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For title underwriters

Strengthen the agency–agent relationship at the network level.

Give your agency network a modern title platform — and a co-branded calculator their referring real estate agents put on their own sites. A retention argument no other title-tech vendor can make: your agencies' brand, embedded on their referring agents' sites.

Co-branded to your network — every agency looks like itself, backed by you, not like a generic vendor.

negotiated network rollout · co-branding available · no software for you to run

Rollout

<2wks

Signed agreement to first agencies live

Per agency

1day

Provisioned and branded

Your ops lift

0

We operate everything

Identification

up to 40%

Anonymous U.S. visitors identified

Why underwriters partner with ProspectMatch

Compliant across your network

CAN-SPAM and US privacy law compliant on every site we run — the same standard across your whole network.

Your partners own the relationships

Every identified prospect stays with the agency or agent. You enable the platform; they keep what it produces.

Nothing for you to run

We operate, support, and update the platform. You get the rollout and the credit — no software to maintain.

The agency-retention reality

Agencies stay with underwriters that strengthen their referral relationships.

A title agency's whole production depends on the real estate agents and lenders who steer closings to them. That relationship is the agency's actual asset — and it's exactly where most underwriter value-add stops short. Education, leads, and back-office tools matter. But the underwriter that hands its agencies something to put in front of their referring agents — something the referring agents actually use, branded back to the agency — is the underwriter that's hardest to replace.

What every agency in your network gets

The title platform, co-branded to each agency.

Same engine across the network. Each agency's logo, colors, and company name on top — so their clients and referring agents see the agency's brand.

A professional title-company site

Modern, mobile-first, trust-signaling design. Co-branded to the individual agency. Live within a business day of provisioning.

A branded closing-cost calculator

The same net-sheet-quality calculator real estate agents and consumers actually use. Co-branded to the agency. And — see below — embeddable on referring agents' sites.

Title content under their name

Fresh title-industry articles delivered weekly, branded as the agency. A signal the agency is current and a reason for referring agents to return.

Visitor identification + drip

Up to 40% of the agency's anonymous U.S. visitors identified — a verified email at minimum, and for many a full name and postal address. Automated email drip campaigns reach those prospects in the days that follow.

The signature

The calculator your agencies hand to their referring agents.

Every agency in your network gets the closing-cost calculator co-branded to them. Then the agency hands it to its referring real estate agents — who embed it on their own sites with the agency's brand on it. The agent looks credible. The buyer or seller runs real numbers. The agency stays top-of-mind on every closing in that agent's pipeline.

1

Agency co-brands the calculator. Their logo, colors, contact info — already configured at provisioning.

2

Agency offers it to its referring agents. A simple embed snippet the agent drops on every property page.

3

Buyers run their own numbers on the agent's site. The agency's brand is on every interaction — front of mind on every closing.

No other platform does this. PalmAgent owns the calculator at the agent level. TitleTap owns the agency website. We bundle both — and we extend the agency's brand into its referral base by making the calculator embeddable on agent sites.

What it does for the underwriter

Four reasons this matters at the network level.

Agency retention

Agencies switch underwriters less when the tools they rely on — and that strengthen their referral base — come from you. Switching costs the agency more than just the policy backer.

Agency production support

An agency that's top-of-mind with its referring agents writes more policies. We ship the infrastructure that supports that — without promising specific premium numbers.

Recruiting line for new agencies

"Contract with us and your whole digital presence — including a calculator your referring agents put on their sites — is handled." Something to advertise when signing new agencies.

Zero ops burden

You are not running a software product. We provision agencies, operate the platform, handle hosting and updates and identification compliance. Your agency-relations team adds it to onboarding.

How rollout works

Three steps. No software for your team to run.

One — partner agreement covering your agency network, with negotiated volume terms and co-branding scope. Two — your team hands us your agency list (CSV cohort or an existing onboarding feed) and we provision each one with a co-branded site, calculator, content stream, and identification layer. Three — agencies are live, the calculator is configured for embedding on referring-agent sites, and prospects are being identified from day one. The underwriter operates none of it.

The four-pillar wedge

Something for your agency-relations team to lead with.

PalmAgent gives agencies a calculator. TitleTap gives them a site. We give them both — plus content, visitor identification, and a calculator their referring agents put on their own sites.

Co-branded website

Modern, mobile-first, agency-branded title-company site.

Co-branded calculator

Embeddable on referring agents' sites — the wedge nobody else has.

Title industry content

Fresh articles weekly, under the agency's name.

Visitor identification

Up to 40% of anonymous U.S. traffic surfaced as reachable prospects — every one with a verified email.

The partner math

Run the numbers across your agency network.

Your agencies, your assumptions — what identification could surface across the whole network, agency sites and referring-agent embeds included.

Prospects identified across the network / month
delivered to YOUR agencies — the retention and differentiation math

Your numbers, your assumptions. Identification applies to anonymous U.S. visitors and is capped at up to 40%; follow-up belongs to each member. This is an estimate you computed — not a promise we make.

Before the first call

We'll build your demo before we meet.

Provisioning is automated, so we stand up a demo agency site carrying your underwriter branding — calculator included — before the first conversation. You'll see your network's platform, not a slide about it.

Common partner questions

Common questions

How fast can you roll out across our agency network?

New agencies are provisioned within a business day of receiving the list. Most underwriters go from signed agreement to first cohort live in under two weeks.

Do agencies control their branding and content?

Yes. Each agency uploads its logo and colors and can review/approve content drops. The underwriter sets the program defaults; agencies personalize within them.

How does the referring-agent calculator embed actually work?

The agency configures its calculator (logo, contact, fee defaults). We generate an embed snippet the agency hands to its referring real estate agents. The agent pastes it on any page; the calculator runs inline with the agency's branding. Submitted leads flow back to the agency.

What happens if an agency switches underwriters?

Spelled out in the partner agreement. Common patterns: platform follows the agency (with underwriter co-branding removed), or reverts to the underwriter. Negotiable at agreement time.

Does this conflict with compliance and supervision?

It is designed to fit inside your existing supervisory framework. Calculators ship with standard disclosures. Content is general title-industry material — never specific policy or pricing advice. Most underwriters run it under their existing supervisory framework.

What about the premium-volume impact?

We don't promise specific numbers. Agencies that look more credible to their referring agents and have a tool those agents actually use tend to be more productive. The retention and recruiting math is where most underwriter partners see the clearest return.

Ready for the partner conversation?

Before the call, we'll build a demo agency site in your branding — calculator included — so you can test the signature mechanic yourself.

a 30-minute conversation · negotiated network terms · your co-branded demo built before the call

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