Frequently Asked Questions

The Basics

We are just “Online Exchange,” basically a clearing house and insurer of referral fee transactions, administered by a staff of lawyers, technology and other membership support staff.

We provide our members a way to be in compliance with regulatory agencies, along with a program and a process to help them build and administer their Referral, Affiliate and Partner Programs.

As a membership organization we also serve the integrity of our members by providing a membership arbitration committee, should the need arise.

Agents, brokers, small and large businesses who either want to be insured in receiving referral fees for their contacts or use our programs to grow their referral networks.

Affiliate membership organizations are provided clearing and insurance services for their members.

To have access to RFEX proprietary, technology, legal and back office support that allows members to develop their referral

network with a level of comfort, knowing that their relationships are protected and transactions meet regulatory compliance.

The exchange will notify you when a request for a contact matches your product or services or matches someone you know that may provide it!!

You can finance your personal or charitable initiatives!

You can network at events held by the exchange or the network you are registered in!

As a General (Referral) Member

A member who refers themselves and others while building their referral network and also receives insured referral fee payment(s).

A General member can also begin to grow their network to Affiliate status.

At the General Member level, our logo can be used to show your affiliation with the Exchange (your business cards, brochures & websites), adding credibility to the development of your referral network.

Anyone can benefit… Either as an Individual Business owner, a Partnership or as an Organization.

Just remember, you need to be fully authorized to represent a Business organization, especially if you are an employee.



As a person receiving a referral fee you can supplement your income or retirement needs, help organizations make the business connections they need, as well as direct your referral payments to your own charitable cause.

As a Premium Member

A Premium Member is an organization that uses RFEx programs and processes to expand and administer their Referral, Affiliate and Partnership Network(s).

Our staff of dedicated Resource Managers will counsel and train your sales and marketing department on how to best leverage the RFEx Technology.


  1. RFEX members are encouraged to use certified RFEX RM

  2. RMs are also RFEX Affiliates who can benefit in their contacts becoming members

  3. An RM can operate other businesses as long as it does not conflict with RFEX

  4. RFEX pays their self employed RMs $35/hour


Your cost:

  • The 10 hour seminar is $495

  • You must be Registered with RFEX. The registration fee is $125 a year.

Relationship Manager Certification Program

If you wish to become a registered RFEX Relationship Manager you most first interview with RFEX then attend our seminars and take a final exam. The course is online for 10 hours.

The following is the syllabus for the seminar:


  1. Understanding SOS (Satisfaction Operating System) business principles

  2. Coaching entrepreneurs and small business in the development of their business and action plan

  3. Edit websites, newsletters and video copy.

  4. Help to locate, vet and register the number of contacts a member wants

  5. Coach on how to work events.

  6. Following up with contacts to become registered in their network and help to network their contacts

  7. Help to upgrade contacts to registered members

  8. Setting up conference calls to discuss possible transactions.

  9. Answering RFEX questions.

All campaigns provide a referral fee amount either in a (%) percentage or fixed amount and can be customized to include professionally produced video presentations.

A link to your campaign page can be sent out to your prospective network of referral members. Providing them a well scripted overview of who you are and what you have to offer.

As an Affiliate Member

Any member who has referred 10 or more members in their referral network or any outside membership organization that chooses to provide RFEx services to their members

Once signed up as an Affiliate you will be given your individual link (code) which you will use to introduce RFEx to your network.

We use advanced tracking techniques to ensure you are given credit for each and every referral fee that was generated from one of the members you referred to RFEx.

For every new member that joins RFEX that you, as an Affiliate referred, you will be credited 20% of both the RFEX membership and processing fee.

It’s based on how long a transaction is completed using your contact.

Payments are made every two weeks to anyone with over $25 credit in their account.

Simply put, our business is being a clearinghouse for referral fee transactions for any referral program or platform.

We currently have the distinction of being the only Exchange providing our services.

Our interest is to make sure our members referral fees are compliant, administered, tracked and insured.

Start by registering for free. Find out how membership can work for you and call us if you need more help?

Once you register, as a General member, you can start customizing a plan with our assistance to help you grow your referral network.

To learn more please read our brief tutorial, “What is an Affiliate?” It will explain, from the beginning, everything you need to know to get started.