KeylectiveSign in

REAL ESTATE AGENTS & LOAN OFFICERS

Different roles.
A shared next step.

Stay close to the client, stay clear on who does what, and keep the next conversation moving.

Choose your workspace

FOR REAL ESTATE AGENTS

From the first
“we’re looking.”

Start with a contact and the client’s home plans. Bring in their chosen lender when the conversation is ready.

  • Choose contacts to import, review them and save only the people you need.
  • Prepare buyer questions and your own follow-ups.
  • Share selected details with permission and see the lender’s recorded updates.

FOR LOAN OFFICERS & LOAS

From introduction
to follow-through.

Review the brief, contact the client and tell their agent where things stand, within the permission given.

  • Accept introductions into your own workspace.
  • Record general progress and make the next step clear.
  • Share your lender’s approved application link. The lender handles the application and any approval.

Share deliberately. Keep your own process.

You review the recipient and details, then copy the private introduction link into your usual channel. Keylective does not email your partner automatically. Private notes and buyer plans are not automatically shared. Each account has its assigned professional workspace.

How sharing works · Plans and optional loan officer tools

Already using a Keylective workspace?

Your private workspace brings client briefs, company links and follow-ups together. Access follows your assigned role.

Open my workspaceLoan officer toolsAgent tools