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What is Courted Connect? 🤔

Courted Connect helps mortgage and title professionals, as well as anyone whose business runs on real estate agent referrals, find the right real estate agents, reach out at the right moment, and manage the relationships that send them business.

Written by Chris Camp

Courted Connect is a prospecting and relationship tool built for the people whose business runs on real estate agent referrals — loan officers, mortgage brokers, title sales reps, and the business development teams who support them.

It helps you answer four questions that are hard to answer well today:

  1. Which real estate agents should I reach out to and build relationships with?

  2. How do I understand their business and production more deeply, and more quickly?

  3. When is the right moment to reach out, and what should I say?

  4. How do I keep track of dozens of relationships without letting any of them go cold?

Answer those four well, and real estate prospecting becomes a durable source of business rather than a series of one-off conversations.


Where Courted Connect came from

A bit of company history: Courted has spent five years building the market-leading product for real estate brokerages to recruit agents, called Courted Talent Solutions. It runs on MLS data — an agent’s production, transaction history, listing activity, and past brokerage moves — and helps recruiters run their entire workflow in one place.

It turns out that same data is just as useful to the mortgage and title professionals prospecting those same agents. So we combined our MLS data with mortgage and title data and built Courted Connect on top of it.

The result shows you not just what an agent produces, but who they’re already sending their business to — and gives you the tools to do something about it.


Who it’s for

Courted Connect is built for anyone who grows their business through real estate agent relationships:

  • Loan officers and mortgage brokers prospecting agents for purchase referrals

  • Title and escrow sales representatives building agent relationships in their market

  • Business development teams at mortgage and title companies, whose entire day is relationship building

  • Branch managers and team leaders who want visibility into what the agents in their market are producing

If your job involves knowing which agents are producing, who they work with, and when to call them, Connect is built for you.


How you’ll actually use it

Nearly everything in Connect maps onto the same five-step loop:

  1. Identify. Find agents in your markets worth your time — filtering by production, by growth trajectory, and by how loyal they already are to someone else.

  2. Review. Open an agent’s profile to understand their business: transactions, buy side versus list side, the loan types they work with, and which loan officers or title companies they currently use.

  3. Reach out. Use ComposeAI to draft a message referencing that specific agent’s actual business, then send it from your own email or phone.

  4. Track. Set a relationship stage, log the interaction, and create a follow-up task so nothing slips.

  5. Follow up. Once agents are in your Prospect List or Partner List, Connect watches them for you and surfaces alerts — a new listing, a brokerage switch, a production spike — that give you a real reason to reach out again.

💡 The loop is the point. Steps 1 through 3 get you a first conversation. Steps 4 and 5 are what turn that conversation into a relationship that sends you business for years.


How Connect is different

Data freshness

Production data refreshes nightly, directly from MLS sources. When an agent takes a new listing or switches brokerages, you’ll know the next morning. Tools built primarily on public county records typically run weeks behind, particularly on real estate activity.

You can see how much of an agent’s business is actually up for grabs

Every profile breaks down the loan officers, title companies, and attorneys an agent closes with, and what share of their business each one gets. That tells you whether there’s room for you before you spend an hour on a call.

We predict, not just report

Potential to Grow is a Courted-specific forecast that flags agents whose production is expected to rise — so you can build the relationship before they become someone else’s top partner.

The whole workflow lives in one place

Find the agent, understand their business, draft the outreach, log the touch, get alerted when something changes. No exporting a list out of one tool to do the real work in another.


Two things to know up front

Connect drafts your outreach, but doesn’t send it. ComposeAI writes the message and hands it to your own email or phone to send. This is a requirement of our MLS agreements, and it’s also why Connect has no drip campaigns or automated sequences — nothing ever goes out automatically on your behalf.

Coverage varies by market. Connect’s data comes from individual MLS agreements, market by market, so our coverage isn’t yet national. If an agent you expected to find isn’t there, that’s usually why — message us and we’ll tell you exactly where you stand in your area.


Getting help

The blue chat bubble at the bottom of your screen goes straight to our team. Use it for anything — a question, data that looks wrong, a feature you wish existed, or something that’s just annoying you. We’d genuinely rather hear it than not.

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