Referral Partner Portal
Refer a client in about 30 seconds.
Heritage handles the conversation from there — and you can check back anytime to see where your referrals stand.
How It Works
- 1
Send the introduction
Share your client's name and number and the reason you thought of us.
- 2
We take it from there
A Heritage partner reaches out, listens, and reviews the options that fit.
- 3
Follow the progress
Your dashboard shows the status of everyone you've sent our way.
No passwords to remember. We email you a secure sign-in link that takes you straight to your private dashboard. Partners only ever see their own referrals.