Loan Officer Partner Tool · Relationship Hub

Keep every Realtor partnership moving.

Save the partners and listings you support, find the right context quickly, and move into the next LoanSide workflow without losing the relationship thread.

● Private workspace · Nothing is sent automatically

Saved partners—Visible only through your account

Supported listings—Connected to your partner workflow

Next action1 clickPromotion, open house, or follow-up

Add a Realtor partner

Keep basic contact context together for future listing support and follow-up.

Realtor Name

Brokerage (Optional)

Email (Optional)

Phone (Optional)

Attach a supported listing

Connect a Zillow listing with a saved partner so the next action has context.

Listing Address (Optional)

Zillow Listing URL

Realtor Partner

Choose the next partnership action

Create promotion copy →Buyer-first listing copy with agent attribution.Prepare an open house →Financing support and coordinated follow-up.Write a follow-up →Create a useful, relationship-first message.Plan the next touch →Keep the next conversation visible.

Saved relationship records

Search your private partner and listing workspace.

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Realtor Partners

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Supported Listings

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