Referral LoopReferral Loop vs. Spreadsheets
The same referral, tracked two ways.
Referral Loop is the CRM for agent-to-agent referrals. Most agents track theirs in a spreadsheet, keep up by email and text, and pay for a separate e-signature tool. Here's one referral, from the agreement to the next one, both ways.
01
Send the Agreement
With a Spreadsheet, Email and an E-Sign Tool
- Download your brokerage's referral form and type in the client, the agents, the fee and the term.
- Email it to the other agent and both managing brokers. Wait.
- Open your e-signature account, which you pay for separately, and chase four signatures.
- Save the signed PDF somewhere you'll find it when the referral closes.
In Referral Loop
- The agreement fills itself in: client, property, referral fee and term. Click anything to change it.
- Both agents and both brokers sign on any device, from the email they get.
- Unlimited e-signatures on Refer. No separate e-signature subscription.
- A signing certificate is saved with every agreement, and anyone can verify the PDF later.
02
Follow the Referral
With a Spreadsheet, Email and an E-Sign Tool
- A status column you update when you remember.
- "Any news on the Okafors?" emails and texts, every few weeks.
- The closing date moves and nobody tells you.
- Two months of quiet, and you're not sure if it's still alive.
In Referral Loop
- Six stages, from Introduced to Complete, as a list or a board.
- The other agent updates the stage and closing date, and you see every change.
- One tap to ask them for an update.
- A timeline both sides can see, so there's no "I never got that email".
03
Keep the agent for next time
With a Spreadsheet, Email and an E-Sign Tool
- A tab of agent names, half of them out of date.
- Scrolling your phone for the agent you met at a conference three years ago.
- No idea who's taking referrals right now.
In Referral Loop
- Every agent you work with in one list, with their market and brokerage.
- Who's taking referrals right now.
- Suggestions from your own agents, by area, specialty and track record.
- Upload the spreadsheet you use today to start. Free for as long as you use it.
One extra referral a year earns about $2,896. Refer costs $588 a year.
Do the Math for Your MarketQuestions
Can I bring the spreadsheet I use today?
Yes. Upload it and Referral Loop reads the columns, shows you what it found, and creates your agents and referrals from it.
Do I still need a separate e-signature subscription?
No. Referral agreements are signed in Referral Loop, by both agents and both brokers, with unlimited e-signatures on Refer.
Does the other agent need to pay?
No. The agent you refer to gets a free account from the email you send them, with no password and no form.