Remember who is actually safe to share.
Track category, service area, verification status, last review, disclosure notes, and do-not-refer reasons.
Product wedge
Most agents have vendor names. Few have a referral operating system.
The subscription-worthy job: make the agent useful after the closing. A structured resource hub protects trust, creates homeowner value touches, and turns repeated local questions into safe content assets.
Reply faster without auto-sending.
AI drafts the reply from approved cards; the agent approves facts, names, claims, disclosure, timing, and send.
Stay valuable between transactions.
Resource requests become maintenance reminders, new-homeowner checklists, and local guide drafts.
Resource desk
Fictional sample cards
These show the data shape only. No real vendor, client, CRM, MLS, brokerage, lender, or private data is used.
Client request router
Pick the request type.
The prototype returns a safe draft path, not a message sender. High-risk requests route to professional/brokerage review first.
Operating rhythm
The monthly review that makes the directory worth paying for.
A static list goes stale. A Realtor Hub subscription should include a recurring partner review rhythm.
20-minute resource review
Review new homeowner requests, mark stale partners, archive do-not-refer entries, and draft one homeowner value touch.
Verification sprint
Update service areas, response times, proof notes, and disclosure requirements before names are shared.
Resource question → useful proof
Turn repeated homeowner questions into maintenance calendars, local guides, and vendor spotlight drafts after approval. Open the Content Engine.
Downloadable local artifact
Worksheet pack included.
Blank templates, printable HTML, and one fictional filled sample. All review-only.
Realtor Referral Hub Pack
Markdown templates plus printable pack and fictional filled sample.
Next packHomeowner Content Engine
Turn approved resource questions into maintenance calendars, vendor spotlight drafts, local guide sections, and past-client touches.
PrintPrintable worksheet pack
Open in browser and print to PDF for local review.
SampleFictional filled example
Shows safe output shape without private data or real vendor claims.
Safety manifesto
AI prepares the resource desk. The Realtor owns the relationship.
AI may prepare
Organize resource cards, summarize approved notes, draft replies, draft spotlight questions, create local files, and remind the agent to verify stale entries.
Human must approve
Recommendations, introductions, disclosures, ranking claims, public pages, paid relationships, publishing/sending, CRM/MLS changes, and all external actions.