Referrals

External referrers are named on the transaction and paid out of the referral commission you entered in Sale Info . Answers to the common questions about adding referrers, their addresses, and who escrow pays. How many external referrers can one ...

An external referrer is a brokerage, agent, or partner outside your company that earns a piece of the deal. Name them on the transaction, split the referral between them, and tell escrow who to pay. Introduction A relocation company sent you th...

Where a referral fee comes from changes everything about how you enter it. Three placements, one decision — and picking the wrong one quietly moves money between the brokerage and the agent. Introduction Every referral question that reaches sup...

Your office sent a client to another brokerage and a check is coming back. Pipeline has no referral transaction type — here is the shape support builds instead, so the income lands in your reports instead of a drawer. Introduction An outside re...

Referral commission is one field, and nearly every problem with it traces back to where the number was entered or what the transaction's status is. Here's how to clear each one. Pipeline Says the Amount Is Greater Than the Commission Pipeline w...

A referral comes off the top of the gross commission, and where you enter it decides whether everything else on the form calculates correctly. Answers to the common questions about entering a referral, splitting it, and finding it in your reports. ...

A referral commission comes off the top of a deal's gross commission, before the brokerage and the agent split anything — you enter it once, and Pipeline carries the reduced number through the rest of the form. Introduction A referral commissio...

A referrer that's missing from the CDA, listed twice, or carrying the wrong address is almost always one of three things — a location setting, a double entry, or a stale contact. Here's how to tell them apart. The Referral Is Rolled Into the Brok...