Create Referral Agreement PDF from Accepted Referral
When a referral transaction closes, the agents must submit the referral form to compliance to receive the payment. Right now, we are missing a feature that just clicking a button will download the agreement to be submitted to the MC.
My suggestion is for KWRI to create a download PDF form tab in the referrals session of Command to make this process easy for agents. It would be even more amazing if there was a button that allows the agent to create opportunities from the referrals session.
LABS Team
shared this idea
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Matthew Bell
commented
Can the Referral Agent details automatically be added to the Commissions Tab? It could save agent's time from searching & entering the referring agent's MC details for payment, if there could be a KW MC database of their required referral documents. That once a KW agent accepts another KW agent's referral through Command, since an Opportunity is automatically created, that one that Opportunity is updated to Under Agreement, the referring agent is automatically added to the Commissions Tab for payment
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LABS Team
commented
Most KW Offices require Hard copy referral agreements so the Managing Broker can sign off on them. Could we get it so we could attach as a PDF a Hard copy agreement to send to the KW agent we send the referral to??