Referral Loop

Agreement expiry reminders

Referral Loop tells you before a signed referral agreement runs out: 90, 60, 30 and 7 days before the end date, and on the day. It emails each time and pushes to your phone at 30 days, 7 days and on the day.

  • It only applies to a referral whose agreement has been signed by everyone, and that isn't complete.
  • The email names the referral, the end date and opens it in Referral Loop.
  • You can switch the email or the push off under Settings → Notifications → Agreement Expiring.

The same morning notifications also cover a Closing Date Approaching (7 days before and the day), a Referral Fee Overdue (after the closing date plus Days To Pay, then once more a week later), No Reply to an Update Request (after 3 days) and Still Unsigned (a signer who hasn't signed after the 3 reminders).

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