Stop letting referrals leak through the cracks.

Yes, for every account type. Individuals get the Free plan: 1 user, up to 5 referrals sent a month, and up to 10 trusted partners. Teams get Brokerage Free or Agency Free: up to 3 users and 15 referrals sent a month, shared across the team, plus unlimited team messaging and 5 partner messages a month per user. No credit card required.

Only referrals you send. Received referrals are never capped on any plan, so a partner can always hand a client to you. Limits reset on the 1st of each month.

Paid plans are flat monthly or annual subscriptions (annual is 20% off). There are no per-referral fees, and free plans never ask for a card. Free trials do take a card: 30 days of Pro or Pro Max, or 14 days of Brokerage or Agency, with nothing charged until the trial ends and then the plan's usual price until you cancel. One trial per account. You can upgrade, downgrade, or cancel from your account.

Free, Pro, and Pro Max are individual accounts for one user. Brokerage Free, Agency Free, Brokerage, Agency, and Enterprise are team accounts that add the Team Referral Queue, a team roster with license status, and admin controls. Paid team plans add Team Reports, weekly and monthly team reports by email, shared team partner labels and notes, and Pro features for every member. On team plans the monthly referral limit is shared across the team.

Pro Max is Pro for high-volume solo users: everything in Pro with up to 75 referrals sent a month instead of 25. It is still a single-user plan, so you get the extra volume without moving to a team account.

Anytime. Move up as your referral volume grows or down if you need to. Your partners and referral history come with you.

No. There are no long-term contracts, and you can cancel whenever you like.

Every plan, including Free, Brokerage Free and Agency Free, includes handoff checks before every send, the partner agreement signed in the app, the Year in Referrals recap, referral drafts, and signing documents your partners send you, plus the Partner Network, license verification, private labels and notes, follow-up dates with in-app reminders, importing your current referrals, and CSV export and CRM connections. Pro and up, meaning Pro, Pro Max, and every member on Brokerage, Agency and Enterprise, adds automatic reminders when a partner hasn't made contact, give and get with every partner, a client status link to share with your client, sending your own documents to sign, unlimited partner messaging, automatic Partner Quality Signals and a branded referral link. The Refervia Line comes with Pro and Pro Max, and the paid team plans add a team line plus Lines for members.

Yes, on every plan. On your Referral Desk, click Import referrals and choose a spreadsheet saved as CSV. Refervia matches your columns (client, partner, status and more), shows any row that needs a fix before anything is saved, and you can undo an import. Free imports up to 50 referrals, Pro 250, Pro Max 750, Brokerage Free and Agency Free 150, Brokerage and Agency 1,500, and Enterprise 5,000; on team plans the whole team shares the number. Importing never contacts your partners or clients, only you see imported referrals, and they don't count toward your monthly limit.

No. Refervia works alongside the CRM you already use. Connect it once through Zapier and new referrals land in your CRM on their own, or export a clean, CRM-ready CSV anytime. Your referrals are always yours, with no lock-in.

On Pro, Pro Max, Brokerage, Agency, and Enterprise, messaging is unlimited: chat with your connected trusted partners and your team right next to the referral. Brokerage Free and Agency Free include unlimited messaging between the owner and team members, plus 5 messages a month per user to outside partners so you can try it. The individual Free plan does not include messaging.

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.

On Pro and up, give and get shows whether referrals go both ways with each trusted partner: what you sent them and what they sent you over the last 12 months. It's Balanced when neither of you sends more than twice what the other does, once you've exchanged 3 handoffs. Otherwise it gives the number, like You send 2.5× more, a good time to ask for one back, or They send 3× more, a good time to return the favor. It's on each partner's card, your Overview and Insights, and only you see it.

Yes, on Pro and up. Open a referral you sent, turn on its Client status link, and text or email the link to your client. It opens a private page with their first name, your partner's name and business, the referral type and where it stands: Sent, Contacted, In Progress or Completed. It never shows phone numbers or emails. You see how many times it was opened, you can turn it off any time, and it ends on its own after 90 days, counted from when you turn it on (or from when the referral closed, if it closed first).

Yes, on Pro and up. Once you and a partner have both signed your partner agreement, upload your own PDF (up to 10 MB and 100 pages), like your brokerage's or agency's referral agreement, mark where each of you signs, sign your part with one checkbox and send it. You can also send one to the client on any of your referrals, who signs from a private link in their email, with no account. Everyone keeps the signed copy, with a signature record page. The document is yours: Refervia delivers it and keeps the signed copy, but isn't a party to it and isn't responsible for its terms, including any fees or payments it sets out.

A directory of Refervia members (real estate agents, loan officers, insurance agents, title and escrow pros, brokerages and agencies) that you can browse by state, city or ZIP, and line of business, on every plan, including Free. Send a request to connect; once they accept, they are a trusted partner. Nobody pays for placement and Refervia does not sell leads. You choose whether you are listed, in Settings > Profile.

On Pro and up you get your own link (refervia.com/r/yourname) with a public card and a simple "send me a referral" form. Anyone can use it to send you a client, and the referral lands on your Referral Desk with a bell and an email.

Your own phone number for referrals, on Pro and up. Partners call it any time. It answers with your name and says the call is recorded and transcribed, then takes the client's name, number, what they need and where. Or it rings your phone first and takes the referral if you can't pick up. Moments later it's on your Referral Desk as a new referral from that partner, and one tap adds it. Click to call on any referral goes out from your Line, and the call is logged on that referral with the transcript, plus an AI summary once you turn on AI write-ups. Smart matching knows who's calling: a client on one of your referrals shows by name, with their referral. Pro includes 300 minutes a month and Pro Max 1,000. Brokerage and Agency add a team line, plus Lines for up to 10 members, sharing 2,500 minutes a month; Enterprise gives every member a Line and shares 10,000. No overage charges: at the limit your Line still takes every referral. Choose your number, in the area code you want, from Refervia Line in your dashboard. On a free trial, your number comes with the first payment, and Test call works during the trial.

One Refervia Line for your whole team, on Brokerage, Agency and Enterprise. Partners call one number; it answers with your team's name, takes the referral, and posts it to the Team Referral Queue, where the first teammate free claims it. Everyone on the team gets a notification and an email. Owners and admins choose how it answers (take the referral, or ring an office phone first), see every call, and can call out from it; smart matching shows which client in the queue is calling. It shares the team's minutes with members' own Lines: 2,500 a month on Brokerage and Agency, 10,000 on Enterprise, with no overage charges. Owners and admins choose its number from Refervia Line, under Team line.

Your Refervia Line knows who's calling. When a client on one of your referrals calls, your Line shows them by name with their referral, and with AI write-ups on, the AI reads the call knowing who they are, so a client checking in isn't written up as a new referral. The call is logged on that referral, where only you see it; it's never shared with your partner. Trusted partners show by name too. Someone the Line doesn't know, you match in two taps: Find a match, then pick the client or partner, and their past and future calls join that referral. On a team line, the teammate who claimed the client's referral gets a notification when they call. On Pro and up.

Yes. Click to call is on every referral. On Pro and up it goes out from your Refervia Line, right in your browser: the client sees your Line's number and hears that the call is recorded and transcribed, and the call is logged on the referral, plus an AI summary with AI write-ups on, so your activity stays accurate. Text, right next to it, opens your phone's own messaging app with the number filled in; Refervia Lines are for calls only, so a text goes from your own phone. On the Line page you can also call anyone back, search your clients and partners, or use the keypad. On Free, Click to call opens your phone's dialer and nothing is logged; Get smart calls shows what the Line adds. Until you choose your Line's number, Click to call uses your phone.