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)