Referral Loop

Your free trial, and what happens after

  • Days 1–14: you have everything in Refer, free, with no card. A banner shows how many days are left.
  • Add a card any time to keep Refer. You still get the rest of your free days.
  • If you don't, your account moves to Free on the day the trial ends. Everything you made stays yours to see and edit: your agents, clients, referrals, documents and tasks. Creating a new referral, or sending a referral agreement or document, is what Refer adds. Nothing is deleted.

If you haven't added a card, we'll email you 3 days before your trial ends and on the day it ends. If you have, we'll email you 3 days before your card is charged for the first time, with the date, the plan and the amount.

Still stuck? Contact Us