Your referral partners deserve better than “any update?”
ReferBound gives insurance agents a shared portal with their lender, realtor, and CPA partners — live status on every referred client, document downloads once policies are bound, and automatic alerts when a closing is approaching without coverage in place.
Free includes your first lender plus two other referral partners, with every feature — no card required. Pro is $20/mo for unlimited partners; Agency is $99/mo. Built inside a working insurance agency.
📱 Works as an app — install from your phone's browser (Add to Home Screen), no app store needed.
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.
Your best lender knows five insurance agents. Be the one with the portal.
A live portal for every partner
Each partner gets a private link — no logins, no passwords — showing the clients they've sent you and where each one stands. Fewer “any update?” calls and texts.
Documents in one place
When you bind and upload the EOI and RCE, your partner downloads them straight from their portal — no digging through email threads before a closing.
Closing-date alerts
If a referral is within a week of its closing date and not yet bound, both sides get flagged automatically so it gets attention in time.
Updates without extra work
Key status changes send your partner a short email automatically, and a monthly summary recaps what their referrals turned into — with your name on it.
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 shortly after binding — and a thank-you summary every month with your name on it.