Every agent knows the feeling. You’re three days from closing, juggling the lender, the inspector and a nervous buyer — and somewhere in the back of your mind a voice says: *didn’t I promise to connect them with an insurance guy?*
You did. Two weeks ago. And now it’s a scramble.
That mental checklist is exactly what Partner Connect was built to delete.
## What it does
Partner Connect lets you map a transaction onto a milestone timeline — under contract, inspection, pre-closing, closing — and attach a partner to each milestone. From that moment, HipPocket takes over:
– **Day 0 — Under contract.** Your lender gets the referral the moment the transaction opens.
– **Day 7 — Inspection.** Your contractor is looped in automatically.
– **Day 21 — Pre-closing.** The homeowner’s insurance referral goes out before the closing crunch.
– **Day 30 — Closing.** The deal closes, your balance is credited. No spreadsheets, no chasing.
Every referral is delivered by both email and SMS, so partners see it wherever they work.
## The part that actually matters: two-way acknowledgment
Automatic sending is only half the problem. The other half is silence — you sent the referral, but did anyone pick it up?
With Partner Connect, partners confirm receipt, and that confirmation shows up right in your pipeline. If a referral sits unacknowledged, you know about it while there’s still time to act — not after your client called someone from a billboard.
## Fully editable, per transaction
The default timeline is a starting point, not a cage. Every transaction is different: cash deals skip the lender, some buyers need a mover, investors want a contractor walk-through before the option period ends. Adjust the milestones, the day offsets and the partners for each deal — the automation follows your plan.
## What this means for your business
Referrals are the easiest money in real estate that most agents still leave on the table — not because they don’t want to refer, but because timing referrals across five simultaneous transactions is a memory game nobody wins.
Partner Connect turns it into a system. Set the timeline when the contract is signed, then go do the parts of your job that actually need a human.
Partner Connect is available now for all HipPocket agents. Open your dashboard, pick a transaction and build your first timeline — it takes about two minutes.
*Not on HipPocket yet? [Create a free account] — no card required.*