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.
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
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.
2
You invite your partners
One QR code and one link per agreement. A partner joins in two minutes, for free.
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.
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.
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 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.
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.