Referral management, reinvented

Turn every referral into a closed deal — and get paid for it, automatically.

Track AI Pro captures the lead, follows up with AI so it never goes cold, gets the agreement signed, and handles the invoice and commission split — automatically. Built for real estate teams and brokerages done chasing spreadsheets.

Free plan foreverCancel anytimeBCFSA-ready exportsRow-level security on every record

Referrals are dying in your inbox

Every referral that goes cold is money you already earned and never collected.

Leads go cold

A referral sits in a spreadsheet or a text thread. Nobody follows up fast enough, and the warm lead you worked for goes quiet.

Commission disputes

No paper trail for who gets credit. Weeks after closing, you’re re-litigating a split that should’ve been settled in writing on day one.

Admin eats your week

Chasing signatures, writing invoices by hand, and hunting down who owes who — hours that should’ve gone to your next deal.

How it works

From referral to payout, on autopilot

Four steps replace the spreadsheet, the group chat, and the follow-up you keep meaning to send.

01

Capture

Share your branded referral link or intake form. Every referral lands straight in your pipeline — no spreadsheets, no copy-pasting.

02

Nurture

AI drafts and sends the follow-up the moment a lead needs one, so nothing goes cold while you’re busy closing something else.

03

Formalize

Send a referral agreement for e-signature in one click — the split is on record before anyone can dispute it.

04

Get paid

Invoice automatically, track the commission split, and get notified the moment it’s marked received.

Features

Everything a referral needs to become a payout

AI-drafted follow-ups

Claude drafts the next follow-up in your voice, timed to when a lead actually needs it — approve and send, or let it run.

Visual pipeline

A kanban board built for referrals — see every stage from sent to closed at a glance, and never lose track of a warm lead again.

E-signature agreements

Send a referral agreement for signature in one click. The split is documented and stored before the deal moves forward.

Invoicing & commission tracking

Generate invoices, track who owes what, and get notified the instant a commission is marked received.

BCFSA compliance export

Brokerage plans get a one-click export built for BCFSA record-keeping, with a five-year locked audit trail.

Teams & brokerages

Bring your whole team onto one account with sub-logins, shared pipelines, and brokerage-level invoicing.

Built for anyone who lives on referrals

Realtors & agents

Send and receive referrals without losing the split to a text message.

Brokerages

Unlimited agent logins, RE invoicing, and BCFSA-ready records in one account.

Mortgage, legal & insurance pros

Any referral-based business — track it, follow up on it, invoice it.

Built on bank-grade security

Row-level security locks every table to its account. Money-affecting writes — referrals, commissions, invoices — go through the server, never the client. Compliance-sensitive audit records are locked from deletion for five years.

Pricing

Simple pricing that scales with your pipeline

Start free. Upgrade the moment referrals start paying for themselves — no contracts, cancel anytime.

Free

See if it fits before you spend a dollar.

$0CAD/mo

forever free

Start for free
  • Up to 3 active referrals
  • Referral intake link
  • Email follow-ups
  • 1 user

Starter

For a single agent ready to stop losing referrals.

$29CAD/mo
Get started
  • Up to 25 active referrals
  • Everything in Free
  • E-signature agreements
  • Invoicing (non-real-estate)
  • 1 user
Most popular

Growth

For a small team that needs SMS and one company account.

$79CAD/mo
Get started
  • Up to 100 active referrals
  • Everything in Starter
  • Email + SMS follow-ups
  • 1 company account
  • Up to 3 users

Pro

For growing teams running multiple company accounts.

$149CAD/mo
Get started
  • Up to 300 active referrals
  • Everything in Growth
  • Custom follow-up cadences
  • 3 company accounts
  • Up to 10 users

Brokerage

For brokerages: unlimited agents, RE invoicing, BCFSA export.

$299CAD/mo
Get started
  • Unlimited active referrals
  • Unlimited agent sub-logins
  • Real estate invoicing + trust accounting fields
  • BCFSA compliance export
  • Unlimited company accounts

All prices in CAD, plus applicable tax. A small platform fee (1.5%, brokerages excluded) applies only when a tracked commission is marked received — never on the subscription itself.

FAQ

Questions, answered

No contracts. Plans are month-to-month (or annual if you choose the discount), and you can cancel anytime from your dashboard — you keep access until the end of the period you already paid for.

Stop losing referrals to a spreadsheet

It takes two minutes to set up, and the Free plan is free forever — no card required.