Referrals module enhancements
We have updated our referrals module with some nifty new features. Some of the main updated includes:
- The alert emails have been extended…it will now provide more details in the email and you can also open referrals directly from a link provided in the email;
- A message log allows users to post messages on a referral which can be viewed by both sending and receiving office, the messages are also logged on the referral;
- The commission value is captured when the referral is closed as a success;
- Various input fields have been made manditory to allow for more complete referral data capturing (this benefits both the sending and receiving office);
- Distinct capturing screens for buyer and seller referrals;
- The option to assign a referral to a specific agent on the receiving office, or leave it open for the receiving office to assign to a specific agent;
The referrals module can be configured and operated seperately from the rest of the system for national group…i.e. it can be offered as a standalone product to effectively manage referrals between offices on a national or even international level.