Rolling out across your agency network.
Provisioning, co-branding, the referring-agent embed flow, and the operating split — what an underwriter's agency-relations team needs to know before signing a partner agreement.
From contracted agency to live, branded title site in a business day.
At partner-agreement time, your agency-relations team gives us how you'll send agencies — a CSV cohort, a one-off form, or a feed from your existing onboarding. For each agency we provision a co-branded title site, a branded closing-cost calculator, a title content stream, and the visitor-identification layer. The agency uploads its logo and colors, and it's live. No website builder for them to learn. No infrastructure for your team to operate.
Two layers of brand, working in concert.
The agency-facing layer carries the title agency's logo, colors, company name, contact, and disclosures — prospects and referring agents see the agency, not the underwriter and not us. The underwriter-facing layer (recruiting decks, agency-relations collateral, internal portals) presents the program under your underwriter banner: 'Contract with us and your network is set up.' Both layers point at the same engine.
The signature mechanic — and why agencies value it most.
Each agency configures its calculator at provisioning (logo, contact, default fees). We generate a small embed snippet — a script tag or iframe — branded to the agency. The agency hands that snippet to its referring real estate agents, who paste it on every property page on their own site. Buyers run real numbers inline, with the agency's brand on every interaction. Submitted lead data flows back to the agency. The agent looks credible, the buyer gets a useful tool, and the agency stays top-of-mind on every closing in that agent's pipeline. None of this requires the underwriter to run anything — the embed is configured at provisioning and the agency manages its own referring-agent rollout.
You set the program. We run the software.
You decide: program defaults across the network, content topics permitted under each agency's name, supervisory review depth, what happens if an agency leaves the network. We handle: hosting, deployments, content production, identification compliance, visitor-data delivery, calculator-embed infrastructure, support. Your agency-relations team has a real recruiting and retention argument to make; we have the software to operate behind it.
You are not running a software company.
Underwriters that try to build agency technology in-house end up with a backlog, a vendor list, and an engineering team they didn't plan for. The pitch here is the opposite: you offer it, we operate it. Your agency-relations team's permanent monthly lift is roughly "send us new agencies." That's the deal.
Common questions
Is there a minimum agency-network size?
No formal floor, but the economics work best with networks of ~20 agencies and up. Smaller — we usually point you at our direct title signup for a few flagship agencies first.
How is billing structured?
Negotiated at partner agreement: per-agency monthly with volume tiers, or a flat network fee. Annual or quarterly invoice cycles. We do not use a Stripe pricing card at the underwriter level.
What about the referring-agent embed — who owns the lead data?
The agency. Leads submitted through the calculator on a referring agent's site flow back to the agency that owns the embed. The referring agent gets a useful, credibility-building tool on their site; the agency gets the lead. The underwriter sees aggregate network performance.
What happens if an agency changes underwriters?
Spelled out in the partner agreement. Common patterns: platform follows the agency (underwriter co-branding stripped), or the site reverts to the underwriter. Either is supported.
How is content compliance handled?
Title content is general industry material — never specific policy pricing or insurance recommendations. Standard disclosures are pre-wired. Most underwriters run it under their existing supervisory framework with minor reviews.
Can we white-label across our network surfaces?
In agency-relations surfaces (recruiting decks, internal portal) yes — bring it up at the partner call. Agency-facing public sites must carry the agency's brand, not the underwriter's, for prospect trust and compliance.
Ready for the partner conversation?
A 30-minute call. We walk you through the platform, the rollout, and the agency-relations math.
30-day money-back guarantee.