For Lenders & Mortgage Professionals

The loan closes.
The relationship shouldn't.

Your best source of new business is the clients and agents who already trust you. They just need a reason to stay connected and a way to find you when rates change or life events happen.

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Why referrals drive mortgage growth

The best loan officers don't buy leads.
They build relationships.

39% of homebuyers found their mortgage lender through a referral from their real estate agent (NAR)
2× higher close rate for referral clients compared to borrowers from cold outreach or paid lead sources
60%+ of purchase loan originations for top-producing loan officers come through referral partner relationships
5× less expensive to acquire a new client through a referral than through paid advertising or lead generation

The problem

You closed the loan. Now what?

Past clients forget you exist by the time they need you again

Refinance opportunities, home equity conversations, and repeat purchases go to whoever is top of mind. That often isn't you if there's been no contact in two years.

Agent relationships drift without a reason to stay connected

The agents you've worked with send business based on who they've talked to recently. If you're not visible, you're not getting the call.

Your referral network has no platform

You know great agents, insurance professionals, and contractors, but sharing that network with new clients requires effort every single time.

Rate changes create urgency, but not if clients can't find you

When rates drop, your past clients need to act fast. The lender they call is the one still visible in their life.

ProxiPro keeps you in the conversation.

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Stay visible to past clients long after closing

Your profile stays connected to every client you've helped. When they're ready to move again, or know someone who is, you're still the lender they can find.

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Strengthen agent relationships with shared visibility

When your name is in an agent's professional network, their clients see you as a recommendation from someone they trust, before they've ever called you.

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Share your professional network without the effort

The agents, insurance professionals, and service providers you recommend are part of your ProxiPro profile. Clients can access your full network anytime.

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Be the first call when the moment comes

Refinances, home equity lines, and second purchases happen when they happen. Stay connected so you're top of mind when the moment arrives.

How ProxiPro works for lenders

Your network. Organized, visible, and working for you.

Professional Profile

Showcase your loan products, specialties, and track record. A profile clients and agents can share with confidence.

Agent Partnership Network

Build mutual referral relationships with the agents you work with. Your name stays in their professional network, and their clients see it.

Client Connection

Past clients stay connected to your profile. When rates shift or life changes, they can find you without searching their inbox for a year-old email.

Trusted Professional Network

Add the agents, insurance professionals, and service providers you recommend. Give clients a complete network they can rely on through the lifetime of their home.

Referral Visibility

Homeowners browsing ProxiPro can find you through the networks of the agents who already recommend you. Trust travels with the introduction.

Long-term relationship

Lending relationships don't have to end at the closing table. ProxiPro gives them somewhere to go and gives your clients a reason to come back to you first.

Built for lenders who grow through referrals

Your next loan is connected to someone
you've already helped.

Set up your ProxiPro profile, build your partner network, and stay visible to the clients and agents who already trust you.

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