Partner Hub
A partner CRM for mortgage. Realtors and referral partners live next to the loan, not in a spreadsheet.
Relationship tiers, cadence, and referrals on the same file the borrower sees. Not a second database next to the LOS you already run.
Salesforce-native. Same record as the POS. Bidirectional to the LOS. Encompass is live first.
Book 30 minutesPartner Hub flyouts
Overview, deals, and analytics on the partner record.
Partner flyouts from the working file — relationship context next to the loan, not a second CRM login.
Partner overview. Tier and relationship on the same workspace as the loan.
Deals
Analytics
Proof from the working file
Named partners and a kanban — not closed-referral revenue, and not a public realtor portal.
A live partner book
The working file has a live partner book — not an empty CRM template.
Maya Bennett / Summit Grove Realty
A named realtor on the same workspace as the loan. Tier A. Relationship, not a spreadsheet row.
Partner Leads kanban
Referrals sit in a board next to the loan. Status is the file, not a side tracker.
Tiers A / B / C
Partners are ranked by relationship, not by a second scoring product.
Cadence
Stay-in-touch lives on the partner record. Same workspace as POS and Campaign Studio.
Same loan as the borrower
LOS stays system of record. Encompass is the current integration. This is not a public realtor login or a second database.
Why this is not another partner CRM
Most lender “partner portals” are a second login and a second database. Partner Hub is the loan. The realtor who sent the file sits next to Claire and Jim, next to Luna, next to Campaign Studio.
We do not publish closed-referral revenue. We do not treat an empty book as a win. We do not offer a public realtor login on this site.
LOS stays system of record. Encompass is the current integration. See the POS and mortgage CRM.