Grow your referrals on autopilot.
Automate every partner update, give each realtor a branded self-serve portal, and track every referral relationship in one visual pipeline — from first intro to Core Partner.
Referral partners go quiet because they have no idea what's happening.
Silent Files
Realtors text you 'any update?' because nothing has gone out since the application was taken.
Forgotten Partners
Promising relationships fizzle out — no system, no follow-up, no second deal.
No Repeat Referrals
Without a wow experience, even funded deals don't turn into the next three referrals.
The partner portal and pipeline fix all three.
Update every referral partner without lifting a finger.
Configure a branded email for every stage of the file — from Application Received to Funded. The right update goes out automatically as you move the deal, keeping realtors, lawyers and other partners in the loop on autopilot.
- 18 configurable stages, fully editable per file type
- Per-stage subject lines and rich-text messages with placeholders
- Optional approval workflow before any email leaves
- Sent from your team, with your branding and signature block
Every referral partner gets their own command center.
A branded self-serve portal where realtors see every file they've referred — active and funded — with live status, progress, team and key dates. Stop fielding 'any update?' texts and start looking like the most organized broker they've ever worked with.
- Active files, total files, funded this year and volume YTD
- Filter by All, Active and Funded — searchable, sortable
- Status badges and progress bars on every deal
- Built-in 'Refer a client' button drives more deals back to you
Drill into any file with the same clarity you have.
Partners click into a file and see the full application timeline, key dates, property details, and the realtor documents you still need from them — with one-tap upload. Document chasing becomes self-service.
- 9-stage live application timeline with descriptions
- Key dates: subject removal, closing, days in stage
- Property and purchase price summary at a glance
- Realtor document checklist with required / optional uploads
A visual pipeline for every referral relationship.
A Kanban board for partners — Identified, Contacted, Trial, Active, Core. See where every realtor, lawyer and contractor sits in your relationship pipeline, with deal count and volume per partner, so you know exactly who to nurture next.
- 5 relationship stages from prospect to Core Partner
- Drag-and-drop partner cards as the relationship grows
- Deal count and lifetime volume tracked per partner
- Tag by category — realtors, lawyers, appraisers, GCs and more
Branded for you. Loved by partners.
Fully Branded
Your logo, your colours, your team bios — every update and portal screen is yours, not ours.
Repeat Referrals
Visible status and a wow experience turn one-time realtors into Core Partners who refer monthly.
PIPEDA-Compliant
Hosted in Canada, encrypted in transit and at rest, full audit trail on every partner-facing email.
Turn every referral partner into a repeat referral partner.
Spin up your branded partner portal and pipeline in minutes. Stop chasing updates — start growing referrals.