For partners
Keep your clients' closings on track.
For realtors, loan officers, escrow and title officers, commercial lenders and brokers, and attorneys. Send us a client with one short form. We'll handle the insurance and keep you posted.
How referrals work
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Step 1: You send the basics.
Your client's name, contact details, the property, and the date. One short form.
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Step 2: We reach out by one business day.
A licensed broker introduces themselves and takes it from there.
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Step 3: We keep you posted and deliver the documents.
With your client's permission, we send you status updates and get the documents to the lender.
What we deliver
Home purchases
Proof of homeowners insurance to the lender and escrow before closing.
Commercial closings
- A binder confirming coverage before closing
- Evidence of commercial property insurance
- Certificates of liability insurance
- Mortgagee and loss payee wording as the lender requires
- Additional insured endorsements
Common questions
Does my client have to use you?
No. Your clients are always free to choose their own broker.
How soon do you contact referred clients?
We reach out by one business day.
Will you keep me updated?
Yes, with your client's permission.
Have a client with a date coming up?
Send them over with one short form. Your broker will reply within one hour on business days.