Referral LoopGetting Started
Set up your profile, your brokerage and the agents you work with.
Create your Referral Loop accountEvery new account starts with 14 days of Refer free, and you don't need a card.Your sample referral and the Getting Started listA new account starts with one sample referral, so you can see how a referral looks before you add your own. It's set in the city of your brokerage's office.Search for anythingThe search box at the top of every screen finds your referrals, clients, agents, brokerages and documents in one place.Set up your profile and brokerageYour name, license number, brokerage and managing broker are printed on the agreements you send, so do this first.Add the agents you work withYour agent list is the heart of Referral Loop, and it's free. Add everyone you might send a client to, or who sends clients to you.Add a brokerage and its managing brokerReferral agreements are signed by both agents and both managing brokers, so each brokerage needs its managing broker on file.Add a clientYou can also skip this and add the client later, from the referral itself.Link clients to each other: spouse, family, friendsA client's spouse, parent, child or friend is a client of their own, linked to them. The link shows on both of their pages, and calls, texts, emails and notes logged on one of them show on the other, marked with the name.Import from a spreadsheetBring in clients, agents or past referrals from Excel or Google Sheets, all at once.Your Agents list and BrokeragesThe Agents page keeps everyone you work with. The number at the top is how many agents you have.
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