Settings and activity
25 results found
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Show Outside Referral Details on Agent Commission Details Page (Referring Agent, Brokerage, Address)
59 votes
Michael Norton
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35 votesMichael Norton
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An error occurred while saving the comment Michael Norton
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The ability to edit instead of a delete/re-add would be a welcome workflow enhancement.
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117 votes
An error occurred while saving the comment Michael Norton
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In addition we can store documents the state requests for compliance.
Michael Norton
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129 votesMichael Norton
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An error occurred while saving the comment Michael Norton
commented
Having a place to upload and store referral agreements would be extremely helpful.
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88 votesMichael Norton
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In addition to listing the payee/company name on the DA form for an Outside Referral, it would also be helpful to list the referral agent's name as a note or reference. [i.e. XYZ Realty Company (RE: Amy Agent)]
Referral payments are often sent directly from escrow/title to the company listed on the Disbursement Authorization Form. When the recipient company receives the check along with the DA Form there is no reference to which agent at that company the referral belongs to.