Where Your Agents and Lenders Get to Work

Give agents, brokers, and lenders their own sign-in on your website, with the same estimate tools your team uses. They run the numbers, share a polished PDF or link with their own letterhead on it, and your company is named on every estimate they send.

What the Portal Does

One sign-in gives the agents and lenders you work with the tools and the polish to put your numbers in front of their clients.

Bring Partners In

Invite by email, set someone up in person, or import a whole office from a spreadsheet. If you open self-registration, you approve who joins.

Their Letterhead, Your Estimate

Partners add a headshot, logo, and contact details. Every estimate they share carries their letterhead and names your company as the preparer.

See Who Is Producing

Your dashboard shows estimates run, what partners do with them, and which partners are active, by week, month, or quarter.

Invite Partners, Assign Roles, Stay in Control

Send an invitation, set someone up face to face, or let partners request access. Either way, you decide who gets in.

  • Roles for your whole network: agency admins, title reps, staff, brokers, agents, and lenders
  • Assign each partner to a title rep, and reassign them when a rep’s book changes
  • Brokers can add and manage their own agents while your team keeps oversight
  • Import up to 50 people at a time from a spreadsheet, with a preview before anything is created
  • Self-registration is optional: approve each request yourself, or auto-approve partners tied to your agency
  • New requests land in an approval queue and trigger an email to your office
Partner Portal agency roster on a laptop
Partner Portal branding settings for a partner

Their Letterhead on Every Estimate

Partners look polished in front of their clients, and the numbers come from you. Every PDF and shared page carries the partner’s letterhead, with your company named as the preparer.

  • Each partner adds their own headshot, logo, contact details, and accent color
  • A personal page with every tool on it, ready to share by link, LinkedIn, or QR code
  • Branded PDFs for all four tools, ready to download, print, or email to a client
  • Replies to a client email go straight to the partner, not your inbox
  • Your brand color carries through the portal and every PDF
  • Prefer a uniform look? You can turn off personal branding for your agency

See Which Partners Are Producing

Your Performance dashboard shows what is happening across your partner network, so your reps know who to call and who to thank.

  • Estimates run, outputs taken, and active partners, each compared with the previous period
  • Every tool and every county, partner activity next to website visitors
  • What happened next: how many estimates became a PDF, an email, a share, or a print
  • Your top partners, and a roster with per-partner activity and last sign-in
  • View the last 7, 30, or 90 days, as charts or as tables
Partner Portal performance dashboard
Shared seller net sheet with a partner letterhead

Run It, Save It, Share It

A partner signs in and runs a Title Quote, Seller Net Sheet, Buyer Estimate, or Lender Estimate. Every result is saved, so they can reopen it, adjust it, and send it again.

  • Every estimate is saved to My Results, ready to reopen or resend
  • Share links stay live for 30 days and can be revoked at any time
  • Email a branded PDF straight to the client from the tool
  • Each shared page carries the partner’s photo and contact details
  • You see how many times shared links and partner pages are viewed

Give Your Partners a Home on Your Website

The Partner Portal is part of every TitleThrive website, at no extra cost and with no per-partner fees.