Never Lose Sight of Your Client’s Mortgage Progress
Eliminate the mortgage “black hole”. Input deals in seconds with your dedicated link, track pipeline status in real-time, get instant milestone alerts, and share attachments seamlessly.
1-Tap Access
Dedicated Realtor Link
Zero Black Hole
Live Pipeline Tracking
Instant Alerts
Milestone Notifications
Easy Uploads
Attachment Sharing
Designed to Make Your Referral Workflow Effortless
No cumbersome logins or endless phone tag. Experience a streamlined partner platform built for modern real estate professionals.
Submit New Deals in Seconds With Your Personal Partner Link
Forget complicated passwords and repetitive forms. You receive a unique, personalized partner URL that stays saved on your mobile device or browser. Submit buyer leads with key details and additional co-borrowers in under 30 seconds.
- Mobile PWA Ready: Save directly to your smartphone home screen without downloading an app store file.
- Co-Borrower Support: Easily add spouse or co-buyer contacts with role tagging.
- Persistent Recognition: Your partner profile is attached automatically to every deal.
Complete Transparency — No More “Mortgage Black Hole”
Have you ever sent a client to a broker and wondered what happened next? With Trudi’s Partner Portal, you get full visibility into every stage of your client’s financing lifecycle.
- Stage-by-Stage Visibility: Track status from Review ➔ Contacted ➔ Pre-Approval ➔ Live Deal ➔ Closed & Funded.
- Real-Time Pipeline Board: View all active referrals in one clean, searchable dashboard.
- Protect Deal Timelines: Know instantly when financing conditions are satisfied so your purchase offer stays on schedule.
Instant Notification System for Key Milestones
Stay in the loop automatically. The portal notifies you immediately when major deal milestones occur, keeping you fully informed so you can celebrate wins with your clients.
- Milestone Triggered: Get alerted when pre-approval letters are issued or lenders grant firm approval.
- Saves Time: Eliminates the need for manual status calls or status check-in emails.
- Seamless Client Experience: Coordinate closing arrangements with complete confidence.
Effortless Attachment & Document Sharing
Need to attach an Agreement of Purchase and Sale, MLS listing sheet, or property disclosure statement? Simply attach documents directly within the lead input workflow.
- Direct Document Uploads: Attach purchase contracts and feature sheets in 1-click.
- Faster Underwriting: Providing documents up front accelerates lender document clearance.
- Bank-Grade Encryption: Sensitive file attachments are processed with end-to-end security.
How Partner Access Works
Get setup with your dedicated partner link in 3 easy steps.
Get Your Dedicated Link
Receive your unique personal partner URL from Trudi Schuurhof. Save it to your phone home screen for 1-tap access.
Input Client Deals
Submit client contact info, co-borrower data, and purchase contract attachments in under 30 seconds.
Track Live Milestones
Monitor your pipeline status live and receive real-time notification alerts as financing milestones are unlocked.
Partner Portal Questions
Ready to Streamline Your Client Mortgage Pipeline?
Connect with Trudi Schuurhof today to request your personal Realtor Partner Link and start tracking deals in real time.