Tools for Agent Partners
Refer buyers for home financing, track every loan to disbursal, and run your whole referral business from one dashboard.
Referral & Lead Management
Every buyer you refer, tracked from first call to loan disbursal.
- Capture leads from website forms automatically
- Assign buyers to team members
- Track loan status through every stage
- Bulk import from CSV or Excel
- Automated follow-up reminders
Deal Pipeline
A visual board that shows exactly where every referral stands.
- Drag-and-drop Kanban board
- Disbursal probability at a glance
- Expected commission per deal
- Pipeline revenue reporting
- Win/loss analysis
Analytics & Reporting
Know which projects, lenders, and team members close fastest.
- Commission forecasting dashboard
- Lead source attribution
- Team performance metrics
- Conversion rate analysis
- Custom date range reports
Activity Tracking
Never lose context on a buyer conversation.
- Log calls, emails, and meetings
- Complete buyer interaction history
- Schedule follow-up activities
- Team collaboration notes
- Activity reminders
Security & Compliance
Buyer financial data protected at every level.
- Row-level data security (RLS)
- JWT-based authentication
- Google OAuth integration
- Audit log of all changes
- Data encryption at rest & in transit
Mobile-First Design
Full access from a site visit, a showing, or the road.
- Responsive on all screen sizes
- Touch-optimized interface
- Bottom navigation bar on mobile
- Fast-loading progressive web app
- Works on any device, no install
Live in Minutes, Not Weeks
No lengthy onboarding. No training required. Refer your first buyer today.
Sign Up
Create your Partner account in under 2 minutes. No credit card required.
Import Your Buyers
Bring existing leads and contacts from CSV, Excel, or another CRM.
Refer & Track
Refer buyers for financing and watch each loan move through the pipeline.
Get Paid
Earn up to 1% commission on every disbursed loan, with full visibility.