Your referral partners deserve better than “any update?”
ReferBound gives insurance agents a live referral portal for their lender, realtor, and CPA partners — status on every client, documents the moment policies bind, and closings that never slip quietly.
Built inside a working insurance agency. Early access is limited while we pilot with founding agents.
Summit Home Loans × Your Agency
Jordan M.
Closing Aug 14 (9d)
Riley T.
Closing Aug 22 (17d)
Casey B.
Referred yesterday
↑ What your lending partner sees — live, from one link, no login.
A live portal for every partner
Your lenders and realtors get a private link — no logins, no passwords — showing every client they've sent you and exactly where each one stands. No more “any update?” texts.
EOI delivered the moment you bind
Evidence of insurance and replacement cost estimators land in the partner's portal the second the policy is bound. Their processor stops chasing you, and closings stop waiting on paperwork.
Closing-date protection
Any referral within a week of closing that isn't bound yet gets flagged to both sides automatically. The deal your partner cares about most never slips through quietly.
You look responsive without lifting a finger
Every status change notifies your partner automatically, and a monthly summary shows them what their referrals turned into. The agents who close the loop get the next referral.
How it works
- 1. Add a partner. Thirty seconds — name and email. They get a private magic link. They never create an account.
- 2. Work your referrals like always. Leads still arrive by call or text. Logging one takes seconds, and one tap moves it through quote → application → bound.
- 3. Your partners watch it happen. Live statuses, automatic updates at the moments that matter, documents on bind — and a thank-you summary every month with your name on it.