Bundle real estate with your lending services to increase loan retention, cross-sell opportunities, and long-term customer value.
Credit Unions
Credit unions can offer real estate rebates as a member-exclusive benefit, deepening loyalty while generating referral income. These programs align perfectly with community-focused missions and financial wellness initiatives.
With Our Platform, You Can:
Use Cases
Organizations focused on improving financial literacy can offer branded real estate rebates as a tool for budgeting, saving, and wealth building. It’s a high-impact financial benefit that costs nothing to provide.
Lenders can increase loan pull-through rates by guiding borrowers to pre-vetted agents via a co-branded experience. This reduces fallout, accelerates closing timelines, and generates referral commission on top of lending revenue.
Teams issuing home equity loans or refinancing mortgages can engage customers ready to renovate, move, or sell-offering real estate support that creates continuity and captures referral earnings from the transaction.
How It Works
Our platform gives your institution a seamless, fully-managed way to offer real estate benefits that extend far beyond a cash rebate. From initial curiosity to closing day and beyond, your customers receive concierge-level service, all under your brand.
We begin by creating a beautifully branded real estate portal that feels like an extension of your brand. Whether you choose a co-branded or fully private-label experience, the site is styled to match your logo, colors, messaging, and domain.
When your customers or members visit the platform, they enter a streamlined process that begins with a brief intake form. Based on their goals and timeline, we match them with a top-performing real estate agent in their desired location.
Throughout the process, your customers enjoy hands-on guidance from our support team, under your brand. Whether they’re buying, selling, or still exploring, we offer expert advice, documentation assistance, and regular check-ins to ensure the experience feels seamless and supported.
When a customer successfully buys or sells a home, we finalize the transaction and issue their cash rebate. Because your brand is the one that introduced the benefit, you get the recognition and goodwill that comes with it.
At its core, our platform helps you deliver real value when it matters most. It enhances loyalty, drives engagement, improves mortgage conversions, and creates a revenue stream, all while helping your customers make smarter decisions with one of their most important assets: their home.
WHAT YOU GET
We provide the legal, operational, and service infrastructure behind your brand so you can offer real estate services confidently, compliantly, and profitably.
You’ll operate under our fully licensed real estate brokerage structure, giving you the ability to legally refer clients and earn income from real estate deals without holding a license yourself. We assume legal responsibilities, including broker-of-record compliance, regulatory oversight, and transaction-level supervision.
We’ve built a curated, high-converting network of trusted agents in every major market. When someone comes through your brand, we’ll match them with a top-tier real estate agent based on their location, preferences, and price point.
You’ll receive a modern, mobile-friendly website with your company name, logo, and messaging. This website explains the real estate benefits, introduces the cash-back rebate (if applicable), and captures leads securely for concierge follow-up.
We make it simple-and legal-for you to earn commission-based referral income. You’ll be onboarded into our referral network with documentation and safeguards to comply with federal and state laws.
Your audience or clients will never be left wondering what’s next. Our concierge team personally guides each referral through the process from agent match to closing.
As a private label partner, you’ll receive a percentage of the commission earned by the agent on each closed transaction. These referral fees typically range from 20% to 35% of the agent’s side, and are paid directly to your business once the deal is complete.
You’ll receive regular reports that show how your branded brokerage is performing. While we never share personally identifiable information, you’ll have visibility into lead volume, deal flow, closing rates, and revenue earned.
We provide everything you need to promote your branded real estate page: flyers, email templates, social graphics, QR codes, video scripts, and website copy. These assets are designed for plug-and-play use and can be customized to reflect your brand voice.
Once your business is live, we take care of the day-to-day execution. That includes maintaining legal compliance, managing agent performance, processing transactions, and handling customer service.
This is more than just a rebate. It’s a complete real estate benefits system, fully managed, beautifully branded, and designed to align with your goals.
A shared presentation of the benefit where your brand is featured alongside ours. This approach is ideal for fast implementation, regulatory clarity, and direct support from our licensed brokerage team.
Ask About co-brandingYour brand takes center stage with a fully branded real estate platform, but we handle all operations, compliance, and transaction support behind the scenes. You bring the audience, we do the heavy lifting.
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