One link. Every referral lands on your desk.

On Pro and up you get your own link, like refervia.com/r/yourname, with a public card and a simple send me a referral form. Share it anywhere. The page asks who's sending first. Your clients and friends send without an account by confirming their email with a quick code. Real estate, mortgage and insurance pros create a free Refervia account in about 30 seconds (or log in) and become your trusted partner. Every referral lands on your Referral Desk with a bell and an email.

Yes. Car dealers, builders, contractors, property managers, financial advisors, attorneys, CPAs, home inspectors and movers all meet people who need an agent, a lender or insurance. On Pro and up, share your branded referral link with them. They pick Another business, choose their line of work, enter their first name and confirm their email with a 6-digit code, with no Refervia account needed. Their device stays confirmed for next time. Every referral lands on your Referral Desk, and they are added to your Trusted Partners as a contact. Your clients and friends send without an account the same way. Real estate agents, loan officers and insurance professionals create a free account (or log in) to send.

They show in your Trusted Partners with a By email tag. They send you referrals through your branded referral link with a quick email code, and their device remembers them. When you send them a referral, they get an email with the client's name, phone, email, referral type and your note, and replying reaches you directly. A reminder sends that email again. They don't have a dashboard, so you track the status on your Referral Desk. Pause and Do Not Route work the same as for any partner. Real estate agents, loan officers and insurance professionals still create a free account to connect.