24 results found
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Quick Create Referral from Contact
Add a button inside of the contact card that allows you to refer out the contact.
6 votes -
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.
5 votes -
Attach W9 to Outgoing Referrals
Link an agent's pre-loaded W9 to each outgoing referral they make. This is helpful from the administrative side because it would make the process of payment faster, prevent DA hold-ups while awaiting W9's to be sent, and would prevent the additional time to chase them down.
3 votes -
Export Referral Network List
This function would allow you to export contacts from your Referral Network into a excel or csv file.
7 votes
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