22 results found
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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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