Valuation of Marketing Services for RESPA Compliance

This case study explores the valuation of marketing services for a partnership agreement between a financial services company and a mortgage lender. It highlights the importance of fair market value analysis to ensure compliance with RESPA's prohibition on referral fees. The study details the challenges faced, the solutions provided by PKF O’Connor Davies, and the successful negotiation outcomes, emphasizing the critical nature of compliance in the real estate industry.