Referral Loop

Someone sent you a referral: what now?

An agent you know is using Referral Loop to track a client they've referred to you. It's free for you.

  1. Open the email that says they've shared a referral with you, and use the link. The first time, it sets up your free account and opens the referral, and asks for Your Name if it isn't on file yet. If you already have an account, the link takes you to sign in: enter the one-time code we email you and you land on the referral. The link works for 30 days.
  2. If there's an agreement to sign, open the signing email and sign. Signing doesn't need an account.
  3. As things happen, update the Status, Property, Sale Price and Closing Date. You can also log notes and share files. The referring agent sees each change, so they won't need to chase you.

The Referral Fee is set by the referring agent and shown on the referral. Some agents hide the client's contact details until the agreement is signed.

Still stuck? Contact Us