KEYLECTIVE
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REAL ESTATE AGENTS & LOAN OFFICERS

Your clients.
A clear next step.

A workspace built around your relationships as a real estate agent. Keep client plans together, bring in their chosen loan officer and follow what happens next.

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FOR REAL ESTATE AGENTS

Know what happens
after the introduction.

Your client relationship stays at the center, from the first conversation to the next follow-up.

  • Start with a client. Keep their plans and your follow-up in a private brief.
  • Make the introduction. Review the recipient and selected details with the client’s permission.
  • Follow through. See acceptance and recorded updates, then agree who owns the next step.

FOR LOAN OFFICERS & LOAS

From introduction
to follow-through.

Review the brief, contact the client and tell their agent where things stand, within the permission given.

  • Accept introductions into your own workspace.
  • Record general progress and make the next step clear.
  • Share your lender’s approved application link. The lender handles the application and any approval.

ATTORNEYS · CREDIT SPECIALISTS · TITLE AGENTS

Your client’s next step can include a specialist.

Attorneys have a focused workspace for consultation checkpoints and matter next steps. Credit specialists can organize readiness actions and follow-up dates. Title agents can track the title order, closing checkpoints and the closing date. Each professional keeps a private workspace and shares reviewed updates through an introduction.

Fictional people shown.

SHARING

Share deliberately. Stay informed.

You review the recipient and details before an introduction. Verified members receive an in-app alert. A generic email may also be sent, depending on their preferences and delivery availability. People outside Keylective are not emailed an invitation automatically; share the private link through your usual channel. Private notes and buyer plans are not automatically shared.

How sharing and notifications work · What’s included free

Already using a Keylective workspace?

Your private workspace brings client briefs, company links and follow-ups together. Access follows your assigned role.

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