How referrals work

A real estate agent’s buyer needs a mover. A mover’s customer needs insurance. Members pass clients to each other from their dashboard, with the client’s permission, and referrals are free.

1. Open “Refer a client” on your dashboard

   Sign in to your member dashboard and open Refer a client. Only network members can send a referral.

2. Pick who to send them to

   Choose the line of work (real estate, insurance, moving, bus and limo, or contractors) and the state, in the United States or México (Yucatán, Baja California, Baja California Sur, Chihuahua or San Luis Potosí). Narrow it by city, or search by name or business. You see 10 members at a time in name order, with people on your own vendor list first, and can page through the rest. It is a listing, not a ranking: we do not vouch for anyone on it. In the United States, businesses that are not members yet are listed after the members, marked “Not a member”.

3. Enter your client’s details

   Your client’s name, and an email, a phone or both. Add a short note on what they need and when (links are removed from it).

4. Tick that your client agreed

   The box reads: “My client asked me to pass on their details to this business.” Nothing is sent without it.

5. The other member gets one email

   It names you and your business, gives your client’s details and your note, and links to their own list of referrals on their dashboard.

6. Your client gets a copy

   If you gave their email, they get a short note saying who you passed them to, with that member’s phone, website and member page where we have them, and that they are free to choose any business they like.

The rules

• Up to 20 referrals a day from each member, and the same client is not sent to the same member twice in one day.
• Your client’s details are kept for 90 days, then erased. After that the referral shows only that it happened.
• Referrals are free. No one pays or is paid for them.
• A member who asked not to get email from the network is not sent one.

Referring a client to a business that is not a member

• They come from the same public sources as our unclaimed listings: the state’s license file, or the FMCSA register for movers and bus companies. We never call them members, partners or verified.
• We send your referral to them as a lead from the network, naming you and your client. The consent box names that business.
• Each business gets one free lead from us, ever. If one already had theirs, the referral is not sent and you are told so; pick a member instead. A business that asked us to stop emailing it is not sent anything.
• Where we have no email address for the business, the referral waits while we look one up, and you are told that. If we find none within a day, your client gets a note instead, listing network members in the same line of work where there are any. Your daily limit counts these too.
• If the business joins from that lead, your dashboard says so, and they join under your partner link. When they take a full membership, you get 20% of what they pay, held 30 days, then paid monthly, under the partner terms. Referring a client costs nothing either way.