Make agent referrals a repeatable source of purchase business.
Streams helps every LO build and manage agent relationships, act on shared opportunities, and gives branch leaders visibility into which partnerships are producing results.
Scale agent referrals into your branch’s most reliable growth channel.
40-60%
of purchase business comes from agent referrals
The single largest source of purchase volume for most retail branches.
76%
of borrowers shop multiple lenders
Which is why being the agent’s default introduction decides the deal.
2-3x
more likely to close when an agent introduces the buyer
Agent-introduced buyers complete a loan at multiples of self-sourced leads.
We know agents. Inside Real Estate powers 400,000+ real estate professionals across hundreds of brands.
You’re accountable for team production.
The agent referral channel is the part you can’t see.
Production walks out the door
Partner relationships are memory-dependent. When a top loan officer leaves or coasts, the referral volume leaves with them — and nothing on your side captured how they did it.
Your stack is borrower-centric
Your systems are built around the loan file. There’s no clean way to segment, nurture, and score agent partners the way your team already does with borrower leads.
Your pipeline is inconsistent
Ask which loan officers are actively building partner pipeline this month and the honest answer is a guess. One-off co-marketing efforts don’t add up to a playbook.
Introducing Your Agent Referral System
Connected components. One repeatable partnership motion.
Start with one, or run them all together — the data, activity, and attribution stay in one place either way.
Streams: Put every loan officer in the agent’s pocket.
Leads and buyer insights from every source you already pay for land in one place. Workflows route each one to the right agent partner, so your loan officer shows up as the person who brought the opportunity — not the vendor asking for business.
Co-branded BoldTrail-powered websites, with traffic pointed at them.
Each loan officer gets a co-branded home search site to share with their agent partners, and Google campaigns driving real buyers to it — backed by an agent relationship manager that keeps every partner and lead in one system.
Book a walkthrough
Make agent referrals the growth channel you can count on.
We know real estate agents better than anybody — 400,000+ of them run their business on our software. Book 30 minutes and we’ll show you how to build a consistent pipeline of agent referrals.