortgage programs via its advertisingfeature sheets.c. Displaying AMG related customer flyers and brochures (e.g., open house report,advertising feature sheets, etc.) prominently in the locations listed above and atopen houses, agent offices, etc. so that on average 20sets of flyers/brochuresare displayed at one time.6. Builder/Realtor agrees to work with AMG to identify co-marketing ideas for othermarketing and advertising efforts, such as print ads, radio ads, billboards, customermailings, etc. For those marketing and advertising activities agreed upon by both parties,AMG will be invoiced separately by the Builder/Realtor and will reimburse only for thepercentage of the promotion directly related to AMG.7. Builder/Realtor agrees to restrict non-AMG loan originators from the office/tract workarea and will notify AMG’s Branch Manager prior to allowing office presentations,seminars, training or joint venture discussions with other lenders, even though there willbe an open door policy for other lenders.
Allied Mortgage GroupMarketing Agreement Page 3 of 6

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