Here's how to process a Referral
Takes a couple minutes to do... Let's begin!
These are the first steps to submitting a referral to process to the Office;
1. Add client to your Contacts in Command
2. Create an Opportunity for this contact
- Select Buyer or Seller Opportunity
3. Title Opportunity with "Referral" + Client name or property address
4. Add Details to Opportunity
- Property Details box: Input as much descriptive information possible
5. Select: Documents
- In the left navigation, click on triangle to open, select "Referral Fee"
6. Upload Referral Fee Agreement and any other related documents.
*Do not click Submit to MC* *Do not create an Offers & Commission
Please let us know when you have uploaded your documents and completed the steps above.
Thank you!
KW Office Admin and Compliance Team
1. CREATE A CONTACT: https://bit.ly/createacontact - Your contact needs to be input into your Command First.
2. CREATE AN OPPORTUNITY: https://bit.ly/createanoppurtunity - Now create an Opportunity for your contact.
3. UPLOAD DOCS: https://bit.ly/uploaddocstooffice - Here's how to process a Referral.
These are the first steps to submitting a referral to process to the Office;
1. Add client to your Contacts in Command
2. Create an Opportunity for this contact
- Select Buyer or Seller Opportunity
3. Title Opportunity with "Referral" + Client name or property address
4. Add Details to Opportunity
- Property Details box: Input as much descriptive information possible
5. Select: Documents
- In the left navigation, click on triangle to open, select "Referral Fee"
6. Upload Referral Fee Agreement and any other related documents.
*Do not click Submit to MC* *Do not create an Offers & Commission
Please let us know when you have uploaded your documents and completed the steps above.
Thank you!
KW Office Admin and Compliance Team
1. CREATE A CONTACT: https://bit.ly/createacontact - Your contact needs to be input into your Command First.
2. CREATE AN OPPORTUNITY: https://bit.ly/createanoppurtunity - Now create an Opportunity for your contact.
3. UPLOAD DOCS: https://bit.ly/uploaddocstooffice - Here's how to process a Referral.
