Case Study

Building a Referral Pipeline as a Tax Professional
Tax professionals can build a reliable referral pipeline through networking, strategic partnerships, and community engagement to grow their practice.

Turning REF Connections Into a Referral Pipeline for a Title Company
REF helped a title company transform industry connections into a consistent referral pipeline through strategic networking, technology, and relationship-building.

How a REF Connect Event Unlocked 2 Years of Stalled Permits
REF Connect event helped unlock two years of stalled permits in under two weeks by connecting the right stakeholders and accelerating project progress.

How REF Connected a DFW Developer, Builder, and Broker to Close a Lot Purchase Deal
REF connected a DFW developer, builder, and broker to successfully close a lot purchase deal through strategic networking and relationship-building.

Building Lending Relationships Through REF
A mortgage lending professional was looking to expand their residential lending business, particularly in the Austin market — and used REF's chapter network to do it.


