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.

Who we service

Helping Agents Earn, Whether You’re Active or Not.

At Referral Brokerage, we provide tailored solutions for both active and inactive agents. Whether you’re actively closing deals or stepping back from day-to-day real estate, we help you monetize your network with ease, transparency, and zero monthly fees.

Verified Agents

We only partner with vetted, high-performing agents. Your clients are always in experienced, trustworthy hands.

5-Year Client Checking

If your referred client buys or sells again within five years, we’ll track it, and you’ll get paid again. Automatically.

No Hidden Fees

No monthly fees. No board dues. No surprises. Just referral income, pure and simple.

Smart & Simple Process

Our platform makes it easy to submit referrals, check status, and get paid. No friction, no confusion, just results.

Two Pathways, One Purpose

Your Career Might Look Different, But Your Network Still Has Value.

Active Agents

You’re currently licensed and closing deals, but not every lead fits your service area. With Referral Brokerage, you don’t have to turn those leads away.

We help you:
  • Refer clients confidently to top-rated agents nationwide
  • Track your referral status every step of the way
  • Get paid not just once, but again, thanks to our Five-Year Client Tracking System
Submit a referral

Inactive Agents

You stepped away from selling, but you don’t need to walk away from income.

We help you:
  • Reactivate your license under our brokerage (no selling required)
  • Submit referrals and earn commissions
  • Avoid recurring MLS or desk fees, no monthly fees at all
  • Get full transparency and support
Join as an Inactive Agent
Numbers

The Numbers Behind Referral Brokerage

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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.

Start earning for the network you’ve already built.

No matter your license status, Referral Brokerage gives you a path to referral income with no monthly fees.

Submit a referral