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How do lenders pair with real estate agents?
How do lenders pair with real estate agents?

Lenders can get exposure to home buyers at Open Houses and in other property marketing when they pair with agents. Here's how to do it.

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Written by Team
Updated over a year ago

In order to pair with agents, you'll first need an active subscription. You can set that up here.

  1. Once your subscription is active, you will see an invite link in your "My Paired Agents" screen.

  2. You can share that link to agents that you'd like to pair with and they will be prompted to sign-in to their account and "Connect" with you. Agents can also invite you to pair.

    NOTE: We also show you "Recommended Agents" to pair with based on your location and previous activity. Agents that invited you to pair with them will show up here too, but if another lender pairs with them before you do, you will see an error message when you attempt to pair with them.

  3. Once confirmed, you will appear on their Open House Sign-ins, property marketing, and will have access to new leads that answer "Yes" to having mortgage questions.

If you want to unpair this agent at any time go the "My Paired Lender" menu. Here's more information about:

  1. un-pairing an agent

  2. managing your subscription

  3. cancelling your subscription

Note: While you can pair unlimited agents, additional fees per paired agent may apply. Check My Subscription for more info.

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