CASERA REFERRALS
Win more instructions from your estate agent network.
Set your fees once. Your estate agent partners quote clients from your price list in 60 seconds, the client accepts by text or email, and the lead lands on your board ready to instruct. Agents earn a referral fee on every instruction.
SET UP
Set your prices once
Enter your fees once and every quote uses them. Invite as many estate agents as you like: each agency gets its own login and quotes from the same price list. Change your fees at any time. New leads are quoted at the new fees, and quotes already sent stay as they were.
QUOTE
Agents quote on the spot, in 60 seconds
During a valuation, a viewing or after an accepted offer, the agent enters the property and the client’s details on their phone or tablet. The quote is generated from your pricing and sent to the client by email and text. Nobody at your firm types up a quote.
ACCEPT
Clients accept with one tap
The client taps the link and sees the quote: the fees, the total including VAT and what is included. No account and no password. They accept on their phone, or give the agent permission to accept on their behalf, and you are notified straight away. The lead is marked accepted and ready to instruct.
TRACK
Every lead in one place
Your board shows every lead and its stage: quote sent, viewed, accepted, instructed. See when a client has viewed a quote but not accepted it, and follow up before it goes cold. Every step is logged with a name, a date and a time, so you always know who did what.
Every stepLogged
REFERRAL FEE
The referral fee, tracked for both sides
You choose what you pay per instruction. The agent sees it on every quote, and it is recorded on every instructed case, so your firm and the agency reconcile from one record. Estate agents never pay: your firm invites them.
Agents payNothing
WHO CAN REFER
Anyone who meets a mover before they have a conveyancer
Most referrals come from estate agents, but any introducer you invite can quote from your price list.
Estate agents
Valuations, viewings and accepted offers: the largest source of referrals, and the reason the quote has to be instant. Built for the phone or tablet already in the agent’s hand.
- Quote during valuations, take-ons and viewings
- Refer a client in 60 seconds, no laptop needed
- Earn a fee on every successful instruction
- See every referral and fee in one place
Other introducers
Each gets its own login and quotes from the same price list as your estate agents.
- Mortgage advisers and brokers, who know the buyer’s position before anyone else
- Property developers and new-build sales teams, with plot reservations by the dozen
- Auction houses, relocation firms and lettings agents: occasional, but high intent
Your first 30 days
Set up your firm in an afternoon and let your agents do the quoting.
- Today: create your account, enter your fees and invite your first agents
- Day 3: an agent quotes a client from their phone, and the client accepts by text
- Day 14: nobody at the firm types up a quote, and your team follows up viewed quotes before they go cold
- Day 30: more instructions from your agent network, with every fee tracked for both sides
Drastically improved our conversion rate
We used to lose leads while we typed up quotes. Now the quote is with the client before they have walked out of the estate agent’s office. Casera Referrals has drastically improved our conversion rate.
David Carter-HughesSenior Partner, Bannister PrestonSwitching over was seamless
We’ve built a great working relationship with the Casera team. The ordering process is simple and intuitive, and switching over from our previous search agent was seamless.
Ian GeeHead of Conveyancing, Catherine Higgins LawResponsive, proactive and genuinely helpful
The team are responsive, proactive and genuinely helpful, which makes a real difference in a busy conveyancing environment. Casera has made an already important part of the transaction feel far more streamlined and reliable.
Waqaas AzamResidential Conveyancer, MS LawFrequently asked questions
Everything you need to know about ordering Casera Referrals through Casera.
Casera Referrals
How do we get started with Casera Referrals?
Create your firm’s account at casera-referral.com, set your fees and invite your estate agents. Leads can start arriving the same day. Prefer a walkthrough first? Book a demo.
Can my whole team use it?
Yes. Invite as many colleagues as you like. Everyone at your firm sees the same leads.
Who sets the fees, and what if they change?
Your firm does. You set your fees once and can change them at any time. New leads are quoted at the new fees; quotes already sent stay as they were. If a quote needs updating, you re-quote and the client gets a fresh link. A quote already in the client’s hands is never silently edited.
What happens when a client accepts?
You are notified right away. The lead is marked accepted and is ready for you to instruct.
Who sets the referral fee, and when is it paid?
Your firm chooses what it pays per instruction, and the agent sees it on every quote. Once the referred client instructs, Casera marks the lead instructed and records the fee for the firm and the agency, showing each side its running total. Payment itself is between the firm and the agency.
Can we invite introducers who are not estate agents?
Yes. Mortgage advisers, property developers, auction houses, relocation firms and lettings agents can all be invited as referral partners. Each gets its own login and quotes from the same price list.
Do estate agents pay anything?
No. Estate agents never pay. Your firm invites them, and they earn a referral fee when a client instructs you.
Do clients need an account?
No. The client gets a link by email and text, taps it and sees the quote. No password.