Real estate referral network
Exclusive mosAIQ Product · Real Estate
ReferralDesk™

Your referral fees.
Always collected.

The complete referral commission lifecycle system. From first introduction to payment deposited — every step tracked, every agreement signed, every dollar collected. Collection rate from 61% to 97%.

📲 Mobile-first portal ✍️ Auto fee agreements 💴 Commission payment trigger 📊 Pipeline tracking ⭐ Agent network scoring
Get ReferralDesk™ → See How It Works ↓
61%
Collection rate without a system
97%
Collection rate with ReferralDesk™
$31K+
Avg recovered in year one per agent
Powered by mosAIQ · Your Agency
Submit a referral
Takes 60 seconds · from your phone
Their name
Sarah Miller
Their phone
(305) 555-0142
What do they need?
Buying a home, pre-approved $650K
Timeline
Within 60 days
0:52
seconds to complete
Submit Referral →
✅
Referral submitted!
Fee agreement being generated — you'll get a copy once signed
60 sec to submit
📄 Fee agreement sent for e-signature
Auto-generated · DocuSign · Before first showing
Why you're losing money right now

You generated the referral.
You just didn't collect.

Most agents generate 3–8 outgoing referrals per year. On average, 40% of those fees are never paid. Not because the other agent is dishonest — because there's no system. No agreement. No tracking. No trigger.

🔉

The handshake deal problem

You send a client to another agent on a verbal agreement. The deal closes 4 months later. The other agent is onto their next deal. Your fee never comes up again.

🔍

No tracking = no leverage

Without a signed fee agreement on file, you have no paper trail. Collecting becomes an awkward conversation you avoid. The money stays with the other agent.

📈

The math on your lost income

5 outgoing referrals per year × $4,500 average fee × 40% uncollected = $9,000/year you're leaving on the table. Every year. Compounding.

Commission tracking problem
$9K+
Average annual referral income lost per agent without a collection system
The complete lifecycle

From first introduction
to commission deposited

Every step automated. Every document on file. Every dollar accounted for.

1
Referral submitted in 60 seconds
Your past client opens the ReferralDesk™ portal on their phone — linked from a text or email. They fill out the referral form in under 60 seconds: contact name, phone, what they need, timeline. No app download. Works on any phone. Branded to your agency.
📲 Mobile-first · No app needed
2
Fee agreement auto-generated & e-signed
The moment a referral is logged, a fee agreement is generated from your approved template — pre-populated with both agent names, the agreed percentage, and deal details. Sent to both parties via DocuSign before any showing occurs. No more handshake deals. No more "I thought it was 20% not 25%."
✍️ DocuSign · Before first showing
3
Pipeline tracked through every milestone
Every active referral — incoming and outgoing — tracked in a live pipeline. Status updates automatically at each stage: Referred → Contacted → Active → Under Contract → Closed → Paid. Both agents receive automatic updates. Nothing falls through the cracks between "I sent you a client" and "we closed last month."
📊 Both agents updated at every milestone
4
Deal closes → exact amount calculated → payment requested
When a referred deal closes via Dotloop or SkySlope sync — the exact commission amount is calculated automatically from the fee agreement on file. A formal payment request is sent to the owing party with the signed agreement attached. Day 7: first reminder if unpaid. Day 14: formal request. Day 21: broker escalation flag.
💴 Exact amount calculated · Signed agreement attached
5
Referral source receives thank-you + gift
When a referral closes, the past client who sent it receives an automatic personalized thank-you message from your name, plus a gift trigger — integrated with Sendoso or Amazon. Referral sources who feel appreciated refer again. Those who hear nothing don't.
🎁 Gift trigger · Sendoso / Amazon integration
6
Agent network scored for future referrals
Every agent in your referral network is scored by reliability — deals produced, fees paid on time, client feedback. Over time, you always know which agents follow through and which ones to stop sending clients to. Your referral network gets stronger every quarter.
⭐ Agent reliability scores · Updated every transaction
Everything included

Every feature of
the full ReferralDesk™ system

📲
Mobile-First Client Portal
Branded page at refer.youragency.com. Past clients submit referrals in 60 seconds from any phone. No app download. Works from a text link. Submitted referrals appear instantly in your pipeline.
No app neededBranded to you
📄
Automatic Fee Agreements
Generated from your approved template. Pre-populated with both agent names, the agreed percentage, deal address when known. Sent via DocuSign before any showing. Stored permanently on file. Never lose a signed agreement again.
DocuSignBefore first showing
📈
Live Referral Pipeline
Every incoming and outgoing referral tracked in one dashboard. Status updated automatically at each deal milestone. Both agents notified. Total pipeline value visible at a glance.
Incoming + outgoingAuto status updates
💴
Commission Payment Trigger
Deal closes → exact amount calculated from the signed agreement → payment request sent with agreement attached. Day 7 reminder. Day 14 formal request. Day 21 broker escalation. Collection rate goes from 61% to 97%.
Auto-triggered97% collection rate
⭐
Agent Network Scoring
Every agent in your network scored quarterly: deals produced, fees paid on time, client feedback rating. Know your best referral partners. Stop sending clients to agents who ghost on fees. Your network compounds in quality every year.
Quarterly scoresAll past referrals
🎁
Referral Thank-You & Gift Agent
When a referral closes, your past client receives a personalized thank-you from your name within 24 hours, plus an optional gift trigger via Sendoso or Amazon. Referral sources who feel seen refer again — and again.
Sendoso / AmazonAuto-triggered on close
👥
The Connector™ Agent
Monitors your past client database for referral-ready signals — 12+ months since close, social posts about moving, job changes, growing families. Drafts a personalized check-in for your approval. Never misses a referral moment.
Sphere monitoringLeader-approved outreach
🤝
The Ambassador™ Sequence
Turns your top 20 past clients into active referral advocates. 90-day post-close sequence: Week 1 thank-you → Month 1 market update → Month 3 home value report → Month 6 referral ask. By month 6 they think of you first.
90-day sequence3× more referrals
🔋
Builder & Professional Partner Agent
Manages referral relationships with mortgage brokers, attorneys, financial planners, home inspectors, and builders. Tracks referrals sent and received per partner. Monthly value touchpoints. Flags partners going cold.
All partner typesMonthly touchpoints
The financial case

What ReferralDesk™
is actually worth

For an agent doing 20+ transactions per year, the numbers are not close.

ROI analysis
$31,400
Recovered in year one — James Okafor, Miami Realtor, 24 transactions/year
7

Average outgoing referrals per year

For an agent doing 20–30 transactions. Each referral has a fee agreement and pipeline entry from day one.

$4,500

Average referral fee per transaction

Based on 25% of a $18,000 commission. Exact amount calculated automatically from the signed agreement.

61%

Current collection rate without a system

Industry average for informal referral agreements. Meaning 2–3 of your 7 fees simply disappear each year.

97%

Collection rate with ReferralDesk™

Signed agreement on file. Payment trigger on close. Escalation protocol. The money that was always yours, actually arriving.

$8,400

Additional annual income from improved collection alone

36% improvement × 7 referrals × $4,500 = $11,340/year recovered. Plus 3 additional referrals generated by Ambassador™.

Works with your existing stack

Integrates with every tool
you already use

✍️
DocuSign
Fee agreements sent and signed automatically. Stored permanently. Never lost.
📋
Dotloop
Deal close detected automatically. Payment trigger fires the same day.
📋
SkySlope
Transaction close synced. Commission amount calculated from the agreement on file.
💵
QuickBooks
Receivables and payables logged automatically when payment is confirmed.
🎁
Sendoso
Gift fulfillment triggered on referral close. Branded, personalized, memorable.
🛍
Follow Up Boss
Referral contacts synced to CRM. Pipeline status updated at every milestone.
📷
Amazon Business
Alternative to Sendoso for gift fulfillment. Curated thank-you packages shipped automatically.
💌
Venmo / ACH
Optional direct payment link included in payment requests. One click to pay.
Why not just track it yourself?

ReferralDesk™ vs the alternatives

Capability
Spreadsheet / Manual
ReferralDesk™
Fee agreement generated automatically
—
✓
E-signature before first showing
—
✓
Both agents notified at every milestone
—
✓
Payment triggered automatically on close
—
✓
Payment reminders sent automatically
—
✓
Past client can submit referral in 60s
—
✓
Agent network reliability scoring
—
✓
Referral thank-you + gift auto-triggered
—
✓
Collection rate
~61%
97%
Hours per week maintaining it
2–3 hrs
0 hrs
"
"I was generating referrals for other agents and collecting maybe 60 cents on the dollar. The other agents just… forgot. ReferralDesk™ changed that overnight. Every referral is now tracked, every fee agreement signed before the first showing, and every payment automatically requested the day the deal closes. I recovered $31,400 in my first year that I would have simply lost."
James Okafor, Licensed Realtor · Miami, FL · 24 transactions/year
📈 $31,400 recovered · Year one · Included in Plan 4
Your referrals are already generating deals
Start collecting
every dollar.
ReferralDesk™ is included in Plan 4 and available as a standalone add-on. Book a free Pipeline Audit™ and we'll show you exactly how much you're currently leaving uncollected.
Book Free Pipeline Audit™ → See Plan 4 →
✓ Included in Plan 4 ✓ Available standalone ✓ Live in 21 days ✓ DocuSign + Dotloop + SkySlope