A purpose-built platform for offices to send, receive, and track referrals and commissions, with a clear timeline, smart reminders, and reporting that keeps every deal moving.
Built for referral networks
From the first introduction to the last commission payout, every step lives in one place, visible to the whole office and audited automatically.
Send referrals between offices, forward when needed, and track quality, urgency, and status from first touch to close.
Pass a referral to the right office in one click. The forwarding chain stays linked, so every party sees the original context and history.
Define rules per office (fixed, percentage, no-fee, or one-to-one) and let the system calculate, track, and reconcile every payout.
Every action lands on the referral's event timeline. Schedule one-off or recurring reminders across email and in-app channels.
Belong to multiple offices, switch contexts in a click, and keep data scoped cleanly with office-admin and member roles.
Threaded conversations, starring, archives, and daily digests, so referral context never leaks into a separate inbox.
Schedule recurring reports for referrals and commissions, with filters and formats delivered to the right people.
Real-time database notifications plus email for assignments, status changes, paid commissions, and follow-up reminders.
Granular access powered by Spatie permissions, with office-level roles to keep the right people in the right views.
A simple three-step flow
Whether you're sending a referral across town or receiving one from a partner office, the path from introduction to commission stays clear.
Sign in to your portalCapture contact details, set type and urgency, and route it to the right office. Forwarding chains keep the original context intact.
Schedule reminders, log progress events, and send messages without leaving the referral.
Commission rules apply automatically. Mark as paid with a transaction ID and receipt to close the loop.
For office admins
Manage members, set commission rules, configure traffic-light thresholds, and schedule recurring KPI reports.
For team members
See referrals you sent, received, or were involved in, with one dashboard, one inbox, and one timeline.
For partner networks
Forward referrals across offices, agree on commissions up front, and keep every party informed as deals progress.
Sign in to your office portal and pick up exactly where your team left off.
