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Real Estate Financial Wellness Platform | Sqwire
For Real Estate Professionals

The Client Financial Wellness Platform for Realtors

Stop losing deals to credit denials. With Sqwire, help your buyers become mortgage-ready, stay top-of-mind after the sale, and generate more referrals through trusted education.

Get buyers mortgage-ready Co-branded with your logo Stay connected post-close

Trusted by 100+ Organizations Nationwide

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Turn Financial Education Into Closed Deals

Financial uncertainty is the #1 reason deals fall through. Sqwire helps your buyers improve their credit, save for down payments, and feel confident signing on the dotted line.

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Mortgage Readiness

Empower buyers with tools to improve credit scores and lower debt-to-income ratios, turning "denied" into "approved."

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Client Retention

Stay top-of-mind long after closing by providing ongoing value through courses on home maintenance, taxes, and equity.

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More Referrals

Be the agent who cares about their financial well-being. Delighted, educated clients refer friends and family.

The Modern Realtor's Competitive Edge

First-time buyer courses Credit repair tools Engagement tracking Agent-branded portal

Everything You Need in a Client Financial Wellness for Realtors Platform

A co-branded platform designed to nurture leads, save deals, and generate measurable returns.

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Simple Setup

Launch in minutes with your personal branding — no heavy lift or IT work required.

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Automated Nurture

Keep leads warm with learning reminders and progress updates while they save for their down payment.

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Agent-Branded Experience

Your face, your logo, your contact info — ensuring you are the trusted expert they return to.

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Pipeline Insights

See who is engaging with "Buying a Home" content to identify high-intent leads in your database.

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Unbiased Education

We don't sell loans. Our neutral education builds trust without steering clients to specific lenders.

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Secure & Private

Sqwire maintains best-in-class data privacy and security standards for peace of mind.

Agents Using Sqwire See Measurable Impact

In a competitive market, value-add services are the key differentiator. Sqwire delivers.

↑ 30%
Faster conversion for first-time buyers
↑ 3x
Higher client retention rate
100%
Branded to you (White-label)

“I used to lose touch with clients after closing. Now, Sqwire keeps me in their inbox with valuable content about homeownership. My referrals have doubled.”

— Sarah J.
Top Producing Agent

“The 'Credit Repair' module saved two deals this year. My clients improved their scores enough to qualify, and they credited me for giving them the tools.”

— Michael T.
Broker Owner

“It differentiates me in listing presentations. Sellers love that I offer financial wellness to buyers to ensure the deal closes.”

— Jessica R.
Real Estate Team Lead

The Tools You Need to Grow

A complete ecosystem for financial wellness.

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Custom-Branded Landing Page

Showcase your brand. Build their trust. Deliver a fully branded experience with your headshot and logo.

Sqwire client financial wellness for realtors dashboard
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Real-Time Engagement Dashboard

See who’s active and what they’re learning. Identify which leads are serious about buying.

Real Estate Analytics Dashboard
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Contextualized Homebuyer Curriculum

Built on real-world insights, Sqwire’s courses cover down payments, mortgages, insurance, and maintenance costs.

Homebuyer Financial Literacy Course Library
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Engagement Digest

Stay informed. Receive a weekly email summary showing active users, so you know exactly who to call.

Engagement Digest Screenshot
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Gamification Drives Engagement

Motivate clients with points, badges, and leaderboards. Make learning about mortgages engaging, not boring.

Gamification Screenshot
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AI-Powered Guidance

With our virtual AI instructor, clients get real-time answers to financial questions 24/7.

AI Financial Guidance Feature

Frequently Asked Questions for Agents

Does this replace my preferred lender?
No. Sqwire provides unbiased education. We prepare the client so that when they sit down with your preferred lender, they are knowledgeable, qualified, and ready to move forward.
Is this just for first-time homebuyers?
While it's incredible for first-time buyers, our platform includes advanced modules on investing, tax strategies, and retirement planning—perfect for upsizing clients or investors.
Can I co-brand the platform?
Yes. The platform is fully white-label ready. Your name, logo, and contact information will be front and center, ensuring you get the credit for the value provided.

Close More Deals. Keep Clients for Life.

Sqwire’s financial wellness platform helps you build a pipeline of qualified buyers and loyal sellers.