6 Realtor Partnership Plays You Can Run From BNTouch in One Afternoon

Six realtor partnership plays run inside BNTouch in one afternoon: send the partner portal invite, set up the co-branded property site, schedule the partner task list, link the agent as a participant on a live deal, configure the partner record contact info and opt-in fields, and run a tracker report so the partner sees the activity inside their portal. Each play has a screen and a click path. Each builds the partner relationship through the BNTouch infrastructure instead of through a side channel like a personal text or a one-off email. Three hours of setup. Years of compounding referral value.

By Yuri Polukeev, Founder of BNTouch.

A loan officer who treats their referral partners with the same systematization they apply to borrowers ends up with referral volume that does not collapse when the LO takes a week off. Six plays cover the structural work.

Play 1: Send the partner portal invite

The partner portal is the partner-facing site every realtor or co-marketing partner can log into to see deal status, submit leads, and contact the LO. Open the partner record, click invite. “The invite option will send an email to your partner with a link and instructions to set up their portal” [xMuYIDopgxQ m1]. The training video recommends sending the password in a separate email for security. Once the partner logs in, they see active transactions, can click client names to view participated transactions, and can contact the client through tracker events or document management. Setup time per partner: under two minutes once you have the partner’s email on file.

Play 2: Build the co-branded property site for one listing

Co-branded property sites are the partner-side lead capture tool inside BNTouch. The partner can pick from “five different open house templates to customize the look. When they click generate page, a new window” [xMuYIDopgxQ m6] opens with the configured property site, ready to share at the open house with a QR code. Leads captured through the property site land directly in the LO’s BNTouch as new borrower records, with the realtor automatically linked as the participant. The partner sees the brand of the LO. The LO sees the lead and the source attribution. Both win.

Play 3: Schedule the partner task list for follow-up cadence

The partner task list lives inside the partnerships tab. Open a partner record. “You’ll see any currently pending tasks that haven’t yet been addressed. You can instead see every task for a partner by clicking the all tasks link above this list” [MhTbKp6_gH8 m1]. The play is to schedule recurring tasks at the right cadence for each partner type. Active referring agent: every two weeks. Co-marketing partner: monthly. Dormant agent worth re-engaging: quarterly. Tasks created here automatically link to the partner record and surface on the daily dashboard calendar so the LO sees them without hunting.

One detail from the same video. “Below you can enter any details you need to be reminded about in the description field. This is what will appear in the calendar event box in the dashboard tab and in the partner task list” [MhTbKp6_gH8 m4]. Color-coding the task type (call, email, lunch) makes the partner task list readable at a glance.

Play 4: Manage individual tasks on the partner record

Inside any partner record, tasks can be rescheduled, marked done, or assigned to a different team member using the action icon. “Rescheduling will open the edit task screen and allow you to enter a new date and time for the task” [DvUQBtHEC8o m2]. The play that compounds: set a popup reminder in the CRM and also send a reminder email to the partner so the meeting holds. Both options live in the same edit screen. The senior version of this discipline: every partner gets at least one scheduled touchpoint on the calendar at all times. Never zero.

Play 5: Link the agent as a participant on a live deal

Linking the partner to a borrower’s mortgage record is the move that ties the referral source to the deal so attribution works downstream. Open the borrower record, navigate to participants, click add. Pick from existing partners or add a new one. “Click add record and connect it to the mortgage record. This new partner will be added to your partnerships tab” [VD81H216fxI m2]. The direction arrow on the participant icon matters. “Arrows pointing to the left mean that the indicated partner referred the client to you while arrows pointed to the right mean that you refer the client to that partner” [VD81H216fxI m3]. Get the direction right at deal creation. The lead-source report later will only be useful if the data going in is accurate.

Play 6: Configure partner record contact info and opt-in fields

The partner record contact info sub-tab is where most LOs miss data. The fields that matter beyond the obvious (name, email, phone): preferred language, mailing address, birthday, individual portal password. The green opt-in buttons control whether the partner receives mailings, calls, emails, or portal communications. “The green buttons can be used to opt the partner in or out for mailing, calling, emailing, or partner portal communication. If your administrator has enabled the BNTouch Voice module” [FSkdVnRvGcQ m4], the same row controls texting opt-in. Set the opt-ins right at intake. The campaigns downstream depend on them. The bulk partner record list overview shows just how much faster partner management runs when these fields are clean.

What partnership plays do not solve

Two honest limits. One, BNTouch can systematize the touchpoints, the deal linking, and the portal infrastructure. It cannot make a disengaged agent care. A partner who never logs into the portal will not magically start submitting leads because the LO sent the invite. The play works on partners who are already inclined. Two, the participant link only attributes one partner per type per deal. “Each mortgage record can only have a single partner of each type connected” [VD81H216fxI m2]. Multi-agent referrals need a workaround like a custom field or a tracker note.

See the partner portal, property sites, and partner record discipline running together

If you want to see the partner portal, co-branded property site, partner task list, and participant linking running on a live account, the fastest path is to request a demo and ask the BNTouch team to walk through the partnerships tab with a sample partner already invited. The partner portal overview covers the partner-side experience.