Know which partners follow through.
As you exchange referrals, Refervia adds signals automatically: Fast Responder, Consistent Updates, Complete Handoffs, Strong Fit, Specialty and Active This Month, plus each partner's typical response time. Give and get shows what you sent each partner and what they sent you, so you know who deserves your next handoff.
- Signals added automatically
- Give and get with every partner
- Private labels, from Preferred to Do Not Route
- Only you see your labels and notes
Pro and up. Private labels on every plan.
Sample account preview · demo data
How it works
Exchange referrals
Every handoff you send and receive builds the picture.
Signals appear on their own
Fast Responder, Consistent Updates, Complete Handoffs and more show on each partner's card, with their typical response time.
See the balance
Give and get counts what you sent and received over the last 12 months. It's Balanced when neither of you sends more than twice what the other does, once you've exchanged 3 handoffs.
Rank them your way
Label partners Preferred, Reliable, New Partner, Watchlist or Do Not Route. Do Not Route partners stay out of your New referral picker.
- Pro and up
- Automatic Partner Quality Signals, and give and get with every partner
- Every plan, including Free
- Private labels (Preferred, Reliable, New Partner, Watchlist, Do Not Route) and private notes
- Brokerage, Agency and Enterprise
- Shared team partner labels and notes
Who it's for
Real estate agents
See which lenders and insurance pros respond fast, and send your next buyer there.
Loan officers
See which agents send you buyers, and which ones you've been sending more to.
Insurance professionals
Give and get shows when it's time to return the favor, with the number.
Brokerages and agencies
Shared team labels and notes keep everyone sending to the same proven partners.
What are Partner Quality Signals?
On Pro and up, Refervia adds signals automatically as you exchange referrals: Fast Responder, Consistent Updates, Complete Handoffs, Strong Fit, Specialty, and Active This Month, plus each partner's typical response time. On every plan you can add your own private labels (Preferred, Reliable, New Partner, Watchlist, Do Not Route) and private notes. Together, they help you decide who deserves more of your future handoffs.
What is give and get?
On Pro and up, give and get shows whether referrals go both ways with each trusted partner: what you sent them and what they sent you over the last 12 months. It's Balanced when neither of you sends more than twice what the other does, once you've exchanged 3 handoffs. Otherwise it gives the number, like You send 2.5× more, a good time to ask for one back, or They send 3× more, a good time to return the favor. It's on each partner's card, your Overview and Insights, and only you see it.
Can my partners see the labels I give them?
No. Your labels and notes stay inside your account and are never shown to the partner. Refervia does not publicly rank or expose partners.
Can I remove or disconnect a partner?
Yes. Open Trusted Partners and choose Pause or Remove. Neither one notifies the other person. Paused partners and partners labeled Do Not Route are hidden from your New referral picker, and you can resume a paused partner anytime or send a fresh invite later if you reconnect. Removing someone also ends your partner agreement with them; pausing keeps it.
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 worksAutomatic 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 worksYear in Referrals
Year in Referrals shows the referrals you sent, received and completed, your partners, your busiest month and your top partners. On every plan, and shareable from December 1.
Every plan, including Free.
See how it worksSend more of your handoffs to the partners who earn them.
Every account type can start free, with no card required.