Referrals deserve better than a text thread.
Refervia is a referral handoff platform for real estate agents, loan officers, insurance professionals, and the brokerages and agencies behind them. We help you send a client to someone you trust, and actually see what happens next.
The warmest business you have is the easiest to lose.
Referrals are the best business in real estate and insurance. Someone who trusts you sends you someone who already trusts them. Yet most referrals still travel as screenshots, voicemails and half-remembered texts.
Details get lost, nobody is sure what happened, and the person who made the introduction is left wondering whether their client was taken care of. Deals slip at exactly the step where a good partner could have saved them.
We built Refervia to turn that moment into a clean, trackable handoff that both sides can see, from the first introduction to the closing.
Simple principles, kept on purpose.
Relationships first
Refervia is not a lead marketplace. You bring the partners you already trust, and we keep every handoff between you organized.
No per-referral fees
Start free, then pay a flat monthly plan if you grow. We never take a cut of a referral or a relationship.
Your data stays yours
Export a clean CSV of your referrals any time, no lock-in. We build with security and privacy in mind as we grow.
Both sides of the handoff
Built for the agent sending the client and the professional receiving them, so everyone sees the same live status.
Built for the people on both ends of a referral.
Real estate agents
Hand clients to insurance partners you trust and watch every step, so the insurance step stops putting closings at risk.
For real estateInsurance professionals
Receive warm referrals with the details you need to quote, respond fast, and keep the referring agent in the loop.
For insuranceBrokerages & agencies
Route referrals across your team with a shared queue, so a warm handoff never waits on one person's inbox.
For teamsBuilt for the way referral businesses already work.
Refervia connects real estate agents, loan officers, insurance professionals, brokerages and agencies, so every referral has a clear owner, a live status, and a record both sides can trust.
We keep refining it around how our customers actually hand off clients, and a real person reads every message. If you have a question or a workflow you'd like to see, we'd love to hear from you.
Need an answer sooner? The assistant on every page answers instantly, any hour, and our AI support team can look into your own account securely once you confirm it's you.
Prefer email? support@refervia.com
Partnerships, press and business: operations@refervia.com
