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Partner Connect Explained: Timelines That Send Referrals For You

September 7, 2026

Every real estate transaction follows a familiar rhythm: contract, inspection, insurance, closing. Partner Connect lets you map that rhythm once, as a timeline, and let it run itself on every future deal.

Set a lender referral to fire the day a contract goes live. Schedule your inspection and repair contractor for day seven. Line up a homeowner’s insurance referral before the closing crunch. Once the timeline exists, HipPocket delivers each referral automatically — by email and SMS — at exactly the right moment.

Two-way acknowledgment means you’re not just firing off a message into the void. Partners confirm receipt, so you know your client landed in good hands without sending a single reminder yourself.

The result is fewer dropped handoffs and a client experience that feels seamless from contract to keys — while every referral on the timeline still counts toward your payout when the deal closes.

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