For Financial Institutions

Turn Every Mortgage, Account, or Member Into a Real Estate Opportunity

Your customers trust you with their most important financial decisions, yet one of the biggest transactions of their lives often happens outside your ecosystem. Now, you can change that.

Our branded real estate benefits platform gives banks, credit unions, and fintechs a powerful way to deepen relationships, drive new applications, and add measurable value to every home buying and selling journey — all without building a brokerage.

Why Offer Real Estate Benefits?

Buying or selling a home is the largest financial decision most people ever make — yet most financial institutions leave that moment to chance. With our platform, you can:

  • Help your customers save $1,000s through commission rebates

  • Increase mortgage application volume and retention

  • Strengthen your brand through high-impact, zero-cost benefits

  • Seamlessly offer trusted agent referrals, concierge support, and more

  • Unlock new revenue streams from real estate transactions — even if you're not licensed

How It Works

  • A Complete, Branded Real Estate Experience, Powered by Us, Delivered by You

    Our platform gives your institution a seamless, fully-managed way to offer real estate benefits that extend far beyond a cash rebate. From initial curiosity to closing day and beyond, your customers receive concierge-level service, all under your brand.

  • Step 1: We Build Your Custom-Branded Real Estate Platform

    We begin by creating a beautifully branded real estate portal that feels like an extension of your brand. Whether you choose a co-branded or fully private-label experience, the site is styled to match your logo, colors, messaging, and domain. It serves as a digital front door to the real estate journey, built and launched within days, with no technical work on your end. The experience is optimized for mobile and desktop, fully compliant, and updated automatically, so your team can focus on what you do best.

  • Step 2: Customers Access a Full Suite of Real Estate Services

    When your customers or members visit the platform, they enter a streamlined process that begins with a brief intake form. Based on their goals and timeline, we match them with a top-performing real estate agent in their desired location. These are not random assignments ,every agent is carefully vetted for quality, responsiveness, and local expertise. But that’s just the start. Alongside the agent match, they receive full access to homebuyer education tools, closing support, and financial insights designed to help them make smart, stress-free decisions. Renters planning to buy, clients relocating, or members going through major life transitions all find tailored, concierge-style support at every step.

  • Step 3: Real-Time Concierge Guidance and Integration with Your Services

    Throughout the process, your customers enjoy hands-on guidance from our support team, under your brand. Whether they’re buying, selling, or still exploring, we offer expert advice, documentation assistance, and regular check-ins to ensure the experience feels seamless and supported. If you offer lending services, we can integrate your mortgage team directly into the process, driving warm, pre-qualified leads and increasing close rates. Don’t offer mortgages? No problem, we can provide options through our lender network, always keeping your customer’s needs first.

  • Step 4: They Close. They Save. You Get the Credit.

    When a customer successfully buys or sells a home, we finalize the transaction and issue their rebate, often saving them $1,500 to $10,000 or more. Because your brand is the one that introduced the benefit, you get the recognition and goodwill that comes with it. Behind the scenes, we track performance, handle compliance, and manage agent communications, and, if you’ve chosen a revenue-share model, we pay you a portion of the referral commission as passive income. Your institution becomes the hero at one of life’s biggest financial milestones, without lifting a finger.

  • A Smarter Experience. A Stronger Relationship.

    At its core, our platform helps you deliver real value when it matters most. It enhances loyalty, drives engagement, improves mortgage conversions, and creates a revenue stream — all while helping your customers make smarter decisions with one of their most important assets: their home.

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Financial Institutions

Partnership Models That Fit Your Goals

We make it easy to deliver high-impact real estate perks under your own name—whether you want to add your logo to our system or make it fully yours. Choose the model that fits your audience, business goals, and marketing style:

Co-Branded

 

A shared presentation of the benefit where your brand is featured alongside ours. This approach is ideal for fast implementation, regulatory clarity, and direct support from our licensed brokerage team.

  • Fastest to launch

  • Minimal setup required

  • Perfect for newsletters, perks portals, or member dashboards

  • Keeps the benefit professional and turnkey

  • Backed by full compliance and deal tracking

Private Label

 

Your brand takes center stage with a fully branded real estate platform, but we handle all operations, compliance, and transaction support behind the scenes. You bring the audience, we do the heavy lifting.

  • Operates under your name and domain

  • No license or real estate staff needed

  • Full agent matching, disclosures, and closing management

  • You share in the referral revenue

  • Ideal for loyalty programs, fintechs, influencers, and community-based brands

Whether Co-Branded or Private Label, The Result Is The Same:

  • You provide real financial value to your audience

  • Your audience can get benefits that will make a difference

  • Your customers save thousands when buying or selling a home

  • You don’t need a real estate agent license or legal liability

Ready to offer real estate benefits with your brand front and center?

Use Cases by Institution Type

  • Credit Unions

    Credit unions can offer real estate rebates as a member-exclusive benefit, deepening loyalty while generating referral income. These programs align perfectly with community-focused missions and financial wellness initiatives.

  • Community Banks

    Community banks can position themselves as full-service homeownership partners by offering real estate support in addition to lending. A branded real estate benefit keeps customers in their ecosystem longer—and monetizes referrals.

  • Online Banks & Fintech Platforms

    Fintechs that manage checking, savings, or mortgage pre-approvals can offer home buying perks to drive stickiness and unlock new revenue streams. Real estate benefits enhance user LTV without additional tech or licensing burden.

  • Mortgage Lenders & Loan Officers

    Lenders can increase loan pull-through rates by guiding borrowers to pre-vetted agents via a co-branded experience. This reduces fallout, accelerates closing timelines, and generates referral commission on top of lending revenue.

  • Wealth Management Firms & Advisors

    Advisors can offer home buying and selling benefits as part of a larger financial planning experience. It helps clients reduce transaction costs while reinforcing the advisor’s role in life-stage decision making—plus it creates passive revenue.

  • Reverse Mortgage Providers

    Reverse mortgage teams can offer real estate sale support to clients considering home transitions, estate planning, or downsizing. You provide a complete service experience without needing an in-house real estate team.

  • Private Banking Divisions

    High-net-worth banking groups can offer personalized, branded real estate support to deepen relationships and elevate the concierge experience. These benefits pair well with trust, estate, and tax planning services.

  • Real Estate Investment Finance Groups

    Firms offering DSCR, bridge, or fix-and-flip loans can use this benefit to capture repeat investor business through branded agent support and property search tools. It adds another service layer to a transactional model.

  • Credit Counseling & Financial Wellness Platforms

    Organizations focused on improving financial literacy can offer branded real estate rebates as a tool for budgeting, saving, and wealth building. It’s a high-impact financial benefit that costs nothing to provide.

  • Bank-Owned Title or Insurance Subsidiaries

    Banks with affiliated title or homeowners insurance arms can bundle real estate benefits into closing packages or insurance offers. This supports cross-sell while generating additional referral income.

  • Employee Relocation Financing

    Institutions offering relocation loans or corporate housing financing can pair those offerings with a branded agent-matching and rebate experience. This creates a seamless, white-glove support system for clients on the move.

  • Bank Loyalty or Rewards Portals

    Banks with member perks platforms can list real estate cash-back as a high-value customer benefit. The perceived value is massive, without requiring points, discounts, or underwriting.

  • Trust & Estate Management Divisions

    Banks managing trusts, inheritances, or estate settlements often need to help clients sell inherited properties. A branded real estate benefit offers trusted, hands-off support while monetizing every listing referred.

  • Tax Strategy & CPA Affiliated Firms

    CPA firms or tax advisory units within financial institutions can refer clients to real estate agents for 1031 exchanges, equity harvesting, or post-divorce sales, earning a share without taking on operational risk.

  • Family Office Services

    Private banks serving ultra-high-net-worth clients can white-glove their home buying or investment property searches by branding a real estate concierge. It elevates service and keeps advisors central to client decision-making.

  • Employer Banking & B2B Divisions

    Financial institutions offering banking-as-a-benefit (e.g., through payroll services or workplace partnerships) can bundle real estate perks into employee offerings, adding value to corporate clients and creating an embedded growth loop.

  • Student Loan Refinance Providers

    Banks with student loan divisions (e.g., SoFi, Laurel Road) can offer real estate rebates to help young professionals move from renters to buyers—enhancing retention and cross-sell potential as financial milestones evolve.

  • Physician & Specialist Lending Groups

    Doctor loan programs are ideal candidates: lenders can offer branded real estate navigation and rebates to early-career professionals relocating or upgrading, earning both mortgage and referral revenue.

  • HELOC & Refinance Departments

    Teams issuing home equity loans or refinancing mortgages can engage customers ready to renovate, move, or sell—offering real estate support that creates continuity and captures referral earnings from the transaction.

  • Bank-Owned Property Portfolios

    Institutions managing real estate owned (REO) or foreclosure portfolios can use this system to refer buyers or liquidate properties through agent partners, monetizing inbound interest while managing compliance.

  • Embedded Finance for Proptech Partners

    Banks offering embedded mortgage or lending tools to proptech firms (home search apps, investment platforms, etc.) can layer in a co-branded real estate program to earn on both sides of the transaction.

  • Community Engagement & CSR Programs

    For mission-driven or community-based banks, offering real estate rebates through branded financial literacy or homeownership workshops deepens local impact, and every closed deal funds the institution.

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Customer Savings at a Glance

Every transaction becomes a moment of impact. Here's what your customers receive through your branded real estate benefits platform:

  • Average rebate value: Between $1,500 and $10,000+ at closing

  • Zero cost to access: No fees, no points, no catches, just real savings

  • Works everywhere they move: Coverage across all 50 states + Washington D.C.

  • Built for scale: Launch your branded experience in under 7 days, with no additional staff or systems required

You offer a life-changing financial perk. We handle everything behind the scenes.

Trusted. Compliant. Institution-Ready.

This platform is purpose-built for financial institutions and brand-sensitive partners.

  • Fully powered by licensed real estate professionals — so you never need a brokerage license

  • Nationwide network of top-performing agents, each carefully vetted and supported

  • Real-time visibility, performance reporting, and service quality tracking

  • RESPA-compliant by design, with structured support for your legal and marketing teams

We deliver the service, compliance, and control — so you can deliver the trust.

Make Your Business Matter More

When you offer a benefit that saves thousands during one of life’s biggest transitions, your organization becomes unforgettable. This is more than a perk. It’s a practical, life-changing advantage, available under your brand.