Mortgage brokers

Referral and introducer software for mortgage brokers

Your files come from the introducers who trust you: estate agents, notaries, accountants. Referaly turns that informal network into a measurable channel: who sent what, where the file stands, and how much you owe to whom.

Free up to 5 leads and 1 contract, no card needed.

Referaly app home screen: contacts received, active partners and commissions paid
The app home screen, demo data

Notaries, accountants: agreements with no commission

Some of your introducers work in a regulated profession and cannot always be paid. Referaly knows this: for them, you create an agreement where the payment is “nothing”. The file is still tracked under their name, they follow it, and no commission is owed. Your other partners keep their percentage.

From first contact to commission, in four screens

What you do in the app, exactly as you will see it. Real screens, example taken from real estate: steps and amounts are set for your trade.

  1. 1

    You write the agreement

    A percentage, a fixed amount or nothing: you choose what the person who refers a client earns. The agreement is generated, accepted online and time stamped.

    Agreement screen: choose a percentage, a fixed amount or nothing
  2. 2

    You invite your partners

    One QR code and one link per agreement. A partner joins in two minutes, for free.

    Invite screen: one QR code and one share link per agreement
  3. 3

    The contact arrives under their name

    You call the client, then tick the steps you chose. Your partner sees them move without chasing you.

    Received contact with its steps ticked one by one
  4. 4

    The deal closes

    You enter the amount and the partner's commission is calculated for you. They know what they will earn, you know what you owe.

    Sale closed screen: amount, partner commission and net income

Example, taken from the screens above. Thomas, your partner, sends you Léa. The agreement pays 3 % of the amount.

€12,000amount entered, excl. VAT
€360Thomas's commission
€11,640your net income

Built around how you work

What Referaly changes in the way referrals reach you.

What the partner sees: their contact, the commission they will earn and the steps completed
What your partner sees
  • Every partner gets their own view

    Your estate agent sees in real time the files they sent you and the commissions due. That is what keeps them sending more.

  • The introducer agreement in one click

    A named agreement generated automatically, accepted online and time stamped. You are covered before the first euro moves.

  • Commissions calculate themselves

    Percentage, flat fee or tiers: you set the rule once, Referaly does the maths and warns you when a payment is pending.

  • A public form to share

    Your partner refers a client from their phone, with nothing to install. The file arrives tracked, with the promised reward attached.

Simple pricing, no commitment

Your partners pay nothing. Only you subscribe.

49,90 € excl. VAT per month

Independent plan. Agency account: 79.90 € excl. VAT per month, then 9.99 € per extra adviser.

  • Unlimited referral programmes
  • Named referral agreement generated automatically
  • Referral and commission tracking
  • Public referral form, nothing to install
  • Referaly Finder to source referral partners
  • No commitment, cancel anytime

Start for free

The free plan needs no card: up to 5 leads received and 1 contract. You move to the paid plan when you need it.

Tracking about 10,000 customers for almost three years, researchers measured that a referred customer is on average at least 16 % more valuable than a comparable customer acquired otherwise, and stays longer (Schmitt, Skiera and Van den Bulte, Journal of Marketing, 2011).

Frequently asked questions

Does it replace my CRM?

No, it sits before it. Referaly handles the referral and the relationship with the referrer. An API is available to connect your case management tool.

Do my referral partners have to pay?

No. A referrer creates a free account and follows their referrals and commissions. Only you subscribe.

What does it cost?

49.90 € excl. VAT per month for a single broker, no commitment. A firm with several brokers takes the agency account at 79.90 € excl. VAT per month, then 9.99 € per extra broker.

Can I try before paying?

Yes. The free plan needs no card: up to 5 leads received and 1 contract, then you move to a paid plan when you need it, with no commitment.

On the Referaly app, or on your own app

The same tool for your referral partners, contracts and commissions. You choose which app your partners install.

Home screen of the Referaly app
ReferalyOn the App Store and Google Play

The Referaly app

Start today: your account, your contract, your first referral partners.

  • Your partners download Referaly from the App Store and Google Play
  • Referral agreement, lead tracking and commissions included

Free to start, then from €49.90 excl. VAT per month

The same app in a brand's colours
MH Martin HomesWhite label example

Your app, under your brand

Your partners install your app, with your logo and your colours.

  • Your name and logo on the App Store and Google Play
  • Your colours across the whole app and your contracts

€490 excl. VAT setup, then €149 excl. VAT per month

Put your word of mouth in writing

Free to start, no card needed. Your partners install nothing unless they want to.