How do I create a referral?

A referral is created in six simple steps. On the right side of your dashboard (homepage), click the "Create Referral" to start the process:




You will be guided through each stage of the straightforward process. Tooltips are available throughout the page to help you should you need it - simply click on the "information" symbols.


For reference, here are the sections within the referral creation form:

Step 1: Client Information

    1. Fill in the blanks with the necessary client information.There will also be a section where you can add any additional notes to help set up a successful referral.

Step 2: Referral Destination Market

    1. Choose a referral location. If your client has very specific preferences, you can even draw a map.

Step 3: Placement Method

    1. Here you chose how you want to place your referral within the destination market and you have three choices:

      1. Marketplace

        1. This will notify all eligible agents and brokers in your destination market that there is a referral that they can apply to work on. You will then be able to choose and negotiate with the applicants before agreeing who to work with on this referral.

      2. Invite

        1. Invite any number of agents and brokers in your destination market. Only those profiles that you select to invite will be be notified of the referral and be eligible to apply to work on the referral. You can then select who to work with based off of the applications you receive from this group. Note, applicants can present you with an alternative referral fee in their application to the one you proposed.

      3. Direct

        1. Send the referral to just one profile in your destination market. Only that individual will be notified of the referral. They must either accept or reject the terms (including referral fee) of the referral. If they reject the referral you will then be able to open up the referral to other profiles in the destination market.

Step 4: Client Preferences

    1. Provide as much information as possible about the property that your client is looking to buy/sell.

Step 5: Agreement and Fee Information

    1. Here you enter the information that you need to show on the agreement that both parties will sign, such as your registered broker address and sending party information. You also need to select the referral fee that you wish to earn. Remember, depending on the placement method that you chose in step 3, you may or may not find yourself negotiating on this referral fee.

Step 6: Create Referral

    1. Click on the "Create Referral" button on the left hand side of the scroll bar. If you have not entered information in any of the required fields (noted with an asterisk*) then you will be promoted to fill these in before being able to finalise and create the referral. Once you have successfully filled in all the necessary fields and clicked "Create Referral" the referral will go live in the platform, and notify the intended recipients in the target market. You will be notified of all activity on this referral via in-platform notifications and emails e.g. when someone applied to your referral, you will be promoted to look at the application and decide how to proceed.