Your referral partners deserve better than a text thread.
Refervia is a referral handoff platform for real estate and insurance professionals and the lenders who work beside them. Instead of buying cold, shared leads or giving up a cut of your business, you get a private place to send, receive and track referrals with the partners you already trust.
What changes when your referrals run through Refervia.
A private referral desk, not a lead marketplace.
Lead marketplaces make their money selling leads. Refervia does not buy, sell or assign leads. You bring the partners you already trust, or find verified ones in the Partner Network, where nobody pays for placement. A referral is shared only with the partner or team you send it to.
Your private partner labels stay private, and you can export your referral list as a clean CSV anytime. No lock-in, and nothing about your clients goes up for sale. See how Refervia differs from a lead marketplace.
Everyone sees what happened, and can talk it through in one place.
The fastest way to lose a referral partner is silence. They send a client and never hear back. In Refervia, every handoff carries one live status that both sides see, from New to Contacted to In Progress to Completed (Won), so nobody has to ask. Set a follow-up date and Refervia reminds you in the app on the day.
Real estate agents see exactly where their client stands with an insurance partner. Insurance agents keep the referring agent in the loop just by updating the status. Loan officers and mortgage brokers get the same view on every buyer they share.
Need to talk it through? Message your partners and teammates right inside Refervia, next to the referral, instead of trading personal texts. Messaging is unlimited on Pro and paid team plans, and free team plans include unlimited team messaging. See how messaging works.
Team-level visibility when a referral lands on someone's cell.
When a partner texts a client straight to one producer or agent, the office loses sight of it. Team plans add a shared Team Referral Queue: anyone available can claim a handoff, or you can assign it to one teammate, and everyone sees who has it.
Then Insights turns it into a friendly competition: a team leaderboard ranks everyone by referrals won, with gold, silver and bronze for the top three, alongside each person's claims, close rate and speed to first contact. Paid team plans add Team Reports for the whole pipeline, auto-assign by line of business, and a weekly digest and monthly team report by email to owners and admins. Your team can message each other in the app, too. Built for insurance agencies and real estate brokerages, and every team can start free.
Clean enough that your partners actually use it.
A referral tool only works if the people on the other side use it. Refervia keeps the dashboard simple, and adding a trusted partner takes only their email. Partners join free, so asking a lender, agent or producer to connect costs them nothing. Need someone new? Browse the Partner Network by state, city or ZIP and send a request to connect.
A getting-started checklist and a guided tour walk every new account through setup, and handoffs carry the details your partner needs to act on the first call instead of an intake call.
Flat monthly plans. Never a cut of your business.
Refervia never takes a percentage of a referral, a commission or a relationship, and there are no per-referral fees. Every account type can start free with no card, and paid plans are a flat monthly price when you need more.
If Refervia keeps even one client from slipping through a text thread, it has earned its spot in your week. Compare plans on the pricing page.
Refervia vs. buying leads vs. running referrals by text.
| Refervia | Buying internet leads | Texts and spreadsheets | |
|---|---|---|---|
| Who you work with | Partners you choose and trust | Whoever buys or sells the lead | ~Whoever is in the thread |
| Who sees the client | Only the partner or team you send to | Can be shared with other buyers | Anyone the text gets forwarded to |
| Status after the handoff | Live, and both sides see it | Usually none | Only if you chase it |
| Talking it through | Built-in partner and team messaging | Phone tag with a stranger | Personal numbers, mixed in with everything else |
| Finding new partners | Partner Network of verified members, free | ~Whoever bought the lead | Ask around and hope |
| Team visibility | Team Referral Queue, claim and assign | ~Varies by provider | Lives on one person's phone |
| How you pay | Free or flat monthly, no cut | Per lead or a share of the deal | ~Free, until a client slips |
| Getting it into your CRM | Automatic through Zapier, or CSV anytime | ~Varies by provider | Scroll and copy |
One handoff, whichever side of the deal you are on.
Real estate agents
Hand buyers and sellers to insurance partners and lenders you trust, and watch every step so closings stay on track.
For real estate agentsReal estate brokerages
See every agent's referrals in Team Reports, share handoffs through one Team Referral Queue, and coach with real response data.
For brokeragesInsurance agents
Receive warm referrals with the details you need to quote, respond fast, and keep the referring agent in the loop.
For insurance agentsInsurance agencies
Post every incoming handoff to the Team Referral Queue for an available producer to claim, and track close rate and speed across the office.
For agenciesLoan officers & mortgage brokers
Share pre-approved buyers with agents you trust, take in clients who need financing, and see the same live status. Join free.
For loan officersSomeone invited you? Partners join free.
Accept the invite, and every referral between you lands in one place with a status you both can see.
Start with the partners you already trust.
Create your free Referral Desk, invite one partner by email, and send your first handoff. No card needed.