AgentPromoter

AgentPromoter professional platform

Network. Share work. Close it — without starting over.

One CRM for real estate, mortgage, insurance, and home evaluation: find trusted partners, share permissioned opportunities, run your pipeline, and hand off jobs with the property and client context already attached.

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Opportunities hub, discovery search, evaluator job economics, and field-level referrals — live in your workspace today.

“This platform completely transformed our pipeline, helping agents close deals faster than ever before.”

ELENA VANCE | APEX Luxury Properties CEO

The all-in-one growth software for real estate agents, lenders, insurance agents and home evaluators.

Elena Vance

Trusted by brokerages, lenders, and agencies worldwide

  • ABC Realty
  • Apex Mortgage
  • Shield Insurance
  • Precision Evaluations
  • Regional brokerages
  • Independent teams
4Professional rolesReal estate, mortgage, insurance, home evaluation
6+Opportunity typesEvaluations, referrals, leads, introductions
1Property recordListings, loans, policies, and jobs on one home
0Extra loginsNetwork, opportunities, pipeline, and modules together

What is AgentPromoter?

Network → Opportunity → My Work on one property record.

AgentPromoter is the professional network and CRM where you build trusted relationships, share cross-role opportunities with control, and run module work — evaluations with fee, quote, invoice, and report delivery included.

  • Opportunities hub unifies handoffs: evaluation requests, mortgage/insurance/RE shares, and introductions.
  • Find a professional beyond your existing network; accept auto-connects you for messaging when you are ready.
  • Leads, contacts, referrals, calendar, tasks, and role modules share one workspace — not five logins.

Choose your profession

Four professions.One property record.

Each role gets module work, pipeline, and marketing where it matters — plus the same Opportunities hub and network when it is time to hand off across the deal.

🏡 Listings & Pipeline
1842 Maple AveActive
$725,000
Showings Active5 Leads Captured
Real estate

Sell more. Faster and easier.

Accelerate every stage of your listings.

  • Share evaluation & cross-role opportunities
  • Property websites, QR, and listing marketing
  • Pipeline, showings, open houses, lead experiences
  • Who Can Help? when you need a trusted match
Real estate path
⚡ Loan Milestones
Pre-Approval TrackIn Review
App: VerifiedClear to Close
Loan officer

Grow your referral business.

Expand relationships with listing agents.

  • Mortgage referral opportunities in one inbox
  • Applications & milestones on shared property context
  • Discover listing agents by market
  • Accept copies warm leads — no retyped buyer files
Mortgage path
🛡️ Instant Policy Quote
✓
Homeowner Quote Bound
✓
Lender Auto-Sync Ready
Insurance agent

One marketing platform.

Connect with loan officers & real estate agents.

  • Insurance referral opportunities from partners
  • Quotes priced off the shared property record
  • Bind and renewals on the same contact
  • Reputation and reviews on your public profile
Insurance path
📋 Report & Valuation
Valuation Job #481Delivered
Fee Quote & E-Sign:Done
Client Report:Delivered
Home evaluator

From request to paid report.

Receive evaluation opportunities in your hub.

  • Accept jobs with listing context attached
  • Fee quote, invoice, and engagement e-sign
  • Report templates and delivery tracking
  • Notifications when agents share new work
Evaluator path

What you get in the workspace

Less rework between partners.More closed business for everyone.

You capture and qualify in your pipeline, share only what you choose, and partners accept into theirs — with property context, opportunity threads, notifications, and audit history built in.

Opportunities Hub

Cross-role work, one inbox.

Send and receive home evaluations, mortgage and insurance referrals, real estate leads, and client introductions. Filter by type, respond in-thread, and open completed work in your module pipeline.

How opportunities work

Network & discovery

Connect, follow, find, share.

Colleagues and connections in-app, plus discoverable profiles by role and geography. Share opportunity from search when someone is the right fit — not only people you already message.

Find professionals

Pipeline Hub

Capture once. Qualify everywhere.

Leads from business cards, lead experiences, open houses, opportunities accept, and voice inbox — with source attribution, notes, follow-ups, and favorites.

See lead flow

Referrals (classic)

Same trust model, always on.

Field-level sharing and accept/decline still power every handoff. New work flows through Opportunities; your referral history and Who Can Help? matching stay in the same network.

Referral loop

Property Hub

One home. Every workflow.

Listings, media, websites, showings, and public pages attach to a single property — the hub mortgage and insurance quote against.

Property record

Marketing Hub

Publish, print, and promote from the listing.

Property websites, QR codes, slideshows, social kits, and campaigns — the listing marketing stack referral partners expect from a modern connector platform.

Listing marketing
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Opportunities — how handoffs work now

Share work with permission.Partners accept into pipeline.

The Opportunities hub is where cross-professional work lives: you choose the client fields, the recipient gets a clear accept or decline, and successful accepts copy into their leads — plus optional auto-connect so you can keep the conversation in Messages.

Home evaluation opportunities

Listing agents share private evaluation requests with chosen evaluators. Accept kicks off My Work — fee quote, invoice, light e-sign, report templates, and client delivery on the same job record.

Mortgage, insurance & RE leads

Structured opportunity types for lenders, carriers, and agents: share from your contacts, track status in one hub, and jump to the accepted lead in your role pipeline when work starts.

Ask before you connect

Opportunity-scoped messaging lets both sides clarify details on pending work without forcing a network connection first — then accept can connect you automatically when you are ready to collaborate.

How the loop works

Discover. Share opportunity.Accept. Repeat.

One referral loop for every profession on the platform — permissioned handoffs, not blind forwards.

  1. Discover

    Connect with colleagues or find professionals by role, market, and specialty.

  2. Share

    Send an opportunity with only the client fields you choose to expose.

  3. Accept

    They clarify on the thread, accept or decline, and land in pipeline with context.

  4. Repeat

    Work the deal on one property record — the next handoff is a click away.

Built for the Entire Ecosystem

Connected professionals.One unified platform.

Connect agents, teams, organizations, lenders, home evaluators, and insurance partners under one unified platform.

🏡 Unified Deal Pipeline
Leads
Active
Won
Agents & Teams

Manage buyer/seller leads and coordinate team pipelines in a single dashboard.

⚡ Secure Document Sync
Document ReviewShared
Evaluator: UploadedLender: Reviewed
Lenders & Evaluators

Collaborate directly with mortgage lenders and home evaluators on client docs.

🛡️ Connected Referrals
✓
Insurance Partner Referral
✓
Client Quote Coordination
Insurance Partners

Connect insurance agents seamlessly with buyers for fast policy quoting at closing.

Built for every profession around the home

From solo professionals.To whole companies.

Hover over a card to see what real estate agents, lenders, insurance agents, home evaluators and companies each get.

For Agents

For Agents

Run buyers, sellers and listings in one place, and market every home from its record.

  • Buyers & Sellers boards with listing matches
  • Property websites, flyers and social posts
  • Showings and open houses that capture leads
Hover to expand
For Lenders

For Lenders

Take referred borrowers from pre-approval to funding with the agent kept up to date.

  • Pre-approval letters shared with the agent
  • Borrower upload link for requested documents
  • Loan progress shown on the referral
Hover to expand
For Insurers

For Insurers

Quote, bind and renew home and auto policies on the same client and property.

  • Quotes priced from the shared property
  • One-step bind, renewals and claims
  • Coverage lines on your card and website
Hover to expand
For Evaluators

For Evaluators

Receive evaluation requests from agents and deliver the finished report from one job.

  • Templated on-site inspections
  • Comparables from your own sold homes
  • Quote, invoice, e-sign, report delivery
Hover to expand
For Companies

For Companies

Owners see every member’s work, hand out leads and keep marketing compliant.

  • Lead routing by profession, source or ZIP
  • Company overview with a row per member
  • Compliance footers on every marketing piece
Hover to expand

Proof from the desk

Why they stopped starting over.

Broker / owner

“I see every agent’s pipeline, compliance footers on marketing, and who referred whom — without logging into five products.”

James OkonkwoHarborline Realty

Learn more

Better handoffs for every kind of practice.

Agents, lenders, insurance agents, home evaluators and whole companies work the same client and the same home in AgentPromoter.

“I run my business card, listings, and lead experiences from one workspace. When I refer insurance or lending, they get only the fields I choose — I am not maintaining three spreadsheets for one buyer.”

Sarah ChenReal estate officer, ABC Realty

Find real estate agents

One home record

Listing, showings, open houses and every partner referral attach to the same property.

Know what happened

Each referral shows whether the partner made contact, is working it, won or lost.

Before you decide

The questions that decide the switch.

What actually changes when the deal moves, and what stays in your control.

Because the home gets retyped every time it changes hands. AgentPromoter keeps one record, so the next person starts from the deal you already have — not from a blank file and an email thread.

Public discovery

Explore the network.

Browse agents, lenders, insurers, evaluators, and brokerages — then sign in to connect, share opportunities, and refer with the same people you discovered.

Browse by profession

Real estateMortgageInsuranceEvaluators

Make impossible handoffs feel impossibly simple, with AgentPromoter

All your client and property data, right at your fingertips.

Listing, loan, policy, and valuation — finally on the same page.

Referrals you control. Results your partners can trust.

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