Referral LoopHelp Center
How can we help?
Getting Started
Set up your profile, your brokerage and the agents you work with.
- Create your Referral Loop account
- Your sample referral and the Getting Started list
- Search for anything
- Set up your profile and brokerage
- Add the agents you work with
Referrals
Create referrals, follow them through each stage, and keep the other agent in the loop.
- Create a referral
- Share a referral with the other agent
- What each stage means, and how to change it
- Ask the other agent for an update
- Tasks, reminders and logging calls
Agreements & Signing
Send referral agreements, sign them, and change them after they're sent.
- Send a referral agreement
- Use your brokerage's own agreement form
- Add an agreement signed somewhere else
- Sign an agreement
- Remind someone, or cancel or change an agreement
Referral Fees & Compliance
Track the money and the paperwork until the referral fee is received.
For Receiving Agents
Someone sent you a referral. Here's how it works, for free.
Plans & Account
Your trial, billing, sign-in and the phone app.
- Your free trial, and what happens after
- Upgrade, change or cancel your plan
- Sign out of other devices, or close your account
- Choose which notifications you get
- Use Referral Loop on your phone
Still stuck? Contact Us