What each stage means, and how to change it

• Introduced: you've connected the client and the agent.
• Agreement Signed: everyone has signed the referral agreement.
• Active: the client is shopping, or their home is listed.
• Under Contract: there's an accepted offer.
• Closed – Awaiting Compliance: it closed, and the referral fee or paperwork is still outstanding.
• Complete: it closed and every required checklist step is done.
• Inactive: the client went quiet or chose someone else.

Changing the stage

• On the referral's Overview tab, change Stage under Status on the right.
• Or drag the card to another column: on the Dashboard's Referral Pipeline, or on the Referrals page in Board view.

When you move a referral to Under Contract, we'll ask for the closing date. It can't move to Complete until the required checklist steps are done.

Marking a referral Inactive

We'll ask what happened: went with another agent, stopped looking, never responded, the sale fell through, or something else. The agreement's end date still matters: if the client comes back before it, the referral fee may still be owed.