Realtor Partnerships
The same playbook as the MLO channel — a much larger universe, the same moment of trust.
What it is
A buyer trusts their realtor with the largest purchase of their life, and the realtor is in the transaction weeks before the lender is. Where the MLO refers at the closing table, the realtor refers the day the offer is accepted — earlier in the deal, with more room to quote properly, bundle the auto, and start the relationship right.
Same structure as Silo 04: CRA builds the referral pathway, the introduction arrives warm and mid-transaction, and your team writes the business on your carriers.
How it works
We build the pathway.
CRA sets up the referral process with participating realtors and handles the technology and training.
The referral lands early.
Accepted offer → insurance question → your agency, while the buyer still has time to do it right.
Documents come in through Magic Box.
Intake forms, applications, dec pages, and any other pertinent documents are submitted to the agent via Magic Box. Our AI system ingests them, completes the appropriate ACORD applications, and returns everything to the agent.
Your team binds it.
AI-prepared, reviewed and written by your licensed staff, in time for closing.
Market: 1.5 million licensed real estate professionals nationwide.4
Real estate sales associate and independent Medicare expert, 19 years leading teams at a Fortune 500 company before real estate.
Disclosure: Peter heads Real Estate Agent Millionaires, CRA's brand for the real-estate community.
Your market. Your numbers.
There are no projections on this page on purpose — your market, your carriers, and your inputs decide the number. Run it yourself, then see how realtor partnerships stacks with the other eight.
No obligation. Month to month, $547/mo. Check whether your market is still open.