StackPilot Realtor Hub / Printable worksheet pack
Referral Hub Pack
A safe homeowner resource desk for Realtors: vendor cards, client request routing, referral approval, resource content planning, and partner review rhythm. Local educational use only.
Human approval lock
AI drafts and organizes. Human approves.
Humans approve every recommendation, introduction, disclosure, public claim, paid placement, publishing action, send action, CRM/MLS change, and external action. No auto-intros, scraping, fake vetting, or undisclosed referral relationships.
Worksheet 01
Resource Partner Card
Resource / business
Category / service area
Best-fit client need
Not a fit for
Verification status
□ Unreviewed □ Agent-reviewed □ Client-reviewed □ Recently verified □ Do-not-refer
Last verified
Next review date
Risk/disclosure notes
Client-shareable note draft
Worksheet 02
Client Request Router
Need in client words
Urgency / area
Risk level
□ Low general homeowner resource □ Medium contractor/repair/insurance/price-sensitive □ High legal/tax/lending/insurance claim/safety/transaction/fair-housing-sensitive
| Candidate resource | Verified? | Risk/disclosure | Share? |
|---|---|---|---|
Draft reply for human review
Worksheet 03
Referral / Introduction Approval
□ Resource is active and serving the relevant area.
□ Verification status is not unreviewed/do-not-refer.
□ Client need fits the resource category.
□ No private client details included without permission.
□ Paid/referral/co-marketing relationship disclosure reviewed.
□ No guarantees about outcome, price, availability, licensing, insurance, quality, or timeline.
□ Brokerage/local rules permit this recommendation or introduction.
□ Sensitive legal/lending/tax/insurance/contractor topics routed appropriately.
Worksheet 04
Homeowner Resource Content Planner
Approved source item
Homeowner problem
Draft asset
□ Maintenance reminder □ New homeowner checklist □ Vendor spotlight questions □ Home prep guide □ Newsletter paragraph □ Reel/carousel script
Approval checks
□ Facts verified □ Permission received □ No private details □ No fake proof □ No undisclosed paid relationship □ Human approved publish/send
Worksheet 05
Partner Review Rhythm
| Category | Resource | Last verified | Needs update? | Action |
|---|---|---|---|---|
| Inspector | ||||
| Handyman | ||||
| Cleaner | ||||
| Mover | ||||
| Roofer/HVAC/plumber |