Rocket (RKT) and Compass (COMP) Partner to Add 500,000 Listings to Redfin

TLDR

• Rocket and Compass formed a three-year listings partnership, adding 500,000+ listings to Redfin
• Compass “coming soon” and “private exclusive” listings will appear on Redfin.com and its app
• Rocket will offer Compass clients a 1% interest rate cut for one year or a $6,000 lender credit
• Rocket stock rose 8.3% after hours; Compass stock rose 3.5% following the announcement
• Rocket beat Q4 earnings estimates; Compass missed slightly on its loss per share

Rocket Companies and Compass announced a three-year strategic partnership on Thursday, February 26, 2026. The deal will bring Compass listings onto Redfin, the home search platform Rocket acquired in 2025.

Under the agreement, Compass’s “coming soon” and “private exclusive” listings will appear on Redfin.com and its app. The companies say this could add more than 500,000 listings to the Redfin platform.

Redfin draws nearly 2 billion visits per year, giving those listings wide exposure. Compass CEO Robert Reffkin said sellers will now have access to 60 million potential buyers through the platform.

The partnership also includes a financial incentive for homebuyers. Rocket Mortgage will offer Compass clients either a one-percentage-point interest rate reduction for the first year of their loan or a lender credit of up to $6,000.

Rocket will also embed its mortgage offerings directly into Compass’s customer relationship management platform. Rocket CEO Varun Krishna confirmed the company will pay Compass for that placement.

Over the life of the deal, Compass agents will gain access to more than 1 million buyer leads generated through Redfin. In return, Redfin agents benefit from a broader selection of homes to show buyers.

Stock Reaction

Both stocks moved higher after the announcement, which came after markets closed Thursday. Rocket was up 8.3% in after-hours trading, and Compass rose 3.5%.

The news arrived alongside quarterly earnings from both companies. Rocket reported adjusted diluted earnings of $0.11 per share on $2.7 billion in revenue for Q4, beating analyst estimates of $0.09 per share on $2.2 billion.

Compass reported a loss of $0.07 per share on $1.7 billion in revenue. Analysts had expected a loss of $0.06 per share on the same revenue figure.

Recent Acquisitions Behind the Deal

Rocket has expanded aggressively beyond mortgage origination. In 2025, it acquired both Redfin and large mortgage servicer Mr. Cooper.

Combined with Mr. Cooper, Rocket became the second-largest mortgage lender by origination volume in the first nine months of 2025, according to Inside Mortgage Finance data.

Compass has also grown. Earlier in 2026, it closed a $1.6 billion acquisition of Anywhere, the real estate franchisor behind Coldwell Banker, Corcoran, and Century 21.

That deal combined the first and second-largest brokerages by sales volume, according to RealTrends’ 2025 ranking. Compass now operates a global network that includes Christie’s International Real Estate, Sotheby’s International Realty, and ERA.

Rocket CEO Varun Krishna said the goal is to connect home search, agents, and financing in one platform to reduce friction for buyers and sellers.

The partnership brings the Compass listing network together with Rocket’s lending power and Redfin’s search traffic for the first time.

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