Never lose track of who you send business to.
The Free plan is your agent network in one list: where each agent sells, who they're with, and whether they're taking referrals. It's free for as long as you use it. Your clients trust you to recommend the right agent, across the country or across town, and this is where you keep track of who that is.
Your agent network, in one place
No more scrolling through your phone for the agent you met at a conference three years ago. When a past client needs an agent somewhere else, you'll know who to call.
- Every agent you work with, with no limit
- Their market, brokerage, phone and email
- Whether they're taking referrals right now
- Notes on how you know them and who they're a good fit for
- Invite them to Referral Loop in a click
- Your own profile, with your brokerage, areas, specialties and sales production, for agents who have your email
Your clients, in one list
A simple list of the people who trust your recommendation: name, phone, email and your notes. When a past client asks for an agent in Denver, you already know which of your agents to call.
- Every client, with their contact details and your notes
- Sending them to an agent, with the agreement and tracking, is what Refer adds
When someone sends you a referral
If another agent sends you a client through Referral Loop, you sign the agreement and keep them posted from your free account. Update the stage, sale price and closing date, and they see each change. There's nothing to set up. The link in the email opens your Free account in one tap, with no password or form, right on that referral.
The Okafor Family
Buyer · Denver, CO · Referred by Dana Whitfield, Hill Country Realty
Ready to send clients and track them until you're paid?
Upgrade to link each client to the agent you sent them to. Write the agreement on the spot, and follow every referral until you're paid.