How to Pitch Your Contracting Business to Real Estate Brokerages That Just Switched Brands

Hook: Turn brokerage migrations into steady, high-value leads — fast

Pain point: You hear a major brokerage in your area just converted brands (REMAX conversions in the GTA are a recent example) and you want in on the preferred-vendor list — but you don’t know the right message, timing, or paperwork. This guide gives you a tactical, low-friction outreach plan plus ready-to-use pitch templates to win those relationships.

What you’ll get — fast wins, a plan, and templates

• Why broker brand switches are an immediate opportunity in 2026
• A prioritized 30–60–90 day outreach cadence tailored to migrating broker offices
• Plug-and-play pitch templates: email, phone, LinkedIn and in-person
• Checklist of documents, tech hooks and value props brokers actually care about
• Sample preferred-vendor terms and KPIs to measure success

Why brokerage migrations matter now (2025–2026 trends to exploit)

Late 2025 and early 2026 brought a wave of brokerage conversions and consolidations across major markets — from local switches to national franchisor moves. A notable example: several Toronto-area Royal LePage offices converted to REMAX branding, immediately creating dozens of offices and over a thousand agents in motion. That motion opens two advantages for contractors:

• Procurement windows: Brand onboarding requires brokers to review vendor rosters, marketing partners, and service providers — these windows are when decisions get made.
• Tech migrations: New franchisors often roll out unified CRMs, preferred vendor directories, and co-branded marketing channels. Early integration = higher visibility.

“We’re thrilled to welcome … into the global REMAX community,” said REMAX CEO Erik Carlson during recent conversions — a signal that franchisors are actively reshaping local networks and vendor lists.

How conversions change vendor selection — and what brokers care about

When agents and offices convert brands, decision-makers focus on three things: compliance, reliability, and brand fit. That means your outreach must foreground:

• Verified credentials (insurance, licensing, safety)
• Turnaround and availability (bookings within X days, weekend coverage)
• Co-marketing readiness (co-branded flyers, open-house support)

Targeting: which offices to prioritize (GTA example)

Not all converted offices are equally valuable. Use this prioritization for the GTA or similar metro areas:

1. High-volume downtown and inner-suburban offices (highest agent density)
2. Offices led by teams known for client referrals (team leaders with 30+ agents)
3. Newly rebranded offices with recent press coverage (search local news)
4. Outlier offices near EV and retrofit incentive pockets — good for specialty trades

Tactical outreach plan — 30/60/90 day cadence

Day 0–7: Prep and offer creation

• Assemble a single-sheet vendor packet: one-page value prop, proof of insurance, three recent case photos, two agent testimonials, one co-branded flyer mock-up.
• Create a landing page for brokerage referrals with a simple booking form and dedicated phone line — use UTM tags for tracking.
• Prepare your Preferred Vendor Intro Kit as a PDF and a short 60–90 second explainer video.

Day 8–30: First outreach wave — email + LinkedIn + phone

• Send a personalized email to the office manager and team leads (template below).
• Follow with a LinkedIn message to the office manager referencing the email and attaching the kit.
• Call to request 10 minutes to explain how you help agents close deals faster — focus on speed and referral handling.

Day 31–60: Relationship building — in-person and value add

• Book a 20-minute office visit: bring branded leave-behinds and a tablet showing your booking portal.
• Offer a free office training: “How to sell minor improvements that increase closing rate” — deliver a 30-minute lunch-and-learn.
• Run a quick co-marketing pilot: offer 2 free home-staging light installs for first 2 agent listings to generate case studies.

Day 61–90: Close and onboard

• Present a preferred-vendor agreement with clear SLAs and reporting cadence (see sample terms below).
• Offer a 90-day performance trial — reduced admin + waived onboarding fee if they list you.
• Ask for feedback and set a quarterly review date.

Plug-and-play pitch templates

Email template — first contact

Subject: Quick — support for [Office Name] agents during the REMAX transition

Hi [Name],

I’m [Your Name], owner of [Company]. We help agents in the [neighbourhood/GTA] close listings faster by delivering fast, reliable installs and repairs — from urgent lock changes and staging lighting to EV charger pre-wires and energy-rebate upgrades. After seeing the recent [REMAX conversion/Risi-led switch], I wanted to offer a low-friction support package for your agents during onboarding.

What I’m offering: a dedicated booking page for your office, priority scheduling (48-hour service window for listed properties), and a co-branded flyer agents can hand to sellers. I’ve attached our one-page vendor kit and two agent testimonials.

Could we do a 10–15 minute call this week to discuss how we can reduce days-on-market for your team? I’ll email you a proposed time shortly.

Best,

[Your name] — [Phone] | [landing page]

Phone script — 60–90 seconds

1. Intro: “Hi [Name], this is [Your name] with [Company]. I know you’re busy with the brand switch — quick question: who handles your office vendor list right now?”
2. Pitch: “We specialize in same-week installs and co-branded marketing for agent listings. We can reduce staging and repair timelines by an average of X days.”
3. Close: “Could I bring a two-minute demo and our vendor kit to your office on [day]? No commitment — just a demo.”

LinkedIn message — two lines

Hi [Name], congrats on the [REMAX] transition. I help [GTA] agents close faster with priority installs and co-branded materials. Can I send a 1‑page vendor kit?

What to include in your Preferred Vendor Intro Kit (one pager)

• Core offer: services, typical lead time, guaranteed response window
• Compliance: CGL policy number, WSIB/WCB or equivalent, business license
• Proof: 3 before/after photos and 2 short agent quotes
• Technology: booking portal link, integration options (Zapier, Broker CRM, email triggers) — make sure your calendar integrations (Google/Outlook) are tested
• Co-marketing: sample co-branded flyer and open-house offer

How to quantify your value to agents and brokers

Brokers respond to numbers. Build simple metrics you can present:

• Average time-to-complete (target: 48–72 hours for typical staging tasks)
• Average increase in listing presentation quality (use before/after photos and agent feedback)
• Reduction in days-on-market for listings using your service (track pilot cases)
• Lead-to-customer conversion rate for broker referrals

Sample preferred-vendor terms to propose

These are starting points; adjust per counsel and local rules.

• Term: 6 months trial, auto-renew unless terminated with 30 days’ notice
• Availability SLA: priority scheduling within 48 hours for active listings
• Reporting: monthly lead and conversion report (basic data: referrals, jobs booked, avg ticket)
• Marketing: permission to use office logo in co-branded materials with approval rights
• Referral fees: flat referral processing fee or none — many brokerages prefer no-fee vendors; price the value elsewhere
• Insurance: maintain specified limits and provide COI upon onboarding

Case study: How a local installer won a REMAX office in the GTA (anonymized)

Challenge: A contractor wanted to break into 7 newly-converted REMAX offices in a single borough. Strategy used:

1. Mapped agent rosters and prioritized three offices with the highest listing volume.
2. Sent tailored email + followed up with a lunch-and-learn offer that promised “two open-house support installs on us.”
3. Delivered the pilot installs in 36 hours and documented results with photos and a one-page impact report for each listing.
4. Used the pilot data to get listed on the preferred vendor roster for two offices within 60 days.

Outcome: 40+ referrals in 6 months, average job value increased 18%, and a standing slot on one office’s preferred list. Key to success: fast delivery + measurable impact.

Tech & integrations that get you listed faster in 2026

In 2026, brokers expect vendors to play nicely with their tech stack. Common hooks:

• Booking links with calendar integrations (Google/Outlook)
• Lead routing via Zapier or direct CRM APIs
• Co-branded digital flyers and QR codes for open houses
• Simple dashboards for brokers showing referrals, jobs, and satisfaction scores

Tip: Build a simple Zap that turns email referrals into calendar slots and sends a “referral accepted” message back to the agent automatically.

Pricing and incentives — what actually moves the needle

Agents want predictable costs. Your pricing approach can include:

• Flat-rate “listing-ready” packages for common needs (light installs, staging touch-ups)
• Priority-fee tiers for same-day or 48-hour guaranteed service
• Intro credits for new offices (e.g., $100 credit for the first three agent referrals)
• Performance discounts if you deliver a certain volume of referrals per quarter

Onboarding checklist for when you get listed

• Deliver a COI and all compliance docs to office admin
• Set up your dedicated referral landing page with UTM tracking
• Train agents: 20-minute virtual session + 1-page cheat sheet
• Provide co-branded materials and office-specific promo codes
• Schedule follow-up at 30 and 90 days to review performance

Metrics to track your success

• Referrals received per office
• Conversion rate (referral to booked job)
• Average job value for broker-referred customers
• Repeat rate from same agents
• Days-to-completion and NPS (agent satisfaction)

Common mistakes to avoid

• Submitting a generic vendor packet — personalization matters
• Asking for exclusivity too early — start with performance first
• Ignoring tech integration — manual workflows don’t scale with brokers
• Not tracking leads separately — you need clean attribution for ROI

Legal and ethical considerations (short checklist)

• Check local rules on referral fees and disclosure — many markets require upfront disclosure of any financial relationships.
• Keep contracts clear on liability and insurance requirements.
• Ensure privacy compliance for lead data shared between your booking system and broker CRMs.

Quick reference templates (one-page summaries)

One-line value prop

[Company] — Priority same-week installs and co-branded marketing that help [Office Name] agents close listings faster and reduce days-on-market.

Two-minute elevator pitch

“We’re a local installer specializing in rapid listing-ready work (48–72 hours). We handle scheduling, rebates and co-branded marketing so agents can move listings faster and spend less time on repairs.”

Final tactical checklist before outreach

1. Create a one-pager and 60-sec video
2. Build a dedicated referral landing page with UTM tracking
3. Prepare COI, licenses and testimonials
4. Plan a 30–60–90 day outreach cadence
5. Book a lunch-and-learn or open-house pilot

Why act now — the 2026 window closes quickly

Brokerage migrations compress decision-making into short windows. Offices finalize vendor lists during brand onboarding and immediately roll out new CRM and marketing tools. If you’re not on their radar early, you’ll face inertia and long procurement cycles. Use the templates and cadence above to be the reliable, verifiable option they choose.

Call to action

If you want a ready-made outreach package that includes a customizable one-pager, email templates, and a Zapier booking workflow pre-configured for broker referrals, request our Brokerage Outreach Starter Kit. We’ll also review your vendor packet and give one complimentary line-edit to tailor it to a specific REMAX or GTA office.

Click here to get started — or email us at partnerships@[yourcompany].com and mention “REMAX conversion kit” for priority review.

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