Automated referral check-ins
Every 14 days (configurable per referral) the system emails the referring agent with a 30-second form: contact made, search live, showings scheduled, still active.
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Stay on top of every referral without the manual chasing.
Built for agents sending 3+ referrals a quarter. The system runs the check-ins so you can run the relationships.
Dashboard of every active referral
One screen. Status, last update, next check-in. Sort by stalled-deal alerts when an agent goes quiet.
Auto-pause on Closed / Lost
Once a referral closes (or doesn’t), the system stops emailing. No more awkward late check-ins.
Built-in stalled-deal alerts
If the referring agent goes radio-silent for 21 days, you get a flag. Catch deals before they die.
Client-facing dashboard + shared timeline
Q4 — the referring agent and the client both see the same timeline. No more ‘what’s the latest?’ texts.