For realtors
Know who's actually active — and who's pre-approved.
To collaborate with a trusted mortgage broker — so you can see the file, pull the letter, and stop re-explaining your buyer to a queue.
The partner portal
Visibility first. Data entry second.
The headline is what you can see — not what you have to type. Adding your own buyers is the on-ramp; knowing where every file stands is the reason to stay.
Who's active. Who's pre-approved.
At a glance — not buried in a thread. See which of your buyers are moving and which already have a letter, so you stop guessing before the showing.
Property-specific letters, from the portal
Pull a pre-approval letter aimed at the address you're writing — straight from the partner portal, without waiting on a callback to regenerate it.
Shared tracking, whoever sourced them
Properties they're viewing, loan scenarios on the table, hesitations already on file — visible to you whether you sent the buyer or we did. One picture of the file.
Want to add a buyer yourself? Drop them into the portal — name, contact, the basics — and the loop closes back to you. That step gets you in. The visibility above is why agents stay.
Speed
Your buyer never sits. You always know.
On a clean file, pre-approval can land in as little as an hour. Next-day is typical. When a buyer moves fast and sends docs, we stop and work the file — and you're looped on where it stands without chasing a status call.
That's the partnership promise: the client you earned stays cared for, and you stay on the file — not outside it.
Ask us anything
Free quotes. Honest advice. Even on deals we won't win.
Any agent's client can get a straight read from us — numbers, structure, whether the file actually fits — whether or not Plan Prepare Home ends up with the loan.
That's how you find out how we work. We'd rather earn the next referral by being useful on this one than pretend every file is ours.
The bar
What you should expect from your lender.
Whether it's us or someone else — this is the floor we hold ourselves to. If your current shop can't clear it, your buyers feel it first.
Someone answers like a partner
When you or your buyer reaches out, a real person on the file replies — usually the same day. Not a ticket, not a rotation.
Options that help the offer win
Down payment, credits, timing — we shop lenders and help structure the deal so the offer has a shot, instead of handing you one shelf of products.
Turnaround you can plan around
On a clean file, pre-approval can land in as little as an hour; next-day is typical. Property-specific letters come out of the portal when you need them.
Let’s build the partnership
Ready to hand off with confidence?
Fifteen minutes with Jim to see the portal, meet the team, and decide if we’re the right home for your buyers.