Referring a client to another member

Members serve each other's clients. A buyer needs a mover and insurance; a homeowner needs a contractor. Refer a client sends your client's details to another member, with your client's permission.

Referrals are free. No one pays or is paid for them. This is separate from your referral link, which pays 20% when a business you introduce joins.

1. On your dashboard's Swift Agent Network page, in the Refer a client row, press Refer a client, and see referrals you sent and received.
2. Choose a Line of work and a State (yours is chosen to start), and a City when one is offered. Press Show members.
3. Pick one member from the list.
4. Fill in your Client's name, their Client's email or Client's phone (or both), and A short note about what they need.
5. Tick My client asked me to pass on their details to this business. Only send a referral when your client asked you to.
6. Press Send this referral.

What you'll see: "Sent." at the top, and the referral under Referrals you sent.

What happens next

• The member you chose gets one email from hello@swiftagentnetwork.com, titled "(your name) referred a client to you", with your client's details and your note.
• If you gave your client's email, they get a short copy saying who you passed them to, with that business's phone, website and member page where they have them.
• The member sees it on their own dashboard under Referrals you received.

The list and the limits

• The list shows up to 10 active members, in name order. Members on your own Vendors list come first. It is a listing, not a ranking.
• You can send up to 20 referrals a day, and the same client to the same member once a day.
• Links in your note are removed.
• We keep your client's details for 90 days, then remove them. The record of who referred whom stays.

Don't see the business you use? Invite them: see Inviting your vendors.

Updated November 12, 2026. Still stuck? Email hello@swiftagentnetwork.com.