Show realtor partners their referrals will not disappear.

Referral workflow

One intake link. Cleaner handoff. Better follow-up discipline.

• Share one intake link or QR code with realtor partners.
• Capture client goal, city, timeline, amount estimate, and notes.
• Track source as realtor partner or referral.
• Use priority scoring and calendar reminders to follow up quickly.
• Prepare broker-reviewed SMS/email drafts.

Example partner message

“When you refer a client, I use a simple intake and follow-up system so their details are captured properly, the next action is tracked, and they do not get buried in scattered messages or missed calls.”