Stay in the loop on
every referral.
See every referred prospect move through the pipeline, and get an email update when things progress. Always free for referral partners.
Always in the loop.
See where your referred deals are without having to ask. Check in anytime from your phone or desktop. Always up to date.
- ✓A timeline for every prospect you have referred
- ✓See the current stage and progress at a glance
- ✓Completely free. No subscription, no hidden costs
Your referred clients
See every referral progress, stage by stage.
Total
12
Active
5
Complete
7
Sarah M
Referred 15 Mar
Tom B
Referred 22 Mar
Emma R
Referred 10 Feb
prospect update - Sarah M
via refrme · Sarah (Smith Finance)
Hi Jane,
Sarah M's prospect has progressed to Finalising.
Stage 6 of 8
"Lender has given the green light. Settlement booking next week."
No need to chase.
Get a clean email the moment a deal moves forward. With a progress bar, the new stage name, and any notes from your contact.
- ✓Automatic email when a deal stage progresses
- ✓Visual progress bar shows exactly where things are
- ✓Personal notes from your contact included
What you get
Everything you need to track your referrals. No cost, no catch.
Stage-by-stage tracking
See the progress of every prospect you have referred, from first contact through to completion.
Email updates on consent
Opt in when you claim your account and every stage progression lands in your inbox. One click to unsubscribe.
Invite link claim flow
Your contact shares a link, you set a password to claim your free account, and you keep access for every future referral.
Default pipeline
8 stages from first contact to complete. Professionals can rename, reorder, or skip stages to match their own workflow.
Sarah M is at stage 6 of 8