One queue for your whole team.
Post a referral for the whole team to claim, or assign it straight to one teammate. Once someone claims it, it moves to their Referral Desk, the owner is notified, and everyone can see who has it, so a referral never waits on one person's inbox.
- Claim or assign in one click
- Everyone sees who has it
- Auto-assign by line of business
- Team Reports with CSV export
Every team plan.
Sample team queue · demo data
How it works
Post it to the queue
Click Send to queue, add the client and the referral type, and post it for anyone to claim, or assign it to one teammate.
A teammate claims it
Your team is notified and the first one free clicks Claim. It moves to their Referral Desk and the owner is notified.
Owners keep it moving
Owners and admins can reassign a referral or send it back to the queue, and paid team plans can auto-assign by line of business.
See the whole team
Team Reports show every referral, what needs attention, results by teammate and line of business, and speed-to-lead week by week.
- Brokerage Free and Agency Free
- The Team Referral Queue for up to 3 users, unlimited team messaging and a team leaderboard in Insights
- Brokerage and Agency
- Plus Team Reports with CSV export, the weekly and monthly report emails, auto-assign by line of business, and a team line
- Enterprise
- Plus multiple office locations, office-based routing rules and reports by office
- Free, Pro and Pro Max
- Individual accounts, without the team queue
Who it's for
Brokerages
Route buyer and seller referrals to whichever agent is free, and see who has each one.
Agencies
Post a referral once and the first producer free claims it, with Team Reports for the whole agency.
Multi-location teams
Enterprise adds office locations, office-based routing rules and reports by office.
What is the Team Referral Queue?
On team plans, the Team Referral Queue is one shared list of internal handoffs that anyone on your team can claim, work, and update. Owners and admins can reassign a referral or send it back to the queue, and paid team plans can auto-assign by line of business. It keeps first response fast, so a referral never waits on one person's inbox.
How does claiming a queue referral work?
When a referral is posted to the queue, your team is notified and any available member can claim it. Once claimed, it moves to their Referral Desk, the owner is notified, and everyone can see who has it, so nothing sits waiting.
Can I assign a referral to a specific teammate?
Yes. When you send to the Team Referral Queue, you can post it for the whole team to claim or assign it straight to one teammate. Assigning puts it on that person's Referral Desk right away and notifies them.
What reporting do team plans include?
Every team plan has a team leaderboard in Insights. Brokerage, Agency, and Enterprise add Team Reports: the whole team's pipeline, including each member's own partner referrals, what needs attention, results by teammate, by line of business, and top partners, a weekly speed-to-lead trend, and CSV export. Owners and admins also get a weekly team digest by email on Mondays and a monthly team report on the 1st. Enterprise adds reports by office.
Which plans include the Team Referral Queue?
Every team plan includes it: Brokerage Free and Agency Free for up to 3 users, Brokerage and Agency for growing teams, and Enterprise for multi-location organizations. Free, Pro, and Pro Max are individual accounts.
Works well with
Every featureRefervia Line
The Refervia Line is your own phone number for referrals, on Pro and up. Partners call it and the referral lands on your Referral Desk, ready to add with one tap.
Pro and up.
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 worksPartner 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 worksPut your whole team on the same queue.
Every account type can start free, with no card required.