Learn how to find Realtor partners, review their production and shared loan history, and initiate outreach to deepen relationships and create opportunities using MMI One Mobile.
Step 1: Open Contacts
From the home screen, tap Realtor Partners in the top navigation.
Step 2: Review your partner list
Browse the Partners tab, use the search field to locate an agent, and compare the partner counts and transaction totals.
Step 3: Examine performance and fast facts
Open a partner and scroll through Fast Facts and Quick Analytics to understand property mix, transaction sides, and production.
Step 4: Review loans together
Scroll to Closed Loans Together to review your shared transaction history. Names and street addresses are redacted in the example, while transaction amounts and month/year remain visible.
Step 5: Contact the partner
Review the partner’s contact information, then tap Send SMS to start a conversation. Confirm the recipient and message before sending. The screenshot retains the loan history context while masking private contact details.
Tips for using Realtor Partner insights
Use transaction activity and previous shared loans as context for a personalized check-in. Avoid implying that past production guarantees future results. Always verify contact details and follow your organization’s consent and communication policies before sending marketing texts.
Troubleshooting
If partner data is missing, check whether the relevant records are available in your account. For access or data questions, contact support@mmi.io.
Comments
0 comments
Please sign in to leave a comment.