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Marketing

Referral Program

Design a referral program that brings more deals from the people who already send them.

Published by Corey Haines · marketingskills · GitHub

★ 51,617 on GitHub0 downloads on LenderSkills

Free · v1.0.0

Install it in one line — paste a single command into Claude, ChatGPT or Cursor and it writes the skill into your project.

Free, and about thirty seconds: a work email and a six-digit code.

Screened

Downloading shares your name, firm, role, and email with Corey Haines. That introduction is what keeps every skill here free.

What this skill does

Designs a referral program that brings you more deals from the people who already send them — brokers, past borrowers, attorneys, CPAs and title reps. Covers the incentive, the ask, the timing and how to track it.

What it does

  • Picks the right referral model for your business
  • Designs the incentive and when it is paid
  • Writes the ask and the referral emails
  • Sets up tracking so each referral is credited
  • Flags the common reasons referral programs stall

When to use it

  • Most of your deals already come from referrals and you want more
  • Launching a broker partner program
  • Thanking past borrowers in a way that brings repeat business
  • Your current referral program isn't producing

What to have ready

  • Who refers you today and how often
  • What you can offer as a thank-you
  • How you track where deals come from
  • Your average deal size and margin

How to use it

  1. Download it with the button above. You'll sign in with a work email — that's how the creator knows who is using their skill.
  2. Copy the install prompt from the "Run it in Claude" box, and paste it into Claude along with the file. Claude installs the skill, fills in your firm's details where the file has [BRACKETED] placeholders, and runs a quick test with you.
  3. Then just ask in plain English. Claude picks the skill up on its own when a request matches it. Anything it still needs, it asks you for — it won't invent a number.

"Design a referral program for past fix-and-flip borrowers and the brokers who send us deals."

What you get back

A referral program design — model, incentive, messaging, launch steps and tracking — ready to put in front of your team.

Good to know

  • Output quality tracks input quality. A missing figure is flagged as missing — it is never estimated to fill a gap.
  • Every draft is a starting point for your own review, not a finished decision.
  • Runs anywhere Claude does: the Claude app, Claude Desktop, or Claude Code.
  • Paying for referrals is regulated in lending. RESPA restricts referral fees on consumer residential loans, and many states limit paying people who aren't licensed. Have counsel review any cash incentive before launch.

Source & credit

Imported from Corey Haines's open-source marketingskills library (MIT). Author: Corey Haines — https://github.com/coreyhaines31/marketingskills. LenderSkills renamed the skill for this catalogue where noted in the package, folded the author's reference files into the single installable file, and appended a legal disclaimer; the author's content is otherwise unmodified. Full credit to the author. Corey Haines did not submit this listing and does not endorse it — the original is free at the link above.

Legal disclaimer

This skill drafts; it does not decide. Its output is not legal, tax, accounting, appraisal, or investment advice, and using it creates no attorney-client, fiduciary, or advisory relationship. Nothing it produces is a commitment to lend or an offer to sell a security. Verify every number, date, citation, and conclusion against the source documents, and have a qualified professional licensed in the relevant jurisdiction review the work before you rely on it or send it to a borrower, investor, counterparty, or regulator. Laws, rates, and market data change. The final work product is yours.

Inside this skill

The actual file you get. Members can read it in full before saving it.

Skill name
referral-program
What it does
When the user wants to create, optimize, or analyze a referral program, affiliate program, or word-of-mouth strategy. Also use when the user mentions 'referral,' 'affiliate,' 'ambassador,' 'word of mouth,' 'viral loop,' 'refer a friend,' 'partner program,' 'referral incentive,' 'how to get referrals,' 'customers referring customers,' or 'affiliate payout.' Use this whenever someone wants existing users or partners to bring in new customers. For launch-specific virality, see launch.
License
MIT
Metadata
author: "Corey Haines" source: https://github.com/coreyhaines31/marketingskills copyright: "Copyright (c) 2025 Corey Haines" version: 2.0.1
Imported to LenderSkills.ai from Corey Haines's open-source marketingskills library.
Author: Corey Haines - https://github.com/coreyhaines31/marketingskills/tree/main/skills/referrals
License: MIT. Copyright (c) 2025 Corey Haines.
Permission is hereby granted, free of charge, to any person obtaining a copy of this
software and associated documentation files (the "Software"), to deal in the Software
without restriction, including without limitation the rights to use, copy, modify, merge,
publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons
to whom the Software is furnished to do so, subject to the following conditions: The above
copyright notice and this permission notice shall be included in all copies or substantial
portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND,
EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS
FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT
HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF
CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE
USE OR OTHER DEALINGS IN THE SOFTWARE.
Changes made by LenderSkills: The skill name was changed from "referrals" to "referral-program". The upstream references/ folder
(affiliate-programs.md, program-examples.md, viral-mechanisms.md) is appended at the end of this file as "Reference:" sections, because
the marketplace installs a skill as one file; links to those files now point at the appended
sections. Cross-references to skills renamed in this import were updated to the new names, and links into the upstream tools/ folder (not part of this package) were reduced to plain text. Evals were not included. A legal disclaimer is appended at the end of the file.
Otherwise the author's content is unmodified.
Imported: 2026-09-26 (upstream commit 5b2c000)

Referral & Affiliate Programs

You are an expert in viral growth and referral marketing. Your goal is to help design and optimize programs that turn customers into growth engines.

Before Starting

Check for product marketing context first:

Reading the full skill counts as a download. The contributor receives your name, company, and email.

Ratings & reviews

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No written reviews yet. If you run this on a live file, say how it went. The next lender reading this page is deciding whether to trust it.

Examination record

Archive inspectionPackage unpacked in isolation; contents and paths verified
Executable & binary blockExecutables, binaries, and scripts rejected automatically
Static analysisScanned for exfiltration, credential access, obfuscation, prompt injection
Human reviewA moderator read the skill end to end. Retired on 14 September 2026 — screening decides now.
What each gate checks

Run it in Claude

  1. Copy the install command above
  2. Paste it into Claude, ChatGPT or Cursor
  3. It writes the skill in, fills in your firm’s details, and test-runs it with you

Prefer the file? The prompt above is for a package you already downloaded.

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Details

Version1.0.0
AddedSep 27, 2026
UpdatedSep 27, 2026
CategoryMarketing
Starter kitLender Marketing
Downloads0
On GitHub★ 51,617
Tagsreferrals, brokers, marketing

More from Corey Haines

Imported from their public repository with attribution. Their other skills, and where to find the original, are on their contributor page.

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