Add mortgage strategy to your practice — without the licensing.

Refer your wealth and tax clients with one link — no licensing burden, no compliance overhead. Stay in the loop on rate-and-term refis, cash-outs, and purchase pre-quals so you protect their cash-flow plan.

Become a Partner → Already a partner? Sign in

✓ Free to join ✓ 60-second sign-up ✓ Real-time loan status ✓ Direct line to Michael Banan

How it works

Three steps. No paperwork. No quotas. You stay in control of every introduction.

Sign up free

Create your partner account in about 60 seconds — name, email, and (optional) license number. You'll get a personal referral link instantly.

Refer in one click

Share your tracked link by text or email, or submit a referral directly from your partner dashboard. Every client lands on a page that mentions you by name.

Track & close

See every milestone — application, processing, clear-to-close, funded — in your dashboard. We handle the loan, you keep the client relationship.

Built for CPAs & advisors

Mortgage referrals that fit a fiduciary practice — no commissions touched by you, no licensing to maintain, just better outcomes for your clients.

For realtors

🏠 Win listings. Close on time.

Concurrent-close pre-approvals. A clean letter your buyer can hand a listing agent with confidence.
Same-day pre-quals for offer strength — speak directly with me, not an underwriter queue.
Co-branded marketing. Flyers, social tiles, and open-house rate sheets with your name on them.
Honest fall-through reports. If a loan can't fund, you hear about it from me — early — not the day before close.
Reverse referrals. When buyers come to me first without an agent, qualified ones get routed to active partners.

For CPAs & advisors

📊 Protect the plan. Retain the client.

No licensing burden. You introduce — I handle every NMLS / DRE / disclosure detail.
Refi-opportunity alerts for clients you already serve, so they don't hear about rates from someone else first.
Tax-aware structuring. Cash-out vs. HELOC, points vs. rate — we explain the trade-offs in plain English to your client.
Net-worth context. We respect the financial plan you built. We won't sell what doesn't fit.
Direct broker line. Call or text me directly when a client question needs an answer today.

How we protect your referral

Your client relationship stays yours. MortgageDoor gives you visibility, fast answers, and a clean handoff from first intro through closing.

"Every referral is tagged to its source, routed into the pipeline, and tracked so nothing disappears after the handoff."

Referral tracking

"Borrowers get one clear portal for their application, documents, tasks, messages, and loan status."

Borrower experience

"After closing, clients move into past-client nurture, refi watch, and anniversary follow-up instead of going cold."

Long-term retention

Common questions

If something isn't covered below, text or email Michael Banan directly — answers same business day.

How do I track my referrals?

After signing up you get a partner dashboard at /partner/dashboard showing every referral, their current loan status (application → processing → clear-to-close → funded), loan amount, and date submitted. We update it as the file moves.

Is there a referral fee?

As a CPA or financial advisor referring clients, there is no fee paid to you for the referral — this keeps your fiduciary posture clean and your client relationship simple. The value you get is timely refi-opportunity alerts, real-time status, and a broker who protects the financial plan you built.

Does my client get a discount because I referred them?

Your client gets the same wholesale-rate access every MortgageDoor borrower gets — we shop multiple lenders and present the best fit. What's different: they get prioritized response, white-glove communication, and a direct line to me. That alone tends to save them money vs. a retail bank.

How quickly can my client get pre-approved?

Most pre-approvals are issued same business day once we have income docs and a soft credit pull. For offer-strength scenarios I'll often issue a same-hour conditional pre-qual letter while waiting on full underwrite, so your client doesn't lose a property to delay.

What if the client never closes — do I still get tracking visibility?

Yes. You see every status, including withdrawn, denied, and inactive. If a file can't fund, I tell you why so the relationship stays clean and you can route the client elsewhere if needed.

Can I refer in multiple states?

MortgageDoor currently lends in California only. If you have out-of-state clients I can sometimes refer them to a trusted broker in their state — just send them my way and I'll handle the warm hand-off.

How private is the referral link?

Your referral URL contains a unique token, so only people you share it with see your branded landing page. We never expose your client list to other partners, and we don't market to your referrals outside the loan transaction without their separate consent.

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