Help
Referrals
- Send a referralPick an agent, add the client's details, and follow it to closing.
- What the agent sees before acceptingA summary until they accept; your client's details after.
- Accept or decline a referralHow long you have to accept a referral, and how to decline one.
- Referral stages explainedWho moves each stage, from sent to fee paid.
- Urgent referralsFor a client who needs an agent today.
- Resend or redirect a referralDeclined or expired? Send it again, or to someone else.
- Mark a referral fee paidOnce the fee arrives, tick it off.
- Keep a referral up to dateMove each stage and post updates as the deal moves.
- The Responds quickly badgeEarned by accepting fast and keeping referrals updated.