Referral Network
Every deal is an opportunity to grow your network.
What it is
The integrated relationship-building and lead-sharing engine built into DealTrack serves as a powerful connector within the real estate ecosystem.
Referral Network brings together brokerages, agents, mortgage professionals, law firms, and a wide range of other partners, linking them in a secure and carefully structured way. This system ensures that each connection is managed with clarity and accountability, while also transforming every transaction into a potential source of new business opportunities.
It is intentionally designed to open up consistent revenue possibilities while never compromising on oversight. At the same time, it maintains full transparency across all activities and ensures compliance with the regulations that govern these professional relationships.
What it is
What it Improves
Revenue generation
Turns in-progress deals into a source of new income.
Network growth
Expands reach through trusted, compliant partner connections.
Efficiency
Eliminates manual searching for referral partners.
Compliance
Meets local rules while providing transparency in all transactions.
Key Capabilities
- Automatically identify referral opportunities from active deals.
- Filter opportunities by location, property type, or deal stage.
- Connect buyers with mortgage professionals, lawyers, insurance providers, and more.
- Offer referral access to other brokerages for relocation or overflow leads.
- Share essential deal info (price, property type, city) without exposing personal data until referral is accepted.
- One-click referral requests from within the deal record.
- Approval workflows ensure the right match is made before information is shared.
- Track the source, conversion rate, and revenue impact of each referral.
- Generate reports for individual agents or the entire brokerage.
- Configurable referral caps, pricing models, or monthly allowances.
- Maintain logs for auditing and dispute resolution.
How it Works
typical flow
1
Flag
System flags a potential referral based on deal criteria.
2
Review
User reviews redacted opportunity details.
3
Request
Referral request is sent to the chosen partner.
4
Accept
Partner accepts, triggering release of full deal details.
5
Tracking
Referral is tracked through to conversion or close.
6
Reports
Reporting tools show ROI and performance trends.
Security Controls
- Granular access to referral opportunities by role and jurisdiction.
- Data redaction until explicit acceptance of referral.
- Audit logs of all referral requests, approvals, and outcomes.
Who Will Use This Most
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DealTrack: Where selling your home feels simple, connected, and in control.
