Realtors
Partnerships and portal access
Manage a realtor's record, partnerships, and secure portal invitation.
Click “Edit” on any realtor to open their detail page. Along with their contact form, you'll find three extra cards.
Loan officer partnerships
Partnerships record which loan officers work with this agent — they route co-marketing and referrals. Toggle whether a partner is allowed direct contact, add a partner, or remove one. (Adding any loan officer is an admin action; you can always partner yourself.)
Portal access
Invite a realtor to the secure partner portal, where they can follow the loans you're co-marketing. Enter their email and click “Send invitation.” They set their own password and accept the portal terms; the link is one-time and expires in 72 hours. You can re-invite or revoke access at any time.