Monthly Archives: July 2014


Co-Branded Mortgage Ad Example – Realtor and Mortgage Company

Many people ask us questions about co-branded marketing and what is permitted and how to structure the co-branded marketing piece and properly share in the costs of printing and mailing. Here’s an example of a co-branded marketing piece we encountered recently between a real estate firm and a mortgage lending company. See much of the cost should have been paid by the realtor and how much by the mortgage company. What about the termite inspection company? How much of the cost should that company have paid?  Is the Termite Company a Settlement Service Provider subject to RESPA

Answer: most likely yes ……

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