One Link. Unlimited Clients.
Every app you sponsor comes with a unique referral link. Share it once and your clients get free access automatically — no manual setup, no client limits.
How Referral Links Work
The referral system handles everything from the initial click to granting app access. Here’s the step-by-step flow.
Client Clicks Your Link
When a client clicks your referral link, the system stores your sponsor identity in both their browser session and a 30-day cookie. This happens silently — the client is redirected to the app’s landing page with no disruption.
Client Creates an Account
The client registers for an account on Real Estate Financial Planner™. During registration, the system checks for a stored referral. If one exists, the client is automatically linked to your sponsor account.
Access Granted Instantly
The client receives free access to the app you sponsor. No payment required on their end. Your business profile appears inside their dashboard, and they show up in your client list immediately.
30-Day Cookie Persistence
Real estate decisions don’t happen in a single session. A client might click your referral link on Monday, browse the landing page, and not create an account until the following week. The 30-day cookie ensures they’re still attributed to you.
The system uses a dual-storage approach: the referral code is stored in both the server-side session and a browser cookie. The session handles the immediate visit. The cookie persists for 30 days, covering the common scenario where a client returns days later to actually sign up.
Cookie Timeline
Client Onboarding Paths
The referral system handles two scenarios: completely new users who need to register, and existing users who already have an account.
New User
- 1 Clicks your referral link
- 2 Sees the app landing page
- 3 Clicks “Get Started” to register
- 4 Creates account (name, email, password)
- 5 Verifies email address
- 6 Logs in — access granted automatically
Existing User
- 1 Clicks your referral link
- 2 Sees the app landing page
- 3 Logs in with existing credentials
- 4 System detects stored referral cookie
- 5 Sponsored access granted on login
- 6 Your profile card appears in their dashboard
Good to know: If a client already has a paid individual subscription to the app, the referral link has no effect — their existing subscription takes priority. The sponsor link only activates for users who don’t currently have access.
Your Link, Your Code
Each app you sponsor gets its own unique referral link. The link contains an 8-character alphanumeric code that identifies you as the sponsor. The code is generated automatically when you first subscribe and never changes.
The referral link always points to the app’s landing page. When a visitor arrives via your link, the ref parameter is captured and stored. From that point on, any account action (registration or login) within 30 days is attributed to you.
ref parameter is stripped after capture. Clients see a clean URL.Where to Share Your Link
Your referral link works everywhere a URL works. Here are the most effective channels for real estate professionals.
Email Signatures
Add your referral link to your email signature. Every email you send becomes a passive client acquisition channel.
Your Website
Embed the link on your website’s resources page. Position it as a free tool you provide to clients.
Social Media
Share on LinkedIn, Facebook, or Instagram. Real estate investors actively follow industry content.
Print Materials
Your referral code is permanent. Add it to business cards, flyers, or property brochures with a short URL.
Explore More Sponsor Features
Discover everything the sponsor program offers to grow your business.
Sponsor Dashboard
Your command center: stat cards, client list, activity feed, and multi-app navigation in one view.
Business Profile
Create a digital business card your clients see inside every app you sponsor. Admin-approved and versioned.
Client Management
Grant and revoke access, view client properties, track activity, and monitor engagement across all apps.
Who It's For
See how agents, brokers, lenders, property managers, and syndicators use sponsorship to grow their business.
Start Sharing Your Referral Link
Subscribe as a sponsor, grab your unique link, and start giving clients free access today.