Referral software for mortgage brokers
Your files come from the estate agents, notaries and accountants who trust you. Referaly turns that informal network into a measurable channel: who sent what, where the file stands, and how much you owe to whom.
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 referral 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.
Independent plan. Agency account: 79.90 € excl. VAT per month, then 29.90 € 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 in one click
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 29.90 € per extra broker.
Can I try before paying?
Yes. Create the account, the 15 day money back guarantee applies.