Serenity Movers relied on real-estate brokers to send moving clients their way, but the referral pipeline lived in spreadsheets, texts, and email threads. There was no single place for brokers to submit a lead, follow it through to a paid commission, or talk to the office - and no way for the admin team to manage payouts and broker relationships at scale.
This is a custom platform that turns that informal pipeline into a managed system: brokers submit and track referrals from their phone, the admin team manages statuses, messaging, and commission payouts from a single dashboard, and everyone stays in the loop through email, push, and SMS notifications. One codebase ships as a web app and as native iOS and Android apps.
The Challenge
No system of record
Referrals lived across spreadsheets and inboxes, making it easy to lose track of a lead or a payout.
Zero visibility for brokers
A broker who sent a client had no way to know whether the move booked, completed, or whether they'd been paid.
Manual, error-prone admin work
Tracking commissions, chasing tax paperwork, and communicating with dozens of brokers was all manual.
Brokers live on their phones
The solution had to feel like a native mobile app, not a website - without the cost of building and maintaining three separate codebases.
The Solution
A role-based platform with two distinct experiences sharing one backend.
For Brokers
- Submit new referrals with full client and move details
- Track each referral through its lifecycle: Received → Booked → Complete → Paid
- See total earnings and referral history at a glance
- Message the admin team directly, in-app
- Upload W-9 tax documents securely
- Invite other brokers via personal referral links
- Control notification preferences (email, push, SMS)
For Admins
- Dashboard with total payouts and top-referrer analytics
- Full broker management - add, edit, activate/deactivate
- Update referral statuses and set commission amounts
- One-to-one messaging, broadcast announcements, and reusable message templates
- Payment tracking with full status history
Cross-cutting
- Role-based access control (broker vs. admin)
- Multi-channel notifications: email, Firebase push, and SMS
- A complete audit trail of every referral status change
Outcome
Serenity Movers went from an untracked, spreadsheet-driven referral process to a single managed platform where:
- Brokers get real-time visibility into their referrals and earnings on their phones
- The admin team manages the entire pipeline - statuses, payouts, and communication - from one dashboard
- Every referral carries a full, auditable history from first contact to final payment
- The same product reaches users on web, iOS, and Android from one codebase
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