Apr
16

Co-Marketing in Mortgage: The Good, the Bad, and the “Wait…Can We Do That?”

Compliance
Live Webinar

Co-Marketing: some of you are doing it right….but a lot of you are doing it wrong.

Join MaxClass CEO LaDonna Lockard and Director of Training and Compliance Jeana Lanktree for a discussion on co-marketing in the housing industry, including what works, what doesn’t, and what might accidentally land you on a regulator’s radar.

From co-branded flyers and social media posts to marketing partnerships with real estate agents, many mortgage professionals jump into co-marketing with good intentions but without fully understanding the rules. The result? Missed opportunities, risky arrangements, or marketing that never reaches its full potential.

In this session, you’ll learn how to:

  1. Avoid the five biggest co-marketing mistakes housing professionals make
  2. Understand when co-branding is allowed and when it crosses the line
  3. Decide whether MSAs are worth your time—or your risk
  4. Build successful co-marketing partnerships with real estate agents
  5. Use compliant strategies that actually help grow your business

Whether you’re new to co-marketing or already partnering with agents, this webinar will give you clarity, confidence, and practical strategies you can use right away.

👉 Register today and Take It to the Max because great partnerships should grow your business, not your compliance file.

Register to attend

Featuring

LaDonna Lockard
LaDonna Lockard
CEO
MaxClass
Jeana Lanktree
Jeana Lanktree
Director of Education & Compliance
MaxClass

Webinar Details

Compliance
Thursday
,
April 16, 2026
12:00 pm
 •
45
 
min
Live Webinar
Live Webinars are virtual classes taught by a live instructor at a specific date and time. Please be sure you are available to take this course at the scheduled date and time.
i
Free to attend
Thursday, April 16, 2026

Co-Marketing in Mortgage: The Good, the Bad, and the “Wait…Can We Do That?”

— We’re a full-service interior design studio who specialise in simple and timeless spaces.

Co-Marketing: some of you are doing it right….but a lot of you are doing it wrong.

Join MaxClass CEO LaDonna Lockard and Director of Training and Compliance Jeana Lanktree for a discussion on co-marketing in the housing industry, including what works, what doesn’t, and what might accidentally land you on a regulator’s radar.

From co-branded flyers and social media posts to marketing partnerships with real estate agents, many mortgage professionals jump into co-marketing with good intentions but without fully understanding the rules. The result? Missed opportunities, risky arrangements, or marketing that never reaches its full potential.

In this session, you’ll learn how to:

  1. Avoid the five biggest co-marketing mistakes housing professionals make
  2. Understand when co-branding is allowed and when it crosses the line
  3. Decide whether MSAs are worth your time—or your risk
  4. Build successful co-marketing partnerships with real estate agents
  5. Use compliant strategies that actually help grow your business

Whether you’re new to co-marketing or already partnering with agents, this webinar will give you clarity, confidence, and practical strategies you can use right away.

👉 Register today and Take It to the Max because great partnerships should grow your business, not your compliance file.

Event Details

April 16, 2026