A Housing Link is a shareable URL that displays videos, documents, and more. Each one can have its own custom share image. Add a personal touch to your client communications, presentations, and landing pages.
A pre-approval is based on a snapshot of your finances today, so the biggest thing between now and closing is keeping that picture steady. A few habits make this part easy:
A few things to hold off on
None of this is meant to box you in. When something comes up, just send it my way first and we'll figure it out together. I'm one call or text away, and I'm with you the whole way.
Housing Link works within your existing workflow. For example, you can send a Housing Link to enhance a buyer consultation, then edit what's displayed as the deal progresses and is eventually closed. You can even re-engage past clients with market updates, refi dashboards, and more.
Create a Presentation that walks your prospect through your process, includes relevant Resources, and allows them to schedule a call.
By sending a Housing Link you are sending a URL that's easy to share with their partner or family, and can be bookmarked for easy access.
When they're ready to apply, the link to your application is already on your Housing Link.
Thanks for considering me for your home loan. Buying a home is one of the biggest decisions you'll make, and my job is to make the financing part feel clear and manageable. We'll start with a quick conversation about your goals and your budget, and from there I'll get you pre-approved so you know exactly what you can shop for.
Once you're pre-approved, you'll have a single point of contact who actually picks up the phone, not a call center or a stack of automated emails. I'll walk you through your options, answer your questions along the way, and keep you updated at every step from your first showing to closing day. Watch the quick intro above, and when you're ready, schedule a call right from this page.
Once your client is pre-approved, edit their Presentation and add a pre-approval letter with a video going over next steps, a Total Cost Analysis built on their numbers, and national rate averages.
This helps establish that your buyer has a single point of contact who knows their file and their story.
When the loan amount changes or the letter needs a refresh, you edit it and send your client the same URL with your updates.
Ashe and Jamie, congratulations on reaching this milestone. You're now pre-approved for up to $725,000, which means your financing has been reviewed and verified and you can shop with the confidence that comes from knowing your numbers. Your pre-approval letter is ready on this page and available the moment an agent or seller asks to see it, so you'll never be caught searching your inbox at the wrong time.
I recorded the video above to walk you through the details of your approval and the steps we'll take together from here. I'll keep this page current as rates change and new homes come on the market, so it's always worth checking back. If a question comes up at any point, whether it's about your budget, a specific property, or what happens next, I'm only a call or text away.
When it's time to start home shopping, create a Buyer Pass™ your buyer carries in their digital wallet. Buyer Pass is designed to be scanned by a listing agent and open a Presentation intended just for them.
Your buyer arrives prepared, and the listing agent meets a real loan officer with the full story rather than another name on a sign-in sheet.
If the buyer's status or contact details change, you edit it once and the same QR code keeps working.
When it's time to submit an offer, create a separate Presentation for the listing agent with a short video introducing yourself, your buyer, and why this home is the one. Include the financing terms, contingency plans, contact information for the buyer's agent, and the pre-approval.
The listing agent meets your buyer before they read a price. If there are other offers being submitted, you want yours to be the one providing the full picture.
Ashe and Jamie fell in love with this home the moment they walked through it, and it's the only offer they have out right now. They're coming in at $849,000 with 20% down, fully pre-approved with their rate already locked, and their financing is underwritten on our end. We can close in 30 days, or sooner if that helps your seller, and the offer is clean with just a standard inspection contingency and no financing or home-sale contingency.
I've worked with this family since day one, so I can tell you they're serious, easy to work with, and ready to move. Their file is solid, which means you won't see surprises on the way to closing, and you'll have my direct line the whole way. Watch the short video above for the full picture, and reach out anytime. We'd love to make this one happen.
As the home buying process nears completion, update the client's Presentation with each milestone, inspection, appraisal, and request. Add a quick video when the buyer needs reassurance.
Most buyers spend this month buried under automated emails from teams they've never met. With Housing Link, they have one URL they trust, everything in one place, and one person to call if something feels off.
When closing day arrives, the same link is ready to become their post-close hub.
Ashe and Jamie, you're almost home. The inspection and appraisal are both behind us, the numbers came back right where we wanted, and your loan is moving through final review.
From here, the only thing I'll need from you is a few signatures on the closing disclosures, which I'll send to your email with a note on exactly what to look for.
I recorded the quick update above to walk you through the rest, so give it a watch whenever you have a minute.
I'll keep this page current as we get closer to closing day, so you always know what's done and what's next. If anything feels unclear, I'm one call or text away.
Turn your client's Presentation into a homeowner hub with a congrats video from you, a first-week checklist (change the locks, forward the mail, set up utilities), the closing docs, and answers for the questions that come after move-in.
Most lenders go quiet after closing. You don't. Their Housing Link Presentation is still live, your contact information is always up to date, and your buyer can ask about their loan, their home, or anything in between.
Ashe and Jamie, the keys are yours. Before life gets busy, here are a few things worth knocking out in your first week so the new place feels like home.
And save my number. Whenever it's time to refinance, buy a second home, or a friend starts looking, call me first and I'll take care of them like I took care of you.
If a friend or family member is starting their home search, send them my way. I'll take care of them like I took care of you.
Refer a friendTo make it easy to stay in touch with past clients and old leads, create Resources like a monthly Housing Market Update. Write your own or have Housing Link AI draft one for you, add a video explainer, layer in complementary content, and send it their way.
They hear from someone they know with relevant insights about their market and their home, not a generic newsletter.
When their friend starts shopping, or it's time to refinance, they already know who to call.
Rates eased a little in April, with the 30-year fixed settling around 7.125% after sitting higher through the winter. That small move is enough to bring some buyers off the sidelines, so there's more activity now than there was at the start of the year.
Median sale prices kept climbing, up about 4% since last spring, and homes are moving faster once they're priced right. Inventory is still tight, but a few more listings came on this month, which gives buyers a little more room to negotiate.
If you've been wondering whether it makes sense to refinance, sell, or help someone in the family start looking, this is a good month to run the numbers. Reply anytime and I'll put together something specific to your situation.
Four link types, each built for a specific role. Reach for the one that fits the moment, or combine them to follow your client through the entire journey.
A pre-approval is based on a snapshot of your finances today, so the biggest thing between now and closing is keeping that picture steady. A few habits make this part easy:
A few things to hold off on
None of this is meant to box you in. When something comes up, just send it my way first and we'll figure it out together. I'm one call or text away, and I'm with you the whole way.
Turn introductions and updates into a pleasant experience your clients and referral partners will remember. One link instead of ten attachments.
Learn more
Publish market updates, buyer guides, and educational content built for people and for robots. We handle the technical work behind the scenes to get you found.
Learn moreCo-branded listing pages with financial analysis, 3D tours, sample buyer broker agreements, and seller-approved financing. Built for today's listing, ready for tomorrow.
Learn moreA community page for every build you sell. Model homes, builder incentives, total cost analysis, and 3D tours, all in one branded link.
Learn moreNo designers, developers, or complicated setup. It only takes a few moments to create a link and send it to one of your clients or referral partners.
From your dashboard, choose the link type that fits the moment. Create a Presentation for a buyer, a Listing for a home, or a Buyer Pass for a serious shopper. Each one is built for the role it plays in your workflow.
Paste a link from Loom, MortgageCoach, MBS Highway, or any of 20+ tools you already use. Housing Link turns each one into a widget on the page. Arrange them how you want, and let Housing Link AI draft anything missing.
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Send the link by text or email, whichever your client prefers. They see everything in one place, with your branding and on your domain. They can bookmark it, share it with their partner, and come back to it anytime.
Some of our customers have been with us since our launch in 2019. We asked new and existing customers what they think of Housing Link. Here's what they said, directly from them.
“We don't just shuffle off a pre-approval when an offer goes out. We put together an entire landing page with a welcome video to the listing agent, client testimonial videos, real estate statistics, and the approval letter. Because of that, we now exceed a 98% conversion rate on our applications.”
“My client was up against two other offers and was actually a backup. He came back into the running and beat out an all-cash offer, and another that was higher. The listing agents were so impressed with what we had to present, the digital offer, my presentation, the pre-approval letter, and the TCA, that they accepted.”
Three plans, one product. The only thing that changes is how many seats you need.
