Your client sees where their referral stands.
Open a referral you sent, turn on its Client status link, and text or email it to your client. It opens a private page with their first name, your partner's name and business, the referral type and where it stands: Sent, Contacted, In progress or Completed.
- Updates as your partner works it
- Never shows phone numbers or emails
- See how many times it was opened
- Turn it off any time
Pro and up.
Hi Alex,
Your homeowners insurance referral went to Jordan Lee at Lee Insurance.
Sent
Jordan has your referral and will reach out soon.
Contacted
Jordan has reached out to you. Updated Oct 14.
In progress
Jordan is working on it with you. Updated Oct 16.
Completed
This page only shows where your referral stands. It never shows your contact details.
Sample client page · demo data
How it works
Open the referral
On your Referral Desk, click the client's name.
Turn it on
Under Client status link, click Turn on, then Copy link.
Send it to your client
By text or email. The page moves along as your partner updates the referral.
It ends on its own
90 days after the referral closes. You can turn it off any time before that.
- Pro and Pro Max
- Included
- Brokerage, Agency and Enterprise
- Included for every member
- Free, Brokerage Free and Agency Free
- Not included
Who it's for
Real estate agents
Your buyer can see the lender reached out, without calling you to check.
Loan officers
Your borrower sees when the agent or insurance pro you referred them to has reached out.
Insurance professionals
Your client watches their referral move from Sent to Contacted to In progress.
Brokerages and agencies
Every member on Brokerage, Agency and Enterprise can share one.
Can my client see where their referral stands?
Yes, on Pro and up. Open a referral you sent, turn on its Client status link, and text or email the link to your client. It opens a private page with their first name, your partner's name and business, the referral type and where it stands: Sent, Contacted, In progress or Completed. It never shows phone numbers or emails. You see how many times it was opened, you can turn it off any time, and it ends on its own 90 days after the referral closes.
What do the referral statuses mean?
New means the referral just arrived. Contacted means your partner reached out to the client. In Progress means they are actively working it. Completed (Won) means it closed, and Declined means the partner could not take it. Withdrawn means the sender pulled it back, and Archived clears it off your desk. Both sides see each change as it happens.
Works well with
Every featureAutomatic reminders
On Pro and up, a referral still New 24 hours after you sent it gets an automatic reminder to your partner. At 48 hours you hear No contact yet, with a quick way to send it to someone else.
Pro and up. Send reminder on every plan.
See how it worksAgreements and e-sign
On Pro and up, send your referral agreement or any PDF to a partner or a client to e-sign. Clients sign from a link, no account needed, and signing is free on every plan.
Sending on Pro and up. Signing is free on every plan.
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 worksKeep your client in the loop without another phone call.
Every account type can start free, with no card required.