Lender Co-Marketing Platform Guide
Every verified platform where a mortgage lender can compliantly co-fund marketing with a Realtor partner. Organized by how much the system does for you — from fully vetted portal leads to raw ad engines.
No platforms match your search
Try broadening your filters or search terms.
Leads arrive to the Realtor pre-screened by a human concierge or team. Highest intent. Lender co-brands alongside agent on the portal itself.
Zillow's concierge team vets buyer intent and timeline, then live-transfers them to the Realtor. Lender appears when buyer opts into "I want financing information."
Human concierge team calls leads to verify readiness before routing to agent. Automated SMS/email follow-up included. Lender co-marketing exists but is less structurally integrated than Zillow.
The Realtor subscribes. Their system runs ads, vets leads via AI, and nurtures automatically. You co-fund and ride along as the branded lender partner.
Ylopo AI texts and engages leads 24/7 on the Realtor's behalf. Vets for intent, re-engages cold leads automatically. Lender pays up to 50% of subscription, gets branding on site/ads and lead notifications.
CINC manages $30M+ in annual Google/Facebook ad spend. AI "Alex" texts and qualifies leads for the Realtor around the clock. Lender gets separate dashboard with lead filters.
Sierra AI engages leads via text for Realtor. Lender gets own login, can monitor lead search activity, featured on every listing detail page. Split billing. Strong SEO focus. Integrates with Ylopo.
AI assistant qualifies leads via text for Realtor. 33+ lead gen methods. Lender pays up to 50% of platform and ad costs, gets branded on ads and landing pages, auto-assigned to co-funded campaign leads.
Realtor subscribes. Platform has lead gen tools, behavioral triggers, IDX site. Lender gets separate CRM login and can co-fund ad spend. Lender features are "significantly limited" per verified reviews.
Runs the ads and splits costs compliantly. No CRM, no vetting, no nurturing included. Realtor must have their own system for everything after the click.
Runs co-branded Google/Facebook/Instagram ads with automatic 50/50 cost split. RESPA and TCPA compliance built in. Leads go to both partners simultaneously. No CRM, no vetting, no nurturing.
Not lead generation. Keeps you visible in the Realtor's existing workflow so every buyer they already have sees your name, rates, and contact info. Pairs with any Tier 1–3 option.
Your rates, products, PITI calculations, and contact info appear on every MLS listing the Realtor sends to buyers. Not outreach — relationship reinforcement. Cheapest and most compliant option available.
