What are the steps to submit a referral?
Whenever you have a referral you first have to decide if you're going to refer them to our Network of agents or choose an agent outside of Realty Connect.
- Login to your Agent Dashboard
- Select "Create a Referral"
- Choose "Buyer Referral", "Seller Referral", or "Buyer and Seller Referral"
- Enter client information
(Submit to the Network)
- Select the option that says "Submit to the Network"
- Check the boxes in agreement
- Hit "Submit" and review your referral information
- Complete the referral submission
(Choose Your Own Agent)
- Select the option that says, "Choose Your Own Agent"
- Type in the details for the agent you're sending your referral to (name, email and phone)
- Hit "Submit" and review your referral information
- Complete the referral submission
TIP: If the referral is for a commercial deal, please let the Admin Team know when submitting the referral agreement. For commercial deals the signer of the agreement will most likely hold a different title. If you do not make this clear upon submitting the referral agreement, it will be sent back to be re-signed.
WARNING: If the referral is for a residential deal you must have the Principal Broker sign the referral agreement or it will be sent back by the Admin Team.