Where Your Best Referral Partners Get to Work

Give agents, brokers, and lenders a branded workspace with the tools they use every day. Create estimates, share polished documents, and keep your company at the center of every deal.

What the Portal Does

One login gives your referral partners the tools, the branding, and the visibility they need to send more deals your way.

Invite & Manage

Invite agents by email, approve who joins, and organize them by team — all from one screen.

Brand & Customize

Agents add their headshot, logo, and contact info. Their identity goes on every document they share, right alongside yours.

Share & Track

Branded links and PDFs make every estimate look professional. You see exactly which agent brought in each lead.

Invite Agents, Assign Roles, Stay in Control

Send invitations or open up self-registration with email approval — either way, you decide who gets in.

  • Roles for everyone in your network — agency admins, brokers, agents, and lenders
  • Brokers can manage their own agents without losing your oversight
  • Add an entire office at once with a quick spreadsheet upload
  • Auto-approve trusted partners, or review every signup yourself
  • New requests show up the moment they arrive, so nothing falls through
Agent portal profile page with headshot, logo, and contact info

White-Label Branding

Every estimate, document, and email looks like it came from a polished, professional team — your branding throughout, with the agent’s name front and center.

  • Your company logo and colors on everything agents create
  • Each agent adds their own headshot, logo, and contact info
  • A personal calculator link each agent can share or post
  • Replies to client emails go straight to the agent, not your inbox
  • Polished PDFs ready to text or email to a client

An Agent Dashboard That Earns Loyalty

When agents log in, they see their own numbers — not a generic welcome screen. That’s what makes them come back, and what keeps your name in front of their clients.

  • Live counts of views, shares, leads, and deal value — with trend arrows
  • See activity by week, month, quarter, or all time
  • Recent leads listed with the source that brought each one in
  • Agency-wide leaderboard so your top performers see themselves ranked
  • Fast and responsive, no matter how many agents you have
Agent portal dashboard with stats cards, chart, and leads table
Agent portal share page with branded net sheet and agent card

Share Links, Email to Client, Track Everything

An agent runs a net sheet or quote, then shares it instantly — by link, by email with a polished PDF, or through their personal calculator URL. Every interaction comes back to them.

  • One-click sharing that stays live for 30 days
  • Send a branded PDF straight to the client by email
  • Every shared page carries the agent’s photo and contact card
  • See when clients open, copy, or forward what an agent sent

Turn Your Website Into a Referral Hub

The Agent Portal is included with every TitleThrive website — no add-ons, no per-agent fees.