Automated agreements
A referral agreement for each partner, with nothing to draft
You set the commission once. Referaly prepares the agreement in the name of each partner who joins you, and they accept it before sending their first lead.
Free plan, no card needed. Paid plans with no lock-in.
You set the commission, Referaly writes the agreement
Three possible answers: a percentage of the sale, a fixed amount per signed client, or no commission. If your sales vary, you can also set a commission for each type of lead. The agreement reflects your terms and names both the professional and the partner.
- Percentage of the sale excl. VAT, or a fixed amount
- A grid by type of lead if you need one
- Both parties named in each agreement
The partner accepts, Referaly keeps the proof
When joining your agreement, the partner ticks the box to accept it. Referaly records the date, the time and the version of the text, then generates their agreement as a PDF. They can open it any time, with your documents, from their home screen.
- Acceptance recorded with date and time
- A PDF agreement in each partner's name
- Your documents attached, such as a fee schedule
Which plan includes it?
The free plan includes one agreement. With Independent and Agency, you create several agreements and can upload your own PDF template.
Start your referral partner network today
Create your account and your first referral agreement in a few minutes, or see the app on your own case with us.