AI Partner Portal for Mortgage & Lending. Agents and builders signed up, every referral attributed.
AI Partner Portal puts a referral-partner application on your site for real-estate agents, builders' sales offices, auto dealers and CPA firms. The AI researches each applicant's website and presence before you approve, every lead they send carries their attribution, and each partner gets a view of the buyers they referred, within the authorization rules you set.
TRY AI PARTNER PORTAL FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Research every agent who applies, and show partners only whether their buyer has booked.”
Lisa“Done: each agent application comes with the AI's research, and partners see only whether their referred buyer has a consultation booked.”
Any setting, in any module · applied only on your yes
How Mortgage & Lending use it
A new listing agent applies through your site; the AI summarizes her brokerage, listings and presence before the branch manager approves.
A builder's sales office sends three buyers in a month, and each lead shows the builder's attribution automatically.
An agent checks her partner view on Sunday and sees that her buyer's consultation is booked for Tuesday.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Partner and reseller application form on your site
- The AI researches the applicant, site, presence, fit, before you approve
- Referral attribution on every lead; a partner view of their own customers
Add it to any contact channel — AI Phone, AI Chat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Questions & answers
AI Partner Portal for Mortgage & Lending: questions & answers
Can a mortgage lender run a referral partner portal for agents?
Yes. Agents, builders and other referral partners apply on your site, the AI researches each applicant before you approve, and every lead they send is attributed to them. Each partner sees the borrowers they referred, as your rules allow.
Does referral attribution mean paying partners for leads?
No. Attribution records who sent which borrower, so the branch manager sees which agents and builders send business and can thank the right people.
What can an agent see about a referred buyer's file?
Only what your authorization rules allow, such as whether the consultation is booked or the milestone your team publishes. Rates, terms and loan details stay between the borrower and the loan officer.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Mortgage & Lending ›
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
Give Lisa your website.
She sets up your business in 2 minutes.
Other software makes you learn it. Zanus AI learns your business.
Try it free on your own business — no credit card, per company, never per seat.
Or call +1 (954) 736-3939 — the AI answers.