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Setting Up Your Builder Referral Program

Discover the best practices to set up a builder referral program. From choosing your program to setting a budget, here are our top strategies.  

Note: Before you begin, make sure your Locorum account is set up and your KYB (Know Your Business) is complete to follow along. Find setup instructions here.


Lesson overview

A referral program is essential for any home builder to get more leads, but it's hard to know where to start. This lesson is here to guide you through creating a builder referral program to suit your business's needs.

What you'll learn:

  • Getting started: The basics of setting up your program.
  • Choosing your program: Finding the right fit for your business.
  • Choosing your landing page: Crafting the perfect landing page to meet your needs.
  • Selecting your card: Selecting a reward card that appeals to your audience.
  • Setting your budget: Planning your expenses and budget per referral.
  • Choosing your terms: Creating clear and attractive terms for your clients. 
  • Creating an organization page: Setting up a page to promote your programs.


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