Referrals and warm introductions

Turn happy borrowers into personal introductions.

A borrower who appreciated your help can introduce someone they know who is considering a mortgage. PleaseMeet makes the personal email easy.

When to ask

After closing, when a customer expresses appreciation. Invite a borrower to introduce someone voluntarily. Avoid promising loan outcomes or implying that incentives are available.

Where to share your link

A closing thank-you note. PleaseMeet gives you a personal link you can share with someone who has offered to help.

What happens next

The borrower approves the message. You are copied on the introduction and can arrange a call from there. PleaseMeet sends introductions from the introducer's own Gmail when they connect Google, and does not read anyone's email inbox.

No referral form required

The point is a real introduction between people, not a coupon or anonymous lead. A customer can also name someone without connecting Google. The business needs a Google account for sending and booked-meeting tracking. Pricing is per booked meeting, not per seat or subscription; check the current pricing.

See also: How warm introductions work · Referral software explained