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Marketing Pulse

Quiet weekend? Build your agent partners a Monday payment sheet

With rates parked at 7.22% and no new lender or regulatory moves to react to, the best use of today is a weekly asset your referral partners will actually forward.

Sunday, September 27, 2026 30Y 7.22%15Y 6.60%5/1 ARM 6.85%

Rate environment quiet this weekend and no new lender or regulatory moves to react to, so today leans into an evergreen play: a one-page payment sheet you send your agent partners every Monday morning. A sheet with this week's numbers gives an agent an answer ready when a buyer asks about the payment, and it puts your name on that answer. It also gives you a standing reason to be in their inbox that is not a request for business, and this week hands you the content — BEA's August PCE lands Wednesday, September 30, and the September jobs report Friday, October 2.

On rates, stay straight with them. Bankrate's 30-year is 7.22% this morning, the top of its 90-day range (6.47%–7.22%) and 49 basis points above the 6.73% of a month ago. On a $400,000 loan that is about $2,721 a month in principal and interest, against about $2,589 a month ago. With refinance math hard to make work against a 7.22% market rate, the marketing focus is the purchase side — buyers in the market now and the agents walking them through homes. That is exactly who a payment sheet serves.

Keep the sheet tight: three price points your partners actually sell at, and for each one the principal-and-interest payment on a conventional 30-year, an FHA 30-year (Bankrate's FHA average is 6.93%, before mortgage insurance) and a 15-year (6.60%). Add one line on what lands this week and one line inviting their buyers to get a payment on their real numbers. Send it the same morning every week so it becomes a habit on their side. If you co-brand it with an agent, keep the cost split proportional to how each of you uses it — RESPA Section 8 is in the headlines again with Zillow asking a federal court to dismiss a RESPA suit against it, and co-marketing is where that rule touches your week.

Do this today

build the template with your three price points and the three loan types, fill in today's rates, and line up the ten agents you will send it to at 8 a.m. Monday.

Borrower segments to act on today

Past purchase clients hitting their one-year home anniversary

A one-year check-in is a natural, rate-agnostic reason to reach out while refinance math is unattractive at a 7.22% market rate, and it keeps you top of mind for referrals.

closed loans · 11–13mo since close · purchases
Active conventional purchases to show a 15-year option

Bankrate's 15-year is 6.60% against 7.22% for the 30-year; for a buyer with income headroom, a side-by-side shows the lifetime-interest difference before they lock.

active loans · purchases · conventional

Today’s content angles

Email

Happy home anniversary note for past buyers

Happy one-year home anniversary! It has been a whole year since you got the keys, and I hope the place feels like yours now. A couple of quick things worth a look at the one-year mark: your escrow account gets its annual review, so your payment may shift a little, and your home may have gained equity worth knowing about. Want me to pull a quick snapshot of where you stand? Just reply HOME and I will send it over this week. And if a friend or neighbor is thinking about buying, I would love to help them the same way.

Tactics worth stealing

Split co-marketing costs by actual use

When you co-brand a flyer, sheet or ad with an agent, each party pays its proportionate share of the cost. Paying more than your share can be treated as a thing of value for referrals under RESPA Section 8. Keep the split and the invoice on file.

RESPA Section 8, 12 CFR 1024.14; CFPB Compliance Bulletin 2015-05