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See where every buyer stands
Know each buyer's loan status and what's still outstanding at a glance — no more chasing your loan officer for an update before you write an offer. Shown as references; no raw borrower PII in your view.
Zip Mortgage — For Realtors
Your MLO in your pocket.
Partner with a Zip Mortgage loan officer and your buyers get a guided, branded mortgage experience under your name. See where every buyer stands, get pre-approvals on demand, and keep your own preferred vendors — all in one place. It's a working relationship with a loan officer, powered by the platform; the marketing tools are a bonus, not the pitch.
What the partnership gives you
A loan officer who shows up like part of your team — and a platform that keeps you on top of every buyer from first conversation to closing.
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Pre-approvals on demand
Need a pre-approval to get an offer in tonight? Your loan officer is one message away, and the assistant keeps the buyer moving through intake so the letter comes back fast.
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Your brand, your buyer experience
Buyers get a guided, chat-first mortgage experience under YOUR name — from first question to pre-approval letter. They feel like they never left your world.
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Your vendors, your operating system
Store your own preferred vendors — title, insurance, inspectors — so the whole transaction runs in one place, your way. The platform becomes how you run deals, not just a link.
Your data, your cost — plus a small tech fee.
No markup on your infrastructure. You pay the actual cost of data hosting, compliance retention, and notifications — plus a flat tech fee for portal access, your branded experience, and ChatWidget integration. The partnership itself is about the loans, not a marketing upsell.
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Data hosting & compliance retention
Actual cost — document storage, audit trail, regulatory retention
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Email & notifications
Per-message — buyer status updates, document alerts, weekly summaries
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Tech fee
$29/mo flat — portal access, branded experience, ChatWidget, support
$35–45/mo typical
No tiers. No markups. No revenue-share. Just your share of the cost to keep your buyers moving and compliant.
Always know where your buyers stand
Open your portal and see each buyer's loan status and what's still outstanding — so you can write the offer with confidence. All data shown as references; no raw borrower PII, and a licensed MLO handles every commitment.
| Buyer / property | Status | Docs | Activity |
|---|---|---|---|
| 412 Oak Ridge Dr, Minneapolis | Pre-qualification complete | 4 of 6 | 2d ago |
| 789 Lakeview Blvd, Edina | Application started | 1 of 6 | 5d ago |
| 2200 Summit Ave, St. Paul | Pre-approval issued | 6 of 6 | 8d ago |
Demo data. Refs-only: no borrower SSN, DOB, or raw documents are shown in this view.
A branded experience for your buyers
When you send a buyer to get pre-qualified, they land in a guided, chat-first experience that carries your brand — not a generic lender page. They chat, upload docs, and get pre-qualified, and the pre-approval letter co-brands with you when the licensed MLO issues it. (Yes — you also get a shareable branded link for listings and campaigns if you want one. It's a feature, not the headline.)
Example — your branded link
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zipmortgage.ai/apply/jane-doe-realtyShare it on a listing or hand it to a buyer directly — either way they get the guided experience under your brand, and you see their progress in your portal.
How a buyer moves through it
The assistant handles intake so your buyer is never stuck waiting, your loan officer owns the relationship and the commitments, and you stay in the loop the whole way.
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Your buyer starts
Guided intake under your brand
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You stay informed
Loan status + docs in your portal
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Licensed MLO closes it
Pre-approval + commitment gate
A loan officer who works like part of your team
This is a partnership, not a marketing subscription. You bring the buyers and the relationships; your Zip Mortgage loan officer brings the financing, the speed, and a platform that keeps you both organized — branded to you, with your vendors, on your terms. Not revenue-share. Not a borrower-incentive program.
Regulatory posture: Zip Mortgage NMLS# 1752164. Licensed MLOs review all borrower commitments. Credit pulls, disclosures, rate locks, AUS/lender submissions, and borrower sends are gated behind explicit licensed/compliance review. The realtor portal shows buyer status and document state only — no borrower PII, no credit data, no provider actions.