Contacts, pipeline, chat and payouts in one place — a referral takes seconds, not a week of follow-ups.
Built like the CRM you know. Wired for referrals.
01
Contacts & one-click import
Your full book of business with notes and referral history. Drop in a CSV or Excel file — done.
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02
Referral pipeline
Every referral tracked from Pending to Closed, with live notifications at each status change.
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03
Automatic payouts
Deal closes — balance credited instantly, in USD or partner tokens. Withdraw whenever you like.
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04
AI assistant that acts
Type "Send John Smith to ABC Mortgage" — it finds the contact and sends the referral for you.
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05
Chat & video calls
Message partners in real time, share files, jump on a video call — without leaving the CRM.
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06
Groups & leaderboards
Team branding, group rankings and shared listings for brokerages of any size.
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New — Partner Connect
You set the timeline once. The referrals send themselves.
Map a transaction onto milestones and HipPocket delivers each referral to the right partner at the right moment — email + SMS, with two-way confirmation. You never have to remember who to send when.
Under contractDay 0
Lender
Pre-approval referral fires the moment the transaction opens.
Sent & acknowledged
InspectionDay 7
Contractor
Your inspection and repair partner is looped in on schedule.
Sent & acknowledged
Pre-closingDay 21
Insurance
Homeowner's policy referral goes out before the closing crunch.
Sent & acknowledged
ClosingDay 30
Deal closed
Balance credited automatically. No spreadsheets, no chasing.
