MezAgent Glossary
Plain-language definitions for the terms used in referral introductions, verified professional networks, and MezAgent's five verticals.
MezAgent Team·Updated August 2026·8 sections · 44 terms
MezAgent Platform
Core terms
MezAgent
MezAgent is a verified introduction platform connecting independent professionals with businesses across five verticals. Every introduction is protected by a digital agreement before any client details are shared, and MezAgent takes 0% platform commission.
Introduction
An introduction is when a professional connects a client to a business through MezAgent, opening a deal that appears in the business's pipeline and the professional's tracked deals.
Warm Introduction
A warm introduction puts a professional's existing relationship with a client behind an offer, giving a business a qualified opening instead of a cold contact.
Digital Agreement
The record MezAgent creates automatically the moment an introduction is made, locking the professional's role and the referral commission before any client details are shared - so credit for the introduction can't be disputed or quietly cut out later.
Referral Commission
The fee a business pays a professional for a successful introduction, agreed directly between them - typically 1-5% of the deal value - and locked in by the digital agreement before any client details are shared.
Zero Platform Commission
MezAgent takes 0% of any referral commission. Professionals keep everything they agree with the business.
Deal Tracking
Deal tracking follows an introduction from first contact through to a closed deal and paid commission, visible to both sides in one dashboard.
Business Membership
A business's paid access to the verified professional network, from €299/month with no minimum term. Includes access to Solutions, MezAgent's outbound engine, as an add-on.
Pay-as-you-go
A lower-cost business plan with a fixed monthly platform fee plus a fixed charge for each call a professional sends the business. See the pricing page for current plans.
Introduction Credits
The daily allowance - 10 a day - professionals use to make introductions on the platform, included free with every professional account.
Professionals & Network
Roles & profiles
Verified Professional
A professional who has passed MezAgent's verification and can browse offers, make introductions, and earn referral commissions.
Independent Professional
A registration type for professionals operating on their own rather than through a firm - full platform access, free forever.
Company Representative
A registration type for professionals working for a firm. Their profile displays the firm name, with the same platform access as an Independent Professional.
Professional Network
MezAgent's network of 400+ verified professionals across 15+ countries, spanning all five verticals.
Private Mode
A paid add-on that keeps a professional's profile hidden from public search while they continue browsing offers and making introductions.
Gold Profile Frame
A paid add-on that adds a gold frame to a professional's profile picture, signalling an established or high-activity account to other members.
Solutions & Outbound
Outbound engine
Solutions
MezAgent's own LinkedIn and email outreach engine, included with every Business membership, running alongside the professional network to bring in additional warm replies.
LinkedIn Outreach
Personalised, multi-touch outreach run on LinkedIn under a business's own brand, opening conversations with decision-makers.
Email Outreach
Multi-stage email sequences sent under a business's name to prospects in its target markets and verticals.
Contact Database
MezAgent's own database of 10,000+ valid contacts across its five verticals, used to power LinkedIn and email outreach.
Multi-Stage Sequence
A set of follow-up messages sent over time rather than a single message, used in both LinkedIn and email outreach to raise reply rates.
Investment Migration
Residency & citizenship
Investment Migration
One of MezAgent's five verticals: the industry connecting investors to residency or citizenship in exchange for a qualifying investment.
Golden Visa
A residency permit granted to an investor, and often their family, in exchange for a qualifying investment such as real estate or a government fund - usually with no minimum-stay requirement.
Citizenship by Investment (CBI)
An investment migration program that grants citizenship in exchange for a qualifying investment or contribution, rather than through years of residency.
Residency by Investment (RBI)
A program granting residency rights in exchange for a qualifying investment - typically renewable, and often a route toward eventual citizenship.
Investor Visa
General term for a visa or permit issued specifically to individuals making a qualifying investment in a country.
Legal & Tax Advisory
Cross-border structuring
Legal & Tax Advisory
One of MezAgent's five verticals: professionals and businesses handling cross-border legal, tax and corporate structuring work.
Beneficial Owner
The individual who ultimately owns or controls a company or asset, even if it's held through another entity or nominee.
Corporate Structuring
Organising a company's legal and ownership structure, often across jurisdictions, for tax, liability, or succession purposes.
Fiduciary Services
Professional services where a firm holds or manages assets, or acts, on a client's behalf under a legal duty to act in their interest.
Tax Residency
The country where an individual or company is legally considered resident for tax purposes, based on rules such as days spent in-country or center of vital interests.
Double Taxation Treaty
An agreement between two countries that prevents the same income from being taxed in both - relevant to professionals structuring cross-border moves.
Real Estate
Property offers
Real Estate
One of MezAgent's five verticals: residential and commercial property offers, from off-plan developments to completed sales.
Off-Plan Property
Property sold before construction is complete, based on architectural plans and a projected completion date.
Freehold
Full, permanent ownership of a property and the land it sits on, as opposed to leasehold.
Golden Mile
A term for the most prestigious, high-value stretch of real estate in a given city or coastline - for example, Marbella's Golden Mile.
Wealth Management
Advisory & structuring
Wealth Management
One of MezAgent's five verticals: advisory services covering investment, estate planning and financial structuring for high-net-worth clients.
Family Office
A private firm that manages the wealth, investments and affairs of a single wealthy family or a small group of families.
High-Net-Worth Individual (HNWI)
An individual with a high level of liquid or investable assets - typically the target client for wealth management and investment migration offers.
Private Banking
Banking and investment services offered to high-net-worth clients, typically including a dedicated relationship manager.
Assets Under Management (AUM)
The total market value of the investments a wealth manager or firm manages on behalf of clients.
Luxury & Lifestyle
Concierge & lifestyle
Luxury & Lifestyle
One of MezAgent's five verticals: offers spanning luxury property, concierge services and lifestyle management for high-net-worth clients.
Concierge Service
A service that arranges and manages tasks, bookings and requests on a client's behalf - common in luxury real estate and lifestyle offers.
Lifestyle Management
Ongoing, personalised management of a client's day-to-day arrangements, travel and services, typically for high-net-worth individuals.
See these terms in action.
Join free as a professional, or book a call if you're a business looking for warm introductions and Solutions.