Agent Referral Tracker

Stop losing referrals to
agents who forgot you

speccasa keeps your agent relationships warm automatically — follow-ups, thank-yous, and check-ins send themselves so you stay top of mind without lifting a finger.

Start Free TrialSee how it works
MKJRAL+
Trusted by 400+ independent inspectorsInterNACHI & ASHI certified members
14x
more referrals
9:41●●●
Good morning, Mike
3 Need Attention
Sent automaticallyCheck-in delivered to Sarah Chen · 9:02am
Agents · Sorted by risk
SC
Sarah Chen
TOP PRODUCER · 47 days cold
Hot
JR
James Rollo
REGULAR · 18 days cold
Active
MH
Marcus Hall
NEW · 62 days cold
Cold
$49/mo
flat rate, no extras
Zero-knowledge encryption — even we can't read your data
SMS open rate 98% — vs 20–45% for email
No long-term contract — cancel anytime
We will never sell your data — period
Mobile-first — built for inspectors, not office workers
No Porch, no third-party referral fees — your agents stay yours
Zero-knowledge encryption — even we can't read your data
SMS open rate 98% — vs 20–45% for email
No long-term contract — cancel anytime
We will never sell your data — period
Mobile-first — built for inspectors, not office workers
No Porch, no third-party referral fees — your agents stay yours
01
The Problem

Referrals vanish not because
you did bad work —
because agents forget

80% of home inspection bookings come from agent referrals. You do great work. They mean to call you again. But three months pass, they hear from another inspector, and you never knew you lost the job.

Day 0
You complete an inspection for Sarah's client. Great work. Report delivered.
Day 1
You think: I should thank Sarah. I'll do it after this next job.
Day 3 – 14
Three more inspections. Full reports. Later never comes.
Day 45
Sarah refers her next buyer to the inspector who texted her last week.
You never knew
Your calendar is just a little slower. No notification. No signal. Just lost revenue.

Everything your agent
relationships need —
running automatically

speccasa works while you work. By the time you finish a report, the thank-you text is already sent. No configuration. No reminders. Just relationships that stay warm.

01
Needs Attention Dashboard

See every agent ranked by relationship risk — days since contact, production tier, and referral history — in a single morning glance. Top producers going cold always surface first.

02
Automated Sequences

Four pre-built sequences — post-inspection thank-you, 30-day check-in, 60-day re-engage, and new agent welcome — fire automatically the moment they're triggered. On by default. Zero setup.

03
Lifetime Revenue Tracking

Every agent profile shows exactly how much revenue they've sent your way — total referrals, total fees, and a trend line. Finally know who your real top producers are.

04
Instant Booking Link

One link, sent to your agent contacts, lets their buyers book directly on your calendar. Confirmation goes to all three parties in under 30 seconds. Never lose a job to a faster competitor.

05
Production Tier Sorting

Label agents Top Producer, Regular, or New. The dashboard ranks cold relationships by tier — a Top Producer 50 days cold is a bigger risk than a New contact at 55 days.

06
Morning Summary Push

One push notification per morning — only when there's something to act on. No noise. No badges. A focused signal that tells you exactly which relationships need a personal touch today.

Security & Privacy

Even we can't
read your data

Your agent relationships are your business. speccasa uses zero-knowledge encryption — your contact data is encrypted on your device before it ever reaches our servers. We store ciphertext. We see nothing.

We will never sell your dataNot to Porch, not to aggregators, not to anyone. Full stop.
No third-party data sharingYour agent list is not an advertising audience. It is private business intelligence.
Recoverable, not helplessYour encryption key is yours. We give you a recovery key on setup — store it and you can always restore your data.
Recovery Key — Setup Screen
Your recovery key · Store this now
L7K9-MRXQ-4TPV-BNZW-9GFC
J2SE-HKAY-6DXU-PLOR-3MTN

This key encrypts all your data. If you lose access to your account, this is the only way to recover it — there is no "forgot password" email. Save it to a password manager, print it, or store it on a USB drive kept separately from your computer.

Pricing

One price.
Everything included.

No per-user fees. No setup charge. No feature tiers. $49/month covers every agent, every sequence, every booking, and every future feature we ship. Cancel anytime.

A single Top Producer referral pays for six months. speccasa is not an expense — it is the cheapest business development hire you will ever make.

Solo & Small Firm
$49/month
Everything. No hidden fees.
  • Unlimited agent contacts
  • All four automated sequences
  • Needs Attention dashboard
  • Instant booking link
  • Lifetime revenue tracking
  • Zero-knowledge encryption
  • Morning summary notifications
  • CSV import from Outlook, Google, phone
Start Free 14-Day Trial

No credit card required · Cancel anytime

From the field

What inspectors say

"

I knew I should be following up with agents more. I just never did it. speccasa does it for me. Three weeks in and I already had a booking from an agent I hadn't heard from in two months.

MK
Michael K.
Solo inspector · Phoenix, AZ
"

The Needs Attention view is exactly what I needed. I can see in two seconds which agents I'm losing and what to do about it. The encryption story matters too — my contacts are valuable and I'm not giving them to Porch.

JR
James R.
2-inspector firm · Atlanta, GA
"

Took me 8 minutes to set up. Imported my contacts from Google, typed in my booking link, and it started sending messages that same day. I didn't have to do anything. That's the right product for someone like me.

AL
Adriana L.
Solo inspector · Denver, CO
FAQ

Plain answers
to real
questions

No fine print. No policy language. If something isn't clear here, email us and a human answers — not a bot.

Do the messages come from me or from speccasa?

They come from you. The messages are sent via your phone number (SMS) or your email address. Agents see a text from your number, not a notification from a platform. It reads like you sent it personally.

What happens if an agent replies to an automated message?

The reply comes to you — directly to your phone as a normal text. The automation stops for that agent for 14 days so your personal conversation isn't interrupted. You take it from there.

You said zero-knowledge. What does that actually mean?

It means your contact data is encrypted on your device before it's sent to our servers. We store the encrypted version. We cannot read your agent names, phone numbers, or notes — even if we wanted to. Your data is yours.

Can I import my existing contacts?

Yes. speccasa accepts CSV imports from Outlook, Google Contacts, and any vCard export from your phone. Setup takes under 10 minutes including import.

What if I want to cancel?

Cancel any time from your account settings. No retention flow, no phone call required. Your data can be exported before you leave. We don't hold data hostage.

Get started

Your next referral is
already slipping away

Set up in under 10 minutes. No credit card required. speccasa starts working the moment you finish.

Start Free 14-Day TrialWatch a 3-min demo

No setup fee · Cancel anytime · Your data stays yours