Referral partner CRM

Build and manage your referral relationships in a dedicated partner workspace. Use a second pipeline or table to track contacts, companies, relationship stages, activity and upcoming follow-ups. Assign a relationship owner and a separate person for the next action, import existing contacts, and link a partner to the lending leads they introduced. Find relationships by owner, category or follow-up due date. Enable Referral Partners in Settings → Features and choose which team members can access it. Partner relationships stay separate from the lending pipeline, and switching the feature off preserves your records.

BrokerCloser team