1. Share your page or link
Use your approved co-branded page or referral link. If you are not sure which link is yours, ask Brandon before sending anything.
Referral Partner Program
Refer brokerages that need a calmer way to run their website and office.
Brokerage Dashboard is available through a request-only process. It helps real estate offices bring website leads, follow-up, agent work, buyer and seller notes, marketing drafts, and broker visibility into one calmer workspace. Approved referral partners can earn commission when a real introduction becomes a paying customer.
Partner participation requires approval by 5ox Creative. Written terms control eligibility, commission, attribution, and payout.
Partner Quick Start
For Terri, David, and future partners: keep it this simple.
You do not need to explain the software, negotiate the deal, or answer technical questions. Your job is to notice a good-fit person, share the approved path, and let 5ox handle the rest.
2. Say the simple thing
"This helps agents and brokers keep website leads, follow-up, buyer and seller notes, and next steps from getting scattered."
3. Send Brandon the context
Tell 5ox who you referred, their company, why they may care, and whether anything was promised. The answer should usually be: nothing was promised.
Who It Helps
The best referrals already feel the mess.
Listen for brokerages saying the website, lead follow-up, agent profiles, internal opportunities, files, and office updates are scattered across too many places.
Broker owners
They want to see leads, follow-up, buyer needs, internal opportunities, and team activity without adding another disconnected login.
Managing brokers
They need a simple way to see what needs attention, what is overdue, and where agents may need help.
Agents and teams
They need clearer next steps, cleaner lead handling, shared files, and fewer places to hunt for information.
How Referrals Work
Start with the relationship. Let the tracking support it.
Real estate referrals often start with trust, not a perfect form submission. Approved partners can use tracked links, co-branded pages, direct introductions, or a mix. 5ox Creative reviews attribution before commission is approved.
1. Get approved
5ox Creative approves referral partners before links, co-branded pages, partner materials, or commission eligibility are active.
2. Share the right path
Use your referral link, send an approved message, share your co-branded page, or make a direct introduction to a brokerage that may be a good fit.
3. 5ox handles the sale
We handle access requests, demos, fit checks, private pricing and purchase details, proposals, setup scope, subscriptions, website builds, delivery, and customer support.
Partner Resources
Use these instead of making your own explanation.
These resources are designed for normal human sharing. When in doubt, send the link and let 5ox answer the details.
Terri
Terri Chadd page
Use Terri's co-branded page when Terri is the referring partner or when the introduction should be credited to Terri.
David
David Williams page
Use David's co-branded page when David is the referring partner or when the introduction should be credited to David.
Demo
Live demo
Good for someone who wants to see the product before talking. It uses safe sample data, not real brokerage records.
Broker
Broker packet
Best for broker owners, team leaders, and operations-minded people who want the practical business story.
Access
Pricing and request page
Use this for the current request-only posture. Fit, pricing, and setup scope are reviewed personally before any workspace, subscription, or charge.
Help
Questions and support
Send product, setup, support, or billing questions back to 5ox instead of trying to answer from memory.
Product Story
Three parts make the product easy to explain.
Website
A stronger brokerage website
Listings presentation, agent directory, agent profiles, lead capture, branded pages, and handoff into follow-up.
Operations
A private office dashboard
Leads, buyer and seller notes, contacts, tasks, files, office updates, internal messages, broker reporting, and team visibility.
Growth
A cleaner lead workflow
Lead handoff, activity notes, follow-up pressure, buyer/seller match help, marketing drafts, reporting, and optional 5ox launch support.
Commission
Approved partners can earn when the referral becomes paid revenue.
This page is a plain-English overview, not a full agreement. Commission eligibility, exclusions, attribution, and payout timing are governed by written partner terms approved by 5ox Creative.
Eligible approved partners may earn lifetime recurring commission on eligible paid subscription revenue.
Eligible approved partners may earn one-time commission on eligible initial brokerage website, setup, build, or custom-service revenue.
Paid revenue onlyCommission applies only to paid, non-refunded revenue tied to an approved referred account.
Written terms controlAny non-standard arrangement, exception, or manual attribution decision must be approved by 5ox Creative in writing.
Service exclusionsLater service projects, unapproved upsells, and setup fees may be excluded unless specifically included in writing.
No ownershipReferral participation does not create ownership, equity, agency, employment, reseller status, or rights to the product or brand.
Partner Guidelines
Say what is true. Leave the promises to 5ox.
A good referral partner opens the door and helps the right people understand the opportunity. 5ox Creative handles pricing, scope, legal/compliance boundaries, roadmap commitments, and delivery expectations.
Good ways to introduce it
Brokerage Dashboard helps agents, teams, and brokerages keep website leads, follow-up, buyer and seller notes, marketing drafts, and broker visibility in one calmer workspace.
Good questions to ask
Where do leads go now? Who follows up? What gets lost in texts or inboxes? What does the broker wish they could see faster?
Do not promise
Do not promise pricing, discounts, instant setup, delivery dates, IDX/MLS coverage, legal compliance, custom features, roadmap timing, or special terms.
Disclose the relationship
Partners should clearly disclose that they may receive compensation if a referred account becomes an eligible paying customer.
Affiliate Ethics
Can Agents Refer Their Own Brokerage?
Yes, agents may refer their own brokerage to Brokerage Dashboard, including by using an approved affiliate/referral link, as long as the relationship is clearly disclosed before purchase and the broker or authorized decision-maker understands and approves the arrangement before the brokerage becomes a paid customer.
Disclose before purchase
If you recommend Brokerage Dashboard to your broker or brokerage, tell the broker or authorized decision-maker that you are a referral partner and may receive compensation if the brokerage becomes a paid customer. The person approving the purchase should understand and approve the relationship before any paid account or service contract begins.
Get approval where required
Some brokerages may require additional approval before an agent receives referral compensation, may prohibit it, or may require commissions to be paid differently. The safest path is to get the broker or authorized decision-maker's approval in writing before any paid subscription or service contract moves forward. Affiliates are responsible for following brokerage policies, licensing obligations, and applicable laws.
Keep promises limited
Affiliates may not promise pricing, custom features, timelines, legal compliance, MLS/IDX compatibility, or delivery dates. 5ox Creative makes final attribution and commission decisions and may reject or reverse attribution if the referral relationship was not properly disclosed or broker approval was not confirmed.
Referral FAQ
The short answers partners usually need first.
Approval
Who can become a referral partner?
Real estate operators, consultants, marketers, website clients, and trusted connectors may apply or be invited. Approval by 5ox Creative is required.
Fit
What kind of brokerage is a good fit?
Independent brokerages, agent teams, and operations-minded brokers who want better website workflow, lead routing, clear follow-up, and office visibility.
Tracking
How do referrals get tracked?
Approved partners may receive a referral link. Direct introductions can also be reviewed manually when relationship context is clear.
Access
Can partners say it is open?
Partners may say Brokerage Dashboard is available by request through October 1 and that 5ox Creative follows up personally. Do not promise instant access, a workspace, a subscription, a charge, a reserved discount, custom setup, or terms beyond the approved public wording.
Late Claim
What if someone forgets to use my link?
Tell 5ox as soon as possible. Manual attribution may be available for credible direct introductions, but final attribution approval stays with 5ox Creative.
Commission
What commissions are available?
Standard approved partners may earn 20% lifetime recurring on eligible subscriptions and 20% one-time on eligible initial build or custom-service revenue.
Excluded
What revenue is excluded?
Refunds, unpaid invoices, later service projects, unapproved upsells, and setup fees not included in written terms may be excluded.
Payout
When are commissions paid?
After eligible revenue is paid, not refunded, attributed, reviewed, approved, and included in a payout run.
Authority
Can partners quote pricing or features?
No. Partners should use approved language and send interested brokerages to 5ox for pricing, scope, demos, and custom-feature discussions.
Ownership
Is this an ownership arrangement?
No. 5ox Creative retains ownership of the product, code, brand, customer relationship, billing relationship, support path, and final attribution decisions.
Disclosure
Do partners need to disclose compensation?
Yes. Partners should clearly disclose that they may receive compensation for eligible referrals.
Agent Ethics
Can Agents Refer Their Own Brokerage?
Yes, if the agent clearly discloses the affiliate relationship before purchase and the broker or authorized decision-maker understands and approves that the agent may receive compensation if the brokerage becomes a paid customer.
When brokerage policy requires additional approval, get that approval before a paid subscription or service contract moves forward. 5ox Creative may reject or reverse attribution if disclosure or approval is missing. See the disclosure section above for suggested language and boundaries.
Boundaries
What does Brokerage Dashboard not replace?
It does not replace MLS, IDX, transaction management, accounting, contracts, or e-signature systems unless a specific integration or service scope is separately approved.
Agreement
Is this page the full agreement?
No. This is an overview. Written partner terms, signed agreements, invoices, and 5ox approval records control the actual business relationship.
Next Step
Want to refer a brokerage?
Start by asking 5ox Creative for partner approval and approved share language. Once approved, you can introduce qualified brokerages without having to explain every technical detail yourself.