BROKERAGE REFERRAL TRACKING SOFTWARE
Real Estate Referral Tracking for Brokers
Realty Referral Tracker gives brokers and team leads a shared view of outbound referrals while agents maintain their own client relationships. Bring office oversight, agent invitations, and subscription billing into one Team & Office account.
A PRACTICAL USE CASE
One office, several agents, fewer blind spots
A broker has several agents sending clients into other markets. Instead of requesting a spreadsheet from each agent, the team lead invites them into the office account and reviews the shared team pipeline to see ownership and transaction progress.
A transaction coordinator can help assigned agents keep records current. The broker manages the office subscription centrally instead of asking each agent to buy separate coverage.
Office oversight without taking over every referral
The team lead manages membership and visibility, while referral ownership stays clear.
Invite agents into the account
The broker or team lead opens the Team & Office account and invites agents. Agents join through an invitation; there is no independent sponsored-agent signup or public brokerage enrollment lookup.
Review the shared team pipeline
Monitor referrals across team members and filter by agent to focus on the right files. See which transactions are progressing, paused, closed, or approaching expiration.
Keep brokerage details consistent
Team member profiles use the lead’s brokerage information. Team settings also provide brokerage branding controls so office identity can be consistent across agent-facing materials.
Billing, coordination, and earnings visibility
Treat account administration and commission reporting as separate responsibilities.
Centralize subscription billing
The team lead manages the Team & Office subscription and agent seats. Visit Pricing for the current monthly and annual options before selecting office coverage.
Support transaction coordinators
Invite a transaction coordinator and assign agents they can help. Coordinators manage referral records for those agents instead of needing to be the licensed sending agent themselves.
Review recorded earnings
Commission Earnings summarizes recorded gross commission, net commission, and brokerage split. Year, month, and buyer or seller filters help compare paid referrals. These are recorded results, not guaranteed future revenue.
Frequently asked questions
See Team & Office plans
Keep your outbound referrals connected with Realty Referral Tracker.
See Team & Office plansExplore referral tools and workflows
This article is part of The Real Estate Referral Guide, our complete resource on sending, tracking, and getting paid on real estate referrals.
Referral management software
One workflow from signed agreement and handoff through closing and payment.
Referral follow-up automation
How check-in schedules, quiet-period reminders, and portal updates work together.
Referral agreement tracking
Keep signed documents, expiration dates, and closing records connected.
Free referral fee calculator
Calculate a referral fee with your own figures or try a worked example.
What is a real estate referral?
How referrals work, who sends them, and the step-by-step process.
Referral fee agreements
Typical percentages, expiration dates, and the clauses that protect your fee.