RealtyPilot
#1 software that ensures you get paid without fail on your real estate referrals.
Overview
RealtyPilot offers a dedicated solution for managing the entire lifecycle of a real estate referral. It allows agents to submit a referral, name their fee, and then track the entire process from the other agent's acceptance to the final closing. The platform is designed to provide full visibility and ensure the referring agent gets paid, turning referrals into a manageable and reliable revenue stream.
✨ Key Features
- End-to-end referral transaction tracking
- Submit referrals and set your own fee
- Electronically signed agreements and W-9 forms
- Dashboard to manage all referrals
- Visibility into the client and transaction progress
🎯 Key Differentiators
- Focuses on the transactional and tracking aspect of referrals.
- Provides a system for legally binding agreements.
- Acts as a neutral platform for any agent to use.
Unique Value: Provides a secure and transparent system to manage and enforce referral agreements, ensuring agents get paid for the business they refer.
🎯 Use Cases (3)
✅ Best For
- Tracking real estate referral transactions from submission to closing.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Agents who need a full CRM for managing their own clients and marketing.
🏆 Alternatives
Unlike referral networks that provide leads, RealtyPilot is a tool for managing referrals you already have. It offers more structure and security than informal, email-based referral agreements.
💻 Platforms
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
💰 Pricing
🔄 Similar Tools in Referral Management
ReferralMD
Web-based referral management software for hospitals, health systems, and medical groups to optimize...
LeadingReach
A platform that connects healthcare providers for improved communication and care coordination....
HealthViewX
A solution to streamline, standardize, and automate the end-to-end patient referral process....
Aidin
Digital tools to connect patients and partners to the best care options in their communities....
CarePort
A platform to manage patients across care settings with real-time data and alerts....
Phreesia
A patient intake management platform that also offers referral management capabilities....