What you can do on the Free plan

The Free plan is free for as long as you use it.

• Keep a list of every agent you work with: their service areas, brokerage, contact details, and whether they're taking referrals.
• Keep their brokerages and managing brokers (open an agent to reach their brokerage).
• Invite agents to Referral Loop. Choose Invite on an agent's page.
• Keep your clients: name, contact details, address and background notes.
• Keep your own profile, with your brokerage, service areas, specializations and sales production, for agents who have your email.
• Sign and update referrals other agents send you.

Everything you made on a trial or a paid plan stays yours to see and edit on Free. Creating a referral, or sending a referral agreement or document, is what Refer adds.

The Dashboard's Getting Started list shows what's left to set up: your name, the agreements sent to you, your license #, phone and brokerage, and the agents who send you referrals.

Send your own referrals

Choose Start Free Trial, on the Dashboard or in the banner at the top of the page. You get 14 days of Refer, with no card. You're asked for the details your agreements need, and a sample referral is added so you can see how one looks. Each account can have one free trial.

After a trial, or any time, you can upgrade to Refer in Settings → Billing.