ONSIGHT CONNECTIONS

Every referral, tracked to the close.

Share leads and referrals with the partners you trust - lenders, agents, and your network - and keep full visibility into the relationship, terms, and activity history.

Agent-to-lender sharing Out-of-state referrals Terms & activity log
CONNECTIONS · SHARED REFERRAL
MF
Maria Flores
Buyer · Pre-approval needed
Shared
Shared withDLDana Lee · Summit Lending
RelationshipPreferred lender partner
Referral terms25% on close
Activity history
Referral sent to Dana Lee
Today · 9:04 AM
Dana viewed the contact
Today · 9:31 AM
First call logged
Today · 11:15 AM

How Connections works

Send it. Track it. Close it together.

1
Share a contact
Send any lead or contact to a lender, agent, or referral partner in a couple of taps - straight from their record.
2
Set the terms
Capture the relationship and referral terms up front, so everyone's clear on the arrangement from day one.
3
Track every step
With shared activity history, referral partners can see every update, action, and follow-up in one place, helping teams stay organized and accountable.

Made for real partnerships

Where Connections shines.

Agent-to-lender

Hand buyers to your preferred lender and watch the pre-approval move - without the back-and-forth.

Out-of-state referrals

Refer clients moving across the country to a trusted agent and keep tabs the whole way.

Open house leads

Route the right visitors to the right teammate the moment they sign in at your event.

Relationship records

Remember exactly how you know each partner and what you've agreed - every time.

Referral terms

Document fees and arrangements so payouts and expectations are never a surprise.

Shared activity log

One running timeline both sides can see - calls, views, and updates in real time.

You · CA Agent · NY $ Lender · TX Live referral network SHARED SECURELY ACROSS STATE LINES

Built on trust

Your network is your net worth.

The best referrals come from relationships you protect. Connections keeps every hand-off transparent and accountable - so partners keep sending business your way.

  • Full transparency
    Both sides see the same activity history, always.
  • Nothing slips
    Know exactly where every shared lead stands.

Better together

Pairs perfectly with

Pricing

Free for every OnSight user.

OnSight Connections
Share leads & referrals
  • Unlimited shared referrals
  • Agent & lender sharing
  • Relationship & terms tracking
  • Shared activity history
Free
for every OnSight user
Start free
Connections comes free with every plan, including OnSight Pro. Compare plans

Grow the network that grows your business.

Start sharing referrals the smart way - free to try.

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