Revolutionizing Communication Between Mortgage Brokers & Realtors
Take your referral relationships to the next level!
Safe & Secure, Easy to Use
Your data is hosted on Canadian servers with strong encryption, guaranteeing the safety and security of your information. Our simple layout is designed for user-friendliness, ensuring it’s accessible to individuals of all tech-skill levels.
Communication is Key!
In the realm of shared clientele, effective communication stands as the cornerstone for orchestrating seamless transactions and ensuring an enhanced, client-centric experience.
Discover Why You Need Partner Up!
Partner Up, created by and for brokers and realtors, addresses the need for streamlined communication with referral partners on shared clients’ progress. With Partner Up, you can effortlessly add partners, exchange client information, and neatly organize them in partner-specific folders. Moreover, mortgage brokers can seamlessly update realtors on the client’s financing stage with a single push notification to their phone lock screen, just like a standard text message. The app also offers organized chats for direct partner collaboration, with each chat conveniently logged under the respective client, eliminating the need to scroll through past messages. Join Partner Up today and experience a game-changing enhancement you won’t want to miss
Check Out How it Works!
Photo 1: Search Your Business Partner
Photo 2: Send Them a Partner Request
Photo 3: Have Them Listed on Your Dashboard
Photo 4: View Your Mutual Clients
Photo 5: Refer a Client to Them
Photo 6: List All Your Mutual Clients
Photo 7: Update Your Realtor Partner on The Financing Status.
Have you ever wondered how you can provide value to your real estate partners without having to give them kickbacks on deals or promise referrals in return? If so, this is your solution. Partner Up not only allows your realtor partners to have an inside glimpse of where their client is at in the process but also has organized text chats for each client as well as push notifications to let them know of any important updates.
Meet the Founders!
We weren’t joking when we mentioned that Partner Up was crafted by brokers and realtors for brokers and realtors. Collectively, we manage hundreds of real estate transactions each year and have handled thousands throughout our careers. We understand, firsthand, the critical significance of seamless communication between both aspects of the client experience—the realtor and broker sides.
Jarrett White
Founder & CEO
President of Whiteridge Mortgage
Alex Maldeis
Co-Founder
Co-Founder of The Valley Group
Richard Earles
Co-Founder
Owner of Valley Financial Specialists & JME Deposit Loans
Jessie Lavoie
Co-Founder
President of Lavoie Mortgage Group
I’ve been in the mortgage brokerage business for over a decade, and I can confidently say that this app is a game-changer. Realtors and mortgage brokers can now communicate effortlessly, making the entire process smoother and more transparent. The client referral system is brilliant, and the progress updates are a relief for both us and our clients. This app has become an essential part of my daily workflow, and I can’t imagine doing business without it. Kudos to the developers!
This app is an absolute lifesaver for Realtors and Mortgage Brokers. It has revolutionized the way we work together. Sharing information and updates with our real estate partners has never been this easy. The client referral feature is a godsend, saving us precious time and ensuring our clients receive the best service. It’s a must-have tool for anyone in the real estate/mortgage industry. If you haven’t tried it yet, you’re missing out!
As a Realtor, I can’t express how much this app has streamlined our communication with mortgage brokers. It’s like a breath of fresh air in our industry. Being able to seamlessly refer clients and update each other on the progress of transactions is a game-changer. No more endless emails or phone tag! This app has made our lives so much easier, and our clients love the improved efficiency too. Highly recommended!
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