Real Estate · Investor

New Owner Referral Program

Turn satisfied property owners into a referral source for new management business.

Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
Inbound Email Let the agent read and answer email enquiries. Connect during setup

How it works

  1. Identifies owners with strong tenure and satisfaction via the CRM and introduces the referral program.
  2. Sends a referral offer with clear incentives.
  3. Tracks referral outcomes and applies the reward once the referred property signs a management agreement.
  4. Thanks the referring owner to reinforce the relationship.

Data sources

CRM owner satisfaction/tenure data Referral tracking

What it targets

  • Eligible owners offered the referral program Target 90%
  • Referral-driven new management agreements Target 8%