How We Grow
Your Referral Business
A proven, end-to-end system that takes you from a blank slate to a fully automated referral funnel — built around your market, your voice, and your ideal client.
Define Your Ideal Client Profile
Everything starts with clarity. We build a precise picture of who you serve best — their goals, pain points, life stage, and buying triggers. This ICP becomes the north star for every piece of content, every ad, and every conversation that follows.
Craft an Irresistible Offer
Your offer is the bridge between attention and action. We design a value ladder — starting with a compelling lead magnet that delivers immediate value, then a natural next step (a book, a call, a webinar, or an application) that moves the right people forward.
Write Copy That Converts
We develop every word of your funnel — headlines, sub-headlines, bullet points, CTAs, and email sequences — using proven direct-response frameworks. Your voice, your market, your results. Then we pressure-test it against elite copywriting standards before a single word goes live.
Launch High-Converting Landing Pages
With your copy locked in, we build the actual landing pages — clean, fast, and optimized for one action. No distractions. No guesswork. Every element is designed to get the visitor to raise their hand and say yes.
Record Your Signature Webinar
Your webinar is where trust is built at scale. Using the Perfect Webinar framework, we script, structure, and help you record a presentation that educates, positions you as the authority, and makes the ask feel completely natural. Your slides are professionally designed and ready to present.
Build Your Follow-Up Machine
A lead without follow-up is a missed opportunity. We build out your complete email and text campaign sequences — on-brand, on-voice, and loaded into your CRM. From first opt-in to booked call, every touchpoint is mapped, written, and automated.
Run the Ad That Fills the Funnel
One focused ad. One destination. One goal: get the right person to the landing page and into your world. We create the creative and copy for a targeted ad campaign that drives qualified traffic straight into your funnel — and lets the system do the rest.
How Referral Boss Works
Three steps. One standard. A referral business that runs on reputation, not hustle.
Adopt the Standard
Most agents operate without a code. The Referral Boss Standard defines exactly how you show up — for clients, for partners, and for your market. It's not a tactic. It's an identity.
Build Your Referral System
We give you the weekly playbook, the CRM framework, and the communication cadence to turn every past client into a referral source. Systematic. Repeatable. Scalable.
Join the Network
Referral Bosses don't compete — they collaborate. Apply to join a vetted network of agents who send and receive referrals based on trust, not transactions.
What You Get
The Weekly Referral Playbook
Every week, a focused, actionable playbook lands in your inbox. No fluff. No motivational filler. Just the exact moves to make this week to strengthen your referral pipeline.
The Referral Boss Standard
A complete operating code for how a modern agent builds relationships, communicates value, and earns referrals without ever feeling transactional. This is the framework, not the tactic.
The Partner Network
Vetted agents across markets who operate at the same standard. Send referrals with confidence. Receive them with accountability. Built on trust, not just geography.
What This Replaces
The Referral Boss Starter Kit
When you subscribe, you get immediate access to the starter kit — everything you need to begin building your referral system today.
Included Free
The Referral Boss CRM Checklist — the exact fields and tags that matter
The 90-Day Referral Roadmap — your first quarter, mapped out
The Referral Boss Oath PDF — print it, sign it, mean it
Episode 1 of the Referral Boss Podcast — the origin story
The Referral Boss Podcast
Real conversations with real agents who have built real referral businesses. No theory. No hype. Just operators sharing what actually works — and what doesn't.
Referral Boss Secrets
From Lead Chase to Client Magnet. Keith Goeringer's complete playbook for using your Virtual Assistant and AI to build a referral-first real estate business — and never chase a cold lead again.
Get the Book on AmazonBecome a Referral Boss Partner
The Partner Network is not for everyone. It's for agents who have already decided to operate at a higher standard — and want to connect with others who have made the same decision.
Vetted referral partners in markets across the country
Quarterly partner calls with Scott and Keith
Access to the private Referral Boss Partner community
Priority access to new tools, frameworks, and resources
Your market listed in the Referral Boss directory
Partnerships are reviewed quarterly. Spots are limited by market.
Apply NowJoin the Referral
Bosses Skool Group
The private community for business owners and agents who want to automate and scale their referral partnerships. Stop chasing leads — learn how to build referral systems that run on autopilot.
Hosted on Skool · No credit card required
Referral Playbooks,
Written by Keith
The People
Behind the Method
Keith — Founder & The Creator
Keith Goeringer is the founder of Referral Boss and the creator of the CONNECT Framework — the system behind everything taught here. With 24+ years of mortgage expertise, $310M+ in closed loans for 1,680+ families, and the author of Referral Boss Secrets, Keith built this to give agents the exact playbook he wished he had. Nashville's #1 Most Trusted Loan Officer and Owner & CEO of KeithGO.
Scott — The Social Media Expert
Scott Betley is the social media voice of Referral Boss. Known as "That Mortgage Guy" with 1M+ followers across platforms, Scott breaks down complex ideas into content that actually gets shared. As Executive VP & Chief Social Media Officer at Hoot and a Top 1% Mortgage Banker in the U.S., he brings the reach and the real-world proof.
The Referral Boss Standard
Not a set of tips. A complete operating code for how a modern agent earns trust, builds relationships, and generates referrals — consistently, without gimmicks.
Read the Standard
Scott on TikTok
865K+ followers. 17.4M likes. Scott Betley (@ThatMortgageGuy) breaks down mortgage and real estate in plain English — and people can't stop watching.
@ThatMortgageGuy on TikTok →