Build a Referral Machine — Manage Partners, Generate Co-Marketing Content & Stay RESPA Compliant
A dedicated partner CRM, RESPA Section 8 compliant co-marketing posts, monthly partner spotlights, and automated appreciation campaigns — everything you need to build a referral network that sends you deals.
Start with a 7-day free trial on any base plan → then add this from your dashboard.
Your referral partners like you — but they're sending deals to whoever stayed top of mind this month
Your Complete Referral Partner Marketing System — RESPA Safe
Partner directory & CRM
store partner details, notes, referral history, and relationship stage
Co-marketing post generator
AI writes dual-branded content you and your partner can both post
RESPA compliance scan
every co-marketing post is checked against RESPA Section 8 before you publish
Monthly partner spotlight posts
auto-generated posts highlighting a featured partner each month
Birthday & anniversary reminders
automated alerts for partner birthdays and business anniversaries
Referral tracking dashboard
see how many deals each partner has sent you and your ROI per relationship
Partner communication templates
professionally written emails for introductions, thank-yous, and check-ins
Performance metrics
which partners are most active, most valuable, and most likely to refer again
For Every Real Estate Pro Who Builds Business Through Relationships
Build Your Referral Network in 3 Steps
Add your referral partners to the Partner CRM (import from contacts or add manually)
Set up your monthly co-marketing schedule — AI generates compliant content for each partner
Birthday and anniversary alerts keep you reaching out at exactly the right moment
Track every referral, measure every relationship, and focus on the partners delivering the most value
What Consistent Partner Marketing Looks Like
of referrals come from the top 20% of a pro's partner network — track and invest accordingly
touchpoints with all partners — automated so you never go dark on a key relationship
compliant — every piece of co-marketing is scanned before you or your partner posts it
"I added my 18 referral partners and the system started generating monthly posts for each of them. My referral count went up 40% in 90 days."
— David K.
Mortgage Broker, Phoenix AZ
"The RESPA scan gives me confidence. I used to avoid co-marketing because I didn't know the rules. Now I do it all the time."
— Rachel T.
Realtor, Atlanta GA
"The birthday and anniversary reminders alone are worth the $19. I've never been better at staying in touch."
— Chris M.
Loan Officer, Denver CO
Referral Partner Hub vs Managing Partners Manually
| Feature | Referral Partner Hub | Manual Management |
|---|---|---|
| Partner CRM | Dedicated | Spreadsheet or memory |
| Co-marketing content | AI-generated | Write it yourself |
| RESPA compliance check | Every post scanned | Guess or hire a lawyer |
| Partner spotlights | Monthly auto-generated | If you remember |
| Birthday/anniversary alerts | Automated | Set phone reminders |
| Referral tracking | Dashboard view | Manually count |
| Performance metrics | ✅ | ❌ |
| Monthly cost | $19/mo | Free (but 3–5 hrs/mo minimum) |
Frequently Asked Questions
Start Building Your Referral Machine Today
Start with a 7-day free trial on any base plan → then add this from your dashboard.
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