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The platform

Everything a referral business needs, in one place

Contacts, pipeline, payouts, chat and an AI assistant — built like the CRM you know, wired for referrals.

Feature index

The full map of what is inside HipPocket.

01

Contacts & one-click import

Your full book of business with notes and referral history. CSV or Excel in, referrals out.

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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 via PayPal, Venmo, Cash App or Zelle.

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04

Partner Connect timelines

Map a transaction onto milestones and referrals send themselves — email + SMS with two-way confirmation.

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05

AI assistant

«Send John Smith to ABC Mortgage» — the assistant finds the contact and creates the referral via tool calls.

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06

Chat & video calls

Real-time messaging with attachments, read receipts, and built-in video rooms.

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07

Groups & leaderboards

Team branding, group-scoped listings and partner visibility, referral leaderboards.

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08

Public forms

Partner-branded Buyer Consultation, Create Listing and Make an Offer forms with Stripe checkout.

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09

Investment marketplace

The REI module: filterable property listings with map view, saved searches and offers.

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10

Notifications

In-app and email alerts for new referrals, status changes and closed deals.

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Getting started

Easy as 1 — 2 — 3

1
Create an account

Create an account

Sign up free with email, Google or Facebook.

2
Send referrals

Send referrals

Refer clients to trusted partners within minutes.

3
Make money

Make money

Deals close, your balance grows, withdraw anytime.

Send your first referral today.

Join free, refer in minutes, get paid when it closes. Questions? info@hippocket.com · 972-654-5505

Create free account →