Your past clients will buy again, and they'll tell their friends who to call. The question is whether you're still the name they remember in year three.
Request pilot accessThe gap between a new agent and a veteran isn't talent. It's whether the last five years of clients are still reachable.
Online leads convert under 2%. Referrals from your sphere convert at 20% to 30%. You already own the better list. It just goes quiet after closing.
Inspector. Plumber. Handyman. Mover. Roofer. You answer it constantly, from memory or from a PDF you made three years ago, and the answer disappears into a text thread.
I'd sent that handyman at least 25 clients over three years. Painters, too. And the lender I swore by. I'd been the reason these people ate. And not one of them had ever sent me a single client back. Not one.
Agent, theceoofrealestate.comTwo things are wrong with that. The referrals only run one direction. And when a vendor does bad work, the client doesn't blame the vendor.
The vendors who go on the list represent your reputation. If they fumble a job, the homeowner does not blame the vendor. They blame you.
milehightitleguy.com, 2026Roots makes the list something your client can actually use, keeps your name on it, and gives you a record of who used what.
The inspector, the lender, the plumber, the mover. The people you'd put your name on. Nobody pays to be there and nobody can buy their way in.
In the closing folder, in the housewarming card, in a text that night. It works two years later, which is when they'll need it.
They request a vendor from your list. Or they send your name to a friend who's about to list. Same code, both directions.
Every request comes through your page with your name attached. You see who's active. That's a reason to call that isn't a market update nobody reads.
Any tool with “referral” in the name gets one question first, and it's the right question. Here is the entire flow of money.
RESPA Section 8 turns on a fee, kickback, or thing of value given or accepted for the referral of settlement service business. The CFPB reads thing of value broadly. In 2023 it fined a mortgage lender $1.75 million for giving agents free software subscriptions, and penalized the brokerage that accepted them.
The exposure in that case was a benefit flowing to the agent in exchange for referrals. Roots runs the other way: you're the one paying, the price never moves with volume, and no vendor pays anything at all.
We're not your lawyer and this isn't legal advice. Home inspectors, lenders, and title companies are settlement services under RESPA, and the rules around them are specific. If you're putting one on your list, run it past your broker or counsel first.
Deals come and go. You only get one reputation. Roots is how you keep lending it out safely.
or $199/year — about two months free
Your first 5 leads are free. No credit card to sign up — add a card when you're ready to keep going.
We're onboarding a small group of founding agents in Tampa and Annapolis. If repeat and referral business already carries your pipeline, this is built for you.
Request pilot accessSame mechanic, different job. Every network is private to the person who built it.
