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How To Get More Out Of Referrals With Rocket Pro SM Insight

Kevin Graham4-minute read
August 13, 2021


As a real estate agent, you know the mortgage process is complex. You have an important role as a guide to help shepherd your clients to the closing table. For this reason, it doesn’t make a ton of sense that when you refer a client to a mortgage company, you lose visibility into the process. We’re not big fans of that, either.

We created Rocket Pro Insight to help eliminate this pain point, giving you the visibility and capabilities you need to assist your clients throughout the mortgage process. 

What Is Rocket Pro Insight?

Rocket Pro Insight is a platform for real estate agents to refer their clients to Rocket Mortgage®. But this isn't just some form where you can submit a client's contact information. We understand that you're a trusted advisor for your clients, and the site is built with that role in mind.

Once you’ve signed up and submitted a referral, you’ll be able to track the status of that referral all the way through the process. In addition to visibility, you’ll be able to assist clients by uploading important documentation for the mortgage process. Let’s go ahead and dig deeper into the benefits.

The Benefits Of Rocket Pro Insight

There are a few benefits to a robust referral tracking system like Rocket Pro Insight. In this section, we'll discuss client application tracking, updates on the status of a loan, and the ability to adjust approval letters. This gives you the ability to make sure the clients you refer are able to get to the closing table by allowing you to walk them through the process with us.

Client Application Tracking

Agents can use our platform to track the progress of applications that their referrals submit. Because of this, you’re able to gain further insight into what’s left to do for a smooth closing to take place. If there’s anything a client has questions on or needs to do, you’ll have the ability to help because you’ll know what comes next.

Loan Status Updates

In addition to being able to see where the application is within the process, you’ll gain insight into the loan status. This is important because if there are any outstanding conditions, you’ll be able to serve as another touchpoint giving clients the message so that the process moves along as quickly as possible and without any hitches.

Odds are this isn’t your first time around the block with a home loan. You have an understanding of the common documents a client will need to provide. You may have even collected some of the documents from your home buyers yourself to make sure they were well-qualified.

One of the cool things about Rocket Pro Insight is that you’re able to upload documents on behalf of your clients in order to clear conditions that might be holding things up. This enables you to be a valued liaison all the way until they get the keys.

Client Approval Letter Adjustment

One of the things we recommend for all of our clients is that they get a Verified Approval.1 This involves a credit check as well as verification of income and asset documentation.

Not only does this save clients from having to provide a bunch of information later on, but you and your clients will know exactly how much they can afford. Moreover, sellers and their real estate agents will know your clients have the financial backing to support their offer.

While this is good, there’s also an art to negotiation. Your job is to get your clients the best possible deal, and you can’t do that if you come out immediately revealing the top end of their budget. Within Rocket Pro Insight, you’re able to update the offer number up to the full amount of the client’s approval. This way, sellers can be confident without your buyers showing their entire hand.

Why Should You Trust Rocket Pro Insight?

As great as Rocket Pro Insight is, it's just one of many benefits of working with Rocket Mortgage. Let's start with the most practical consideration for real estate agents: helping clients close without a problem.

The Verified Approval process outlined above helps ensure that documentation is verified so that you and your clients can be confident that the transaction will go through. And the ability to lower the approval number manually for the purposes of negotiation helps ensure your clients aren’t bidding against themselves.

Beyond that, when you’re working with Rocket Mortgage, you know you’re getting a high-quality, client-focused experience. You don’t have to take our word for it. J.D. Power says so. We’ve been awarded the top ranking from J.D. Power for primary mortgage origination 11 years in a row and mortgage servicing each of the last 8 years.2

The Bottom Line

As a real estate agent, you deserve a referral platform that allows you to provide the best service to your clients. Rocket Pro Insight is that platform. When you refer a client, you’ll be able to track the status of their application as they go through the process.


You’ll also be able to see any requirements and upload documentation on their behalf. Finally, you can better your negotiating position by changing the amount shown on the approval letter up to the full amount of your client’s approval. Because the capability comes from Rocket Mortgage, it’s backed by more than three decades of industry know how.

Are you sold on the benefits for you and your clients? Sign up for Rocket Pro Insight today!

1 Your client’s participation in the Verified Approval program is based on an underwriter’s comprehensive analysis of their credit, income, employment status, debt, property, insurance and appraisal as well as a satisfactory title report/search. If new information materially changes the underwriting decision resulting in a denial of the credit request, if the loan fails to close for a reason outside of Rocket Mortgage’s control, or if the client no longer wants to proceed with the loan, their participation in the program will be discontinued. If the client’s eligibility in the program does not change and their mortgage loan does not close, they will receive $1,000. This offer does not apply to new purchase loans submitted to Rocket Mortgage through a mortgage broker. Rocket Mortgage reserves the right to cancel this offer at any time. This offer is not valid on jumbo loans or for self-employed clients. Acceptance of this offer constitutes the acceptance of these terms and conditions, which are subject to change at the sole discretion of Rocket Mortgage. This is not a commitment to lend. Additional conditions or exclusions may apply.

2 Rocket Mortgage received the highest score in the J.D. Power 2010 – 2020 (tied in 2017) Primary Mortgage Origination and 2014 – 2021 Primary Mortgage Servicer Studies of customers’ satisfaction with their mortgage sales experience and mortgage servicer company, respectively. Visit

Kevin Graham

Kevin Graham is a Senior Blog Writer for Rocket Companies. He specializes in economics, mortgage qualification and personal finance topics. As someone with cerebral palsy spastic quadriplegia that requires the use of a wheelchair, he also takes on articles around modifying your home for physical challenges and smart home tech. Kevin has a BA in Journalism from Oakland University. Prior to joining Rocket Mortgage he freelanced for various newspapers in the Metro Detroit area.