Partner Intelligence Brief

Step One Who are you meeting with?

01 Real Estate Agent Solo producer or independent agent 02 Real Estate Team Team leader and members 03 Brokerage Owner, managing broker, or office 04 Home Builder Builder, developer, or sales contact 05 Client Prospective or current borrower

01 Loan Officer Information About You

Loan Officer Name

Branch / Location

Goal of This Meeting

Type of Meeting

02 Agent Information About Them

Agent Full Name

Brokerage

City, State, or Market

Website URL

Instagram URL

Facebook URL

LinkedIn URL

Zillow / Realtor.com Profile URL

Other Known LinksYouTube, TikTok, podcast, blog, news features, anything else

02 Team Information About Them

Team Name

Team Leader / Lead Agent

Brokerage

Approximate Team Size

City, State, or Market

Key Team MembersNames of other agents, admin, or marketing staff if known

Team Website URL

Team Instagram

Team Facebook

Team LinkedIn

Zillow / Realtor.com Team Page

Other Known LinksYouTube, podcast, awards page, news features, anything else

02 Brokerage Information About Them

Brokerage Name

Owner / Managing Broker / Decision Maker

Office Locations / Markets Served

Approximate # of Agents

Approximate Annual Production

Website URL

Instagram URL

Facebook URL

LinkedIn URL

Other Known LinksNews articles, press releases, recruiting page, leadership bios

02 Builder Information About Them

Builder / Company Name

Primary Contact

Markets / Regions Served

Active Communities or DevelopmentsIf known

Price Range / Target Buyer

Preferred Lender Status

Website URL

Instagram URL

Facebook URL

LinkedIn URL

Other Known LinksNews articles, model home pages, builder reviews, anything else

02 Client Information About Them

Client research is different from partner research. Claude will focus on rapport, communication style, and relationship building only. It will not reference protected class characteristics, make credit inferences, or recommend loan programs. Loan program fit is your decision, based on the application — not on public research.

Client Full Name

Referral SourceAgent name, past client, event, self-generated, etc.

City / State They're Buying In

Loan PurposeContext only, not for Claude to research

Buyer TypeContext only

Approx. Loan Amount / Price RangeIf known

Application Status / Timeline

Website URL

LinkedIn URL

Instagram URL

Facebook URL

Other Known LinksOnly what's publicly available. Skip anything private.

03 Relationship Context What You Know

How Did You Hear About Them?

Have You Met Before?

Currently Working With Another Lender?

Mutual Connections

What You Already Know About Them

Recent Interaction or Reason for Reaching Out

05 Output Preference What You Want Back

Every brief is automatically delivered as a professionally designed PDF file generated by Claude. You'll be able to download it directly from Claude's response and drop it into Google Drive.

Step Two · Copy & Paste

Generated Claude Prompt

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