Built for Real Estate Professionals
The Sponsor Program is designed for the professionals who already advise real estate investors — giving you a powerful way to add value, stay top of mind, and strengthen every client relationship.
Real Estate Agents
Help buyer clients analyze deals before they make offers
As a buyer’s agent, you already walk clients through listings, run comparable sales, and advise on offer strategy. Sponsoring gives your clients access to institutional-grade analysis tools they can use independently — and every time they open an app, your name and business profile are front and center.
Picture this: you’re at an open house and a potential buyer is interested. Instead of handing them a generic flyer, you share your referral link. They sign up on the spot, start analyzing the property’s cash flow, cap rate, and long-term projections, and now you have a data-driven conversation instead of a gut-feeling one.
Sponsoring also differentiates you from every other agent competing for the same clients. You’re not just an agent — you’re the agent who provides professional analysis tools as part of your service.
Agent Use Case
“I send my referral link to every buyer client in the first email. By the time we meet for a showing, they’ve already run the numbers on two or three properties. Our conversations are more productive, and they trust my recommendations because they can verify everything.”
Brokers
Equip your agents with tools that elevate the entire brokerage
As a broker, you set the standard for your team. When you sponsor an app, every agent under your brokerage can share your referral link with their clients. That means your brand appears inside the tools that investors rely on for their biggest financial decisions.
This creates a compounding effect: your agents close more deals because they have better tools to offer, your brokerage builds a reputation for being data-driven, and you get visibility into how clients across your entire team are engaging with investment analysis.
Sponsoring at the brokerage level also gives you a recruiting advantage. Agents want to work at firms that provide real resources — not just a desk and a phone.
Brokerage Use Case
“We added the referral link to our brokerage’s new-client welcome packet. Every agent on our team now shares it during their first meeting. We’ve had clients tell us they chose our brokerage specifically because we offer these tools.”
Lenders
Pre-qualify borrowers with better data and analysis
Lenders live and die by the quality of loan applications. When borrowers have access to professional analysis tools before they apply, they show up with realistic expectations, accurate numbers, and a clear understanding of their investment thesis. That means fewer rejected applications and faster approvals.
By sponsoring, you give borrowers the ability to evaluate deals with the same rigor your underwriters use. They can model different scenarios, stress-test their assumptions, and see exactly how a property performs under various market conditions — all before they ever fill out a loan application.
The sponsor dashboard also lets you see your borrowers’ property data. When they come to you for financing, you already have context on their portfolio and investment strategy.
Lender Use Case
“I include my referral link in every pre-qualification letter. Borrowers analyze potential properties before they apply, so when they come back to me for financing, we’re already speaking the same language about cash flow and returns.”
Property Managers
Demonstrate value beyond rent collection
Property management is a competitive industry where owners can switch managers at the end of any contract. Sponsoring analysis tools for your owners shows them you care about their investment performance — not just collecting rent and handling maintenance calls.
When owners can see their portfolio analytics, track property performance over time, and model future scenarios, they understand the true value of their holdings. They also understand the value you bring: the professional who makes all of this possible.
The sponsor dashboard gives you read-only access to your owners’ property data, so you can proactively identify underperforming assets, recommend rent adjustments, or flag maintenance-related depreciation — all backed by real numbers.
Manager Use Case
“I send quarterly portfolio reports to my owners, but now I also give them direct access to the analysis tools. They can see the same data I see, and it’s made contract renewal conversations much easier — they understand exactly what I bring to the table.”
Syndicators
Give LP investors transparency into deal analysis
As a syndicator, you raise capital from limited partners who trust you to find, analyze, and manage deals on their behalf. Sponsoring analysis tools gives your LPs the ability to independently evaluate the deals you present — building confidence in your underwriting and investment thesis.
When you share your referral link with prospective investors, they can model the projected returns, stress-test the assumptions, and compare the deal to their existing portfolio. This level of transparency is rare in syndication, and it positions you as a general partner who welcomes scrutiny rather than avoiding it.
The tools also help during capital raises. Investors who can run their own analysis close faster because they don’t need to wait for you to answer every projection question — they have the tools to answer it themselves.
Syndicator Use Case
“When I present a new deal to my investor group, I include my referral link so they can run the numbers themselves. It’s dramatically reduced the back-and-forth during capital raises. Investors who can verify the analysis independently commit faster and with more confidence.”
CPAs & Accountants
Help investor clients track the numbers that matter at tax time
Every tax season, you chase clients for depreciation schedules, expense breakdowns, and income statements. Sponsoring gives your real estate investor clients a structured place to track property financials year-round — so the data you need is already organized when you need it.
The tools calculate depreciation, cash flow from operations, and expense ratios automatically. Your clients enter property data once and see how it flows through their tax picture. When they sit down for their annual review, the conversation starts with clean numbers instead of a shoebox of receipts.
The sponsor dashboard gives you read-only access to your clients’ property data, so you can review their portfolios before meetings, spot potential tax optimization opportunities, and provide proactive advice rather than reactive filing.
CPA Use Case
“I sponsor the calculator for all my real estate investor clients. When they add a new property, the depreciation and cash flow data is already structured the way I need it. Tax prep takes half the time it used to, and my clients think I’m a genius.”
Real Estate Attorneys
Clients with organized data make your job more efficient
Whether you specialize in asset protection, entity structuring, or eviction defense, your real estate investor clients benefit from having organized property data. Sponsoring gives them tools to track financials, model scenarios, and maintain property records — all of which makes your legal work more efficient.
When a client needs to restructure holdings into an LLC or evaluate whether a property is worth the legal costs of an eviction, having accurate financial data on hand saves hours of discovery. The tools provide the numbers; you provide the legal strategy.
Sponsoring also keeps your name in front of clients between engagements. Real estate investors don’t need an attorney every day, but they check their property numbers regularly. Your business profile appears inside the tools they use most.
Attorney Use Case
“When clients come to me for asset protection planning, I need to understand their full portfolio — property values, equity positions, cash flow. Sponsoring means they already have that data organized. We skip the intake paperwork and go straight to strategy.”
1031 Exchange Companies
Help exchangers evaluate replacement properties fast
The 45-day identification window is one of the most stressful periods in real estate investing. Your clients need to evaluate potential replacement properties quickly and accurately. Sponsoring gives them professional analysis tools to model each candidate property’s returns, cash flow, and long-term projections — right when they need it most.
Instead of clients relying on back-of-napkin math during their identification period, they have access to the same caliber of tools that institutional investors use. They can compare multiple replacement properties side-by-side and make confident decisions within the exchange timeline.
As a qualified intermediary, you handle the legal and financial mechanics of the exchange. Sponsoring analysis tools is the perfect complement — you handle the process, and the tools help clients handle the investment decision.
Exchange Co. Use Case
“The moment a client opens an exchange, I send them my referral link. They use the tools to analyze replacement properties during their 45-day identification window. Clients tell us the analysis tools are the most valuable part of the exchange process after the tax deferral itself.”
Financial Advisors
Stay in the loop on your clients’ real estate investments
Many of your clients are diversifying into real estate, but you may not have the tools to help them analyze those investments the way you analyze their stock portfolio. Sponsoring bridges that gap — you give clients professional real estate analysis tools while maintaining visibility into that portion of their wealth.
The sponsor dashboard lets you see your clients’ property data: what they own, what it’s worth, and how it’s performing. This gives you a complete picture of their financial situation, not just the assets you directly manage, and lets you provide holistic advice that accounts for their full portfolio.
For clients considering their first real estate investment, the tools help them run the numbers before committing capital. You can guide the conversation with data rather than guesswork.
Advisor Use Case
“Half my clients own rental properties, but I never had visibility into that side of their portfolio. Now I sponsor the analysis tools and can see their real estate data alongside everything else. It’s made my annual reviews much more comprehensive.”
Insurance Agents
Keep your name in front of investor clients year-round
Landlord and investor insurance policies renew once a year, which means you have one touchpoint per year with most clients. Sponsoring analysis tools gives you a year-round presence. Every time a client checks their property numbers, your business profile is right there.
The sponsor dashboard also shows you when clients add new properties. New properties mean new policies — and you’ll know about them before your competitors do. Instead of waiting for clients to call you about coverage, you can proactively reach out.
For clients with growing portfolios, you become more than an insurance agent — you become part of their investment infrastructure. That’s a relationship that’s hard for a competitor to displace.
Insurance Use Case
“I noticed a client added two new rental properties through the sponsor dashboard. I called them that week to set up landlord policies. They were surprised I knew — and grateful they didn’t have to remember to call me. That’s the kind of proactive service that keeps clients for life.”
Hard Money Lenders
Borrowers who understand their numbers make better loan candidates
Hard money lending is asset-based, but that doesn’t mean borrower sophistication doesn’t matter. Borrowers who can analyze a deal properly — purchase price, rehab budget, ARV, exit strategy — are less likely to default because they understood the full picture before they borrowed.
By sponsoring analysis tools, you’re not just providing a perk — you’re improving your loan quality. Borrowers who use professional tools to evaluate deals before applying submit stronger applications with more realistic assumptions. That means fewer problem loans for you.
The referral link also functions as a lead generation tool. Real estate investors who find and use your sponsored tools are exactly the audience most likely to need short-term financing for their next acquisition or rehab project.
Hard Money Use Case
“We put our referral link on our website and in every loan term sheet. Borrowers who use the tools to analyze their deals submit much stronger applications. Our default rate has dropped because borrowers are going in with realistic numbers instead of wishful thinking.”
Home Inspectors
Turn a one-time inspection into an ongoing client relationship
Most home inspector-client relationships end when the inspection report is delivered. For real estate investors who buy multiple properties, that’s a missed opportunity. Sponsoring analysis tools keeps you connected to investors who will need inspections again — possibly multiple times per year.
When you share your referral link after an inspection, the investor starts using the tools to track their property’s performance. Your business profile appears inside the app, keeping your name top of mind for their next acquisition. When they find their next deal, they already know who to call for the inspection.
The sponsor dashboard also shows you when clients add new properties. A new property in the system likely means a new deal is in progress — and a new inspection might be needed.
Inspector Use Case
“After every inspection, I hand the investor my referral link along with the report. Three of my repeat clients this year told me they called me for the inspection because they saw my name inside the analysis tools. It’s the best marketing investment I’ve made.”
Explore More Sponsor Features
Discover everything the sponsor program offers to grow your business.
Referral Links
Generate a unique referral link, share it with clients, and track sign-ups with 30-day cookie persistence.
Sponsor Dashboard
Your command center: stat cards, client list, activity feed, and multi-app navigation in one view.
Business Profile
Create a digital business card your clients see inside every app you sponsor. Admin-approved and versioned.
Client Management
Grant and revoke access, view client properties, track activity, and monitor engagement across all apps.
Ready to Sponsor Your Clients?
No matter your role in real estate, sponsoring gives you a competitive edge and strengthens every client relationship.