Partners
A mortgage marketing referral program that plays it straight
Know a loan officer drowning in slow follow-up? Run an agency with mortgage clients? Partner with us — with every reward agreed in writing, and never a payment for borrower referrals.
How does the referral program work?
Introduce a loan officer, broker or branch manager who could use funnels. We plan with them; if they become a client, we thank you with a referral reward agreed in writing before the introduction.
Can a real estate agent refer a loan officer?
Agents can recommend us to LOs. But be careful in the other direction: RESPA Section 8 prohibits payments for referrals of settlement service business, so we never pay for referrals of borrowers, and we keep our program to marketing-services introductions.
What is the referral reward?
It depends on the partner type and is agreed in writing before any introduction, so there are no surprises. Ask in the form below.
Can marketing agencies white-label your funnels?
In some cases, yes: agencies serving mortgage clients can resell our funnels under their brand with us as the build team. Tell us about your clients in the form.
Do you partner with lenders or wholesale companies?
We are open to co-marketing with lenders who want to offer funnels to their loan officers. Requirements, compliance and pricing are agreed case by case.
Do referred clients get a discount?
We sometimes offer a setup-fee discount for introductions through partners. Any offer is shown on the order form so it is transparent.
Is there a partner portal?
Partners get a tracked referral link (UTM-tagged) and a monthly summary of introductions and their status.
How do I start?
Fill in the form. We reply within one business day to set up a short call.
No question matches that.
Try fewer words, pick "All", or send us the question — we answer within one business day.
Next stage: booked
Rather talk it through? Book a partner call.
15 minutes to see whether a referral, white-label or co-marketing arrangement fits.
Free 25-minute call · month-to-month plans · no ad spend required to start
