Close deals fast, get paid faster!

Real Estate Agents, your clients, your deals, your success – they're too important to leave to chance. Join us and experience full transparency in mortgage financing. Stay updated, prevent lost deals, and enhance client relationships. Never lose track of another client!.

Real Agent Partner with Rate Leaf

The #1 Trusted Mortgage Lender and Broker

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Rate Leaf Mortgage Application Notifications
Rate Leaf Notifications

Rate Leaf Integrates With the Apps You Are Already Using

Whether you're using popular CRM platforms like Salesforce, HubSpot, FollowUpBoss, CINC, or BoomTown, or your custom website built with tools like Webflow or Wordpress, our integration capabilities have got you covered. With a few simple steps, you can connect Rate Leaf with your existing apps, ensuring a smooth transfer of data and streamlined operations.

By integrating Rate Leaf with the apps you're already using, you'll experience a unified and centralized approach to managing your mortgage transactions. Say goodbye to manual data entry and enjoy the benefits of automation, improved accuracy, and time-saving convenience.

Rate Leaf Mortgage Application Notifications
Rate Leaf Notifications

Get instant notifications on every client update.

Real-Time Home Loan Application Updates: Get notified as soon as your buyer completes a step in the application process. Whether it's document submission, credit check, or loan approval, you and your buyer will receive instant updates. This enables you to take immediate action, follow up, and provide the necessary support at the right time.

Power up your business with a Partnership with Rate Leaf.

Loan Partner Service Offer

Loan Partner

Efficient Loan Partner Support to Fuel Your Business Growth

At RateLeaf, we understand the importance of maximizing your productivity and nurturing client relationships. That's why we provide you with a dedicated loan partner who will seamlessly assist you throughout the loan process, allowing you to focus on expanding your business with peace of mind.

Your loan partner will handle various crucial tasks, including contacting leads, conducting mortgage consultations, accepting applications, collecting necessary documents, and addressing client inquiries and scenarios. This comprehensive support ensures that your clients receive exceptional care and attention at every stage of their journey.
Rate Leaf Loan Partner
Processing Staff Service Offer

Processing Team

Experience Unparalleled Support and Communication with Our Dedicated Processing Staff.

At RateLeaf, we prioritize seamless transactions and exceptional customer service. When you're under contract with us, you'll enjoy full access and open lines of communication with our dedicated processing staff.

Our highly trained processors are committed to providing timely updates and keeping you informed throughout the entire process. You'll receive regular updates on the status of your loan, ensuring that you and your clients are always in the know. From the initial conditions to the final stages, our processors will keep you updated at all times, leaving no room for uncertainty or surprises.
Mortgage Processing Staff
Systems and Support Service Offer

Systems and Support

Gain Unprecedented Transparency and Collaboration with RateLeaf's CRM Integration.

You'll have exclusive access to our robust CRM platform at no additional cost. Seamlessly integrate it with your own CRM using Zapier or a custom API, allowing for a seamless flow of data and enhancing your operational efficiency.

Our CRM provides you with live access to your clients' files, giving you a comprehensive view of their mortgage journey. From communication history to the current stage of their application, you'll have real-time visibility into the progress. Track document submissions, review the approval amount, and stay informed about any pending requirements, all in one centralized location.
Rate Leaf Platform
Credit Score Guard

Powerful Credit Monitoring for Your Clients

As a real estate agent, you understand the importance of helping your clients achieve their financial goals.

That's why Rate Leaf is proud to offer CreditGuard, an innovative credit monitoring service designed to empower your clients on their path to homeownership.

Credit Monitoring Screen
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Scale your business with us!

At Rate Leaf, we specialize in creating innovative digital strategies designed to revolutionize your real estate business. We understand the importance of online presence in today's competitive market and are committed to providing you with the digital solutions you need to thrive. We’re here to grow your business, increase lead generation, and boost client satisfaction

Benefits :
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Gain a competitive edge in the mortgage industry with RateLeaf's innovative platform. Our cutting-edge technology provides you with a real-time view into your clients' mortgage journey, giving you unparalleled insights and control every step of the way.
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At RateLeaf, we understand the importance of streamlined workflows and efficient business processes. That's why we offer you the flexibility and convenience of integrating our services with popular CRM platforms like FollowUpBoss, KVCore, BoomTown, and many more.
Free Personalized Coaching
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Establishment of your personal brand and implementation of digital marketing strategies tailored to you, designed to engage your target audience and convert leads into clients
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Learn how to attract the right clients in an ever-changing digital landscape with free cutting edge digital tools and insights provided by us
Schedule a call
Rate Leaf Mortgage Application Dashboard
Mortgage Application Dashboard

Personalized Dashboard

Experience a personalized dashboard that caters to your unique needs as a real estate agent. Gain critical insights, manage client referrals, and ensure your clients receive the best mortgage experience and rates.

Free Digital Strategies Meeting

Let's Talk
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Latest insights from Rate Leaf

Gerardo Gonzalez
Google Reviews Star Rating

Offering the best service!

“As a Real Estate Agent, if you’re looking for a Mortgage Team to offer the best service to your clients, RATE LEAF is the team you need! I’ve been working every client of mine with them for the past 5 years and trust me, they will make it happen! I’ve put all my trust on this team, and I’m happy to say every single one of my clients has been really happy and satisfied with their exceptional service and work. They’re family to me at this point. Thank you team!"
Gerardo Gonzalez
Real Estate Agent @ Douglas Elliman
Daniele Gordon @ Coldwell Banker Realty
Google Review 5 Star Rating

Always ahead of schedule!

“Rate Leaf and Nicolas are very professional. I have closed several deals on the Seller and Buyer side and they are always ahead of closing schedule. If they can’t do it, then no one can.
Daniele Gordon
Real Estate Agent @ Coldwell Banker Realty
Chelsea Edenfield at Golden Key Realty
Google Rating by Chelsea

Highly recommended!

“ Nick and his team were amazing. They don’t lack in any area. I was constantly informed, updated, and assured things were moving smoothly. I highly recommend! “
Chelsea Edenfield
Real Estate Agent @ Golden Key Realty
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Frequently asked questions

Get answers to all questions you have on how to partner with Rate Leaf.
What is Rate Leaf and how can it benefit me as a real estate agent?
Mortgage FAQ

Rate Leaf is a mortgage brokerage that offers a comprehensive platform designed to help real estate agents grow their business. Our platform provides a CRM system to manage clients, digital strategies to build your brand, and tools to market and convert leads into clients. By using Rate Leaf, you can streamline your workflow and enhance your overall business performance.

How does the CRM system offered by Rate Leaf help me in managing my clients?
Mortgage FAQ

Our CRM system is specifically tailored for real estate agents. It allows you to keep track of your clients, their mortgage applications, and any related documents in one centralized location. You can easily access client details, view their mortgage application status, and communicate with them directly through the platform, ensuring efficient client management.

Can you provide more details about the digital strategies and tools that Rate Leaf offers?
Mortgage FAQ

Certainly! Rate Leaf provides various digital marketing strategies and tools to help you build your brand and generate leads. These may include personalized websites, social media marketing, email campaigns, lead capture forms, and analytics to track your marketing efforts. We aim to empower you with effective digital strategies to grow your business.

Will Rate Leaf's platform integrate with my existing systems and software?
Mortgage FAQ

Yes, we understand the importance of seamless integration. Our platform is designed to integrate with commonly used real estate software, such as CRMs, email marketing platforms, and lead generation tools. We strive to provide a smooth experience by ensuring compatibility with your existing systems.

How can Rate Leaf assist me in converting leads into clients?
Mortgage FAQ

Rate Leaf offers lead conversion tools to help you convert leads into clients. These tools may include automated follow-up emails, lead nurturing campaigns, and personalized communication templates. By utilizing these features, you can increase your conversion rates and ultimately grow your client base.