One clean place for mortgage brokers and their referral partners to refer clients, follow every lead through the lending process, and see when commission is paid.
No broker invite needed. Referral partners can start on their own.
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Active leads
24
Awaiting payment
$3,180
Paid this month
$8,940
Brokers stay in control of the pipeline. Partners refer in seconds. Everyone sees the same source of truth.
Run your whole pipeline. Invite referral partners with a link, approve them, and move every lead from client sent to commission paid.
Sign up on your own and refer in seconds to any broker, even one not yet on RefJot. Choose which broker each client goes to, and watch the status update in real time.
Clarity on every dollar. Set each partner's arrangement as a percentage of loan amount, fixed value, or none and then track what is paid and owed.
A clear, guided pipeline keeps every referral moving, and everyone on the same page.
Create a broker account to run your pipeline, or a referral-partner account to start referring. No invite needed.
Brokers invite partners with a link; partners refer to any broker, even one who isn't on RefJot yet.
Every lead moves through clear stages, with partners able to see when loans settle and commission is paid.
Referral details are sensitive. RefJot is built to keep them secure, private, and firmly in your control, from the database up.
Read our Privacy PolicyStored on encrypted infrastructure in Australia (AWS, Sydney), your data doesn't leave the region.
Every connection uses TLS and data is encrypted on disk. Passwords are hashed, never stored in plain text.
Multi-tenant from the ground up: each broker only ever sees their own partners and leads, never another's.
Partners confirm consent before submitting a client, and you can revoke a partner's access at any time.