Refervia
For Insurance
For Real Estate
For AgentsFor Loan OfficersFor Brokers
The HandoffPricing
FeaturesRefervia LineBranded referral linkPartner NetworkTeam Referral QueueAutomatic remindersClient status linkAgreements and e-signDrafts and handoff checksPartner Quality SignalsRefervia VerifiedYear in ReferralsIntegrationsView All Features →
Details
Why ReferviaHelp CenterAboutFAQSupport
DownloadSign inCreate Your Referral Desk
Log inSign up
Home/Legal Center/Delete your account

Delete your Refervia account

Refervia is run by Refervia LLC. You can delete your account yourself at any time, in the app or on the website. It takes effect right away, and we email you a confirmation.

In the Refervia app

  1. 1.Open the Refervia app and sign in.
  2. 2.Tap Settings in the bottom bar.
  3. 3.Scroll to the bottom and tap Delete account.
  4. 4.Read what will be removed, then tap Continue.
  5. 5.Type DELETE and tick I understand my account and its data will be deleted permanently and can't be recovered.
  6. 6.Tap Delete my account permanently.

On the website

  1. 1.Sign in at refervia.com/login.
  2. 2.Open Settings in the left menu. On a phone, tap Settings in the bottom bar.
  3. 3.Scroll to the bottom and click Delete account, then follow the same steps as in the app.

Can't sign in?

Reset your password, then follow the steps above. Or email operations@refervia.com from the email address on your account and ask us to delete it. We check that the request comes from you, delete the account, and email you when it's done.

Want a copy first? Export your referrals or ask for a copy of your data before you delete. Deleted data can't be restored.

What's deleted and what may remain

From our Privacy Policy, last updated October 23, 2026.

You can delete your account at any time in your dashboard under Settings, Delete account. After two confirmation steps the account is deleted right away, and we email you a confirmation.

What we delete: your profile and sign-in, your Trusted Partners list and connections, the referrals you sent and their history, your messages, your support conversations, your team workspace if you own one, your notification and email settings, and lead or contact records we hold about you.

What may remain:

  • Referrals other users sent you stay in their accounts, because they own those client records. The link to you is removed.
  • Copies in routine backups, until they are overwritten on our normal schedule.
  • Reports you sent about other members, without your name, until the accounts they are about are deleted.
  • A minimal deletion record: a one-way hash of your email address, the date, whether you or Refervia started the deletion, and the reason. It does not contain your name or any account content. We keep it so we can answer questions about the deletion and review disputes.
  • If you unsubscribed from our emails, your address stays on our suppression list so we do not email you again.
  • Information we must keep by law.

Deleted data cannot be restored. If you want to use Refervia again, you can create a new account. If Refervia closes an account under our Terms of Service, the same deletion applies. A suspended account is not deleted: its data is kept as it is until the suspension ends or the account is closed.

Refervia

The Referral Desk for real estate, mortgage and insurance pros. Send every referral, and see where each one stands.

Building with security and privacy in mind as we grow.

Product
  • Real Estate Agents
  • Loan Officers
  • Insurance Professionals
  • Agencies
  • Brokerages
  • Pricing
  • Get the app
Resources
  • The Handoff
  • Real Estate
  • Insurance
  • Market Trends
Features
  • All features
  • Refervia Line
  • Branded referral link
  • Partner Network
  • Team Referral Queue
  • Partner Quality Signals
  • Automatic reminders
Company
  • Why Refervia
  • Integrations
  • Help Center
  • About
  • Affiliate Program
  • FAQ
  • Support
  • Sign in
  • Create account
Legal
  • Legal Center
  • Terms
  • Privacy
  • Cookies
  • Acceptable Use
  • Compliance
  • Disclaimer
  • Your Privacy Choices

Refervia provides referral workflow software. Users are responsible for professional licensing, carrier rules, brokerage policies, client consent, and compliance with applicable laws. Refervia does not guarantee referral outcomes.

© 2026 Refervia LLC. All rights reserved.Secure subscription billing powered by Stripe.