Give realtor partners a co-branded portal with pre-approval status, rate widgets, and shared borrowers. Automate realtor partnerships that actually produce.
Turn realtor partnerships into a system — not a promise.
Give agents a co-branded portal with live pre-approval status, shared borrowers, deal timelines, and a co-branded rate widget. Referrals become measurable — not luck.
The Realtor Portal is a co-branded workspace you give your realtor partners. Agents log in and see every shared borrower's pre-approval status, deal timeline, and next step — in real time. They get a co-branded rate widget for their listing pages, automated pre-approval status update emails, and a shared calendar of key dates.
Realtor partnerships fail because there's no shared system. This is the shared system.
Realtor partnerships are the single largest source of purchase business for most loan officers. But most partnerships die from communication friction — the LO stops sharing updates, the realtor stops trusting the LO, and referrals dry up. A portal fixes that by making updates automatic and visible.
One-click invite creates a co-branded portal login.
Every shared borrower shows pre-approval status, next step, and deal timeline.
Realtor gets email + portal notification on pre-approval, CTC, appraisal, and close.
Realtor embeds a rate widget on listing pages — every quote request routes to you.
Every deal, source, and outcome tracked — realtor sees ROI, you see partnership health.
Your logo + realtor's photo/brokerage on their view — professional and paired.
Real-time status per shared borrower — approved, conditional, under review.
Milestones with dates: pre-approval, offer, CTC, appraisal, clear-to-close, closing.
Realtor gets notified the moment a milestone hits.
Realtor embeds on listing pages — every quote request routes to you.
Realtor's clients book pre-approval calls directly.
Pre-approval letters, program flyers, and buyer education docs available in one place.
Deals shared, closed, avg loan size, referral conversion rate — visible to both sides.
The AI keeps warm agents warm even when you're busy — birthday, closings-anniversary, market updates.
RESPA-aware — no cash payments, only marketing services and technology access.
Formalize your top 5 realtor partnerships with a real system — dramatically increases per-agent volume.
Track realtor partnerships across the team. See which agents refer, which are cold, and which need re-engagement.
Roll out realtor portals across every officer in the firm — consistent brand, consistent compliance.
Get a real-time view of every buyer's mortgage status — no more chasing updates from your LO.
Aggregate realtor partnership analytics across hundreds of officers.
Systematized partnerships consistently outperform ad-hoc ones.
Realtor sees updates automatically — you never write another 'here's where the file is' email.
Both sides see referrals, closings, and average loan size in a shared dashboard.
Only marketing services and portal access — no cash-for-referrals compliance risk.
Yes. The portal is a marketing service and technology tool — no cash-for-referrals. It's designed to be RESPA-safe by default, though every LO should confirm with their compliance officer.
Realtors see status milestones (approved / conditional / needs review) but not sensitive financial details unless the borrower explicitly consents.
Yes — co-branded rate widgets with your NMLS and their listings' details.
Unlimited on all plans.
No. The portal is free for your invited realtors — it's your tool for their partnership.
Yes. Fully responsive.
Yes. A dedicated dashboard shows deals shared, closed, average loan size, and closing rate per agent.
Yes — team plans support shared realtor partnerships with round-robin routing.
Pre-approval letters, program flyers, and buyer education docs are all co-brandable and available in the portal.
The AI keeps warm partners warm with automated birthday, closing-anniversary, and market update touches — even when you're closing files.
Yes — the $1 for 14-Day Trial gives you full access to the Realtor Portal plus every other tool in LoanOfficer.ai. No credit-card surprises, no locked features.
No. Onboarding is white-glove — our team configures the tool, connects it to your CRM and calendar, and hands you a working setup. Most loan officers are live in under a week.
Yes. Every embeddable LoanOfficer.ai tool ships as a lightweight snippet that drops into WordPress, Wix, Squarespace, HubSpot, Webflow, or a custom site with one line of HTML.
All borrower data is encrypted in transit (TLS 1.3) and at rest. Access is role-based and audit-logged. LoanOfficer.ai is built for regulated mortgage teams — not a generic marketing tool.