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Program Overview: Real Estate Referrals

How Heritage Web can deliver qualified buyer and seller leads

Brandon Austin avatar
Written by Brandon Austin
Updated this week

Our Real Estate Referral Program is a turnkey solution that connects prospective buyers and sellers with vetted real estate agents. Built on a wholly-owned subsidiary and advanced automation, it delivers high-intent leads straight to your inbox—and to your calendar.


1. Tailored, High-Quality Leads

  • Pre-Qualified Prospects
    Every lead has completed a detailed intake form—location, budget, property type—so you only get matches you can convert.

  • Geographic & Niche Focus
    Leads are filtered by market area and property specialization (residential, commercial, luxury, first-time buyers).

2. Automated Matching Engine

  • Real-Time Processing
    Our system instantly routes a new referral to agents whose profiles and territories align with the request.

  • Load Balancing
    Distribution logic ensures fair lead volume across participating agents.

3. Agent Dashboard & Notifications

  • Dedicated Portal
    Log in to dashboard.realestate.heritageweb.com to view, claim, and track your leads.

  • Instant Alerts
    Get SMS and email notifications the moment a new lead is assigned—so you can respond faster than the competition.

4. Commission Structure

  • Industry-Standard Split
    Agents pay a referral fee only after a transaction closes—no upfront costs.

  • Transparent Reporting
    See earnings and payout dates in the Payouts section of your portal.

5. Why It Works

  • Mature Program
    Years in operation with thousands of successful matches.

  • Built-In Support
    Our team provides onboarding, troubleshooting, and ongoing optimization to maximize your ROI.

Next Steps:
To learn more about joining, check out Agent Benefits & Eligibility or head straight to Get Started: Contact & Enrollment.


Feel free to let me know if you’d like the full drafts for any of the other Real Estate Referral Program articles!

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