The Referral Every Agent Makes— Finally Tracked, Monetized and Owned
A top-producing broker saw money and relationships leaking out of every phone-call referral. We built the infrastructure that put the agent at the centre of it.
- Client
- Client2Vendor · founded by a top-producing broker, New Jersey
- Industry
- Real Estate · Home Services
- Engagement
- Product design, engineering, ongoing technical partner
- Platforms
- Web · Android · iOS
3
US patents granted on the platform
4,000
Active users within 6 months of launch
10K+
Monthly users today
RESPA
Referral flows designed to comply with US settlement law
What the business was living with
The founder is an experienced, high-value-deal broker at a Century 21 brokerage. Every week his agents referred clients to movers, inspectors, contractors and post-sale renovation vendors—by phone call and email. It happened hundreds of times a month across the office, and none of it existed anywhere.
He saw a gap the whole industry lives with: the referral is the most valuable thing an agent does after the transaction itself, and it was invisible.
What was broken
- No tracking — nobody knew which referrals were made, accepted or completed
- No monetization — value was created for vendors with nothing flowing back to the agent
- No value to the agent profile — a strong vendor network did not make an agent more attractive to clients
- No network — relationships lived in individual phones and inboxes, and left when people did
- Everything managed through calls and emails, with no visibility for the client in between
The solution
The idea was an umbrella under the agent: one place where their clients and their vendor network meet, and where every referral becomes a tracked, compensable, compliant transaction. We designed and built that as four connected systems.
Referral System
Agents refer a client to a vendor in seconds. Every referral has a status, an owner and a history—from sent to accepted to job complete—so nothing is lost in a phone call again.
Vendor Marketplace
Vetted vendors with profiles, categories, service areas and reviews. Clients browse and book through the agent, which keeps the agent in the relationship instead of cut out of it.
Transaction Management System
Each engagement runs as a transaction with milestones, documents, payments and compensation rules—structured so referral compensation stays inside RESPA constraints.
Permission-Based Real-Time Chat
Clients, agents and vendors talk in one thread, but every party sees only what their role allows. The agent stays informed without being the bottleneck.
Three roles, one conversation, strict rules
The product only works if three very different users—consumer, agent, vendor—share the same transaction while seeing different things. Pricing, compensation, private notes and documents all have different visibility rules, and those rules change as a transaction moves through its stages. We modelled permissions as a first-class part of the data model rather than a UI concern, so the same rule set drives the web app, the mobile apps and the real-time chat.
The second constraint was legal. Referral compensation in US real estate is governed by RESPA, so the transaction and payment flows were designed with counsel input from the start—not bolted on. That design discipline is part of what made the platform patentable.
What changed
C2V launched as a web platform with companion Android and iOS apps and reached 4,000 active users within six months—agents, their clients and their vendor networks—growing to more than 10,000 monthly users today.
The platform has been granted three US patents, and TedIT remains the technical partner operating and evolving it end to end.
- Referrals are tracked, attributed and compensated instead of lost in phone calls
- Agents gain a visible, monetized vendor network as part of their professional profile
- Clients get one place to find, book and talk to trusted vendors through their agent
- The same infrastructure now powers a white-labelled sister brand, MyAgentConnection
Stack & integrations
- Web application
- Android & iOS apps
- Real-time messaging
- Role-based permissions engine
- Payments & compensation workflows
- Cloud hosting & DevOps
“Working with TedIT has been a game-changer. Rajnish & Lakhwinder bring unmatched clarity, speed and technical excellence to every project.”
Alex PetroneFounder & Owner, Client2Vendor