Send mortgage and solicitor referrals to partners automatically

July 1, 2026
Lead Manager

Lead Manager can now send mortgage and solicitor referrals on automatically. Agencies configure the email addresses that should receive them, and whenever a homeowner opts in through the self-service flow, the referral is passed straight to the chosen partner without anyone needing to forward it.

That means referral income is acted on while interest is highest, rather than waiting for someone to work through a lead list. Sending to custom emails is now available on the Professional plan.

Learn more about Homeflow Lead Manager and request a demo today.

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