About Allan

Allan has decades of experience leading tax compliance, planning, and advisory services. Before joining Scriba, he was the Managing Director and Head of Private Client Tax Advisory at CPA Consulting (NYSE: CPA), where he built a world-class tax department and worked closely with high-net-worth individuals, family offices, and closely held businesses to provide expert guidance on complex tax strategies.
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Prior to CPA Consulting, Allan served as the Head of a multi-billion-dollar family office, overseeing tax planning, treasury management, financial statement preparation, and charitable giving for over eight years. Allan began his career in public accounting with leading firms such as RSM and CohnReznick. During this time, he partnered with hundreds of clients across a wide range of complex tax areas, including individual, partnership, corporate, trust and estate, SALT, and international taxation, as well as wealth management.
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Allan prides himself on taking a holistic, personable approach, offering attentive service that results in high client satisfaction and referral rates.

REAL ESTATE AGENTS – WELCOME TO

The Nationwide Network For Easy Referrals

Submit your referral, we take care of the rest.
Easy tracking. No paperwork. Top-rated agents.

Submit a referral
Submit Buying or Selling Referrals Nationwide.
Trusted by Leaders at:
Why us

A smarter way to earn from your network.

Get paid on every deal

We track your referral clients for 5 years if they buy or sell again, you still get paid. Automatically.

No hidden fees

No monthly costs, MLS dues, or transfer fees, just referral income when your client closes.

Submit referrals in seconds

Our platform is designed to be fast and intuitive. No paperwork. No phone tag. Just one form.

Transparent tracking

Track your referral status at every stage. Know exactly where your deal stands anytime.

Trusted agents, nationwide

Your clients work only with top-rated, pre-vetted agents we guarantee professionalism and results.

Who We Serve

A smarter way to earn from your network.

Active Agent
Inactive Agent
Retired Agent
Active Real Estate Agents.

Keep your license.
Expand your reach.

Send referrals outside your market in seconds. We match your clients with top agents you stay focused and get paid on every deal, now and later.

Active Real Estate Agents.

Keep your license.
Expand your reach.

Send referrals outside your market in seconds. We match your clients with top agents you stay focused and get paid on every deal, now and later.

01.

Your nationwide
referral network.

You don’t have to give up deals just because they fall outside your market. Refer clients in seconds, stay focused on your local business, and get paid when the deal closes.

Active Agent
Inactive Agent
Retired Agent
Active Real Estate Agents.

Keep your license.
Expand your reach.

Send referrals outside your market in seconds. We match your clients with top agents you stay focused and get paid on every deal, now and later.

Active Real Estate Agents.

Keep your license.
Expand your reach.

Send referrals outside your market in seconds. We match your clients with top agents you stay focused and get paid on every deal, now and later.

02.

Stay where you are. Earn like never before.

No need to switch brokerages. No monthly fees. Just a smarter way to turn out-of-area leads into referral income, with full transparency and top-tier agent matching, every time.

our Clients

Customer testimonials

“I stepped away from real estate a few years ago, but now I’m earning referral income without selling a thing. Total game changer.”
Kevin R.
Former Agent, Denver, CO
“Referral Brokerage makes it incredibly easy to submit and track referrals. I’ve earned from clients I would’ve otherwise lost.”
Jessica M.
Active Agent, Austin, TX
“The 5-year tracking system is genius. I got a check from a second deal I didn’t even know closed.”
Laura S.
Active Agent, Miami, FL
“I didn’t want to pay monthly fees just to keep my license. Referral Brokerage gave me a better option.”
David B.
Inactive Agent, Phoenix, AZ
“Every client I’ve referred was matched with a professional agent quickly—and the process is so smooth.”
Melissa T.
Realtor, Sacramento, CA
“The platform is simple and transparent. I can see where my referral stands at any time.”
Omar J.
Agent, Chicago, IL
“As a team leader, I use Referral Brokerage to help my agents earn from out-of-area leads. It’s a win-win.”
Tracy H.
Team Leader, Charlotte, NC
“It’s amazing how easy it is. I referred a friend last month and just got paid, without doing the legwork.”
Brian K.
Former Agent, Tampa, FL
“This is how referrals should work no fees, no chasing, just clear updates and steady income.”
Rachel L.
Active Agent, Seattle, WA
Who We Are

Built by agents.
Trusted by agents.

“We created ReferralBrokerage because great agents deserve to earn from their relationships without jumping through hoops. It’s about simplicity, trust, and long-term value.”
Tim Dean
Founder of Referral Brokerage

ReferralBrokerage was founded to give real estate professionals a smarter way to earn without monthly fees, hidden agendas, or unnecessary complexity. Whether you’re active, inactive, or somewhere in between, we make referrals simple, transparent, and rewarding.

Learn more
72%
Referrals are out-of-area
3x
More repeat payouts
100%
Transparent commissions
News

The Referral Playbook

All news
Referral Strategies

Leveraging Online Groups & Forums: Finding Referrals in Digital Communities

In today's interconnected world, traditional networking extends far beyond physical events. As a real estate referral agent with ReferralBrokerage.com, online groups and forums offer a powerful, often overlooked, avenue to cultivate home purchase and listing referrals. These digital communities are brimming with individuals openly discussing life changes, needs, and plans that directly correlate with real estate opportunities. The key is to engage genuinely and provide value, rather than overtly marketing your services.
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Referral Strategies

Beyond Your Sphere: Untapped Referral Sources You Might Be Overlooking

As a referral agent with ReferralBrokerage.com, your immediate sphere of influence – friends, family, and past colleagues – is undoubtedly a great starting point for home purchase and listing referrals. But to truly scale your business, you need to look beyond your direct network. There's a wealth of untapped referral sources out there, made up of professionals and organizations who frequently encounter individuals in need of real estate services for both buying and selling homes.
Learn more
Referral Strategies

The Art of the Follow-Up: Nurturing Your Network for Long-Term Referral Success

As a referral agent with ReferralBrokerage.com, you know the importance of making initial connections. But the real magic, and the foundation of a thriving referral business for both home purchases and listings, lies in the art of the follow-up. It's not about being pushy or repetitive; it's about nurturing relationships, staying top-of-mind, and consistently adding value to your network.
Learn more
All news
Faqs

Frequently asked questions.

Can I keep my current brokerage if I’m an active agent?

We are not asking you to leave your current brokerage. As an active agent, you can continue working as usual and simply send referrals to us when a lead falls outside your service area. You’ll earn a referral fee without changing anything about how you currently work.

Do I need to be actively selling to join Referral Brokerage?

Not at all. Referral Brokerage was created especially for agents who are no longer actively selling but still want to earn. You can join our brokerage with no monthly fees and start earning referral income, even if you don’t close any deals yourself.

What if I no longer have an active real estate license?

You can still join. If your license has lapsed, we’ll help you get reactivated under our brokerage with minimal effort. No board dues, MLS fees, or desk fees required. Once reactivated, you’re eligible to earn referral commissions right away, no selling involved.

How do I submit a referral?

In just a few clicks. Our streamlined online system allows you to submit a referral in minutes. You’ll receive confirmation, updates as the transaction progresses, and transparency every step of the way, from submission to closing.

Will I be updated about the referral’s progress?

Yes. Every step of the way. We believe in full transparency. You’ll be able to track your referral in real-time and know exactly where it stands, no guessing, no chasing.

How does the 5-Year Client Checking System work?

It’s our way of protecting your income. If your referred client completes another real estate transaction within five years, we proactively track that and make sure you get paid again, without you having to follow up. It’s a key part of our passive income model and a major advantage over traditional referral programs.

Ready when you are.

Send your first referral outside your market and earn, without leaving your brokerage or paying monthly fees.

Submit a referral