User Guide for Realtors (Partners)

1. Get Started with a Co-Branded Page

Visit /partners/register and fill in:

• Name, Email, Phone
• Real Estate License Number
• Company Name
• Upload Profile Image
• Set a secure password

Click "Generate My Page" — You’ll instantly receive a personalized URL with your branding.

2. Share Your Page with Clients

Send your link via:

• Text message
• Email
• Social media or QR code

Your clients will see your name, photo, and company on every page.

3. Empower Clients with Smart Mortgage Tools

Clients can:

• Enter loan details, income, and location
• Get monthly mortgage estimates
• See affordability and deal scores
• Discover local housing grants
• Compare 2–3 mortgage deals side-by-side

4. Capture Leads Automatically

Every client who fills out the eligibility form becomes a lead — visible in your private Partner Dashboard. Leads can be exported anytime.

5. Choose a Premium Plan with 30-Day Money-Back Guarantee

No more free trial. Instead, choose from our Founder, Early Access, Standard, or Annual plans. All plans include:

• Client lead dashboard
• Full access to client mortgage tools
• Your branded mortgage planner link
• 30-day money-back guarantee — no risk

6. Manage or Restore Your Subscription

You can restore premium access anytime using your registered email. To cancel, update, or renew your subscription, visit the billing portal or contact support.