Stop losing referrals in messy texts.
The best referral leads live in texts and DMs, and they never make it into your CRM. Refervia catches them, turns every handoff into a clean, trackable record, and lets you push them straight into the funnel you already use.
- Send referrals in seconds
- Receive referrals from partners
- Track every status
- Keep referrers updated
Free plan available. Partners join free. Secure billing. Cancel anytime.
Can you take this buyer lead?
Need homeowners quote
Who has this lead now?
Client closes Friday
Did the agency accept it?
Referral DeskSyncedBuilt for both sides of the handoff.
For Real Estate Agents
Refer clients who need insurance without taking on the insurance conversation. Submit the referral, protect the relationship, and track what happens next.
Start ReferringFor Insurance Professionals
Receive referrals from real estate agents and loan officers with clear context, the referral type, and status tracking.
Join the NetworkBring your trusted partners with you.
Refervia works with the relationships you already have. Invite preferred real estate or insurance partners by email, connect inside the platform, and keep every client handoff organized from one place. Partners join free.
Invite by email
Add a trusted partner with a name and email address. Refervia sends the invite and guides them through onboarding.
Connect directly
Once accepted, both users appear in each other's trusted partner list and can send referrals directly.
Track the handoff
See referral status updates without chasing texts, emails, or scattered follow-ups.
Find new partners in the Partner Network
Need someone in a new area? Browse verified agents, loan officers, and insurance pros by state, city, or ZIP, then send a request to connect. Free on every plan.
Your partner list gets stronger over time.
Refervia helps you label partners, track relationship quality, and keep your strongest referral relationships easier to find. Trusted Partner Invites help you bring people in, Partner Quality Signals help you decide who deserves more of your future handoffs.
One link. Anyone can send you a referral.
Put refervia.com/r/your-name in your email signature, bio, or a text. Your page shows your photo, company logo, and Verified badge. People send you a client in a minute, it lands on your Referral Desk, and they can join free in 30 seconds to become your trusted partner.
- ✓Your photo, company logo, Verified badge, preferred areas, and lines of business on one page.
- ✓Anyone can send you a referral, no account needed. It lands on your Referral Desk with a notice.
- ✓Senders can join free in 30 seconds and become your trusted partner.
- ✓Refervia never sells client or customer data, and is not a lead marketplace.
Find vetted partners near you in the Partner Network.
Client moving to a new city? Need a lender or an insurance pro you have not met yet? Browse Refervia members by profession, state, city or ZIP, and line of business, then send a request to connect. Once they accept, you are trusted partners and can send referrals right away.
- ✓Real estate agents, loan officers, insurance agents, title and escrow pros, brokerages, and agencies.
- ✓Filter to Verified only, and see who is active this month and fast to respond.
- ✓Not a lead marketplace: nobody pays for placement and Refervia never sells leads.
- ✓Your choice: you can hide your own listing anytime in Settings.
Referrals from a verified professional get taken seriously.
Confirm your active license and earn the Refervia Verified badge. It rides along on every referral and invite you send, so trusted partners know at a glance that they are working with a licensed professional in good standing.
- ✓Fast license check against the licensing registry.
- ✓A trust badge on your handoffs, invites, and profile.
- ✓Your license number stays private, never shown publicly.
Built for individuals, teams, and trusted partner networks.
Start with your own trusted partners, then scale into team workflows as your brokerage or agency grows. Refervia keeps external referral relationships and internal team handoffs organized in one system.
Individual workflows
Solo agents and producers can invite trusted partners, send referrals, and track status from one place.
Trusted partner network
Bring the professionals you already trust, find new ones in the Partner Network, and message them right inside Refervia on plans with messaging.
Team Referral Queue
Every team account, including Brokerage Free and Agency Free, gets one shared Team Referral Queue: post a referral, let a teammate claim it or assign it, with unlimited team messaging built in.
Team visibility
Owners and admins see the roster, license status, and a team leaderboard. Paid team plans add Team Reports and a weekly and monthly report by email.
Build your network around proven partners.
Refervia helps you invite trusted partners, track relationship quality over time, and send more of your handoffs to the professionals who respond quickly, update status, and handle handoffs well.
Partner Quality Signals
On Pro and up, partners earn signals automatically: Fast Responder, Consistent Updates, Complete Handoffs, Strong Fit, Specialty, Active This Month, plus typical response time.
Private partner labels
Label partners as Preferred, Reliable, New Partner, Watchlist, or Do Not Route and keep private notes. Only you see them, on every plan.
Follow-up dates that remind you
Set a follow-up date on any referral (Tomorrow, In 3 days, Next week) and get an in-app reminder on the day. The Referral Desk shows what is due first.
Disconnect when needed
Pause or remove a partner while keeping referral history intact. They are never notified, and paused or Do Not Route partners stay out of your New referral picker.
Speed matters after the handoff.
A warm referral can go cold fast. Refervia helps trusted partners receive the right details, respond quickly, and keep both sides updated without scattered follow-up.
For teams, speed does not have to depend on one person seeing a text. Team Referral Queue helps notify the right group when timing matters.
Fast response is one of the strongest quality signals in a referral relationship. Over time, Refervia helps you see which partners respond quickly and keep handoffs moving.
Structured from the start
Every handoff includes the key details a partner needs to understand the client situation faster.
Faster partner response
Trusted partners mark the client contacted, update the status, and set a follow-up date from one organized workflow.
Status visibility
Real estate and insurance partners can see where the referral stands without chasing texts or calls.
Less referral leakage
Cleaner handoffs reduce the chance that a ready client slips through the cracks.
Referral momentum fades fast.
Industry research shows that faster response can dramatically improve the chance of connecting with and qualifying an opportunity. Refervia helps reduce the delay between handoff and follow-up.
Built for two-way referral relationships.
Refervia helps real estate and insurance professionals manage cleaner handoffs in both directions, from homebuyers needing insurance to insured clients looking for a trusted real estate connection.
Real estate to insurance
Help homebuyers and clients connect with insurance professionals through a cleaner, trackable handoff.
Insurance to real estate
Refer insured clients to trusted real estate professionals when they are buying a home, relocating, or looking for their next property.
Trusted partner workflows
Invite the professionals you already trust and keep those referral relationships organized.
Track the handoff
See referral progress and partner communication without scattered text threads or inbox chaos.
Built for more than one kind of referral relationship.
Refervia supports real estate and insurance handoffs, but insurance professionals can also organize agent-to-agent and broker-to-broker referrals when a client needs a different line, specialty, or market.
Real estate ↔ insurance
Manage cleaner referral handoffs between real estate and insurance professionals in both directions.
Agent-to-agent
Connect with trusted insurance professionals who handle different coverage lines or specialties.
Broker-to-broker
Independent brokers can organize referral relationships with other brokers when a client needs a different market, carrier access, or specialty.
Status stays visible
Track the handoff after the referral instead of relying on scattered texts, memory, or one-off introductions.
Referrals are the best business you have. Don't lose them in the shuffle.
The numbers behind referral-driven businesses, from independent industry research. Refervia keeps every referral organized, fast, and followed up, so the business you already earned stays yours.
From client need to confirmed referral.
Whether a referral starts with a real estate agent or an insurance professional, Refervia organizes the process so each side knows what was submitted, where it stands, and what happens next.
- 1Invite or choose a partnerBring an existing trusted partner into Refervia, or find a verified one near your client in the Partner Network.
- 2Send the referral handoffSubmit the client details, property information, timeline, and notes in a structured workflow.
- 3Track statusFollow the handoff from New to Contacted to In Progress to Completed (Won).
- 4Keep relationships organizedMaintain a cleaner referral history and keep professional communication in one place.
See the referral engine in motion.
Preview how Refervia organizes trusted partners, two-way handoffs, speed-to-response, and status visibility across both sides of the relationship.
Know what your referrals are really doing.
Insights turns every handoff into a clear picture: how fast leads get contacted, which partners follow through, and how many referrals close.
- Speed-to-lead trends, from handoff to first contact
- Partner leaderboard ranked by completed handoffs
- Close rate and outcomes at a glance
Refer the client. Protect the relationship. Track the outcome.
Real estate agents often know when a client needs insurance, but they do not need to manage the coverage conversation. Refervia gives agents a simple way to submit referrals and keep visibility into the handoff, while building a lasting relationship with the insurance professionals they trust most in their market.
Support your real estate referral relationships in both directions.
Refervia helps insurance professionals receive organized referrals from real estate agents, and refer clients back to trusted real estate partners when someone is purchasing a new home, relocating, or looking for their next property.
More than a referral inbox, a relationship workflow.
Insurance professionals do not just receive referrals. They also build reciprocal referral relationships. Refervia helps you manage both sides: incoming real estate referrals and outbound introductions to trusted real estate partners when your clients need help buying or moving.
Built for professional handoffs.
Refervia is designed around clear roles. Real estate agents submit referrals. Insurance professionals handle coverage conversations, quoting, placement, and service. Over time, the same agents and insurance professionals work together again and again, turning a first referral into a lasting partnership built on trust.
Send every referral straight into your CRM.
Connect once with Zapier and new referrals land in Follow Up Boss, Lofty, AgencyZoom, HubSpot and the other CRMs you already use, on their own: name, phone, email, type and notes, with a link back to the handoff. A voice guide walks you through every click in about 10 minutes.
Simple access. Clear referral limits.
Refervia keeps referral handoffs organized with simple monthly plans, transparent limits, and no per-referral fees.
Simple billing. Trusted payment processing.
Start free with no card. Paid plans are flat subscriptions with clear limits, so agents, teams, and agencies always know what they pay.
Common questions about Refervia.
Refervia is a referral handoff platform for real estate agents, loan officers, insurance professionals, brokers, brokerages, and agencies. You invite the partners you already work with, or find verified ones in the Partner Network, then send and receive referrals in one place. Every handoff carries a shared status, so nothing gets lost in texts and voicemails.
Real estate agents, loan officers and mortgage brokers, and insurance professionals who send or receive client referrals, from solo agents and producers to brokerages, agencies, and multi-location teams. Individuals work from their own Referral Desk, and team accounts add team members and a shared Team Referral Queue.
Pick a trusted partner, add the client details, timeline, and notes, and send. Your partner is notified right away, and both of you see the same live status as the referral moves from New to Contacted to In Progress, then to Completed (Won) or Declined. Add a follow-up date and you get an in-app reminder on the day. No one has to chase an update.
Yes, and they can start free. You invite a partner by email, and once they accept, you can send and receive referrals with each other. If you send a referral before they join, they get an email that a referral is waiting, with an invite to join and see it.
Every account type can start on a free plan with no card required, including teams. Paid plans add more monthly referrals and team features, with no per-referral fees, and the referrals you receive are never capped. See the pricing section for current plans.
Refervia is built with security and privacy in mind as we grow. A referral is shared only with the partner or team you send it to, and your private partner labels stay private to you. Your referrals are always yours: export a clean, CRM-ready CSV anytime, with no lock-in.
No. Refervia is a flat monthly plan, or free, with no per-referral fees and no percentage of anything. It is not a lead marketplace or a referral-fee platform. It organizes and tracks the handoff between you and partners you already trust, and any arrangement between you and a partner is yours to manage under your own license rules.
Team plans let an owner invite team members and share a Team Referral Queue. Post a referral to the queue and the team is notified, then any available member can claim it, or you can assign it to one teammate. Everyone sees who has it and where it stands. Brokerage Free and Agency Free include the queue for up to 3 users. Paid team plans add auto-assign by line of business, Team Reports, and a weekly and monthly team report by email.
Yes, anytime from Plan & billing. Upgrades take effect right away, and moving to a lower plan or Free applies immediately. When you cancel a paid plan it stops renewing, and you keep access through the term you already paid for. Your partners and referral history stay with your account.
No, and it does not try to. Refervia handles the referral handoff between you and your trusted partners, with status both sides can see. Keep your CRM for everything else: connect it once and new referrals flow into it automatically through Zapier, or export a CRM-ready CSV anytime.
Build a cleaner referral channel.
Whether you refer clients or receive insurance opportunities, Refervia gives both sides a more organized way to manage the handoff.
Refervia
Welcome back
Log in to manage your referrals and track status.
Create your free account
Join Refervia as a real estate agent or insurance professional.
For paid plans, click here.
