Track an outside referral fee?

Q:  I have a client that would like to purchase land outside of my area. I am referring him to another agent for a referral fee. What is the best way to track this referral in Realvolve?

A: Referral tracking will be coming - we know it's important, it's just not made it into the system yet. (2-2-16)

You could make a transaction with a TBD Address with a tag of "Outside Referral" and track your contact as the buyer and put the other agent as the Buyers Agent and use a workflow that checks on both at periodic times with emails, calls and text messages.

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request

Comments

  • Avatar
    Michael Sosnowski

    Has anything come of this?

  • Avatar
    Wayne Sanman

    I am also wondering if this has been implemented, and I'm specifically interested in tracking the amount of the referral so that my income is the sum of commissions and referral fees.

Please sign in to leave a comment.