Realtor partnerships make or break originators
Most loan officers and mortgage brokers say their goal is more realtor partners. Most don’t have a system to make those partnerships frictionless and consistently rewarding. The Realtor Partner Program automation fixes that.
- Co-branded flyer auto-generation — realtor texts you an MLS link, you (or the system on your behalf) reply with a co-branded flyer PDF within minutes.
- Open-house follow-up — attendees who scan the flyer’s QR enter your nurture, with the listing agent CC’d on the welcome touch.
- Weekly “what closed” digest — Friday email to your top 10 partner agents recapping the loans you closed in their market that week, with a transparent thanks for the referrals.
- Annual home-value mailer — sent to past clients with your realtor partner’s name on it. Drives listings to your partner and refis to you.
- Quarterly partner check-in — automated 1:1 coffee invitation to every partner agent who hasn’t sent a referral in 90 days.
The agent’s perspective
Realtors get pitched by LOs constantly. The pitch is almost always “send me your buyers.” The Realtor Partner snapshot flips this — you become useful to the agent’s listing business, not just their buyer business:
- Co-branded flyer for every new listing within minutes.
- Mailer to past buyer database when their home likely has new equity.
- Open-house help (we pre-write the buyer follow-up they’d otherwise never send).
- Weekly “you’ve earned $X in referrals” transparency.
Agents who get genuine help send more business. The snapshot makes that help automatic.
Compliance
Joint marketing with realtors is heavily regulated under RESPA and state-level fair-lending rules. The snapshot’s co-branding flows enforce:
- Disclosure on every co-branded piece that the realtor and LO are separate entities.
- Cost-sharing in fair-market proportion for paid co-marketing.
- No referral payments that could be construed as kickbacks under RESPA Section 8.
- Audit-ready records of every co-marketing dollar split.