The referral module allows buyers and seller referrals to be sent between offices in a group. It provides status tracking and email alerts to notify offices of new referrals and any updates taking place.
Key features include:
- Profiled access including agent, office and group roles
- Send & receive unlimited number of buyer, seller, tenant referrals
- Track by status on personal, office or group levels
- Automatic email alerts on new referrals, status changes and message updates
- Auto-expire referrals after set time (available on request)
- Automatic notifications on overdue referrals (available on request)
- Re-assign referrals to other offices (available on request)
- SMS alerts set by receiving office (available on request)