THE BARATELLI INSTITUTE · Mentoring at Scale
FOR REAL-ESTATE AGENTS & BUSINESS BROKERS

Put your face on a practitioner-grade buying or selling journey. Sixty seconds. Free forever.

The Baratelli Institute Sale Journey, Buyer Journey, and Residential RE Journeys are professional walkthroughs most clients have never seen — and most agents would love to send. Co-brand them with your photo, name, brokerage, and contact info. The link is yours. Send it in an email, a text, a social post, or print it on the back of your card.

$0 · always free for licensed agents
60s · build your URL right now
· share with as many clients as you want

Your details

Required. This activates the cobrand banner.
Right-click your headshot on your brokerage website or LinkedIn → Copy Image Address. Or upload to imgur.com (free, no account) and paste the direct link. If left blank, we'll show your initials in a circle.
If you're a licensed real-estate agent or broker.
Drives required regulatory disclosures (NMLS for MLOs, Equal Housing Opportunity for RE).
Required for mortgage broker / loan officer cobrand under Reg Z § 1026.24(f). Leave blank if not an MLO.
Your sponsoring lender / brokerage NMLS ID.
A short professional line. Italics, max 90 chars.
If your brokerage has a brand color, set it here. Default is Baratelli gold.

Pick the journey to share

Tip: Build a separate URL for each journey type, or for each client niche (luxury, first-time, downsize). All free, all unlimited.
Compliance reminder. Confirm with your brokerage / sponsoring lender's compliance team before distributing third-party tools to clients. Avoid prohibited claims in your tagline (no "guaranteed approval," "lowest rate," "best in market," specific APR-less rate claims). Mortgage brokers must include NMLS ID on all advertising under Reg Z § 1026.24(f). Real-estate licensees must comply with state RE board advertising rules and NAR Code of Ethics Article 12.
LIVE PREVIEW · WHAT YOUR CLIENT SEES
JS
PROVIDED BY YOUR ADVISOR
Jane Smith
Tools by
BARATELLI INSTITUTE

Your custom URL

Fill in your name to generate your URL.

Send-to-client templates

EMAIL
Hi [Client first name], Before our call, take 15 minutes with this walkthrough I put together for clients. It runs through every decision point we'll talk about — pricing strategy, net proceeds, tax basis, the §121 exclusion, the works — so we can spend our time on the parts that matter most for your situation. [YOUR URL] It's interactive. Plug in your numbers and it does the math. Let me know what questions come up — that'll be the best place to start. Talk soon, [Your name]
TEXT MESSAGE
Quick read before we talk — interactive walkthrough I built for clients. Plug in your numbers, see the math. [YOUR URL]
SOCIAL POST
For the buyers and sellers in my circle — I built this walkthrough to give you the same decision support I give my clients. No login, no email-grab, just the math. [YOUR URL] · DM me with questions.

Frequently asked

Why is this free?

Because the practitioner library it links into is the product. Every cobranded URL exposes a few thousand new clients to professional-grade decision tools. We get distribution; you get a high-trust touchpoint with your clients. Win-win.

Are the tools actually good, or is this marketing fluff?

Click any tool on the index. The Sale Journey alone runs an $8.4M-$9.7M sensitivity range across working-capital peg, escrow, R&W, asset-vs-stock-sale tax, §1202 QSBS, state residency, and 6 other variables. Built by a CPA/MBA who's done the work for clients. We'd rather you judge for yourself than take our word.

Can I customize the tools themselves?

Not in v1. The tools are fixed; the cobranding is the wrapper. If you have specific use-case requests (a hyperlocal closing-cost table for your county, a special PMI removal walkthrough), email feedback to the address on the contact page and we'll build the most-asked-for ones.

Will my clients' inputs come back to you / the brokerage?

No. Every tool runs entirely in the client's browser. There is no server-side data capture. We don't see, store, or transmit anything they enter. The cobrand banner is just CSS-and-text on top of the page.

What if my brokerage has rules about sharing third-party links?

Check with your broker first. Most compliance teams are fine with educational tools that don't make recommendations and don't capture client data — both of which are true here. We can provide a one-page compliance summary on request.

Can I print the journey for an in-person meeting?

Yes — every tool has a Print/Save-PDF button in its action bar. The cobrand banner prints with it, so the printout is fully your-branded.