An estate agent at her desk in a British high-street branch at dusk, a tablet glowing with three lines fanning out to icons for a house key, a bank and a removals van
Live · 8 referral services · Tracked to paid

Revenue from every completion.

Every sale you agree already needs a conveyancer, usually a mortgage, and almost always a removal firm. Refer them through Homemove and one instruction becomes three tracked commission lines — with a milestone timeline on every referral and a payout that finds its own way to your account.

8
Services you can refer
Draft → Paid
Milestone status per referral
3
Automatic payout regimes
10,308
UK branches on home.co.uk

How Referrals works

Six steps from instruction to paid.

A referral isn't a form you fill in and forget. It's a tracked record that updates itself as the conversion happens elsewhere — on Motus, on Stripe, or the day a solicitor settles an invoice.

1

Pick the service and the client

Open the creator, choose the service — conveyancing, mortgage, removals, survey, cleaning, broadband, insurance or an agent-to-agent instruction — and search for the client. It searches your past homemovers, AML checks and valuation leads, or creates a new record if none match.

2

See the commission before you send anything

Fixed-price services — conveyancing, an agent-to-agent instruction — show a locked figure. Variable ones show a live "c.£X" estimate built from your branch's actual rate. Conveyancing referrals add an optional agent top-up slider, a flat fee you set yourself, separate from standard commission.

3

Send to your client, or hand it to Homemove

Send the intro email directly, share a link by WhatsApp or copy-paste, or mark it for Homemove to manage end to end. Multiple services for the same client in one sitting bundle into a single combined email instead of three.

4

The conversion is detected automatically

Four separate channels watch for the moment a referral actually converts: an inbound webhook for affiliate services, a Stripe payment scout that sweeps every five minutes, an hourly check for sold listings, and an observer that fires the moment a solicitor pays an invoice. You don't mark anything as won yourself.

5

The milestone status updates itself

Every referral carries a status — Draft, Sent to Client, In Progress, Payment Pending, Paid — that moves on its own as the conversion, the hold period or the admin review clears. Open any referral for a full timeline and thread of notes, not just a single status word.

6

Your commission is queued and paid

Once a referral reaches Paid, a payout row lands on Homemove's BACS queue automatically. Non-legal commission goes out in a scheduled BACS batch; conveyancing agent top-ups route through Stripe Connect straight to your account.

One instruction, three income lines

A sale agreed is three referrals waiting.

The client needs a conveyancer, probably a mortgage, and almost certainly a removal firm. One referral session fans out into three tracked commission lines — each moving through its own milestones at its own speed.

Existing instruction

14 Elm Grove — sale agreed

Conveyancing

Fixed at instruction

Payment pending — top-up due on the next billing cycle

Mortgage

Immediate on completion

Paid — commission requested via BACS

Removals

Immediate on payment

Paid — commission requested via BACS

Illustrative example, not a real referral or a real partner's data.

One dashboard, eight services

Every service you can refer, and how you're paid.

Default partner rates set by Homemove — your branch's actual rate may be configured differently, and always shows live in the creator before you send anything.

Conveyancing

Fixed at instruction

50%

of Homemove's fixed fee for that price tier, plus any agent top-up you negotiate directly

Mortgages

Immediate on completion

15%

of the procuration fee (25% our cut × 60% partner share)

Removals

Immediate on payment

15%

of the booking value (30% our cut × 50% partner share)

Surveys

28-day hold

25%

of the survey fee (50% our cut × 50% partner share)

Cleaning

28-day hold

15%

of the cleaning fee (30% our cut × 50% partner share)

Broadband

Immediate on conversion

75%

of a flat £40 fee — c.£30 per activation

Insurance

Immediate on conversion

13.5%

of the policy premium (27% our cut × 50% partner share)

Agent-to-agent

Admin pending review

0.09%–0.125%

of the agreed sale price, via the Founder 250 matrix

Default rates from Homemove's standard referral configuration. Homemove can set a different rate, exclude a service, or change the 28-day hold period for any partner individually.

Every referral, on its own timeline

Watch a referral move to paid.

No status word to interpret — a milestone timeline you open on any referral, updated automatically as the conversion signal, the hold period or the review step clears.

1 Draft
2 Sent to client
3 In progress
4 Payment pending
Paid

Payout queued for BACS · commission requested

Illustrative single-referral timeline, not real partner data.

Not every service pays the same way

Three payout regimes, matched automatically.

You don't choose which regime applies — the service does. Each referral's status reflects exactly where it sits.

Immediate

Broadband · Insurance · Mortgages · Removals

Referral moves straight to Paid the moment the conversion is confirmed. Payout row is created ready for the next BACS batch — no waiting period.

28-day hold

Surveys · Cleaning

Referral sits at Payment Pending with a scheduled release date — 28 days by default, configurable per partner — before a daily check flips it to Paid and queues the payout.

Admin pending review

Agent-to-agent referrals

Because the commission depends on the eventual sale price, the payout sits in review until an admin approves it — then the referral flips to Paid and the payout is queued.

A day in the life

One sale agreed, three referrals sent by lunch.

How a branch negotiator turns an accepted offer into three tracked referrals without leaving her desk.

11:05

Offer accepted on 14 Elm Grove

Amara, a negotiator at a two-branch independent, agrees a sale by phone. Before she calls the vendor back, she opens the referral creator — the same client and property are already in the system from the listing.

11:12

Conveyancing, in one pass

She picks Conveyancing, confirms freehold, sets a £150 agent top-up on the slider, and sees the locked commission for the price tier. Two products fire automatically for a combined sale-and-purchase case.

11:16

Mortgage and removals, same session

Still in the same bundle, she adds Mortgage and Removals for the same client — the buyer mentioned needing both on the viewing. Three referrals, one running session, one shared UUID behind the scenes.

What she sees

  • A live commission estimate on each of the three services
  • All three attached automatically to one bundle

What she does next

  • Hits "Send bundle intro email" once, not three times
  • Confirms the client received it before the panel closes
11:24
19 min

from offer accepted to three referrals sent

Amara moves on to the next call. The three referrals now sit on her list at "Sent to client" — each one will update its own status as the conveyancer, the lender and the removal firm do their part, with nothing left for her to chase.

Bundles

One client, one email, every service.

Refer conveyancing, a survey and removals for the same client in one sitting and they all attach to a shared session automatically. Instead of three separate intro emails landing in your client's inbox across the afternoon, send one combined email with a card for each service — reading order runs highest-intent first: conveyancing, then survey, then removals, mortgage, insurance and the rest.

  • A UUID generated when you open the creator ties every referral in that session together
  • "Send all drafts" on the list page bundles ad-hoc, even for referrals created separately for the same client
  • Each card links straight to the matching homemove.com page, tagged so you still see per-service conversion

One bundle intro email — three cards

Conveyancing

Freehold sale and purchase, panel solicitor instructed

Property survey

Level 2 HomeBuyer Report on the new purchase

Removals

Two-bed move, destination confirmed

Illustrative example in the shape of a real bundle email — not a real client's data.

An estate agent in a parked car outside a row of British terraced houses at dusk, sharing his phone screen which glows with a link icon

Referral links

Referrals that work without a form.

Create a trackable link for a specific service and drop it in your email footer, your WhatsApp, or your own website. When someone clicks through, lands on homemove.com and completes the form there, a daily overnight run matches the resulting lead back to your link and creates the referral for you — no creator form, no manual entry.

  • One link dashboard shows conversion count and total commission per link
  • Every link carries its own UTM tag, so attribution survives however far the client wanders before converting
  • Works alongside the creator flow — use whichever fits the moment, a doorstep chat or a website footer

Transparency

Your client sees the introduction, every time.

A referral fee that a client doesn't know about is a conversation you don't want to have later. When Homemove sends the client-facing quote or confirmation email for a service you referred, it's cobranded — your branch's name and logo sit alongside Homemove's, and the copy carries an "Introduced by" line naming you directly. The email still comes from Homemove's own address for deliverability, but who introduced the client is never hidden from them.

The same cobranding runs across surveys, conveyancing, cleaning, agent-to-agent instructions and broadband quotes wherever a referral sits behind the lead — so the disclosure isn't a one-off, it's how every referred client's email reads by default.

Client email, cobranded

H + A Your Survey Quote

"Introduced by Amara at Elm & Grove Estates — here's your Level 2 HomeBuyer Report quote…"

Illustrative example in the shape of a real cobranded email — not a real client's data.

You were probably doing this already

Just not getting paid for it.

Recommending "a good conveyancer we work with" is standard practice at most branches. What's usually missing is anything that turns the recommendation into tracked income.

Question The informal recommendation Referrals
Is there a commission arrangement?Sometimes, negotiated informally per firmSet once, applied automatically to every referral
Does your client know you're being paid?Rarely stated explicitlyCobranded email names you as the introducer
How do you know it converted?You ask, or you don't find outDetected automatically, status updates itself
Who chases the payment?You, if anyone doesQueued automatically, paid via BACS or Stripe Connect
Services coveredUsually just conveyancing, if thatEight, on one dashboard

Getting paid

From Paid to your bank account.

Two payout routes, and a ledger built to survive a reversal without turning into a spreadsheet argument.

BACS, in scheduled batches

Once a referral is Paid, its commission joins the queue Homemove's accounts team works from. Every eligible partner is grouped with a running total; anyone missing bank details is flagged rather than silently skipped. Once the bank confirms a batch, every included payment flips to Paid and lands with you.

Add your account details once under Settings and every future payout uses them automatically.

Stripe Connect for conveyancing top-ups

Your agent top-up fee follows a separate route: once the solicitor settles the top-up invoice, the payment transfers to your connected Stripe account directly, rather than sitting in the general BACS queue.

Connect once from Settings — the same handshake also covers payment-link generation elsewhere in your account.

If a conversion is reversed

Cancelled policies and reversed transactions happen. If your payout hasn't gone out yet, it's simply cancelled — no money moved. If you've already been paid, a negative "clawback" line is added to your ledger, referencing the original payment, and netted off your next batch rather than clawed back as a standalone debt. If a partner's balance runs net negative, it stays on the ledger rather than being chased separately.

Who uses Referrals

Built for every shape of branch.

Whether you're one negotiator covering a single postcode or a group with a dedicated ops function, the same eight services and the same milestone tracking apply.

A solo high-street estate agent locking up his branch shopfront at dusk, checking a soft pink notification on his phone

Independent branches

A one or two-branch operation with no dedicated ops team. Referrals runs itself in the background — you create the referral, the tracking and the payout happen without extra admin.

An operations manager reviewing a wall-mounted screen of glowing referral pipelines in a modern estate agency office

Multi-branch groups

Analytics rolls up conversion and commission trends across every branch, and per-branch commission configuration means a flagship branch's rate doesn't have to apply everywhere.

A lettings negotiator handing over keys to a smiling young couple outside a modern British terraced house, a removals van behind them

Lettings-led branches

Every move-in is a removals, insurance and broadband referral waiting to happen — not just the sales side. Referrals covers both sides of the business from one creator.

What makes it different

Ten things a verbal recommendation can't do.

One dashboard, eight income lines

Conveyancing, mortgages, removals, surveys, cleaning, broadband, insurance and agent-to-agent referrals all sit under the same login, the same list page and the same milestone status.

A commission figure before you send anything

Fixed-price services show a locked number. Variable ones show a live estimate built from your branch's actual configured rate — never a guess after the fact.

Conversion detected without you chasing it

A webhook, a five-minute Stripe scout, an hourly sold-listing sweep and a legal invoice observer between them cover every service — no referral needs you to mark it won.

A milestone timeline per referral

Draft, Sent to Client, In Progress, Payment Pending, Paid — open any referral to see exactly which stage it's at and what triggers the next one.

Bundle several services into one client email

Multiple referrals created in the same session share a bundle, so your client gets one combined intro email instead of three separate ones.

Share links for passive, always-on referrals

A trackable URL per service works from your website, your WhatsApp or your email footer — Homemove creates the referral automatically when a lead lands.

Cobranded client emails, not a hidden fee

Your branch name and logo appear alongside Homemove's on the client-facing email, with an "Introduced by" line — the introduction is never invisible to your client.

A clawback-safe ledger

Reversed conversions net off cleanly against the original payment instead of becoming a chased debt, and partners with a negative balance are simply excluded from the next batch.

Per-branch commission configuration

Homemove can set a different rate, management fee or hold period for any individual partner — the defaults apply everywhere else.

Direct Stripe Connect payouts for top-ups

Conveyancing agent top-up fees route straight to your connected Stripe account once the solicitor settles the invoice, separate from the BACS queue.

Illustrative, not a promise

What chasing this used to take.

Rough, honest estimates of the admin involved in an informal referral arrangement versus a tracked one. Your own numbers will vary by branch and by relationship.

Task Informal arrangement Referrals
Work out what you're owedEmail the firm, wait, cross-check by memoryLive commission figure on every referral
Notice a case has convertedOnly if the firm remembers to tell youDetected automatically within minutes to an hour
Send three intro emails for one clientThree separate emails, three separate follow-upsOne bundled email, one send
Chase the actual paymentA phone call, or a written-off invoiceQueued automatically for BACS or Stripe Connect
Cost of setting it upA relationship with each individual firmIncluded in your Home.co.uk account

Under the hood

What powers a referral

Inbound webhook
Motus relays Awin affiliate conversions for broadband, insurance and mortgages, bearer-token verified
Stripe payment scout
Polls every five minutes for surveys, cleaning and removals payments processed on Motus's Stripe platform
Sold-listing sweeper
Hourly check matching agent-to-agent referrals to listings that have gone Sold, within a 24-month window
Legal invoice observer
Fires the moment a solicitor settles a conveyancing top-up or fee invoice
Commission resolver
Applies the right rate for the service — a flat percentage, a fixed solicitor-tier fee, or the Founder 250 matrix
Referral links
UTM-tracked share links reconciled against new Motus leads on a daily cron
BACS export
Generates the accounts-team payment file, grouped by partner with clawbacks netted
Notification pipeline
Cobranded intro, quote and confirmation emails tracked for opens, clicks and bounces
Slack lifecycle feed
Ops are pinged on every referral created, sent, converted, paid or clawed back
Account security
Role-based partner login with PII-sensitive client search rate-limited against enumeration

Business you already have

Nobody needs finding. They're already your client.

This isn't a lead-generation tool. Every referral starts with someone who has already instructed your branch — a vendor, a buyer, a tenant moving in. The conveyancer, the mortgage broker and the removal firm were always going to be needed by someone. Referrals is the difference between that being a favour you do for free and an income line you track to Paid.

An estate agent and a client shaking hands across a desk in a British estate agency branch at dusk, a laptop glowing between them with a checklist

Getting started

Your first referral in four steps.

Referrals is part of your Home.co.uk agent account. No separate sign-up, no extra password.

1

Join Home.co.uk

Create your free agent account and link your branch — most branches already have a Home.co.uk profile, so this is usually a claim rather than a fresh listing.

2

Opt in and add your bank details

A short first-time setup captures which of the eight services you want to enable and starts your BACS payment method — you can add Stripe Connect for conveyancing top-ups at the same time.

3

Refer your first client

Open the creator on an enquiry you already have, pick the service, and see your commission before you send the intro email.

4

Watch the milestone timeline

Your referral list shows every referral's status live — no separate check-in needed to know where each one stands.

FAQ

Common questions about Referrals

Which services can I refer through Referrals?

Eight, each on its own commission and payout schedule: conveyancing, mortgages, removals, surveys, cleaning, broadband, insurance and agent-to-agent estate-agency referrals. You create a referral by picking the service, the specific product, and your client — everything else runs from there.

How is my commission worked out?

Every service has a default partner rate set by Homemove — for example 50% of the fixed conveyancing fee, 15% of the mortgage procuration fee, or roughly 15% of a removals booking — and Homemove can configure a different rate for your branch specifically. The creator shows you a live commission figure before you send anything: locked for fixed-price services, an illustrative estimate for variable ones.

When do I actually get paid?

It depends on the service. Broadband, insurance, mortgages and removals pay out as soon as the conversion is confirmed. Surveys and cleaning sit on a 28-day hold, configurable per partner, before release. Estate-agent referrals go to an admin review queue first, because the commission depends on the eventual sale price. Conveyancing commission is fixed at the point you create the referral and invoiced on Homemove's standard billing cycle.

What is the agent top-up on a conveyancing referral?

A flat fee you negotiate directly with your client for the introduction, separate from your standard conveyancing commission. It's raised as its own invoice at onboarding, due on the same cycle as Homemove's fee, and paid out to you once the solicitor settles it.

Does my client know I referred them?

Yes. When Homemove sends the client-facing quote or confirmation email for a service you referred, it's cobranded — your branch's name and logo appear alongside Homemove's, with an "Introduced by" line in the copy. The email still sends from Homemove's address for deliverability, but the introduction itself isn't hidden from your client.

Can I refer more than one service to the same client at once?

Yes. The creator keeps a running session as you add referrals for the same client, and you can send one combined intro email covering every service instead of several separate ones — a conveyancing instruction, a mortgage referral and a removals booking for the same move can go out as a single email.

What if I don't want to fill in the creator form every time?

Set up a referral link instead — a trackable URL for a specific service you can put on your website, in a WhatsApp message or an email footer. When a client completes the form on the other end, Homemove creates the referral for you automatically on the next daily run.

What happens if a conversion is later reversed?

If a payment is reversed before it's been paid out to you, the pending payout is simply cancelled. If you've already been paid, a negative clawback line is added to your ledger against the original payment and netted off your next payout, rather than chased as a separate debt.

How do I actually receive the money?

Add your bank details once in Settings. Non-legal commission is paid via BACS in scheduled batches once your balance clears the payout regime for that service; conveyancing top-ups route through Stripe Connect once the solicitor's invoice is settled.

Is there a separate sign-up or fee to use Referrals?

No — it's part of your Home.co.uk agent account. A short first-time setup captures which services you want to opt into and your payout details; after that, any eligible enquiry your branch already has can be referred.

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One platform for the branch. Every tool included.

Join home.co.uk and get the estate-agent toolkit with your account — market intelligence, canvassing, design studio, compliance and listings tools in one place. No lock-in. Pay only for the premium tools you actually use.

Quick setup · Built for UK estate agents · Trusted UK property platform since 1995