Refervia Launches So Real Estate, Insurance and Mortgage Pros Can See What Happens After a Referral

The Atlanta company's referral handoff platform gives the professional who sends a client and the one who receives them the same live record. Free to start.

ATLANTA, GA, UNITED STATES, November 10, 2026 /EINPresswire.com/ -- Refervia, an Atlanta company founded by insurance professional Perry Burton, has launched a referral handoff platform for real estate agents, insurance professionals, loan officers, brokerages and agencies. Each referral sent through Refervia becomes one shared record that both professionals follow together, so the person who made the introduction no longer has to wonder what happened next.

Referrals carry these businesses. The typical Realtor earns 21 percent of their business from referrals by past clients and another 20 percent from repeat clients, according to the National Association of Realtors 2025 Member Profile. NAR's 2025 Profile of Home Buyers and Sellers reports that 43 percent of recent home buyers found their agent through a friend, neighbor or relative. In insurance, 58 percent of the policyholders in Vertafore's 2025 survey were referred to their independent agent by family or friends.

The handoff itself usually runs on text messages, voicemails and memory. Each professional's CRM sees only its own half: the sender's record stops at "referred out," and the receiver's opens as a new lead. The person who made the introduction often learns how it went weeks later, or not at all.

"A referral is someone's trust, passed from one hand to another," said Perry Burton, founder of Refervia. "In insurance, I watched good referrals slip away in text messages and missed calls. Everyone involved cared. Nobody could see what happened next. Refervia gives the person who sent the client, the person who received them, and the client the same picture at the same time. When a handoff is handled well, everyone's reputation grows."

On Refervia, a professional sends a client's details, with the client's OK, from a Referral Desk to a Trusted Partner they have invited. Both then follow one live status: New, Contacted, In Progress, Completed. On Pro plans and up, the platform follows up on its own: a partner who hasn't marked a referral Contacted within 24 hours gets a reminder, and at 48 hours the sender gets a "No contact yet" alert, with one step to send the client to someone else. A private status link lets the client check progress without a phone call.

Members can also find new partners in the Partner Network, where a Refervia Verified badge marks professionals whose license has been checked. On Pro plans and up, the Refervia Line gives a member a dedicated number that turns a partner's call into a referral on the desk, and brokerages and agencies get a Team Referral Queue that hands each incoming referral to the first teammate free to take it.

Refervia works alongside the CRM a professional already uses, sending new referrals to it through Zapier or a CSV export. It charges no per-referral fees, never charges, collects or splits referral fees, and is not a lead marketplace: members start with the partners they already trust.

"Georgia runs on relationships, so that's where we're starting," Burton said. "If you've ever sent a client to someone you trust and then spent weeks wondering whether they called, Refervia was built for you."

Refervia is available now at refervia.com. Every account type starts on a Free plan with no credit card required, and the referrals a member receives are never capped on any plan. Pro costs $49 a month and Pro Max $89 a month, each with a 30-day free trial, and team plans for brokerages and agencies start at $199 a month with a 14-day free trial.

About Refervia

Refervia is a referral handoff platform for real estate agents, insurance professionals, loan officers, brokerages and agencies. It gives both sides of every referral one shared record, live status and automatic follow-up, from the first introduction to the closing, and never charges, collects or splits referral fees. Refervia LLC is based in Atlanta, Georgia. Learn more at refervia.com.

Perry Burton
Refervia LLC
4708195466
perry@refervia.com
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