Clear rules for trusted referral handoffs.
Every policy that governs Refervia, in one place. Each document starts with a summary in plain English, followed by the full text.
Refervia is a handoff and communication tool. We are not a broker, agency, or party to any referral.
Refervia never collects, holds, or pays referral fees or commissions between users.
Licensing, RESPA and state referral rules, and client consent stay your responsibility.
We are building with security and privacy in mind as we grow, and we do not sell your data for money.
Agreements
The rules that apply when you create an account and use Refervia.
Terms of Service
The agreement for using Refervia: accounts, subscriptions, your responsibilities, liability limits, and how disputes are handled.
Acceptable Use Policy
What you may and may not do on Refervia, from referral fee rules to spam, scraping, and sensitive data.
Copyright & DMCA Policy
How to report copyright infringement, send a counter-notice, and how we handle repeat infringers.
Professional responsibility
What Refervia does, what it does not do, and what stays your responsibility as a licensed professional.
Compliance Disclaimer
The boundaries of what Refervia does, and the licensing, referral, and regulatory obligations that stay with you.
Referral & Licensing Responsibility Policy
Who is responsible for licensing, referral fees, client consent, partner conduct, and recordkeeping when you use Refervia.
Disclaimer
General information disclaimers for our website, blog, examples, user-provided content, and planned features.
Privacy and data
What we collect, how it is used, and the choices you have.
Privacy Policy
What information Refervia collects, how it is used and shared, how long it is kept, and your privacy rights.
Your Privacy Choices
Do Not Sell or Share opt-outs, Global Privacy Control, and how to make privacy requests.
Cookie Policy
How Refervia uses cookies, local storage, and pixels, and how to manage your preferences.
Email & Communications Policy
The messages Refervia sends, invites sent on your behalf, electronic consent, SMS, and your preferences.
Refervia provides referral workflow and communication software. Users are responsible for professional licensing, referral fee rules, carrier and brokerage policies, client consent, and compliance with applicable laws. Refervia does not guarantee referral outcomes. These documents are provided for general information and may be updated from time to time.
- General questions: support@refervia.com
- Privacy and legal requests: operations@refervia.com
- Mailing address: Refervia LLC, 1700 Northside Drive NW, Suite A7 PMB 1140, Atlanta, GA 30318
- Do Not Sell or Share My Personal Information
- Delete your account
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