Co-marketing

Build demand together

Co-marketing turns your best referral relationships into marketing partnerships. Both brands. Shared costs. Contacts delivered to both of you the moment they come in.

Just listed

4 beds in Maple Heights: book a tour this weekend

RE LO Your Brokerage
+ Partner Lending
Get pre-approved

Know your budget before you fall in love with the house

RE LO Your Brokerage
+ Partner Lending

Both brands. One program.

Trusted by 1M+ loan officers and agents

EXIT RealtyRealtor.comRateSideUnited Real EstateMoxiWorksTotal ExpertBoomTown
EXIT RealtyRealtor.comRateSideUnited Real EstateMoxiWorksTotal ExpertBoomTown
CMG FinancialMarqAtlantic Bay MortgageMutual of Omaha MortgageSynergy One LendingInside Real EstateRealty Austin
CMG FinancialMarqAtlantic Bay MortgageMutual of Omaha MortgageSynergy One LendingInside Real EstateRealty Austin

The referral relationship has a ceiling

Most agent-LO partnerships run on goodwill. One side sends clients. The other closes them. It works until the market shifts or the relationship cools, and years of trust disappear overnight. The strongest partnerships in housing don’t wait on referrals. They build demand together.

Platforms are buying the whole journey.

The biggest names in housing are acquiring their way into every step: search, financing, closing. You can’t out-spend them. But a coordinated local partnership that shows up together in the same market is something no national platform can replicate at scale.

Same buyer. Double the spend.

An agent is marketing to reach buyers. An LO is marketing to reach the same buyers. Two budgets, two programs, completely separate. Co-marketing means one program, both brands, costs split, while presenting a unified team neither of you could project alone.

Loan officers: Flip the dynamic.

Most LOs spend their careers chasing agent referrals. The ones building the strongest partnerships show up with a co-marketing program already built and budget already committed. That’s a different first conversation. A completely different kind of relationship.

How it works

One plan. Two brands.
Everything handled.

When you co-market through Evocalize, the AI Marketing Director builds one marketing plan for both partners, not two separate programs that happen to share a logo. Your partner receives a direct invitation, reviews the program, and approves it before anything goes live. From there, the Director handles everything else.

It invites

It invites your partner.

You send an invitation directly through the platform. Your co-marketing partner gets a clean request. They review the program, approve it, and you’re ready to go. No back-and-forth emails. No coordinating schedules. No paperwork.

Invite a partner 1 click
RK

Rachel K.

REALTOR® · your partner

Send invite
Invitation approved — ready to launch

No emails. No paperwork. No scheduling.

Approve once — the rest is handled.

It co-brands

It puts both brands in the ad.

Every piece of creative that runs, across every channel, carries both names and both brands. Buyers and borrowers see a unified team from the first impression. Because you are one.

Co-branded ad Auto
Just listed

Get pre-approved before you fall in love with the house.

RE LO Your Brokerage + Partner Lending

Both names, both brands — on every ad.

It splits

It splits the cost automatically.

The program cost divides 50/50 between both partners. Calculated. Handled. No invoices. No manual payment coordination. No reconciliation at the end of the month.

Cost, split 50/50 Auto
Program cost$780 / mo

You pay

$390

Partner pays

$390

No invoices · no chasing payments · no reconciling

Calculated and charged automatically.

It complies

It keeps you RESPA-compliant.

The cost-sharing structure is built specifically for housing industry compliance. Each partner contributes proportionally to the program they both benefit from. The accounting is automatic and documented: no guesswork, no manual tracking.

RESPA-compliant Built-in

A patented cost-sharing structure, built for housing compliance.

  • Proportional cost share
  • Fair-market structure
  • Documented automatically

No guesswork. No manual tracking.

It launches

It launches across every channel.

Your co-marketing programs run across Google Search, Google Display, Facebook, Instagram, and TikTok, wherever your buyers and borrowers are spending time. Both brands, everywhere, at the same time.

Launching Live
  • Google Search Live
  • Facebook Live
  • Instagram Live
  • YouTube · Display Live

5 channels live · launched in 1 click

Targeted to your local market

It delivers

It delivers contacts to both of you — instantly.

The moment someone engages with your program, both partners receive their information simultaneously. No one owns the contact. No one waits. Both of you can follow up from the first second.

Contacts delivered Instant
M New contact · Maria

To you

same moment

To your partner

same moment

No one waits. No one owns it. Both follow up.

Both of you, instantly.

It learns

It learns and improves.

Every program produces outcome data. The Director feeds that learning back into the next plan, so your co-marketing programs get sharper over time. Better targeting. Better creative performance. Better contact quality for both partners.

Results & optimization
Contacts / week Last 90 days
Shifted budget to Google — CPL down 22%

$19

CPL, improving

EXIT Realty Corp.
Annette Anthony “Co-marketing isn’t just about sharing ad costs — it’s about sharing success. It gives our Associates a simple way to collaborate with trusted loan officers, create stronger programs, and build deeper partnerships that go way beyond referrals.”

Annette Anthony

EXIT Realty Corp.

Built for the partnerships that matter most

For mortgage loan officers

  • Stop asking for referrals. Start arriving with marketing budget and contacts
  • Position yourself as a partner, not a vendor
  • Show up in your local market under a co-branded plan that benefits both sides
  • Build partnerships that deepen over time: the longer you run together, the stronger the relationship

For real estate agents

  • Split the cost of your marketing programs with a trusted loan officer partner
  • Both brands appear in every ad: buyers see a unified team from day one
  • Contacts come to you simultaneously, no waiting on referrals
  • Strengthen the LO relationships that matter most to your business

Got questions?

Frequently asked questions

What is co-marketing for real estate agents and loan officers? +

Co-marketing is when a real estate agent and a mortgage loan officer run joint digital marketing programs together. Both brands appear in the ads, the costs are divided between the two partners, and contacts generated by the program are delivered to both parties at the same time.

Evocalize automates the full process, from the partner invitation to the cost split to the contact delivery, so neither partner has to coordinate the mechanics manually.

Is agent-loan officer co-marketing RESPA compliant? +

Yes, when structured correctly. Evocalize’s co-marketing platform uses a patented cost-sharing structure built specifically to meet RESPA requirements in the housing industry.

Each partner pays their proportional share of the program, and the system handles the accounting automatically. No manual tracking, no documentation overhead, no compliance guesswork.

How are co-marketing costs split between partners? +

Costs split 50/50, calculated and handled automatically through the platform. There are no manual invoices, payment coordination, or end-of-month reconciliation required.

Both partners are charged their share directly through the system.

What do both partners receive from a co-marketing program? +

Both partners’ brands appear in every ad across every channel: Google, Facebook, Instagram, and TikTok. Both partners receive contacts simultaneously the moment someone engages with the program.

Both partners have full visibility into program performance through the Evocalize dashboard. Neither partner has to manage the program manually once it’s live.

How do I start a co-marketing program with a partner? +

You send your co-marketing partner an invitation directly through the Evocalize platform. They review the program and approve it before anything goes live.

Once approved, the AI Marketing Director handles all execution: creative, targeting, channels, cost split, and contact delivery. The whole process from invitation to live program takes minutes.

Ready to build demand with your best partners?

Stop waiting for the next referral. Start building something that compounds.