Mortgage Lending · Business Development & Marketing
Realtor partnership materials
A packet of materials a mortgage lender uses to build and maintain referral relationships with real estate agents and brokerages.
What it usually contains
- Co-branded flyers and open house sheets
- Loan program summaries written for agents and their buyers
- Pre-approval and closing timeline overviews
- Referral process steps and loan officer contact details
- Compliance notes on co-marketing cost sharing and required disclosures
What the assistant uses it for
Answering how a lender presents its loan products and service commitments to real estate agents, and what a co-marketing arrangement with an agent may and may not include.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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