# Realtor partner cadence map

**Mortgage Dorks Season 1**
**Course:** Customer Relationship Engine
**Lesson:** Realtor Partner Cadence
**Format:** Cadence planner

## Use This For

Create a partner update cadence that informs without over-sharing borrower details.

## Artifact Contents

- Milestone.
- Buyer-agent update.
- Listing-agent update.
- Private detail to avoid.
- Next timing commitment.

## How To Use It

- Write buyer-agent and listing-agent versions for three milestones.
- Mark the private facts you will not disclose.

## Guardrail

Use synthetic or anonymized facts only. Remove names, exact property addresses, phone/email, SSN/DOB, loan numbers, account numbers, NMLS/customer IDs, unique employer or business names, screenshots, credit reports, AUS findings, tax docs, bank docs, and any combination of facts that could identify a borrower or customer. Share borrower file information only with authorization and minimum-necessary disclosure. Education and workflow support only. Not underwriting approval, legal advice, tax advice, financial advice, a rate quote, or a promise of eligibility. Follow employer, investor, agency, state, and federal requirements.