Partner playbook · Real estate agents

The Real Estate Agent Partner Playbook

How to onboard, run your agent portal, and use RED to show houses to verified buyers only — and win listings with the Verified Readiness Passport™.

Create your ReadinessIQ agent account

Go to readinessiq.ai/auth and choose Sign up as an Agent.
Verify your email, then enter your real estate license number and issuing state. We validate it against the state licensing database.
Complete your profile: headshot, brokerage, service area, direct dial, and a booking link.
Connect with your preferred loan officer partner — enter their name or invite them if they're not on the platform yet. You'll appear on their partner roster and share co-branded passports.
Enable SMS notifications so every buyer scan and status change hits your phone instantly.

Verified buyer list

Every buyer you've been introduced to, with real-time passport status, buying power, and program eligibility.

Scan analytics

See who scanned which passport, where, and when. Track your open-house conversion by verified buyer traffic.

Co-branded verify pages

Every passport you share carries your headshot and brand next to your LO partner's. Listing agents see both.

Instant scenario check

Buyer wants to stretch to a higher price? Tap Re-qualify — RED runs it and messages your LO in one step.

Offer packet builder

Assemble Verified Readiness Passport™ + guarantee seal + cover letter into a listing-agent-ready packet in 30 seconds.

Guarantee visibility

See which of your buyers carry the $2,500 ReadinessIQ Guarantee — a decisive edge on multiple-offer listings.

Passport QR code — print it, drop it in a showing folder, text it. One scan and the listing agent has verified proof of funds.
One-tap listing-agent share — sends the /verify URL + guarantee seal + your intro in a single SMS or email.
Buyer chat — text your buyer through the portal; RED answers common questions when you're at a showing.
LO handoff — one button pushes any question to your loan officer partner, with the passport context attached.
Weekly market updates — RED drafts a personalized market-and-rate note for each active buyer. You approve, it sends.

You only show houses to buyers who are already verified — no more wasted Saturdays.

Your offers get accepted more often. A Verified Readiness Passport™ + guarantee beats a plain pre-approval letter every time.

Listing agents remember you as the agent whose buyers actually close.

RED answers buyer questions 24/7 — price, program, closing costs, timeline — so you can focus on the ones ready to write.

Every scan of a passport you share is a trust signal traveling on your brand.

Post-close retention runs automatically — anniversary notes, refi pings, past-client market updates — turning closings into referrals.

Your LO partner (or you) invites the buyer. RED verifies income, employment, credit consent, and program fit.
A Verified Readiness Passport™ is issued — signed PDF, public /verify URL, QR code, and (when activated) a $2,500 ReadinessIQ Guarantee seal.
You share the passport with listing agents at showings, in offer packets, or on your website.
Listing agents scan → they see verified name, verified buying power, program, expiration, guarantee status, and the issuing LO's NMLS.
Your offer moves to the top of the pile. RED tracks every milestone from acceptance through close.

Ask for a passport before the first showing. If a buyer won't verify, they aren't ready — protect your calendar.
Print the QR code and drop it in every offer packet. Listing agents love a 3-second check.
Push for guarantee activation on competitive offers. The $2,500 backing is the tiebreaker.
Pair with one primary LO on the platform. Co-branding compounds — buyers see you two as a team.
Share your buyer's /verify link on Zillow / Realtor.com contact replies. Instant credibility with the listing side.
Let RED handle after-hours buyer questions. You wake up to only the ones that actually need you.

Ready to start showing verified buyers only?

Onboarding takes under 10 minutes.