Your referral partner.
Broker
Updates stage
Notification sent
Partner
Waiting
Welcome back, Sarah
Here's what's happening with your referrals.
Active Deals
4
Referral Partners
12
Settled This Month
3
Recent Deals
View all
Sarah M
Partner: Jane — Ray White
Residential
Tom B
Partner: David — LJ Hooker
Commercial
Lisa K
Partner: Mark — Raine & Horne
Residential
Your deals, at a glance.
See every referred deal in one place. Update a stage with one click — your partner gets notified instantly. No more remembering who you've told what.
One-click stage updates across 8 pipeline stages
Add personal notes that your partner sees with the update
Keep a clear overview of every deal across your pipeline
Always in the loop.
See where your referred clients are in the loan process — without asking. Get an email when things move forward. Check in anytime from your phone.
Real-time timeline for every client you've referred
Email updates the moment a deal stage progresses
Completely free — no cost, no credit card, ever
Your Referred Deals
Track the progress of clients you've referred.
Total Referrals
12
In Progress
5
Settled
7
Sarah M
Residential — Referred 15/03/2026
Tom B
Commercial — Referred 22/03/2026
Lisa K
Residential — Referred 01/03/2026
One click connects both sides.
No setup complexity. No training needed. Just clarity.
Broker updates a stage
Takes less than 5 seconds
Partner gets notified
Clean, professional email
Both sides stay connected
More trust, more referrals
One plan. No surprises.
Partners are always free. Brokers get everything for a flat monthly rate.
Broker
Founding price — locked in forever
- ✓Unlimited partners & deals
- ✓Automatic email notifications
- ✓Private notes & deal history
- ✓Full activity feed & deal timeline
- ✓21-day free trial
Referral Partner
Always. No credit card ever.
- ✓Real-time deal tracking
- ✓Email notifications on updates
- ✓Full deal timeline view
- ✓Track all your referred clients
- ✓No setup required
Better conversations
start with visibility.
When both sides can see the progress, the relationship grows.
21 days free. No credit card required.