Send your agreements. Get them back signed.
Upload your referral agreement, a disclosure or any PDF, click where each of you signs, and sign your part with one checkbox. Send it to a trusted partner, who signs in Refervia, or to the client on one of your referrals, who signs from a private link, no account needed. You both keep the signed copy, with a record of who signed and when.
- Any PDF, up to 100 pages
- Clients sign from a link, no account
- You both keep the signed copy
- Auto reminder after two days
Sending on Pro and up. Signing is free on every plan.
Grace Lin and Jordan Lee
The signed copy you both keep:
- 1Each signature stamped where it goes
- 2Names and dates filled in for you
- 3The document ID on every page
- 4A record of who signed, and when
- 5Proof it's the file that was sent
Grace Lin
Signed Oct 3
Jordan Lee
Waiting to signSigned today
Sample agreement · demo data
How it works
Pick who signs
A trusted partner, or the client on one of your referrals. Partners first sign Refervia's partner agreement, a one-time safety step when you connect: a client's details are shared only with their OK and kept private.
Upload and mark where to sign
Upload your PDF, up to 10 MB and 100 pages. Click the page to place each signature, date and full name, and your draft saves as you go.
Sign your part and send
Tick one box to sign your part with your name in cursive, then send. You can remind them once a day, and Refervia sends one reminder of its own after two days.
You both keep the signed copy
Each signature, name and date lands where you placed it, plus a record page: who signed, when, from which IP address, and proof it's the file you sent.
- Pro and up
- Send your own documents to sign, to a trusted partner or to the client on one of your referrals
- Every plan, including Free
- Sign the documents your partners send you
Documents you send are yours: Refervia delivers them and keeps the signed copy, but isn't a party to them and isn't responsible for their terms, including any fees or payments they set out.
Who it's for
Real estate agents
Send your brokerage's referral agreement to a partner, and both of you keep the signed copy.
Loan officers
Send your company's agreement to an agent, or a document to the borrower on one of your referrals.
Insurance professionals
Have partners or clients sign your agency's documents, with a record of every signature.
Brokerages and agencies
Every member on Brokerage, Agency and Enterprise can send documents to sign.
Questions
Can I send my own documents to sign?
Yes, on Pro and up. Once you and a partner have both signed your partner agreement, upload your own PDF (up to 10 MB and 100 pages), like your brokerage's or agency's referral agreement, mark where each of you signs, sign your part with one checkbox and send it. You can also send one to the client on any of your referrals, who signs from a private link in their email, with no account. Everyone keeps the signed copy, with a signature record page. The document is yours: Refervia delivers it and keeps the signed copy, but isn't a party to it and isn't responsible for its terms, including any fees or payments it sets out.
How do I sign a document a partner sent me?
On any plan, free. You get an email and a notification, and it waits on Documents under Waiting for your signature. Click Sign (or the email's Review and sign), then Start: it takes you to the first Sign here and asks you to adopt your signature, your first and last name in cursive, with one checkbox. Click Next for each remaining place, then Finish. Or click Decline to sign and say why. Once everyone has signed, you both get the signed copy to download.
What is the partner agreement?
A short agreement you and a trusted partner sign once, in the app, so you can count on each other. It starts on its own when you connect, on every plan, and covers every client you refer to each other: the client's OK before their details are shared, first contact within 24 hours and never later than 48, client privacy, status kept current, and each of you following your own license rules. It has no fees. You each sign with one checkbox. It lasts as long as you're trusted partners and ends on its own if either of you removes the other. Once you've both signed, you can send each other your own documents to sign.
Works well with
Every featurePartner Network
Browse Refervia members by profession, location and line of business, on every plan, including Free. Send a request to connect, and once they accept you're trusted partners.
Every plan, including Free.
See how it worksClient status link
On Pro and up, share a private page that shows your client where their referral stands, so they don't have to call you to ask. It never shows contact details.
Pro and up.
See how it worksDrafts and handoff checks
Save a referral as a draft and send it when you're ready, and see the referral-fee rules for every handoff before you send. On every plan, including Free.
Every plan, including Free.
See how it worksGet your next agreement signed in Refervia.
Every account type can start free, with no card required.