Mortgage Referrals (Agents)
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.
, multiple selections available,
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