One shared thread between a mortgage broker and the people who send them clients. The broker works the deal. The partner watches it happen. Nobody has to chase anybody for an update.
A short tour of the whole idea. A referral partner sends a client through, the broker picks it up in their pipeline, and the status travels back to the partner at every step, right the way to settlement and the referral commission being paid. Every screen in it is the real product, and it is narrated end to end, so turn the sound on.
Fifteen minutes on a video call with our team. Bring a real referral and we'll walk it from your partner to commission paid, set up the way you already work.
Pick the side you are on.
Bring every referral source into one pipeline, and give each of them a reason to keep sending you business.
Sign up in under a minute. No invite and no setup call, and every new broker starts on a 14 day Pro trial.
Share your personal link, or send a tracked invite from the Resource Centre using a ready made template for agents, accountants and anyone else who sends you clients.
Referrals arrive with the client's details and the partner who sent them. Filter by partner, company or stage, and move each one along as it progresses.
Agree an arrangement with each partner once. RefJot then tracks what is owed and what has already been paid, so nothing is argued over later.
These are the real stages a referral moves through. Pick any one to see what it means for each side.
The referral lands in your pipeline with the client's details and who sent them.
Your referral is logged, with a timestamp. Nothing to chase up.
Every change is stamped and kept, so the full history of a referral is always there to look back on. Only the broker can move a referral along.
Refer a client to any broker, even one who has never heard of RefJot. Enter their email address and we will let them know a referral is waiting. When they open it, their account and their pipeline are already set up, with your referral sitting in it and you listed as the partner who sent it.
That first email goes to somebody who does not have an account yet, so it carries almost nothing. Just your name, your agency, and three non identifying details about the referral:
No client name, no contact details, no address and no loan amount leave RefJot until the broker has an account and has claimed the referral.
Free to start, for brokers and referral partners alike.