Referral Management allows you to manage both inbound and outbound referrals.

Integrating with Sales, Listings, and Accounts Payable, REALedger™ will keep you on top of both referrals you receive and those you give out. Payments are tracked and can be budgeted.

Referrals Management will help you:

• Track your source of inbound referrals
• Ensure you get paid for your outbound referrals
• Email the contacts on a referral -- keep on top of the referral status
• Track your referrers
• Keep notes on the individual referrals
• Link both Listings and Sales to referrals
• Track days to close
• Track total received over time
• Track total paid out over time
• Generate meaningful reports about referrals based on:
  • Direction (inbound, outbound, or any direction you define)
  • Referral Status - open, closed
  • Referral Type - you define the types
  • Source of Business -- you define the sources
  • Group by Agent, Office, Firm, or the Referrer