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Stop losing referrals in messy texts.
Free plan available. Partners join free. Secure billing. Cancel anytime.
The best referral leads live in texts and DMs, and they never make it into your CRM. Refervia catches them, turns every handoff into a clean, trackable record, and lets you push them straight into the funnel you already use.
- Send referrals in seconds
- Receive referrals from partners
- Track every status
- Keep referrers updated
Can you take this buyer lead?
Need homeowners quote
Who has this lead now?
Client closes Friday
Did the agency accept it?
Referral DeskSynced
Sarah ChenMarcus Realty
David RuizJohn Insurance AgencyBuilt for both sides of the handoff.
For Real Estate Agents
Refer clients who need insurance without taking on the insurance conversation. Send the referral in one handoff and see every update after it.
For Insurance Professionals
Receive referrals from real estate agents and loan officers with clear context, the referral type, and status tracking.
Compatible with
From client need to confirmed referral.
A referral can start on either side. Refervia shows both of you what was sent, where it stands and what happens next.
- 1Invite or choose a partnerBring an existing trusted partner into Refervia, or find a verified one near your client in the Partner Network.
- 2Send the referral handoffAdd the client's details, the property, the timeline and your notes in one handoff.
- 3Track statusFollow the handoff from New to Contacted to In Progress to Completed (Won).
- 4Keep relationships organizedEvery referral and message with a partner stays on record, so the next handoff starts where the last one ended.
The features behind every handoff.
Each one has its own page with a live demo and the plans that include it.
Refervia Line
Your own phone number for referrals. A partner calls, and the referral lands on your Referral Desk.
Pro and upLearn moreBranded referral link
Your own refervia.com/r link with your photo, logo and Verified badge, so anyone can send you a client.
Pro and upLearn morePartner Network
Browse members by profession, location and line of business, then send a request to connect.
Every planLearn moreAutomatic reminders
A referral still New after 24 hours gets a reminder to your partner. At 48 hours you hear No contact yet.
Pro and upLearn moreStart with one partner and one referral.
Send a client or receive one, and both of you see every step. Free to start, and partners join free.
Refervia
Welcome back
Log in to manage your referrals and track status.
Create your free account
Join Refervia as a real estate agent or insurance professional.
For paid plans, click here.