Mortgage Lending · Business Development & Marketing
Referral partner materials
Handouts and marketing pieces a mortgage lender gives real estate agents, builders, and other referral sources to send business its way.
What it usually contains
- Loan program summaries written for agents, not borrowers
- Co-branded flyers, open house sheets, and listing pieces
- Loan officer contact and introduction sheets
- Buyer pre-approval and process timeline explainers
- Rate scenario or payment comparison examples
What the assistant uses it for
Answer questions about what a lender shares with agents and builders to build referral relationships, what loan details those pieces highlight, and how co-branded materials are set up and used.
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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