Adding Referrals (Back Office)

To add inbound or outbound referrals navigate to the Commission tab

Select the Referral menu

Select New

Select the pertinent referral details including the side represented and if the payment amount is a percentage or flat amount:

On the Deposit tab, be sure to select the appropriate Disbursement Rule if Title or Escrow is issuing funds


Inbound Referrals

When receiving inbound referrals, enter the Property Address and select the Transaction type of Referral

Select a Buyer/Seller (If unknown, use a placeholder)

Select the Override (OV) option on the Gross Commission field and enter the Referral amount

Select the co-brokerage who submitted the Referral

Complete the transaction process as normal

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