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Rocket Companies (RKT) and Compass (COMP) Strike Major Deal to Expand Redfin Inventory

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Key Highlights

  • A three-year strategic alliance between Rocket and Compass will bring over 500,000 listings to the Redfin platform
  • Pre-market and exclusive Compass listings will now be visible on Redfin’s website and mobile application
  • Homebuyers working with Compass agents can receive either a 1% mortgage rate discount for 12 months or $6,000 in lender credits from Rocket
  • Following the announcement, Rocket shares climbed 8.3% in after-hours trading while Compass gained 3.5%
  • The partnership news coincided with quarterly earnings releases from both firms, with Rocket exceeding expectations

On Thursday, February 26, 2026, Rocket Companies and Compass unveiled a comprehensive three-year collaboration that will integrate Compass property listings into Redfin, the home shopping platform that Rocket obtained in 2025.

The arrangement enables Compass’s pre-launch “coming soon” properties and “private exclusive” inventory to be displayed on both Redfin.com and the Redfin mobile app. According to both organizations, this integration could result in more than 500,000 additional property listings becoming available on Redfin.

With Redfin attracting approximately 2 billion annual visits, these listings will receive substantial market visibility. Robert Reffkin, CEO of Compass, noted that property sellers will now be able to reach a pool of 60 million prospective purchasers via the platform.

The collaboration extends beyond listings to include attractive buyer incentives. Through Rocket Mortgage, clients represented by Compass agents can choose between two options: a one-percentage-point reduction in their mortgage interest rate during the first year, or receiving a lender credit worth up to $6,000.

Additionally, Rocket plans to integrate its mortgage products directly within Compass’s client relationship management system. Varun Krishna, CEO of Rocket, acknowledged that his company will compensate Compass for this integration.

Throughout the partnership’s duration, Compass real estate professionals will receive access to over 1 million prospective buyer leads sourced through Redfin. Simultaneously, Redfin’s agents will benefit from an expanded inventory of properties to present to their clients.

Market Response

Both companies experienced positive stock movement following the Thursday after-market announcement. Rocket shares increased 8.3% during extended trading hours, while Compass stock advanced 3.5%.

The partnership reveal coincided with fourth-quarter earnings reports from both organizations. Rocket delivered adjusted diluted earnings of $0.11 per share on $2.7 billion in quarterly revenue, surpassing Wall Street expectations of $0.09 per share on $2.2 billion.

Compass posted a quarterly loss of $0.07 per share against $1.7 billion in revenue. Market analysts had projected a loss of $0.06 per share on identical revenue figures.

Strategic Acquisitions Set the Stage

Rocket has pursued an ambitious expansion strategy extending well beyond its core mortgage origination business. Throughout 2025, the company completed acquisitions of both Redfin and prominent mortgage servicer Mr. Cooper.

With the Mr. Cooper integration, Rocket achieved the position of second-largest mortgage originator by volume during the first three quarters of 2025, based on Inside Mortgage Finance tracking data.

Compass has similarly expanded its footprint. In early 2026, the company finalized a $1.6 billion purchase of Anywhere, the real estate franchise organization that operates Coldwell Banker, Corcoran, and Century 21.

This transaction merged the top two real estate brokerages ranked by transaction volume, according to RealTrends’ 2025 industry rankings. Compass now oversees an international network encompassing Christie’s International Real Estate, Sotheby’s International Realty, and ERA.

Varun Krishna of Rocket stated that the objective is creating a unified platform connecting property search, real estate representation, and mortgage financing to streamline the transaction process for both purchasers and sellers.

This partnership represents the first integration of Compass’s extensive listing network with Rocket’s lending capabilities and Redfin’s substantial search traffic volume.