During Rocket’s fourth quarter 2025 financial results announcement, the partnership with Compass International Holdings was a hot topic, with leaders revealing details about how the two companies would benefit.
Rocket wants to reimagine homeownership in America, and Compass International Holdings is the key to making it happen.
The company got serious about the three-year partnership during its 2025 earnings call on Thursday, where CEO Varun Krishna and Chief Technology Officer Brian Brown mixed commentary on Compass’ plans and impressive results, including fourth-quarter sales of $2.69 billion and quarterly profit of $68 million. These results were supported by stronger year-end mortgage activity as interest rates eased towards 6%.
The company made a full-year profit of $6.7 billion, but had a net loss of $234 million.
varun krishna
“I’m sure you’ve already seen the news about our partnership with Compass, but this is very exciting,” Krishna said. “Everything we’ve done in the past is now leading us to what’s next. Every move is deliberate and focused on a new vision for homeownership in this country.”
The partnership, announced just before Rocket and Compass’ respective earnings calls, gives home sellers the option to syndicate their upcoming listings to Redfin.com. Compass CEO Robert Refkin said the lists do not include days on market, home valuation estimates or other “negative insights.”
All buyer inquiries are sent directly to Compass listing agents and there are no referral fees to pay. Compass’ “private and exclusive” listings will eventually also appear on Redfin.com, the companies said.
Mr. Krishna said the partnership is “designed to strengthen both sides of the market…to bring in more sellers, enable more buyers, and create a new standard in the homeownership experience.”
Rocket CTO Brian Brown broke down this partnership into three parts.
Redfin is now Compass’ exclusive home search portal for private and upcoming properties, which is expected to differentiate the company’s property data and increase consumer traffic. With more than 340,000 agents under its brands, Compass is currently Redfin’s largest brokerage partner. Rocket has become Compass’ Digital Mortgage Partner, expanding the reach of Redfin’s Preferred Pricing Bundle, which offers a 1% lower interest rate on the first year of the loan and up to $6,000 in lender credit from Rocket Mortgage.
“Ultimately, this comes down to consumer affordability,” he said. “It’s about bringing more inventory to market and delivering better mortgage prices for consumers at scale.”
Brown said the partnership highlights Roquette’s efficiency and that “this bold move has brought us ahead of schedule in integrating Redfin and Cooper into our ecosystem.” [artificial intelligence] And automation. ”
The CTO said the company set a record for loans closed in the fourth quarter, generating $47.3 billion. He added that Redfin’s pricing bundles generated $1 billion in originations in December alone, reflecting the strength of Rocket’s offering amid market volatility.
“All of this strengthens our strategy and differentiates us,” he said. “The result is a homeownership platform with unparalleled scale across search, ordering and services, powered by cutting-edge technology that is poised to disrupt a $5 trillion market.”
After reviewing the rest of the company’s earnings data, Mr. Krishna and Mr. Brown answered questions from analysts who wanted to know more about the Compass partnership.
Brown said the partnership is structured similarly to Redfin’s existing partner network, giving Redfin’s agent network some reassurance. The CTO said Redfin’s agents are “some of the strongest” in the industry and will continue to “motivate leads.” However, Redfin’s agent base is not large enough to handle all the demand generated by Redfin’s home search site, he said.
“What we were very clear about when we acquired Redfin was that [lead] There’s a demand, and that’s what’s happening now,” Brown said. [are] Although the contract is for three years, we strongly believe there is sufficient demand for both Redfin and Compass agents. ”
Meanwhile, Mr. Krishna brought the topic back to domestic affordability, saying the partnership would address two key issues: inventory and an “expensive and fragmented” trading experience.
“We see this every day in the approval pipeline. The demand is there, but the only thing buyers really lack is access to quality inventory,” he said. “One fact is that about half of the homes for sale in this country have been on the market for more than 60 days. That’s three times as many as five years ago. So there’s some supply, but it’s not matching demand as efficiently as it should, and it’s not as much supply as it should be.”
“This is really about structurally improving the way buyers and sellers connect, improving inventory, creating more efficient lead flow in our business model, and driving more seamless mortgage integration,” he added.
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