Six steps.
Completely automated.

You add the candidate. RefAssure handles everything else — candidate consent, referee requests, automatic chasing, and a professional PDF report on completion.

Under 2 minutes to set up Fully automated chasing Professional PDF reports GDPR compliant
01
Step One

Add your candidate

Getting started takes under 2 minutes. Enter the candidate's name, email and mobile number. RefAssure will contact them directly to collect consent and referee details — you don't need to chase the candidate either.

Enter candidate name, email and mobile number
Select a reference template or customise your questions
Specify how many references you need
Add multiple candidates in bulk if needed
Try it now
Average setup timeUnder 2 minutes
Templates availableUnlimited custom
Question typesRatings, text, yes/no, dates
02
Step Two

Candidate consents and provides referee details

RefAssure automatically contacts the candidate by email and SMS, asking them to consent to the reference checking process and provide their referee contact details. This ensures full GDPR compliance — the candidate is informed and consenting before any referee is approached.

Candidate receives email and SMS consent request
They confirm consent and submit referee contact details
Consent is recorded and timestamped for your audit trail
No referee is contacted until the candidate has consented
Consent methodEmail + SMS
GDPR compliantFully documented
Consent recordedTimestamped audit trail
03
Step Three

Referee receives a professional branded request

Once the candidate has consented, RefAssure instantly sends a professionally branded email to the referee with a secure, unique link to the online reference form. No login required — the referee simply clicks the link, completes the form, and submits.

Branded email sent instantly once consent is received
Secure unique token — no login required for referees
Mobile-friendly form works on any device
Referee's submission is encrypted and timestamped
Time to sendInstant on consent
Referee login requiredNo — link only
Form works onAny device
04
Step Four

Automatic chasing — email and SMS

If the referee doesn't respond, RefAssure automatically chases them on your behalf. No manual follow-ups, no phone calls, no forgotten emails. The full chase sequence runs without you lifting a finger.

Up to 5 automated email chasers sent over 12 days
2 SMS reminders sent to the referee's mobile
You're notified when the reference is complete
Add an alternative referee if there's still no response
Email chasersUp to 5 automatic
SMS reminders2 included
Chase period12 days
05
Step Five

Reference submitted and verified

When the referee completes and submits the form, their responses are securely stored and verified. You receive an instant notification that the reference is in. All responses are structured, timestamped and ready to review directly from your dashboard.

Instant notification when referee submits
Structured responses stored securely in your dashboard
Submission timestamped and logged to audit trail
Review responses online before downloading the PDF
NotificationInstant on submission
Response storageSecure UK servers
Review onlineYes — dashboard
06
Step Six

Professional PDF report delivered instantly

RefAssure automatically generates a professional PDF report containing the full reference responses, referee details, candidate consent record, submission timestamps and a complete audit trail. Ready to download, file or share.

Professional branded PDF generated automatically
Includes candidate consent record and audit trail
GDPR-compliant documentation for regulated sectors
Download from dashboard or receive by email
See a sample report
Report generatedInstantly on completion
Includes consent recordYes
GDPR compliantYes — UK hosted

What happens after you send a request

RefAssure manages the entire chase sequence automatically. Here's exactly what happens from send to completion.

Reference request sent

The referee receives a branded email with a secure link to your reference form.

Day 1

Chase 1 — email

If no response, RefAssure sends the first automated chase email.

Day 4

Chase 2 — email

A second follow-up email is sent with a friendly reminder.

Day 6

Chase 1 — SMS

An SMS reminder is sent to the referee's mobile number.

Day 8

Chase 3 — email

Third email chaser sent.

Day 9

Chase 2 — SMS

Second and final SMS reminder sent.

Day 11

Final chase — email

Final email chase sent before the sequence ends.

Day 12

Reference complete

Referee submits the form. PDF report generated. You're notified instantly.

On completion

Built for UK recruiters and HR teams

Everything you need to run a proper reference checking process — nothing you don't.

Custom templates

Build reference templates with ratings, yes/no, short text, long text, and date fields. Save templates for different roles, clients or sectors.

UK GDPR compliance

UK data hosting, secure unique tokens for referee access, full timestamped audit trail. Built for UK GDPR from the ground up.

Unlimited team members

Add your whole recruitment team at no extra cost. Credits are shared across the account — no per-seat fees ever.

Multi-referee support

Request references from multiple referees per candidate simultaneously. Track all responses from one dashboard.

Dashboard overview

See all candidates, pending references, completion rates and credit balance at a glance. Know exactly where every reference stands.

KCSIE & CQC compliance

Custom templates for KCSIE-compliant school references and CQC-compliant care references. Full audit trail for regulated sectors.

Common questions about the process

Setup takes under 2 minutes. Most referees respond within 3–5 days. The automated chase sequence runs for up to 12 days before you're notified if there's still no response. Compare that to the average manual process which takes 2–3 weeks and requires constant chasing.

No. Referees receive an email with a secure unique link. They click the link, complete the form, and submit — no account, no login, no download required. This removes any friction that might delay their response.

Yes — fully. You can build custom templates with multiple question types: ratings (1–5 scale), yes/no, short text answers, long text answers, and date fields. Build different templates for different job roles, clients or sectors like education, healthcare and care.

After the full automated chase sequence (5 emails + 2 SMS over 12 days) with no response, you'll be notified and can add an alternative referee. The credit is used when you send the initial request — not when it's completed. This motivates us to build the most effective chase sequence possible.

Yes. All data is hosted in the UK. Referees access forms via secure unique tokens — no personal login is stored. Every action is timestamped and logged. You receive a full audit trail with every completed reference, which satisfies requirements for regulated sectors including education, healthcare and social care.

Yes. You can add multiple referees per candidate and send all requests simultaneously. Each is tracked independently in your dashboard. You can see which referees have responded, which are still pending, and which are in the chase sequence.

See it for yourself.

The best way to understand RefAssure is to try it. Takes 2 minutes to set up your first reference.

From 99p per reference · No monthly fees · Credits never expire