Win more business with Referring Smart

Referring Smart, an online portal and a mobile app for your referrers to send you leads or quote on your behalf within minutes. With free access to Referring Smart portal, your estate agents and mortgage brokers can easily refer new business to your firm on the go. 

Wherever they are, they can: 

  • Refer leads 
  • Generate dual-branded quotes 
  • Track quote progress 
  • Complete key stages on your behalf
  • Monitor their performance 

 

4 GREAT REASONS SWITCH TO PERFECT PORTAL

GENERATE QUOTES FROM ANYWHERE

Whether in the office or on the road, referrers can generate a quote easily from any device, whether using a computer in the office or using new Referring Smart app while on the move.

2 WARM LEAD IDENTIFICATION

Estate agents and mortgage brokers quoting on your behalf can tag quotes as warm, with an alert sent directly to your inbox for immediate follow up.

3 ASSISTED ON-BOARDING SUPPORT

Our client success team will help you on-board your estate agents and mortgage brokers so you can begin building your referral network faster. 

4 FREE FOR YOUR REFERRERS 

There is no additional cost for your partners to access Referring Smart online portal or the mobile app, it is all included in the monthly Perfect Portal subscription.