Referrals — Mockup

The goal

Turn every happy realtor into a sales channel.

Realtors talk to other realtors all day. The cheapest growth we'll ever get is when one of our clients hands their friend a code over coffee. Today this is a manual process — they have to ask us. The new Referrals widget makes it self-service: their code, their ladder, their earnings — visible every day, sharable in two clicks, paid out automatically.

5–10% rev share

Default 5%. Hit 10 active referrals → bumps to 10%. Visible ladder fills as they go.

50% off month one

Friend gets a real reason to sign up. Compelling thing for the realtor to share.

$500 cash bar

Intentionally high. PayPal auto-pays at $500. Slow path. Pushes them toward conversion.

$100 → subscription

At $100 they can apply earnings to next month's bill. Easy path. Most realtors pick this. Stickier for us.

The proposal · the full Referrals page

Hero stat, code, ladder, history, payouts — one screen

app.socialrealtr.com/referrals

$340

Earned · 4 active referrals · 5% rev share tier

SARAH-K-50

Friends signing up with this code get 50% off their first month

🪜 Tier ladder · climb to 10% rev share

You're at 4 of 10 active referrals. 6 more to bump up.

Start · 5% 3 referrals 6 referrals 🎯 10 referrals · 10%

Lifetime earnings

$340

Monthly recurring

$80

💡 Or convert now → save on your next bill

You're past $100 — convert anytime. Apply $340 to your next bill: $59 instead of $399 next month. Have more? Apply across multiple months.

📤 Share your code in two clicks

👥 Your referrals

Name	Plan	Joined	Status	You earned
JM Jordan Marlow	Top Producer	Mar 14	ACTIVE · 2 mo	$60
EM Eve Morales	Rising Star	Mar 28	ACTIVE · 1 mo	$20
CN Carlos Navarro	Rookie	Apr 12	TRIAL	—
LK Lina Khan	Rising Star	Apr 22	ACTIVE · 0 mo	—

💸 Payout history

January 2026

$540

PAID via PayPal · hit $500

November 2025

$399

CONVERTED · $399 off next bill

August 2025

$798

CONVERTED · 2 months free

1Hero with code (F-220, F-224). The biggest, brightest thing on the page is the realtor's referral code + earnings. "SARAH-K-50" includes the discount in the code itself — friends who type it know they're getting 50% off. Copy-link button right there.

2Tier ladder (F-225). Visual progress bar with checkpoints (3 → 6 → 10 referrals). The "you're at 4 of 10" framing tells the realtor exactly what's needed for the rev-share bump. Gamifies the climb.

3Cash payout at $500 (F-222) — intentionally high. Most realtors won't get there fast. The $500 bar is a behavioral lever — keeps cash hard so the conversion path looks easy by comparison. PayPal auto-pays once they cross.

4Conversion at $100 (F-223) — the easy win. Bright orange card, visible always, math spelled out: "$340 → $59 instead of $399 next month." Past $100 = button is active. Multi-month application supported (apply $800 to 2 months). Cash takes effort; conversion is one click. Most realtors take the conversion path. Net effect: stickier subscriptions, fewer cash payouts, no 1099 exposure.

5Referral list with status (F-221). Live table of who used their code. Status pills (Active / Trial / Churned). Realtor can see who's a $-earning referral and who's still in trial. Helps them understand who to follow up with.

Open questions for Trent

Rev share calculation. Mockup uses 5% / 10% on the referred subscriber's monthly plan. Is it net of Stripe fees? Lifetime or only first 12 months? Recommend lifetime + gross — simplest mental model for the realtor.
"Active" vs "trial" referral. Mockup counts trials separately. Should trials count toward the ladder (5 → 10 referrals)? Recommend NO — only active paid count. Otherwise people game it with trial signups.
Referral code customization. Default is firstname-lastinitial-50 (SARAH-K-50). Should clients be able to customize beyond default? Yes for vanity, but with profanity filter + collision check.
Convert-to-free-months exchange rate. Mockup says $80 = 1 month free. Math: $80 covers ~25% of Rising Star ($399). Either give them less (e.g. $80 = 25% off next month) or have them save up for a full month. Mockup is generous to make the offer compelling. Confirm.
Tax / 1099 handling. Once they hit certain thresholds we may owe them a 1099. Need to plan for that data capture (W-9 collection on first payout) — backend, not in this mockup.

🤝 Referrals

Turn every happy realtor into a sales channel.

Hero stat, code, ladder, history, payouts — one screen

🪜 Tier ladder · climb to 10% rev share

💸 Cash payout

💡 Or convert now → save on your next bill

📤 Share your code in two clicks

👥 Your referrals

💸 Payout history

Open questions for Trent

🤝 Referrals

Turn every happy realtor into a sales channel.

Hero stat, code, ladder, history, payouts — one screen

🪜 Tier ladder · climb to 10% rev share

💸 Cash payout

💡 Or convert now → save on your next bill

📤 Share your code in two clicks

👥 Your referrals

💸 Payout history

Open questions for Trent

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