Key Highlights
- A three-year collaboration between Rocket and Compass will integrate over 500,000 listings into Redfin’s platform
- “Coming soon” and “private exclusive” properties from Compass will now be visible on Redfin.com and the mobile application
- Homebuyers working with Compass agents can access a 1% rate reduction for 12 months or receive $6,000 in lender credits through Rocket
- After-hours trading saw Rocket shares climb 8.3% while Compass gained 3.5%
- Fourth-quarter earnings showed Rocket exceeding projections while Compass reported a slightly larger loss than anticipated
On Thursday, February 26, 2026, Rocket Companies and Compass unveiled a three-year strategic collaboration designed to reshape how properties are discovered and financed. The arrangement will integrate Compass inventory into Redfin, the home search technology platform that Rocket acquired during 2025.
The terms of this alliance specify that Compass properties marked as “coming soon” and “private exclusive” will become searchable through Redfin.com and its mobile app. Industry analysts project this integration could expand Redfin’s available inventory by more than 500,000 properties.
With Redfin attracting approximately 2 billion annual visits, these newly added listings will receive substantial visibility. Robert Reffkin, serving as Compass CEO, emphasized that property sellers will now reach a potential audience of 60 million prospective purchasers via the combined platform.
The collaboration extends beyond listing visibility to include direct financial benefits for homebuyers. Through Rocket Mortgage, customers working with Compass representatives can choose between receiving a full percentage point reduction on their mortgage rate during the initial year or obtaining lender credits valued at up to $6,000.
Rocket’s mortgage products will also be integrated directly into Compass’s customer relationship management system. CEO Varun Krishna of Rocket acknowledged that compensation will be provided to Compass for this integration.
Throughout the partnership’s duration, Compass brokers will receive access to over 1 million qualified buyer leads originating from Redfin’s traffic. Simultaneously, Redfin’s agent network gains the advantage of presenting clients with an expanded property inventory.
Market Response
Following the Thursday evening announcement, both companies experienced positive share price movement in extended trading sessions. Rocket’s stock appreciated 8.3%, while Compass shares advanced 3.5%.
The partnership revelation coincided with fourth-quarter financial disclosures from both organizations. Rocket delivered adjusted diluted earnings of $0.11 per share against $2.7 billion in quarterly revenue, surpassing Wall Street expectations of $0.09 per share on $2.2 billion.
Compass disclosed a quarterly loss of $0.07 per share with $1.7 billion in revenue. Financial analysts had projected a loss of $0.06 per share on matching revenue.
Strategic Acquisitions Enabling Partnership
Rocket’s business strategy has evolved significantly beyond its core mortgage origination operations. Throughout 2025, the company completed major acquisitions of both Redfin and prominent mortgage servicer Mr. Cooper.
The Mr. Cooper transaction elevated Rocket to the position of second-largest mortgage originator by volume during the initial nine months of 2025, based on Inside Mortgage Finance tracking data.
Compass has pursued parallel expansion efforts. Earlier this year, the company finalized a $1.6 billion purchase of Anywhere, the franchising organization operating Coldwell Banker, Corcoran, and Century 21.
This transaction merged the nation’s two largest brokerages measured by sales volume, according to RealTrends’ 2025 industry rankings. Compass currently manages an international network encompassing Christie’s International Real Estate, Sotheby’s International Realty, and ERA.
Varun Krishna explained that Rocket’s objective centers on creating an integrated ecosystem combining property search, agent services, and mortgage financing to streamline the transaction process for all parties.
This strategic partnership represents the first unified integration of Compass’s listing inventory, Rocket’s lending capabilities, and Redfin’s search platform traffic.
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