Key Takeaways
- Rocket Companies and Compass have formed a three-year strategic partnership that will bring more than 500,000 listings to Redfin’s platform
- Compass’s exclusive and coming-soon listings will become available on Redfin.com and its mobile app
- Buyers working with Compass agents can access a 1% mortgage rate discount for one year or receive a $6,000 credit through Rocket Mortgage
- Following the announcement, RKT shares rose 8.3% in extended trading; COMP stock gained 3.5%
- Both companies released Q4 earnings alongside the partnership news, with Rocket beating estimates and Compass missing slightly
Rocket Companies and Compass revealed a significant three-year strategic partnership on Thursday, February 26, 2026. This collaboration will bring Compass’s extensive property listings to Redfin, the popular real estate platform Rocket purchased in 2025.
Under the agreement, Compass’s pre-listing “coming soon” properties and “private exclusive” listings will be searchable through Redfin.com and its mobile application. Both firms indicate this integration will add over 500,000 properties to Redfin’s inventory.
Given that Redfin generates roughly 2 billion visits annually, this expanded inventory will gain significant exposure. Compass CEO Robert Reffkin emphasized that sellers will now access a potential buyer pool of 60 million users via the enhanced platform.
Beyond increased listing exposure, the partnership includes attractive financing options for buyers. Compass clients utilizing Rocket Mortgage can choose between a full 1% interest rate reduction for their first year or a lender credit worth up to $6,000.
The integration goes further with Rocket embedding its lending solutions directly into Compass’s CRM platform. Rocket CEO Varun Krishna confirmed the company will provide compensation to Compass for this strategic integration.
During the partnership period, Compass agents will gain access to over 1 million buyer leads generated through Redfin’s platform. Meanwhile, Redfin’s agents benefit from a significantly larger property inventory to showcase to their clients.
Market Response
Wall Street responded favorably to both companies after Thursday’s after-hours announcement. Rocket’s share price jumped 8.3% in extended trading, while Compass stock climbed 3.5%.
The partnership announcement came alongside fourth-quarter earnings releases from both firms. Rocket reported adjusted diluted earnings of $0.11 per share with quarterly revenue of $2.7 billion, beating analyst expectations of $0.09 per share on $2.2 billion in revenue.
Compass reported a quarterly loss of $0.07 per share with revenue of $1.7 billion. Analysts had forecast a $0.06 per share loss on identical revenue figures.
Acquisition Strategy Enables Partnership
Rocket has implemented an ambitious growth strategy that extends far beyond mortgage lending. During 2025, the company acquired both Redfin and prominent mortgage servicer Mr. Cooper.
The Mr. Cooper transaction positioned Rocket as the nation’s second-largest mortgage originator by volume for the first three quarters of 2025, according to Inside Mortgage Finance data.
Compass has executed its own expansion plan. Earlier in 2026, the brokerage completed a $1.6 billion acquisition of Anywhere, the parent company behind Coldwell Banker, Corcoran, and Century 21 franchises.
This deal combined the two largest brokerages by transaction volume per RealTrends’ 2025 rankings. Compass now operates a global network that includes Christie’s International Real Estate, Sotheby’s International Realty, and ERA.
Varun Krishna stated that Rocket’s goal is building a comprehensive ecosystem that connects property discovery, brokerage services, and mortgage lending to simplify real estate transactions.
This partnership marks the first time Compass’s vast listing database, Rocket’s mortgage products, and Redfin’s massive search traffic have been combined on a unified platform.
