How do mortgage brokers find Realtor partners?

SHORT ANSWER

By being useful before asking: fast pre approvals, honest answers on hard files, market updates that help the Realtor's clients, and reliability on every closing.

Realtors are approached by brokers every week, so the ones worth having do not respond to a coffee and a business card. They respond to usefulness. The brokers who win realtor partners do a few things consistently: they turn pre approvals around fast, they say honestly whether a difficult buyer can be financed rather than wasting a weekend of showings, they send a short monthly note on what lenders changed, and they never let a closing slip without a call.

Start with realtors you already know, or the ones who represented your own clients, and with newer agents who are building too. Offer something specific: a self employed buyer you can place, a refinance for a past client of theirs, a first time buyer seminar you will run with them. Ask for one client, not for their business.

Then serve the relationship. A realtor who sends ten files a year is worth more than any ad spend, and it takes about a year of reliability to earn one.

Our approach

We onboard licensed brokers only and do not sponsor initial licensing. There is no formal ninety day programme and no named mentor guarantee. There is a team chat where new and experienced brokers answer questions around the clock, a Deal Desk for the file you cannot place, and head office carrying processing and compliance so your first ninety days are spent on conversations. We do not hand out leads.

Read the full guide

The full guide, with the detail and the numbers.

The referral partner playbook

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