How Refersify works
A simple flow: share a personalized link, your customer fills a quick form, and a validated referral lands in the right inbox.
Personalized referral link
refersify.com/r/coastal-mortgage/janeSending link to client…
Share your referral link
Each team member gets a unique, branded URL to share with customers via SMS or email.
Customer opens instantly
No login. The short form opens with your business details and branding.
Customer adds referral details
Name and number, validated to reduce errors.
Submission gets validated
We apply rate-limits and checks, protecting your inbox from abuse and floods.
Delivered to the right inboxes
Referrals are routed directly to your internal team member recipients with no data stored.