This is now a must add for our office as we are having to submit our Referral docs into our opportunities as a regular buyer or seller and it is messes with our reporting numbers for actual transactions handled. In addition to providing more insight for our office to keep track of documents and checks.

Another consideration is the KW Referrals tracking only works with KW Agents and not all referrals are handled by a KW Agent. So being able to manually track the referrals in opportunities would be helpful. Especially when paired with the Smart Plans and the new ability to use smart dates.

A referral opportunity type is needed. Agents that have sent a referral to another office need a place to upload referral documents to Command. Additionally, they should be able to submit a referral commission request. This information would help us identify who the referral check is for, since they typically arrive at the office with only a property address. If the agents were able to create a referral opportunity and enter the details for the referral, this would help us match everything up for them.

The Referrals Portal would be more valuable if:
Once the referral is accepted, an Opportunity is created.

For DOL records/compliance this would be amazingly helpful for audits!

To let it be linked to the referral portal, right know there is not a tanigable way for the agent to communicate with the MC about a referral incoming without a separate system created by the MC.

In addition we can store documents the state requests for compliance.

What Karin Haubold said!

and Create a Referral Type Opportunity - AND link it to the referral portal

Yes please!

Automatically connect the referral % sent from another KW agent through the referrals applet over to the offers and commissions tab.

Can we please add an Opportunity Option for an Incoming Referral (Listings, Buyers, Leases, REFERRALS... We require documentation from our agents and they currently have no where to put it because they cannot create a Referral Opportunity - and it can't be reviewed by compliance within Command.

Referrals seems to be an abandoned product when it is one of Command's most important products. Referrals should do the following...all VERY easy to implement:

1) include the agent's location in the referral request email so that if we keep those emails we can search our email by location to find them again.

2) include their contact info in the referral request email so we don't have to hunt it down in Command if they didn't include it.

3) upon accepting the referral, send the receiving agent to the referring agent's profile instead of the main page

Those are 3 simple ideas that would make referrals 300% more effective.

Thank you.

When a KW referral is accepted, the information required by Command Commissions isn't on the referral.

* Company Name/DBA

* EIN

* Office/Branch Nickname

* Legal Name

* Address

It would be helpful if all this info was submitted at the time of referral.

We have many inter-KW referrals going around in our Referral section however, there is no way to link those accepted referrals to an opportunity or Commission Request.
Not linking these two areas, are creating missed referrals being sent. Sending agents expect the MC to know about the accepted referrals and expect timely payment however, if the agent does not get the W9 and add the information into their commission request. Things are missed.

Agents need a needs way to merge their accepted referrals in Command, into their opportunities and Commission requests!