Why should agents pair a lender?
When a lender is paired to an agent's listing, some of our most popular features are enabled like:
Touchless sign-in via QR code
Lead verification with additional lead background info
Mobile optimized listing microsites with lead capture
Quick and easy note taking functionality
And MUCH more - learn about all these features here
Curb Hero automatically pairs agents with expert lenders that are licensed in their region, but since most agents already have great lenders that they work with, we make it easy to pair those lenders.
Inviting your Lender
In order for agents to pair their preferred lender, the lender will need an active Curb Hero subscription.
You can pick from these ways of inviting your lender:
invite a lender right inside our app by going to "My Paired Lender" in our main menu ☰
OR send them this link to create an account
Then here's how it works:
Once your lender is signed up and has an active subscription, they can pair with you by accepting your invitation in their account* OR by sending their unique pairing link with you.
*you only appear as an invitation in a lender's account when you invited them with same email they used to create the account
When you open that link, you will be prompted to sign-in and "Connect" with your lender.
Once confirmed, they will appear on your Open House Sign-ins, property marketing, and will have access to new leads that answered "Yes" to having mortgage questions.
Recommended Lenders
You can see nearby lenders that are available to pair by adding your zip code to this section, which appears in the My Paired Lender screen.
Any lenders you invite here, will receive an email and will be able to accept your invitation within their account. Once they accept, you'll be notified via email and you'll also see their info in your Open House Sign-in and other property marketing.
If you want to unpair a lender at any time go the "My Paired Lender" menu in Curb Hero (https://app.curbhe.ro/) or in our mobile applications. Here's more information about un-pairing.
FAQS
Q: How do I pair my preferred lender if I invite and they never received an email?
A: Sometimes banks/broker have powerful email firewalls ...so another option is if you send them this link so they can sign up and pair with you: https://app.curbhe.ro/?variant=lender-invite-aa (and if they have questions how this works you can include this tutorial that has a video that explains everything).
Q: Can I pair more than 1 lender?
A: Agents can only have 1 paired lender at a time however they can unpair and re-pair lenders at any time.
Q: I don't want to pair a lender. How can I remove the mortgage question that shows up during the Open House sign-in?
A: We've got a few options detailed in this article but here's a short summary:
disabling the lender in the Edit Listing screen (this is currently only available for US agents)
joining a team/brokerage plan with the "Lender Override" option enabled.