Refervia follows up, so you don't have to.

A warm referral can go cold fast. If a referral you sent is still New 24 hours later, your partner gets a reminder from Refervia by email and in the app. If it's still New at 48 hours, you get No contact yet, with Send to someone else: the form opens filled in, and the first partner's copy is withdrawn when you send.

  • A reminder to your partner at 24 hours
  • No contact yet for you at 48 hours
  • Never between 8 PM and 8 AM Eastern
  • Speed-to-lead in Insights
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Pro and up. Send reminder on every plan.

Sample referral · demo data

How it works

  1. You send a referral

    It starts as New, on your Referral Desk and your partner's.

  2. 24 hours, still New

    Your partner gets a reminder from Refervia by email and in the app. Reminders go out within the hour, never between 8 PM and 8 AM Eastern.

  3. 48 hours, still New

    You get No contact yet, with Send to someone else. The form opens filled in, you pick another partner, and the first partner's copy is withdrawn when you send.

  4. Speed shows over time

    Insights shows your speed-to-lead, from handoff to first contact.

Speed matters after the handoff.

A warm referral can go cold fast. Refervia gives your partner the client details up front and keeps the status visible, so a handoff doesn't sit waiting.

Sample comparison · demo data

Which plans include it

Every account type can start free, with no card required.

Compare every plan
Pro and up
Automatic reminders at 24 hours, and No contact yet at 48
Every plan, including Free
Send reminder yourself, once a day, and follow-up dates with in-app reminders

Who it's for

Questions

What if my partner doesn't contact my client?

On Pro and up, Refervia follows up for you. If a referral you sent is still New 24 hours later, your partner gets a reminder from Refervia by email and in the app. If it's still New at 48 hours, you get No contact yet, with Send to someone else: the form opens filled in, you pick another partner, and the first partner's copy is withdrawn when you send. Reminders go out within the hour, never between 8 PM and 8 AM Eastern. On every plan you can also click Send reminder yourself, once a day.

Get automatic reminders with ProHow reminders work

Why does response speed matter?

Warm referrals can lose momentum when follow-up is slow. Refervia gives your partner the client details up front and keeps the status visible, so a handoff does not sit waiting. Insights shows your speed-to-lead over time.

Read: the first hour after a referral

Can I edit a referral after I send it?

Yes. The sender can edit the referral details after sending, and the partner owns the working status. If you are waiting on an update, use Send reminder (once a day) to nudge your partner. If a handoff is off the table, the sender can withdraw it, and the partner is told it has been pulled back.

How to update a referral

Works well with

Every feature

Client 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 works

Partner Quality Signals

On Pro and up, partners earn signals like Fast Responder automatically, and give and get shows whether referrals go both ways. Private labels and notes are on every plan.

Pro and up. Private labels on every plan.

See how it works

Team Referral Queue

On every team plan, post a referral to the Team Referral Queue so any teammate can claim it, or assign it to one. Paid team plans add Team Reports, auto-assign and a team line.

Every team plan.

See how it works

Let Refervia do the first follow-up for you.

Every account type can start free, with no card required.

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