Refervia launches referral tracking platform for agents and lenders

Refervia has launched a shared referral handoff platform for real estate, insurance and mortgage professionals, with free starter access and paid plans for automation and team workflows. The Atlanta startup aims to make referral follow-up visible to both the sender and receiver, a process that often happens over texts, calls and disconnected CRMs.

Why it matters: - Referral business drives a meaningful share of revenue for real estate and insurance professionals, but the handoff is often hard to track. - Refervia is designed to give both sides of a referral the same live record, which can reduce missed follow-up and uncertainty after an introduction. - The platform is free to start, lowering the barrier for solo professionals and teams to try a dedicated referral workflow.

What happened: - Refervia, an Atlanta company founded by insurance professional Perry Burton, launched a referral handoff platform for real estate agents, insurance professionals, loan officers, brokerages and agencies. - The platform is available now at refervia.com. - Every account type starts on a Free plan with no credit card required. - Referrals received on any plan are never capped.

The details: - Refervia turns each referral into one shared record that both professionals can follow together. - The sender uses a Referral Desk to pass a client’s details, with the client’s OK, to a Trusted Partner they have invited. - Both sides track the same live status: New, Contacted, In Progress and Completed. - On Pro plans and higher, the platform sends an automatic reminder if a partner has not marked a referral Contacted within 24 hours. - At 48 hours, the sender gets a “No contact yet” alert and can reassign the client with one step. - Clients can check progress through a private status link without making a phone call. - The Partner Network lets members find new partners, and a Refervia Verified badge shows professionals whose license has been checked. - On Pro plans and higher, the Refervia Line provides a dedicated number that turns a partner’s call into a referral on the desk. - Brokerages and agencies can use a Team Referral Queue that sends each incoming referral to the first teammate available. - Refervia works with a professional’s existing CRM through Zapier or a CSV export. - Refervia does not charge per-referral fees and does not collect or split referral fees. - Refervia is not a lead marketplace; members start with partners they already trust. - Pro costs $49 a month and includes a 30-day free trial. - Pro Max costs $89 a month and includes a 30-day free trial. - Team plans for brokerages and agencies start at $199 a month with a 14-day free trial.

Between the lines: - The launch targets a persistent operational gap: referrals often live in texts, voicemails and memory, while CRMs only show each professional’s half of the transaction. - Burton framed the product as a reputation tool as much as a workflow tool, arguing that better handoffs help everyone involved. - Georgia appears to be the company’s first market focus, with Burton saying the state’s relationship-driven business culture makes it a natural starting point. - Refervia’s positioning puts it closer to a referral coordination layer than a marketplace, which may appeal to professionals who want to work only with trusted contacts.

What's next: - Refervia is likely to lean on free entry, partner-network discovery and CRM integrations to win initial users. - The company’s team plans and automation features suggest a push toward brokerages and agencies that manage higher referral volume. - As more professionals adopt the platform, the value of the shared status record will depend on how consistently partners update referrals in real time.

The bottom line: - Refervia is betting that referral businesses want one shared view of the handoff, not another disconnected lead list.