Referral Tracking.

What Happens After the Referral is Submitted  Open House

Our system will automatically generate a written confirmation to you. You can log in and go to your "Dashboard" to follow activity.

The broker signs, confirming their acceptance of the referral and their agreement to pay a referral fee upon closing. Every 30 days, we request an update on the status of the referral from the broker. As we gather information, it is added to our tracking system and a copy of the comments are provided to you on your Dashboard. If you discover any extra or new information about your referral customer that you want to add to the general comments you can do so via your Dashboard after logging in. Important discoveries include but are not limited to...

Please let us know. We will confirm the information with the assigned realtor, if needed, and update our tracking system. You can help us keep information as accurate as possible.

You will also be able to track your potential income. Here is an example of the tracking feature found on your personal dashboard.


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