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Referrals

Use Settings > Referrals to share DocJacket with other transaction coordinators or agents and track referral credit.

The Referrals page shows:

  • Your referral link
  • Your referral code
  • A copy button

Send the link to someone you think would benefit from DocJacket. If they sign up from your link, the referral is tracked automatically.

How referrals qualify​

Referral credit is earned after the referred customer becomes a paying DocJacket customer and has paid for 30 days.

The page explains the basic flow:

  1. Share your link
  2. They sign up and subscribe
  3. You receive credit once they qualify

Credits can stack when you refer more than one qualifying customer.

Referral stats​

The stats section shows:

  • Total — All referrals tracked from your link
  • Qualified — Referrals that earned credit
  • Pending — Referrals still waiting to qualify
  • Credits Earned — Total referral credit earned

Recent referrals show first name, signup month, and status.

Status meanings​

  • Pending — The referred person signed up but has not qualified yet
  • Qualified — The referral met the paid-customer requirement
  • Did not qualify — The referral did not meet the qualification requirement