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🔥 CONGRATULATIONS ON YOUR RECENT CLOSING WITH TRUVIEW LENDING 🔥

Turn Every Client Into a Referral Machine – Automatically

 Here’s how Referral OS gives you 12 months of FREE tools to grow your business.

 Watch This Video For Some MUST SEE INFORMATION!

You’re Sitting on a Goldmine (And You Don’t Even Know It)

Are You Ready To UNLOCK What's Already Yours?

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"I generated $32,000 Signed Contracts from Referrals in just 4 weeks"

Kelly Hughes’ experience with Referral OS shows how even the most seasoned real estate pros can level up by mastering the referral game.

She’s now getting more business with less effort, and she knows this system is something she’ll continue to use for the long haul.

- Kelly Hughes

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When you join Referral OS, you get immediate access to:

1. The Referral OS Coaching & Community

Surround Yourself with Winners

  • LIVE Weekly Community Coaching Sessions – Live interactive coaching to refine your referral strategies. 
  • 11+ Live Classes Every Month – Training sessions covering referral psychology, sales strategies, and digital marketing. 
  • High Performing Agent Roundtables – Weekly interactive calls with high-performing agents sharing what’s working now. 
  • Performance Psychology Training – Master the mindset needed to overcome fear, take action, and win more deals.

2. Referral OS Smart Messaging System

Follow-ups That Actually Works

  • Daily Text Reminders - The Exact Messages Top Agents Use to Get More Closings 
  • Prewritten TextsYou Get to Sound Like a Pro Without Spending Hours Writing 
  • Proven follow-up cadence Strategic, well-timed touch points keep you top of mind all year without overwhelm or decision fatigue.  
  • Go for the No Strategy - Most Salespeople fear rejection – Referral OS weaponizes it.  
  • Conversation MasteryWhether you’re re-engaging past clients, handling objections, or making the referral ask, you’ll have the right words to win. 
  • On – Point ConversationsWe pull from what’s trending, what’s converting with buyers, and what’s timely in today market.   

3. Protect Your Book of Business

Your book of business is your most valuable asset

  • All Your Data in One Place - Never lose track of a great client again. Every contact available and accessible. 
  • One-Time Effort, Lifetime Benefit - Set it up once and reap the rewards. Strengthen your book of business.  Drive consistent repeat and referral clients.  
  • Your Data—Not Your Broker’s Data - Your client relationships, your asset. Is it your data or your brokers?  Referral OS ensures your business stays yours. 

and so much more...

How Our Referral OS Smart Messaging System Works

Client Management

Your Closing Just Got Even More Valuable

Client Info on a Silver Platter

Name, email, purchase price, and close date—all served up so you don’t have to dig.

Plug-and-Play Scripts

Reconnect, position for referrals, and build relationships—no overthinking required.

Done-for-You Texts

Prewritten, ready-to-send messages you can edit to match your voice.

Powerful Follow-up

Follow-Up Simplified: 5 Minutes, Big Returns

How it Works:

Thirteen days after closing, you’ll get a text with:

  • Client name, email, purchase price, and close date.
  • A referral call script with questions.
  • Prewritten text templates you can send as-is or edit in seconds.

From there, it’s easy:

  • Call your client using the provided script.
  • Send the prewritten text.
  • Or write your own.

STAY IN TOUCH. STAY RELEVANT. STAY REFERABLE.

The Metrics of a High-Performing Real Estate Business

A strong real estate business thrives on two key pillars: repeat business and referrals. To scale sustainably, you need a strategic approach to client retention and referral generation.

Repeat Business: How Many Clients Should Come Back Each Year?

A top-producing realtor should aim for 15-25% of their book of business to return for a new transaction annually.

Understanding Repeat Business Potential

87% of buyers say they would use their agent again, but only 13% actually do—because most agents fail to stay in touch. (NAR Report)

Top-producing agents get 20-30%+ of their annual business from past clients.

How to Maximize Repeat Business

  • Referral Incentives – Encourage past clients to bring in new business while keeping them engaged.
  • Buyer & Seller Education Events – Position yourself as their lifelong real estate advisor.
  • Exclusive Client Perks – Offer VIP treatment, early access to listings, or home service discounts.
  • Home Equity Reviews – Educate homeowners on their property’s financial potential.Quarterly Check-Ins – Stay connected with valuable updates, not just sales pitches.

🚨 If only 13% of your business comes from past clients returning, it’s a sign you need a better client retention system.

Referrals: How Many Clients Should Send You One?

A high-performing real estate business should aim for 20-30% of its book of business to send at least one referral per year.

Why Referrals Matter. 80%+ of all real estate business comes from referrals, yet most agents fail to ask for them (NAR Report).

Top agents generate 50% or more of their business from referrals by staying engaged and adding ongoing value. 

The best referral-based businesses elicit their clients to think of them first whenever real estate is mentioned.

How to Calculate Your Referral Rate.

If you have 300 past clients and SOI contacts:

60-90 referrals per year (20-30%) is a strong target

If you’re getting fewer than 10%, you need to refine your referral strategy.

So how do you increase your Referrals...

  • Referral Education – Teach clients when and how to refer you (most don’t realize how valuable referrals are). 
  • Consistent, Value-Driven Touchpoints – Stay top of mind with check-ins, home equity reports, and market updates. 
  • Recognition & Incentives – Publicly acknowledge referrers (social media shoutouts, handwritten notes, VIP events). 
  • Client Appreciation Events – Give past clients a reason to bring friends and introduce you. 
  • Direct, Well-Timed Asks – Ask when satisfaction is at its peak (post-closing, after a major win, during annual reviews). 

🚨 If less than 20% of your past clients are sending referrals, it’s time to optimize your Referral OS and implement a proactive referral system.

Your Clients. Your Data. Your Future.

In real estate, your book of business is your most valuable asset

Why Most Realtors Lose Their Business When They Leave a Brokerage or Team

Too many agents assume their clients will follow them if they switch brokerages. The reality? Without control of your data, you risk losing everything.

  • Some brokerages/teams hold your client list hostage when you leave. 
  • Others market to your past clients and replace you with another agent. 
  • Many restrict access to your own records, wiping years of valuable notes and relationship history. 
  • Worse, some agents unknowingly build their brokerage’s database—not their own—leaving them with nothing to take when they move. 

Referral OS is your insurance policy against losing control of your book of business.

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The Referral OS Protection Plan

Whether you’re planning for long-term success or preparing for unexpected transitions, Referral OS ensures your business stays yours.

All Your Data In One Place

  • Whether you’re planning for long-term success or preparing for unexpected transitions, Referral OS ensures your business stays yours.

One-Time Effort, Lifetime Benefit

  • Set up Referral OS once, and it continuously strengthens your business by driving repeat and referral business

Your Data—Not Your Broker’s Data

  • Ask yourself: Is your client list truly yours?
  • Most brokerages or teams structure their systems so that they own your data.
  • With Referral OS, your client relationships stay under your control.

Monetizing Your Book of Business

  • You’ve already put in the work—now maximize it.
  • Keep repeat business flowing, increase referrals, and expand your network into passive income.
  • Out-of-state referrals = easy commissions—connect clients with trusted agents nationwide and collect referral fees.

Data Means Never Leaving a Great Client Behind

  • Stay connected no matter where life takes you or your clients.
  • Offer ongoing value—market updates, real estate advice, and connections to top agents in other markets.
  • Build a business where you’re always the go-to professional.

Seamless Transitions—No Fear, No Lost Clients

  • Planning to switch brokerages or go independent?
  • Most platforms make it difficult or impossible to take your full book of business with you.
  • With Referral OS, your entire database travels with you—without disruption, lost data, or missing client details.

Protect Your Business from Hidden Brokerage Tactics

Some brokerages use your hard work against you when you leave. With Referral OS, you’ll never be a victim of:

  • Client list lock-in – Losing access to your own database.
  • Poaching & remarketing – The brokerage assigning your past clients to a new agent.
  • Data stripping – Losing years of notes, insights, and relationship history.

What If You’re Not Using a System?

If you’re not actively protecting and organizing your book of business,
you’re gambling with ​your future

Do you have a system in place to track and retain past clients?

What happens if your brokerage locks you out tomorrow?

What if you need to change companies next month?

If the answer is no, it’s time to secure your business before it’s too late.

Your real estate business shouldn’t depend on your brokerage. With Referral OS, you own your
​client relationships, build a referral-first business, and protect your hard-earned success.

🚨Take Control of Your Future—Start Now

What Are Others Already Saying About Referral OS?

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Thanks so much this motivation and accountability is helping my business

The constant reminders and just the accountability aspect is very helpful. It does motivate me to go ahead and get that done.

Icee Grier

GEORGIA

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Received a referral, went out on day shopping this past weekend and received a contract.

Currently as of Wednesday I have one referral that came with a pre-approval and 1 past client that resulted in a listing.

Azalea Plump

ILLINIOS

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Thank you for the community of holding high standards which you are the leads.​

I think Referral OS is nailing it. The text messaged I receive to send to my past and current clients have keep me top of mind.

Dustin Dodge

WISCONSIN

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Referral OS is the real stuff. It was cool seeing it actually work week to week.

In the past, I have missed opportunities and so Referral OS has helped keep me in front of Current and Past clients.

Bobby De La Rosa

TEXAS

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In just 2 weeks of Referral OS I received a referral that is listing and buying.

After sending 6 text messages, 3 phone calls. I received a referral who is looking to list a home and purchase.

Jamie Ellis

FLORIDA

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My business is 100% referral based, but I NEVER formally asked for referrals.

It's been fun, catching up. what I've never asked for verbal referrals before crazy. I've never verbally asked for referral.

Esther Ligon

MICHIGAN

The Referral OS Business Model

Never Chase Leads Again - Turn Every Client Into a Referral Machine

Successful realtors don’t just rely on lead generation—they build a machine that turns past clients into repeat clients and consistent referral sources.

If you master client retention and referral generation, you can eliminate cold prospecting and build a business that grows itself.

​The key?

A structured Referral OS that ensures you stay top of mind, provide ongoing value, and create a referral culture within your book of business.

What You'll Receive When You Join 'Referral OS' 

Unlock Your Full Potential With Our Most Comprehensive Referral Program Ever

Proven Follow-Up Cadence

  • Most real estate agents lose touch with past clients, leading to missed repeat business and referrals. 
  • A custom-built, automated follow-up system ensures clients hear from you at the right times—without you having to think about it. 
  • Comparable coaching or done-for-you systems charge upwards of $1,000 just for this process. 

$997

VALUE

Referral Playbook & Scripts

  • Knowing what to say and how to ask for referrals is key to generating consistent business. 
  • These scripts are proven, refined from real-world results, and help agents convert conversations into opportunities. 
  • High-performance sales scripts from industry coaches typically cost $500-$1,000 in standalone courses. 

$497

VALUE

Referral OS CRM Integration

  • Knowing what to say and how to ask for referrals is key to generating consistent business. 
  • These scripts are proven, refined from real-world results, and help agents convert conversations into opportunities. 
  • High-performance sales scripts from industry coaches typically cost $500-$1,000 in standalone courses. 

$1,497

VALUE

Exclusive Realtor Community

  • A network of high-level professionals sharing best practices, strategies, and accountability. 
  • Helps you learn what’s working in real-time, making your business more competitive. 
  • Membership to premium real estate mastermind groups typically costs $500-$1,500 per year. 

$497

VALUE

Live Weekly Roundtable Sessions

  • A network of high-level professionals sharing best practices, strategies, and accountability. 
  • Helps you learn what’s working in real-time, making your business more competitive. 
  • Membership to premium real estate mastermind groups typically costs $500-$1,500 per year. 

$997

VALUE

BONUS: Digital Course Library

  • A comprehensive on-demand training library covering referral generation, database marketing, and follow-up strategies. 
  • Access to materials that would otherwise require multiple coaching programs or high-ticket courses. 
  • Online courses from top real estate trainers easily sell for $1,500-$3,000 per year. 

$997

VALUE

BONUS: Personalized Onboarding Call

  • 1-on-1 strategy session to get you set up for success with Referral OS. 
  • Ensures immediate implementation and results, so you’re not left figuring things out alone. 
  • Private coaching calls with industry consultants typically cost $250-$500 per session. 

$297

VALUE

TOTAL VALUE: $6,279

Your Cost: Just $99/month or $199/month

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