For loan officers + their agents
Turn your agent's open house into tracked, retargeted leads, shared with your agent.
The easiest way to bring a referral agent real, measurable value. Spin up a co-branded QR sign-in for any listing, send every visitor to both of your dashboards in real time, and then each of you retargets them with your own separate ads. You look like the partner who hands them business, not the one who asks for it.
- No hardware, no shared iPad
- Leads mirrored to both, live
- Retargeting on autopilot
One scan, three dashboards
Three views, one scan.
A single QR code does the work of a sign-in sheet, a CRM entry, and an ad pixel. Here is exactly what each person sees the moment a guest scans the code.
What the visitor sees
Their browser auto-fills name, email, and phone, so they sign in and see the property details in about three seconds. No app, no typing, no clipboard at the door.
What the realtor sees
A live list that keeps adding each guest's name and contact info as they sign in.
What you see
The exact same list, in your dashboard, filling in real time.
Their own phone is the whole trick.
When a guest scans your QR code, they sign in on their personal phone, not a tablet on a table. That single detail is what makes the retargeting real.
The moment they sign in, a retargeting pixel cookies their own device. So that night you can run your own Facebook and Instagram ads to that exact person while the home is still fresh in their mind. Your agent does the same with theirs. Because it is the visitor's personal phone, you each retarget the same buyer separately, for pennies, automatically.
- Own device: the pixel cookies the exact person who walked through, so ads reach them, not a random crowd.
- Same night: your own Facebook and Instagram ads start running while interest is still hot.
- Separate and RESPA-safe: each ad carries only one brand, yours or your agent's, never both. You each fund only your own ads, so no one pays for the other's marketing.
The contrast
Own phone vs. communal iPad
The sign-in page is co-branded; the retargeting ads are separate and single-branded, so each party funds only their own. This is lead capture and co-marketing, structured to respect RESPA. It does not make or imply any credit decision.
The access model
Both of you get every lead. Both of you subscribe.
There is no split bill. Each party carries their own subscription to the engine, and every signed-in lead is mirrored to each subscribed dashboard in full. No subscription, no leads. Numbers below are illustrative; the structure is exactly how it works.
The leads are mirrored, not halved: every subscribed dashboard gets the full list. But access is tied to your own subscription. If you or your agent lets a subscription lapse, that side stops receiving the leads. Example figures.
It is cheaper than buying leads.
A single portal-bought buyer lead can run $40 to $60, and it is a cold name shared with several other agents. For their own subscription, your agent gets every buyer who physically walked through one of their open houses, retargeted, exclusive to the two of you, and far cheaper per lead than the portals.
- For the agent: warm, exclusive leads at a fraction of portal lead prices.
- For you: the same 25 financing-ready buyers, and an agent who now relies on you.
The co-marketing flywheel
Invite an agent, and the link adapts to them.
You generate a unique co-marketing link per property and add your agent's email. What happens next depends on whether they carry their own subscription.
If your agent subscribes too
The page co-brands, leads route to both.
Their logo, branding, and disclosures merge onto the sign-in page automatically, and because they carry their own subscription, every guest who signs in is mirrored to their dashboard too. You work the same leads side by side, the two of you growing on one shared list.
If they don't subscribe
It still works, and you keep 100%.
The link runs as a clean, lender-only sign-in sheet and every lead is yours alone. The agent gets no leads from it until they subscribe, just a prompt to join and unlock co-branding and live leads on this listing. The same pull that turns a partner into a subscriber.
The traffic you never knew you had
Stop letting 95% of your visitors walk away as strangers.
Most people who scan your open house code or browse a loan page are just looking, or they hate typing their details into a form. They leave, and you never know they were there. So you keep paying for the next cold lead instead of working the warm ones already on your page.
of visitors a typical mortgage website turns into a lead. The other 97% leave with no name attached.
of high-intent traffic our identity resolution unmasks on top of your form fills, turning anonymous browsers into real, contactable people.
required. A QR scan or a page visit is enough for us to resolve a real identity, with consent, so outreach starts warm.
How we de-anonymize, the right way
By pairing our open house architecture with consent-based identity resolution, you de-anonymize the people already showing intent. When someone scans your co-branded QR code or browses a loan page, our platform resolves their real identity without forcing them through a form, then drops them into your dashboard as a warm outreach opportunity instead of a cold statistic. Every match is permission-based and handled inside the secure plane, so you turn lost traffic into pipeline without stepping outside privacy rules.
Conversion benchmark: mortgage websites typically convert 1 to 3% of visitors into leads (mortgage lead conversion benchmarks, leadPops). Unmask rate varies by traffic source and consent. Identity resolution is consent-based and operates within applicable privacy and GLBA requirements.
Bring your agents something they will thank you for
Turn the next open house into shared, tracked, retargeted leads.
Included with the Team plan for loan officers, and available to realtors on Realtor Pro as a $199/mo add-on, plus your retargeting ad spend.
Lead capture and co-marketing only. PipelineSteady is not a lender and does not make credit decisions.