Partner program · loan officers & processors
Clear the insurance condition before it ever hits your pipeline report.
Evidence of insurance is one of the most common closing conditions — and one of the most annoying to chase. Send borrowers to us and we return the evidence your processor needs (with the correct mortgagee clause the first time).
Referral moments you see every week
- Purchase needs a homeowners binder with your mortgagee clause
- Flood determination came back positive — flood policy required
- Refi where the current policy can’t be verified
- Escrow needs an updated declarations page
Insurance paperwork you already touch
Send these along with a referral and we can move immediately:
- Mortgagee clause exactly as it must appear
- Loan number for the evidence of insurance
- Closing date and escrow contact
Two ways to get paid 💸
Commission split
30%
of the new-business commission we receive on policies bound from your referrals — paid monthly, for as long as your license stays active. Custom splits available for volume.
Requires an active producer license for the referred line & state. W-9, license copy, and E&O certificate collected at signup.
Referral fee
$100
per eligible referral — or the maximum your state allows if it’s less. Where the law says a fee can’t depend on a sale, it doesn’t: you’re paid per eligible referral, full stop.
Just a W-9 — required before your first payment. No license, no insurance paperwork.
Referral compensation for unlicensed partners is regulated state-by-state; we administer the program to comply with the law of the referred customer’s state.
The Partner Promise 🤝
Referral programs live or die on trust, so we put ours in writing — it’s Section 7 of the agreement, not just a slogan.
Your client stays your client
We serve the insurance need you sent — we never market your services’ competitors to them or sell their information. Ever.
Fast follow-up
Referrals get a real human response within one business day, and you get told what happened.
Transparent payouts
Monthly statements, monthly payments. You always know what a referral earned.
You get the credit
We tell your client you made this happen. Your referral makes you look good — that’s the point.
How it works
1 · Apply & sign 🖊️
Pick your track, eSign the partner agreement online, and upload your documents — five minutes, no printer.
2 · Send referrals 📨
Email or call your referrals in, or send clients straight to us — just make sure they mention your name.
3 · Get paid monthly 💵
Monthly statement, monthly payment. Splits pay when commissions land; fees pay per eligible referral.
Questions loan officers & processors ask us
How fast can you clear an insurance condition?
Once the borrower completes our short application, evidence with your exact mortgagee clause typically goes to processing the same day.
Can you fix a wrong mortgagee clause on an existing policy?
Yes — that’s a five-minute endorsement request when we hold the policy, and we chase it for you when we don’t.
Ready when you are.
Apply, eSign the agreement, and upload your documents in about five minutes.
Apply as a Mortgage Lender partner →