Referral LoopShare a referral with the other agent
Sharing gives the people working a referral their own view of it, free, so they can keep you updated without you chasing them. Everyone on a referral is listed under Parties on its Overview tab, with their role and email.
- Open the referral and choose Add Person.
- Choose who they are (Receiving Agent, Referring Broker, Receiving Broker, Buyer, Seller, Tenant, Landlord or Other), then pick them from your people or type a name and email.
- Leave Share This Referral on and choose Add. They get an email with a link that opens the referral. The link works for 30 days.
The Shared column shows who has the referral: switch it off to stop sharing, on to share again. It says Opened once they've opened it.
Who sees your client's contact
On the client's row in Parties, choose the eye to pick who sees their name, phone and email: Everyone, When Signed (the default: everyone it's shared with, once the referral agreement is signed), Only Me, or Choose People.
Who sees what you log
On the Activity tab, choose Everyone, Only Me or Choose People under Log Something. Each entry in the Activity shows who can see it. Notes on the Overview is always only yours.