Mortgage Referrals (Agents)

Owned by Holley Vosburgh
Oct 23, 2023
2 min read

To create a mortgage referral to submit to your brokerage, follow these steps.

  • Go to Transaction > Kit Transaction Report

     

  • Add a transaction report

     

  • If this is a mortgage referral not linked to a listing or a buyer agreement, select Do not import from both sections

     

  • Create

  • Complete the fields as much as possible related to the referral and change the status to Accepted

  • In the bottom section of Mortgage Referral, Complete the fields

Follow up with your office administrators for any additional information.

 

 

 

 

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