Marketing tools and resources for loan officers who close. Loan Lens · live Streamline Lens · live Flyer Studio · live Social Studio · live Ultimate Homebuyer Guide · live Decision Engine · live Realtor Radar · live Reverse Mortgage Dept. · referral Spanish Speaking LOs · referral Built in-house. Built for you. Marketing tools and resources for loan officers who close. Loan Lens · live Streamline Lens · live Flyer Studio · live Social Studio · live Ultimate Homebuyer Guide · live Decision Engine · live Realtor Radar · live Reverse Mortgage Dept. · referral Spanish Speaking LOs · referral Built in-house. Built for you.
Welcome to the Studio

Every marketing tool.
One studio. Built for you.

From AI-powered insights to flyers, social, and homebuyer guides — every Partners-built tool and resource lives here. Launch the one you need, or send marketing a fresh request in 60 seconds.

Jump to a tool
You matter.
Partners Mortgage · Since 1988
01 / The Studio
Live · Ready · Yours

Nine tools and resources. All live. All built for the field.

Every tool and resource below is in production today. Click a logo to launch — bookmark your favorites. Need something we haven't built yet? Drop us a request and we'll take it from there.

Live

Loan Lens

AI-powered document intelligence. Read bank statements, paystubs, credit reports, and W-2s in seconds. Built with investor overlays for HomeXpress, First Colony, The Loan Store, and Non-QM lending.

AI-Powered Statement IQ Credit Intelligence Investor Overlays
Launch Loan Lens Loan officers · Underwriters
Internal access required
Live

Streamline Lens

The Lens for streamline refis. AI reads statements and payoff demands, builds up to five side-by-side options, runs every benefit test, and delivers a borrower-ready proposal in one pass. Purpose-built for FHA Streamline and VA IRRRL.

AI-Powered FHA Streamline VA IRRRL Benefit Tests
Launch Streamline Lens Loan officers
FHA & VA refi analysis
Live

Flyer Studio

Generate co-branded flyers, one-sheets, listing materials, and program promos in minutes. Choose from 50+ on-brand templates — rate sheets, property features, and your LO branding pull in automatically.

50+ Templates Co-Brandable PDF · JPG · Print Auto-Branding
Launch Flyer Studio Loan officers · Marketing
Print & digital ready
Live

Social Studio

Your central social command center. Compose, schedule, and engage across LinkedIn, Instagram, and Facebook from one feed. Approved content library, AI-assisted captions, full team calendar.

AI-Assisted Multi-Platform Compliance-Approved Unified Inbox
Launch Social Studio All employees
LinkedIn · IG · Facebook
Live

Ultimate
Homebuyer Guide

A co-branded, interactive digital guide for first-time and move-up buyers. Walk borrowers through the process, affordability math, and what to expect — all under your branding, ready to share.

LO-Branded Interactive Shareable Link Affordability Tools
Launch the Guide Loan officers
Borrower-facing
Live

Decision Engine

Far more than a mortgage calculator. Eight borrower-facing decision tools in one platform — payment, buying power, cash to close, rent vs buy, refi, amortization, blended rate, and side-by-side scenario comparison.

8 Decision Tools Borrower-Facing Scenario Compare Self-Serve
Launch Decision Engine Loan officers
Borrower-facing decision platform
Live

Realtor Radar

Your CRM for referral partnerships. Discover, track, and cultivate the real estate agents who send you business. AI-powered agent research, shared-hooks tracking, and Realtor Match built for LOs building their book.

AI-Powered Agent Discovery Realtor Match Shared-Hooks Tracking
Launch Realtor Radar Loan officers
Referral partner CRM
Live

Reverse Mortgage Dept.

When a reverse mortgage is the right fit, refer your borrower to our reverse specialists. They handle the specialized process — you stay the trusted contact at Partners.

Referral Program Reverse Specialists 62+ Borrowers Retain Relationship
Refer a Borrower Loan officers
Refer & retain trust
Live

Spanish Speaking
LO Referral

When your borrower's first language is Spanish, refer them to a bilingual Partners LO. Same team, same care — in the language they trust most.

Bilingual LOs Referral Program En Español Same Partners Care
Find a Bilingual LO Loan officers
Bilingual service · Español
The Resource · Learn the Studio

On Demand Training

Full-length and bite-sized self-paced training — built by Partners, for Partners. Become an expert in the tools you use every day. Search, watch, and level up whenever you can spare the time.

In The Studio · Coming Soon

More tools and resources on the way.

We're building what the field asks for. Got an idea? The form below goes straight to the team — most requests get an answer in 48 hours, and the best ones turn into the next tool or resource on this page.

02 / Marketing Requests
Send it to us

Need something built, branded, or blasted out?

Whether it's a custom flyer, a social campaign, a tool idea, or a co-branded asset for a referral partner — this form goes straight to the marketing team. Tell us what you need and when you need it.

How to get the fastest turnaround:

  1. Be specific. "Flyer for self-employed program" beats "marketing thing."
  2. Drop a deadline. Real or rough — both help us prioritize.
  3. Add references if you have them. Past flyers, screenshots, links.
  4. Tell us who it's for. The audience changes the angle every time.

The fastest stuff we ship comes from clear, specific requests. If you can describe it in one sentence, we can probably have it in your inbox by end of week.

PM
Partners Marketing Team
Internal · Always-on
Step 01 of 03

What can marketing help you with?

Pick the type that fits best. The form will adjust to ask the right follow-ups.

Flyer · One-Sheet Co-branded asset, listing flyer, program promo
Social Post · Campaign LinkedIn, Instagram, Facebook content
Email · Newsletter Borrower email, agent outreach, drip campaign
Event · Open House Signage, invitations, promotional materials
New Tool Idea Internal tool, automation, or process improvement
Something Else Not sure where it fits? We'll figure it out.
Step 02 of 03

Tell us the details.

The more specific, the faster we can ship it. Anything you don't know, leave blank.

LinkedIn
Instagram
Facebook
All three
Loan Officers
MAs · Processors
Leadership
Everyone
Nice to have
Would help a lot
Urgent
Click to upload · or drag here PNG, JPG, PDF, DOCX up to 25MB
Step 03 of 03

Look good?

Quick review — change anything by hitting back. When you hit submit, this goes straight to the marketing team.

Got it. Thank you.

Your request just hit the marketing team's inbox. Expect a confirmation within 24 hours and a status update within 48.

Ticket PMS-0428-3F1A