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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.

02

Referral pipeline

Every referral tracked from Pending to Closed with live notifications at each status change.

03

Automatic payouts

Deal closes — balance credited instantly, in USD or partner tokens. Withdraw via PayPal, Venmo, Cash App or Zelle.

04

Partner Connect timelines

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

05

AI assistant

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

06

Chat & video calls

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

07

Groups & leaderboards

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

08

Public forms

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

09

Investment marketplace

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

10

Notifications

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

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