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Suite 704 · Partners & referrals

Know a team that needs a suite?

The Mortgage Funnel Suite referral program credits one month of your plan’s base price when a group you refer completes its first full month. Consultants and agencies can also partner with us.

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How referrals work

Three steps to a referral credit

  1. Stage 1 of 3

    Share your link

    Get a personal referral link from the form below and share it with a team, branch or company.

  2. Stage 2 of 3

    They sign up

    The group books a walkthrough and signs up through your link; we confirm the referral by email.

  3. Stage 3 of 3

    Credit applied

    After their first full paid month, we credit 1 month of your plan’s base price, or pass it to them if you prefer.

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Get your referral link

Tell us a little about you and who you work with.

We never sell or share your details. Reply within 1 business day.

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Partner questions

  1. YouHow does the referral program work?
    Funnel Suite team

    When a group you refer signs up and completes its first full month, we credit one month of your plan's base price to your account. Partners who prefer can pass the credit to the referred group instead.

  2. YouWho can refer?
    Funnel Suite team

    Existing clients, consultants, coaches, compliance consultants and anyone who works with mortgage teams. You don’t need to be a client.

  3. YouIs the credit paid in cash?
    Funnel Suite team

    No. It is an account credit on your suite plan, or passed to the referred group if you prefer. Partners who aren’t clients can choose to pass it to the referred group.

  4. YouAre there any RESPA concerns?
    Funnel Suite team

    Referral arrangements in the mortgage industry can raise RESPA questions when they involve settlement services. Our program is for referrals of marketing-software customers, not borrowers or settlement services. Ask your counsel if you are unsure; this is not legal advice.

  5. YouCan agencies resell the suite?
    Funnel Suite team

    We’re open to talking with agencies that serve mortgage teams. Use the form and choose “partnership”.

  6. YouDo you offer co-marketing?
    Funnel Suite team

    For consultants and coaches, we can co-host educational webinars on topics like speed-to-lead or compliance basics.

  7. YouHow do I track referrals?
    Funnel Suite team

    Each partner gets a referral link; referrals are recorded on the referred group’s CRM record and confirmed by email.

  8. YouWhen is the credit applied?
    Funnel Suite team

    After the referred group completes its first full paid month.

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