Give the role a reliable starting point.
Provide the approved contact list, consent rules, communication templates, and update permissions. Define which loan details may be shared, with whom, and when the broker must approve a message.
Keep professional relationships organized
Referral partner coordination
Maintain approved referral records, coordinate introductions, and prepare routine updates for your broker’s review.
Book a free consultationScope, access, and coverage are agreed with your team.
The day-to-day work
A clear queue. A useful handoff.
Define the recurring work and the evidence your team needs to review it. These building blocks become a role-specific operating plan.
- Organize partner contact records and communication preferences
- Schedule approved introduction and follow-up appointments
- Prepare status-update drafts within consent rules
- Track unanswered partner requests for the broker
What comes back to your team
Work you can see and review.
Referral contact directory
A working record with source references, current status, and the person responsible for the next step.
Partner follow-up calendar
A focused view of missing inputs, unanswered questions, and items that need your decision.
Approved-update register
A dated handoff that distinguishes completed work from pending review and unresolved exceptions.
Put the role into practice
From the first brief to the final check.
A practical handoff
A real estate agent asks for an update on an active transaction. The assistant verifies the approved recipient and drafts a limited status message from the loan team’s record. The broker reviews it before any borrower information is shared.
Illustrative workflow, not a client case study.Check the work before closing the loop.
Check consent, recipient identity, and the age of the source update. Keep introductions, marketing activity, and active-transaction communication separated so permissions and next actions remain clear.
Your systems, your permissions
Fit the role to your environment.
Tool familiarity is considered when defining the role. Your team approves every platform, access level, and source of truth.
HubSpotSalesforceJungoMicrosoft Outlook
Platform names describe possible working environments, not endorsements or a promise of certification.
Before you start
A few useful questions.
What should we prepare for referral partner coordination?
Provide the approved contact list, consent rules, communication templates, and update permissions. Define which loan details may be shared, with whom, and when the broker must approve a message.
How will we know what is complete?
Check consent, recipient identity, and the age of the source update. Keep introductions, marketing activity, and active-transaction communication separated so permissions and next actions remain clear.
Which decisions remain with us?
Your licensed team controls disclosures, relationship terms, and loan representations. The assistant does not promise approval, quote rates, discuss compensation arrangements, or share borrower records without authorization.
Can the role work in our existing tools?
We scope the role around your approved systems, including environments such as HubSpot, Salesforce, Jungo. Access, training, and the final tool requirements are confirmed before the role begins.
Related support
Connect the work around this role.
Complete request trails
Borrower document follow-up
Track requested documents and approved reminders so your loan team can see what is still missing.
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Every file has a next action
Pipeline administration
Maintain milestone records, follow-up dates, and exceptions across an active loan pipeline.
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Conversations with context
Borrower scheduling
Coordinate consultations and follow-up appointments around your team, time zones, and approved communication rules.
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Administrative readiness
Closing coordination support
Organize closing checklists and communication records so the authorized closing team can review outstanding items.
Explore the service ↗A role shaped around your operationStart with the work
Start with the work
you want to hand over.
Tell us where the queue slows down. We’ll discuss the scope, tools, coverage, and review points that belong in your support role.
Book a free consultation
Define the role before making a commitment.