How It Works

From Application to a Growing Partnership

A clear, six-step process gets you live on the platform—then a guided onboarding checklist and ongoing strategy keep you growing.

PartnerLogin

The Partnership Process

1

Select Your Partner Category

Identify whether you are a Realtor®, mortgage professional, bank or credit union, builder or developer, financial professional, investor, international referral partner, professional organization, or strategic business partner.

2

Complete the Partnership Application

Provide your business details, professional licenses, industry, years in business, estimated client volume, and your financing, marketing, and technology needs.

3

Partnership Review

ZipBuy reviews licensing, business model, geographic market, client profile, partnership opportunities, compliance requirements, appropriate partner level, and available services.

4

Partnership Strategy Session

A ZipBuy representative develops a customized roadmap covering financing programs, referral process, marketing plan, technology setup, training schedule, and business-development goals.

5

Platform Activation

The partner receives dashboard access, a personalized profile, referral submission tools, financing resources, a marketing library, a training calendar, client tracking, and support contact information.

6

Launch and Grow

The partner begins submitting financing opportunities, registering referrals, creating marketing campaigns, attending training, hosting events, reviewing performance, and participating in strategy meetings.

Referral Tracking Stages

Every partner can track a referral through clearly defined stages. Sensitive consumer information is only shown where legally and contractually permitted.

  1. 1Referral submitted
  2. 2Client contacted
  3. 3Consultation scheduled
  4. 4Application started
  5. 5Documents pending
  6. 6Prequalified or preapproved
  7. 7Property identified
  8. 8Under contract
  9. 9Processing
  10. 10Underwriting
  11. 11Conditions pending
  12. 12Clear to close
  13. 13Closed
  14. 14Post-closing follow-up

First-Login Onboarding

The system guides each partner through an onboarding checklist and displays an onboarding completion percentage.

  • Complete profile
  • Upload professional license
  • Upload company logo
  • Add team members
  • Select business categories
  • Select service areas
  • Connect CRM
  • Review referral policy
  • Review compliance requirements
  • Attend platform orientation
  • Schedule launch meeting

Frequently Asked Questions

Apply