Realtor Partner Portal Pro
REALTOR PARTNER PORTAL · PRO
Your past clients. Working for you again.
Pro turns every deal you have closed into ongoing marketing. We nurture your database with home value and equity updates, flag opportunities, and keep you top of mind, in English and Spanish.
What you get
| Feature | Free | Pro |
|---|---|---|
| Scoreboard: deals closed, by year | ✓ | ✓ |
| Live deals in progress + comment to your loan officer | ✓ | ✓ |
| Active-deal spreadsheet download | ✓ | ✓ |
| Full closed-deal history with details | — | ✓ |
| Equity & listing alerts — know the moment a past client can sell or refi, before any other agent | — | ✓ |
| Monthly home value & equity emails to your past clients, sent in your name | — | ✓ |
| Upload your own contacts (up to 1,000 included) | — | ✓ |
| Roadmap to Homeownership® retention marketing, sent in your name | — | ✓ |
| Home value report & CMA lookup | — | ✓ |
| Featured listings | — | ✓ |
| 12-Month & Annual only: Past-Client Capture, Slack Deal Room, Featured Listings push | — | ✓ |
Why Pro pays for itself
One past client who sells because you got the equity alert first, on a $500,000 home at a typical 1.5% side of a 3% commission, pays you $7,500.
That's more than two full years of Pro Annual ($2,990/yr), or more than two years of Pro 12-Month ($269/mo · $3,228/yr) — from one deal you wouldn't have known about otherwise.
Pricing
FREE
$0
Your scoreboard and live deals.
PRO · MONTHLY
$299/mo
No commitment. One-time setup includes loading up to 1,000 contacts.
PRO · 12-MONTH
$269/mo
Setup waived. Includes Past-Client Capture, Slack Deal Room & Featured Listings.
PRO · ANNUAL
$2,990/yr
About 2 months free vs. monthly. Setup waived. Same 12-Month perks included.
Bulk contact loading
| Contacts | One-time load fee |
|---|---|
| Up to 1,000 | Included (launch waiver) |
| 2,000 | $700 |
| 5,000 | $1,750 |
| 6,500 | $2,275 |
| 10,000 | $3,150 |
| 20,000+ | Custom — ask your TAG loan officer |
Plus $49–$59/mo per additional 1,000 contacts marketed to, ongoing. Ask your TAG loan officer about the 12-Month or Annual plan to get setup waived.
How it works
- Sign up for Pro and complete your setup.
- Download the contact template, fill it in, and upload it. Only include people who agreed to hear from you.
- We load your contacts and start monthly home value and equity updates in your name.
- When a client shows an opportunity, you see it in your portal and decide what to do next.
Important: Pro is a marketing subscription sold by Tag Team Nation, a marketing company. Tag Team Nation is not a lender or mortgage broker and does not make loans.
Your subscription is a payment for marketing services only. It is not tied to, and does not require, any referral of mortgage business. You and your clients are never obligated to use any particular lender. No one is paid for mortgage referrals. The Refer-a-Friend credit is earned only for referring other agents to a Pro subscription, has no cash value, and is never tied to any loan, borrower or lender.
Contacts are marketed to only if they agreed to be contacted. Text and WhatsApp messages go only to contacts who gave consent. Home values and equity are estimates and may not reflect current market value. The $500,000/1.5% example above is illustrative only and not a guarantee of any commission or outcome.
Portal deal information is provided by TAG Lending Group LLC (NMLS #2329372), an affiliated company, and is shown only where the borrower has consented to share it. Equal Housing Opportunity.