Keep Your Clients Moving. Build Your Pipeline.
Your clients deserve a clear mortgage starting point and licensed review when it matters. You deserve a branded intake path that routes borrower intent without overstating approvals or rate locks. That's Zip Mortgage.
Common Friction in Mortgage Coordination
❌ Unclear Next Steps
Borrowers may not know what information is needed before a licensed mortgage review. That can create delays and extra follow-up.
❌ Hard-to-Route Questions
Realtor and borrower questions often need to be routed to the right licensed person, not answered by a generic public form.
❌ Late-Stage Surprises
Missing documents, unclear conditions, or unreviewed assumptions can create avoidable friction later in the transaction.
❌ Thin Handoff
Without an agreed intake path, partner context can get lost before a licensed review begins.
The Zip Solution
✅ Fast Borrower Intake
Your clients can start with the Zip widget, answer key questions, and get routed toward licensed review. Any rates, APR, costs, approvals, or locks require verified data and MLO review.
✅ Routed Access to a Licensed Reviewer
Zip routes qualified partner and borrower questions toward an appropriate licensed review path as access is enabled.
✅ Clear Next Steps
Borrowers see what information is needed next and when a licensed loan officer must review the file. No rate lock or approval is promised from the public widget alone.
✅ Built for Real Estate Coordination
Partner workflows can organize borrower intake and communication expectations without promising approvals, locks, or funding status.
How It Works (3 Steps)
Pick Your MLO Partner
Request a Zip MLO partner in your market. Zip reviews fit and authorization before enabling partner workflows.
Add Your Link to Listings & Ads
Put your branded pre-approval link on listings and ads as a borrower-intake path only. Buyers can start the conversation and route their mortgage intent for review; no approval is implied.
Track Routed Intake
See borrower-intake activity that comes through your branded path as partner tooling is enabled. Live loan status and funding updates require operational access.
See What Documents May Be Needed Next
The partner pipeline concept shows how missing borrower items can be organized after intake. This is illustrative and not a live approval, AUS, or funding-status view.
Client: J. R***** (pre-approval)
Example status labels show how review progress may be organized after licensed review begins.
Illustrative pipeline card — borrower details are masked; this is not a live file or active Marcus review.
2 of 5 items received · 2 still needed
- Received
Photo ID
- Received
Pay stubs
- In review
W-2s (2 years)
- Still needed
Bank statements
2 months, checking + savings
- Still needed
Purchase agreement
Needed once under contract
- ✓One list per client — borrower intake can become a routed lead once partner access is enabled.
- ✓Missing items are flagged in red as illustrative next-step prompts for review.
- ✓List view, mobile-first — designed as a coordination concept, not a live CRM claim.
Ready to Partner with Zip?
Give your clients a clearer mortgage starting point and build a stronger pipeline with a branded borrower-intake path and MLO routing.
It's Simple:
- ✓ Pick a Zip MLO partner in your market
- ✓ Get your own branded borrower-intake link
- ✓ In this model, the application is your lead workflow — routed borrower intake, not a live approval claim
- ✓ Keep expectations clear before licensed approval or rate-lock steps
FAQ for Realtors
How do I get started?▼
Email support@zipmortgage.ai or call (612) 469-0220. Tell us about your market and client volume. We'll match you with an LO and set up your account.
How does the partner program work?▼
Zip's partner program is paid marketing infrastructure — you get a co-branded borrower-intake path and routing workflow as access is enabled. Email support@zipmortgage.ai for current program details and pricing.
Can my clients shop around?▼
Of course. Borrowers can compare options and ask questions. Zip keeps the public intake path clear about what still requires licensed review.
What if I need support?▼
Your Zip contact path starts with the assigned LO or support channel. Escalation and response expectations depend on the partner access enabled for your account.
Join the Partnership
Give your clients a clearer mortgage starting point with borrower intake and licensed review boundaries. Partner with Zip Mortgage today.
Start Borrower Intake