How to Send a Cross-Border Referral in Housing Market CRM
Tutorial 176 of 181 · 1 min 45 s
Cross-border referrals let you refer a client to an agent in another Housing Market country and keep track of the referral and the fee you agreed. This tutorial opens Marketing, Cross-border referrals, reads the referral network card, finds an agent in Germany by language, fills in the client, the fee and the consent confirmation, and sends the referral. It then checks the Sent tab and shows what the receiving agent sees: the terms of use, and Accept or Decline. No money moves through the CRM; the fee is only recorded. This feature is new and shows a Beta badge while we refine it.
In this tutorial you will learn
- How the referral network works and how to find an agent in another market
- What you enter for the client, the fee and the consent confirmation
- When the client’s details reach the other agent
- Where to follow the status of a referral you sent or received
Follow along: the steps
- Open your Housing Market CRM account.
- Open the Marketing group in the left menu.
- Click Cross-border referrals.
- This feature is new and shows a Beta badge while we refine it.
- No money moves through the CRM. The fee is only recorded.
- Join the referral network so agents abroad can find you.
- Tick this to receive referrals too.
- Choose the language the agent serves.
- Only agents in other markets who joined are listed.
- Click Choose.
- Add a short label. The other agent sees it first.
- Say what the client wants, without contact details.
- Enter the client’s name and email.
- Choose the client’s language.
- Record the fee you agreed with the other agent.
- Confirm that your client agreed to be introduced.
- Their details reach her only if she accepts.
- Click Send the referral.
- Open the Sent tab.
- Your referral waits for an answer.
- Referrals sent to you are under Received.
- You may use the details only for that referral.
- Then Accept or Decline.