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PARTNER WITH PMA

PARTNER WITH PMA

Turn Your Member Benefits Into Measurable Results.

Turn Your Member Benefits Into Measurable Results.

PMA provides the people, technology, and proven processes needed to deliver a seamless real estate benefit experience, from enrollment through closing.

PMA provides the people, technology, and proven processes needed to deliver a seamless real estate benefit experience, from enrollment through closing.

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WHO WE PARTNER WITH

WHO WE PARTNER WITH

Built for Organizations That Want to Deliver More Value.

Built for Organizations That Want to Deliver More Value.

01

Credit Unions & Financial Institutions

Deliver a trusted real estate benefit supported by personalized guidance, proven systems, and measurable results.

02

Employers & Benefit Programs

Offer employees meaningful support when buying or selling a home—one of life’s largest financial decisions.

03

Associations & Membership Organizations

Give members access to experienced real estate professionals and dedicated support throughout their journey.

04

Affinity & Community Organizations

Create a customized real estate benefit that strengthens engagement and delivers lasting value.

THE CHALLENGE

THE CHALLENGE

A Great Benefit Needs a Great Operating System.

A Great Benefit Needs a Great Operating System.

Most real estate benefit programs do not struggle because of a lack of interest. They struggle because follow-up, communication, and accountability are fragmented across people and systems.

Most real estate benefit programs do not struggle because of a lack of interest. They struggle because follow-up, communication, and accountability are fragmented across people and systems.

01

Inconsistent Follow-Up

Without a structured contact strategy, qualified members can lose momentum or fall through the cracks.

02

Limited Visibility

Organizations often lack a clear view of each member’s progress from enrollment through closing.

03

An Uneven Member Experience

Without consistent workflows and communication, the quality of service can vary from one member to the next.

HOW PMA WORKS

HOW PMA WORKS

One Connected Process, From Enrollment to Results.

One Connected Process, From Enrollment to Results.

PMA brings people, technology, communication, and accountability together to create a consistent experience for every member and partner.

PMA brings people, technology, communication, and accountability together to create a consistent experience for every member and partner.

01

Member Enrollment

The member enters the program through a simple, branded enrollment experience.

02

Consultation & Qualification

PMA learns the member’s goals, timing, location, and real estate needs.

03

Expert Assignment

The member is matched with an experienced real estate professional.

04

Personalized Follow-Up

Structured communication keeps members supported and moving forward.

05

Transaction Support

PMA maintains visibility and coordination from the first conversation through closing.

06

Reporting & Improvement

Partner reporting provides measurable results and opportunities to improve the program.

LEADERSHIP TRACK RECORD

LEADERSHIP TRACK RECORD

Better Execution Created Measurable Growth.

Better Execution Created Measurable Growth.

Members of PMA’s leadership team helped transform the performance of an established real estate benefit program by strengthening follow-up, accountability, partner relationships, and operational systems.

Members of PMA’s leadership team helped transform the performance of an established real estate benefit program by strengthening follow-up, accountability, partner relationships, and operational systems.

+39.6%

Increase in Annual Closings

Year-over-year performance

+51.4%

Increase in Sales Volume

Year-over-year performance

400+

Total Transactions

Historical leadership team experience

19.2%

Enrollment-to-Closing Ratio

Improved program conversion

Historical results reflect the performance of a prior real estate benefit program under the operational leadership of members of PMA’s current leadership team. Results are provided for illustrative purposes only and do not guarantee future performance.

WHAT PMA PROVIDES

WHAT PMA PROVIDES

Everything Needed to Deliver a Better Member Experience.

Everything Needed to Deliver a Better Member Experience.

PMA manages the people, systems, communication, and oversight needed to deliver a consistent real estate benefit—from enrollment through closing.

PMA manages the people, systems, communication, and oversight needed to deliver a consistent real estate benefit—from enrollment through closing.

01

Dedicated Program Management

PMA coordinates the program, monitors activity, and keeps every part of the member journey moving forward.

02

Experienced Real Estate Professionals

Members are matched with qualified professionals committed to service, communication, and accountability.

03

CRM & Follow-Up Systems

Structured workflows and automated touchpoints help prevent opportunities from falling through the cracks.

04

Member Communication

Timely, personalized communication keeps members informed and supported throughout their experience.

05

Transaction Oversight

PMA maintains visibility and coordination from the initial consultation through a successful closing.

06

Performance Reporting

Clear reporting helps partners understand activity, results, and opportunities for continued improvement.

READY TO PARTNER?

READY TO PARTNER?

Let’s Build a Better Member Experience Together.

Let’s Build a Better Member Experience Together.

Connect with PMA to explore a customized real estate benefit program designed around your organization and the people you serve.

Connect with PMA to explore a customized real estate benefit program designed around your organization and the people you serve.

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