Managing internal referencesoffice referrals
Introduction
Management of internal office referrals is to guide potential clients who walk in or call the office in means to contact an agent to to sell their home or to purchase one.
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Add a new referral
Adding a referral consists of entering a reference given by the office or the director to an agent of the brokerage. Whether it is simply to register a referral receipt or to hold a commission at the office if a transaction may occure.
Search Match
Search match is used to find referrals submitted in for listings or transactions linked with the referral. See the heading ‘' Search Match office referral’' for more information on this function.
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Transaction Match
For all referrals with ‘'Property purchase’' with the ‘' Pending'' status, a search is launched for all transactions in order to find a transaction where the seller has a ‘'civic number’' and ‘’postal code’' identical to the clients in the referral.
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