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Home Performance Policy

Breakout 2

Your Next Best Referral Source: How to Win Over Real Estate Agents

Presentation

Tuesday, April 14, 2026
10:30 AM - 12:00 PM  
Location: B231-233 (Level 2)
CE: 1.5
CEU Type(s): BPI, BSI, INTERNACHI, NARI, RESNET
Contractors spend thousands generating leads, and energy programs invest heavily in outreach. Meanwhile, real estate agents sit at kitchen tables with motivated buyers and sellers every day, yet many have never been approached about partnering with the building performance community.

This session will feature members and staff of Ohio REALTORS® sharing what motivates agents to work with contractors, what turns them off, and what makes partnerships successful. Paired with insights on agent and homeowner decision-making, this panel will provide practical strategies for connecting with real estate professionals and integrating energy upgrades naturally into the home transaction.

Whether you’re a contractor, program implementer, or utility partner, you’ll leave with ideas for building referral relationships that bring new opportunities to your door.

Learning Objectives:

By attending this session, attendees will:
  • Identify which real estate professionals are most likely to become active referral partners and learn proven strategies for making that first connection
  • Describe the market realities and business pressures agents face, and learn how to frame energy efficiency as a value-add for both clients and agent success
  • Leave with actionable messaging, tools, and partnership models for making energy upgrades a natural part of real estate transactions