The share link portal is the engine of the LO referral program. It gives every loan officer a simple, trackable way to connect borrowers with competitive insurance quotes — without any additional work on your part.
How It Works (3 Steps)
- Share your link: During the loan process, send your unique URL to the borrower via text or email: "Here's a link to compare homeowners insurance from 50+ carriers — helps you find the best rate before closing."
- Borrower gets quotes: They enter basic info (address, coverage needs) and instantly see competitive options from 50+ carriers through our licensed national partner
- Policy binds, you earn: When the borrower selects a policy and binds coverage, you earn a commission — tracked to your unique link and paid on every renewal
What the Borrower Sees
- Clean, professional quoting page: No clutter, no confusing options
- 50+ carrier quotes: Major national and regional carriers competing for their business
- Side-by-side comparisons: Coverage, deductibles, and price — easy to compare
- Bind online: Select a policy and bind coverage in minutes
- Bundle options: Auto + home bundles for additional savings
What You See (LO Portal)
- Referral tracking: How many borrowers clicked your link
- Quote activity: How many started the quoting process
- Bound policies: Which borrowers bound coverage (and at what premium)
- Commission earnings: Running total of your insurance income
- Conversion rate: Your referral-to-bind percentage
When to Share the Link
- Best timing: When the purchase contract is ratified — borrowers are motivated and need to act
- Follow-up: If they haven't started quoting by Day 14, send the link again with a gentle reminder
- At closing prep: "Have you secured your homeowners insurance yet? Here's the link if you still need it."
- For existing clients: Refinances and renewals are also opportunities to share the link
Office-Wide Management
For mortgage brokerages and lending companies with multiple LOs:
- Admin dashboard: See all LO activity in one place
- Individual LO links: Each producer tracked separately
- Performance ranking: Identify top converters and share best practices
- Revenue sharing: Configure company/LO commission splits
- Onboarding new LOs: Add new team members in minutes
Bottom line: One link. 50+ carriers. Automatic tracking. Recurring commissions. The share link portal turns every loan closing into an insurance revenue opportunity — with zero additional work after sharing the link.