Lenders refer home buyers who need P and C. This guide covers lender partnership tracking and referral automation.
Mortgage lenders refer buyers all day. Most P and C agents are not in the referral loop.
Agents do not track lender partners.
Lenders cannot easily hand off leads.
Lead handed off, agent does not respond fast.
Track active mortgage referrers.
Lender form submits to CRM.
60 second SMS on lender referral.
Every lender credit tracked.
Monthly thank you touches.
Monthly referral volume per lender.
Home buyer focus.
Low cost growth.
Scaling partnerships.
Community partnerships.
Lender tracking, referral forms, thank you automation.
Adds AI receptionist, partner dashboards, co marketing tracking.
Book a 20 minute demo. We will walk through lender partnerships.