Agents / Referral Engine
Referrals come from staying in touch. This does the staying.
Past clients and partner agents, kept close.
A referral engine agent runs the relationships that produce referrals: past clients after closing, and partner agents in other markets. It keeps both warm with touches worth receiving, catches the referral moments in the replies, and makes sure the introduction lands with you.
[WHAT IT DOES]
What it takes off your plate.
- Keeps past clients warm after closing: anniversaries, value updates, check-ins
- Maintains your partner-agent network across markets
- Catches referral signals in replies and flags them the same day
- Logs every touch and introduction in your CRM
Past clients and partner agents, kept present
Referrals caught same day
A referral mentioned in a reply reaches you the same day, with the context already attached.
Wired into your CRM
Every touch and introduction logs to the record you already run.
Yours to keep
The referral engine ships as software you own, with the source handed over.
Bring us your past client list. Leave with a build plan.
A short call about how you stay in touch with past clients and partner agents today, and what a referral engine would run first.
Agent to agent
A referral network that hears from you every quarter.
Out-of-market referrals go to the agent who kept in touch. The engine runs those relationships like a book of business: regular touches, notes on their market, a record of every referral placed and received in both directions.
Caught and routed
The referral inside a reply reaches you the same day.
When a past client mentions a sister who is relocating or a neighbor who is curious about value, the engine recognizes it, captures the details, and puts the introduction in front of you with the context attached.
Straight to a meeting
A warm introduction ends on your calendar.
The engine follows the introduction through: a note to the referred person in your voice, the scheduling handled inside the thread, and the referring client thanked. The handoff happens while the recommendation is still fresh.
[WHERE THIS AGENT WORKS]
The same agent, shaped to the industry.
[QUESTIONS]
Answered before you ask.
Let’s start building together.