One link your clients can trust.

Refera helps mortgage and real estate professionals share their trusted partners with clients—lawyers, inspectors, insurance, movers, and more—without ads, commissions, or maintenance.
Refera trusted partners link illustration
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Built for compliance-sensitive professionals. Clients always choose freely.

Trusted referral workflows—modernized.

Used by professionals who want a clean, consistent way to handle “Who do I call?”

Problem

Today, referrals are messy.

  • âś“ Referrals live in texts, emails, and memory
  • âś“ Clients ask the same questions at the worst time
  • âś“ Lists get outdated fast
  • âś“ Professionals worry about optics and responsibility
Illustration: messy referrals across texts and emails

Solution

Refera makes it simple.

  • âś“ A public resource page link you can share anytime
  • âś“ A curated list of trusted partners—optional, non-exclusive, and clear
  • âś“ Partners keep profiles up to date so you don’t have to
  • âś“ Basic “proof of life” analytics (views + clicks), no client accounts
Illustration: Refera public page and dashboard

How It Works

Three steps. No plugins. No integrations required.
1

Create your trusted partners page

Add people you already trust—or invite them to maintain their own profile.

2

Share one link

Put it in your email signature and your “Next steps” email. Done.

3

Clients self-serve confidently

Clients browse trusted options when they need them, without pressure.

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FAQ

The questions pros ask before they share anything with clients.

No. It’s presented as optional resources—no pressure, no paid placement, and no “top rated” language.

No. It’s a simple public page link.

You curate who appears. Partners can keep their own details updated so your list stays current.

Yes. You can hide or remove partners any time.
Make referrals simple and professional.
Get a shareable trusted partners page in under 10 minutes.
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