Referral Partner Hub
Your referral network, organised and measured
About this app
Build and manage your referral network — real estate agents, accountants, financial planners, solicitors. Track how many deals each partner sends, conversion rates, and commission splits. Send automated thank-you emails when a referred deal settles. Generate referral partner reports showing their contribution to your business. Set up referral agreements with commission sharing.
How it works
- 1
Add referral partners with contact details and agreement terms
- 2
Tag incoming deals with their referral source
- 3
Track conversion rates, settlement values, and commissions per partner
- 4
Send automated thank-you emails when referred deals settle
Who it's for
- Mortgage brokers managing referral relationships with real estate agents
- Brokers tracking which referral sources deliver the best conversion rates
- Finance professionals managing commission splits with referral partners
- Any service business wanting to measure and grow their referral network
Features included
- Referral partner profiles
- Deal source tracking
- Conversion rate analytics
- Commission split tracking
- Automated thank-you emails
- Partner performance reports
- Referral agreement management
14-day free trial included
What businesses say
“I can finally see which agents actually send good leads vs just tyre-kickers. The conversion tracking is gold.”
David C.
Mortgage broker, Gold Coast
“The automated thank-you emails are a nice touch. Partners appreciate it and it keeps the relationship warm.”
Rachel M.
Finance broker, Adelaide
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