Built for modern mortgage teams

The referral platform loan officers and realtors love.

Invite partners, capture preapproval intakes, and move every deal through a clean CRM-style pipeline — all on a co-branded experience your clients will trust.

Bank-grade security Mobile-first Co-branded

Everything for the referral lifecycle

From the first introduction to closing day, HomeFlow keeps everyone in sync.

Partner network

Loan officers invite realtors and manage every active partnership in one place.

Buyer referrals

Realtors submit referrals in seconds and track each client through the funnel.

Preapproval intake

Clients complete a polished, mobile-first intake form — no PDFs required.

Pipeline view

A clean CRM-style board showing active referrals, preapprovals, and closed loans.

Instant updates

Realtors get real-time notifications the moment a loan status changes.

Co-branded landing

Every realtor gets a co-branded page with their photo alongside the loan officer.

One platform, three workflows

Loan Officers

Manage realtor partners, update loan status, and watch your pipeline grow.

Realtors

Submit referrals and follow each buyer with live status notifications.

Clients

Complete a beautiful preapproval intake from any device in minutes.

Ready to streamline your referrals?

Join HomeFlow and run a premium mortgage workflow today.