Referral LoopReferral Fees & Compliance
Track the money and the paperwork until the referral fee is received.
Track the referral fee on the Financials tabThe Financials tab works out what you're owed.The compliance checklistEach referral has a checklist of what's needed before it's complete. You'll find it on the referral's Compliance tab, titled Steps before Complete.Record the referral fee as receivedOnce every required step is done, you can move the referral to Complete.Upload a W-9, invoice or other fileKeep everything for a referral in one place.
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