Drafts when you need them. Checks before every send.

Yes, on every plan. Fill in what you have on the New referral form and click Save as draft. Nothing is sent, nobody is told, and a draft doesn't count toward your plan until you send it. Your drafts wait on your Referral Desk, where only you see them: Review and send opens the form filled in, and Delete removes one. On Pro and up, your Refervia Line makes drafts too: call your own Line and say who the client is for, and it's ready to send when you park.

Every time you send a referral to a partner, on every plan, a Before you send pop-up shows the referral-fee rules for that handoff, each with the law it comes from: federal rules (RESPA) everywhere, Georgia's own rules when you or your partner work there, and a general version for other states. You read them, tick the box to confirm your client agreed to be referred, and click Accept and send. What you confirmed stays on the referral under Client consent, for both of you. They're reminders, not legal advice, and Refervia never takes, calculates or handles referral fees.

Pick a trusted partner, add the client details, timeline, and notes, and send. Your partner is notified right away, and both of you see the same live status as the referral moves from New to Contacted to In Progress, then to Completed (Won) or Declined. Add a follow-up date and you get an in-app reminder on the day. No one has to chase an update.