Everything between "I have a client for you" and the check.
Referral Loop does one job: keep track of the referrals you send and receive, across town or across the country, and make sure the referral fee gets paid.
Know where every referral stands.
Each referral moves through six stages: Introduced, Agreement Signed, Active, Under Contract, Closed – Awaiting Compliance and Complete. When a client goes quiet, mark it Inactive with a reason. The agreement term stays on record, so you'll know if they come back while the fee is still owed.
- Referrals you sent and referrals you received, as a list or a board
- Ask the other agent for an update with one tap
- Every change logged on a timeline both sides can see
Referrals+ New ReferralThe referral agreement, filled in and signed in the app.
Referral Loop fills in the agreement for you: client, property, referral fee and term. To change anything, click it and type. Then send it to both agents and both brokers. They can sign on any device.
- Upload your brokerage's own form, or start from Referral Loop's agreement and check it with your managing broker
- No separate e-signature subscription
- Add a note to the other agent when you send
- See who has opened and signed it
- A signing certificate saved with every agreement, which anyone can check online
Referral Agreement · The Okafor FamilySent by Dana Whitfield · Signing as Marcus LeeClosing isn't the finish line. Getting paid is.
Enter the sale price and commission at closing and Referral Loop works out the referral fee, including splits when more than one agent is on the referral. Then the compliance checklist shows what's still missing before the fee can be paid.
- Percent or flat fees, split between agents
- W-9, closing statement and agreement on one checklist
- Record the referral fee received, with the amount and date
Marcus Lee
Mile High Brokers · Denver, CO
Accepting Referrals| Client | Side | Referral Fee Due | Stage |
|---|---|---|---|
| The Okafor Family | Buyer | — | Introduced |
| Priya Patel | Seller | $4,101.00 | Active |
| James Carter | Buyer | $2,896.00 | Complete |
| Linh Tran | Seller | $3,410.50 | Complete |
| Grace Kim | Buyer | $2,381.50 | Complete |
Know the moment a referral moves.
Add Referral Loop to your home screen from your phone's browser, on iPhone or Android, with no app store. It opens like an app, and you choose what you're notified about.
- The other agent updates the stage or closing date
- An agreement is signed, or close to expiring
- A task is due, or a referral fee is overdue
And the rest of it.
Agent & Brokerage Directory
Every agent you work with, whether they're taking referrals right now, and who their managing broker is.
Agent Suggestions
Tell us where your client is going and what they need, and see the best fits from your own agents: who covers the area, their specialties, the referrals they've closed with you and their sales production. Only ever agents you already know.
Your Brokerage's Forms
Upload the forms your brokerage requires, set them up once, and reuse them on every referral.
Search Everything
One search box for referrals, clients, agents, brokerages and documents.
Import and Invite
Upload the spreadsheet you track referrals in today, and invite the agents you work with.
Tasks
Follow-ups tied to a referral, a client or an agent, so nothing slips.
See it with your own referrals.
Start with 14 days of Refer, free, with no card.