1 42000064975 2019-02-21T18:14:50-07:00 42000103099 false Sending & Receiving Referrals 2 2019-02-21T18:14:50-07:00 1 1 2018-10-29T21:29:25-07:00 1 1 All the referrals submitted by you to the Radius Referral Concierge appear here, based on their sales stage.         Outbound Referrals List View Find the submitted referrals under Pipeline when The referral is Submitted initially  The Concierge is Contacting your client to understand their requirements  Your client has been Contacted  The referral is Qualified by the Concierge The Concierge is Comparing your client’s requirements with the listings of agents A primary Agent is Chosen from the 3 assigned agents NOTE: For CRS Designees The referral will appear under Pending when a receiving agent has not signed the Referral Agreement.       2. Find the submitted referrals under Closed when the deal is closed       3. Find the submitted referrals under Inactive when The referral is Disqualified The referral is Archived ----------------------------------------------------------------------------------------------------------------------------- Use the “Search Bar” to quickly find a referral submitted. “Filter” the referrals by Referral Status, Client type.     Filter Referral Status Sort the referrals by alphabetical order, upcoming appointments, etc. Star your clients for quick access and find them easily under “Starred”   Starred View                                                                                                                                     View an estimate of your potential earnings when the deal closes, beside the sales stage, according to the payment terms. <p dir="ltr"><span style="font-size: 14px;">All the referrals submitted by you to the Radius Referral Concierge appear here, based on their sales stage.</span></p><p dir="ltr" style="text-align: center;"><span style="font-size: 14px;">    <img src="https://lh3.googleusercontent.com/q7eX0hfX7G_xVVC9G-WmuROFwI9ewsyMp0yHApUguNqQ-ODRyVIIVnhL2D-9NOfpj9WW6xflOzatlR4Rxp4BqVfdHbatAQQkX850ouvTp1HjmS522T2yeRv2EAKHH4NexiRg4O5S" class="fr-dii" style="width: 202px; height: 415.279px;"></span></p><p dir="ltr" style="text-align: center;"><span style="font-size: 14px;"><strong>   </strong><strong> Outbound Referrals List View</strong></span></p><p><span style="font-size: 14px;"><br></span></p><ol><li dir="ltr"><p dir="ltr"><span style="font-size: 14px;"><strong>Find the submitted referrals under Pipeline when</strong><br><br></span></p></li></ol><ul><li dir="ltr"><p dir="ltr"><span style="font-size: 14px;">The referral is Submitted initially </span></p></li><li dir="ltr"><p dir="ltr"><span style="font-size: 14px;">The Concierge is Contacting your client to understand their requirements </span></p></li><li dir="ltr"><p dir="ltr"><span style="font-size: 14px;">Your client has been Contacted </span></p></li><li dir="ltr"><p dir="ltr"><span style="font-size: 14px;">The referral is Qualified by the Concierge</span></p></li><li dir="ltr"><p dir="ltr"><span style="font-size: 14px;">The Concierge is Comparing your client’s requirements with the listings of agents</span></p></li><li dir="ltr"><p dir="ltr"><span style="font-size: 14px;">A primary Agent is Chosen from the 3 assigned agents</span></p></li></ul><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;"><br></span></p><p dir="ltr"><span style="font-size: 14px;">NOTE: For CRS Designees</span></p><p dir="ltr"><span style="font-size: 14px;">The referral will appear under Pending when a receiving agent has not signed the Referral Agreement.<br><br></span></p><p><span style="font-size: 14px;"><strong><br></strong></span></p><p dir="ltr"><span style="font-size: 14px;"><strong>      2. Find the submitted referrals under Closed when the deal is closed</strong></span></p><p><span style="font-size: 14px;"><br></span></p><p dir="ltr"><span style="font-size: 14px;"><strong>      3. Find the submitted referrals under Inactive when</strong><br><br></span></p><ul><li dir="ltr"><p dir="ltr"><span style="font-size: 14px;">The referral is Disqualified</span></p></li><li dir="ltr"><p dir="ltr"><span style="font-size: 14px;">The referral is Archived</span></p></li></ul><p dir="ltr"><span style="font-size: 14px;">-----------------------------------------------------------------------------------------------------------------------------</span></p><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;"><br></span></p><ul><li dir="ltr"><p dir="ltr"><span style="font-size: 14px;">Use the “Search Bar” to quickly find a referral submitted.</span></p></li><li dir="ltr"><p dir="ltr"><span style="font-size: 14px;">“Filter” the referrals by Referral Status, Client type. </span></p></li></ul><p><span style="font-size: 14px;"> </span></p><p style="text-align: center;"><span style="font-size: 14px;"> <img class="fr-dib" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42009755297/original/MQmMvbz__cCCTE15aGBfwXzHqCHOweNSEA.png?1541635684" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42009755297/original/MQmMvbz__cCCTE15aGBfwXzHqCHOweNSEA.png?1541635684" data-fileid="42009755297" data-uniquekey="1541634905000" style="width: 208px; height: 405.388px;"><strong>Filter Referral Status</strong></span></p><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;"><br></span></p><ul><li dir="ltr"><p dir="ltr"><span style="font-size: 14px;">Sort the referrals by alphabetical order, upcoming appointments, etc.</span></p></li><li dir="ltr"><p dir="ltr"><span style="font-size: 14px;">Star your clients for quick access and find them easily under “Starred”</span></p></li></ul><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;"><br></span></p><p dir="ltr" style="text-align: center;"><span style="font-size: 14px;"><img src="https://lh3.googleusercontent.com/ElIQxoWh-He6THy9-KYtc_sl3BJ3RnVe7Efh1sC3N1AHIqdDul8b3GeHuAYst3WAeNhvKSM05eaQFSleBtqlJHsYoe2RkoCyXipY4I_Skix98zGhAnstMr8xqDLva6Pk76MU2IHI" class="fr-dii" style="width: 215px; height: 442.918px;"> </span></p><p dir="ltr" style="text-align: center;"><span style="font-size: 14px;"><strong>Starred View </strong></span></p><p dir="ltr"><span style="font-size: 14px;">                                                                                                                                  </span></p><ul><li dir="ltr"><p dir="ltr"><span style="font-size: 14px;">View an estimate of your potential earnings when the deal closes, beside the sales stage, according to the <a href="https://knowledgebase.radiusagent.com/support/solutions/articles/42000016378-payment-terms">payment terms</a>.</span></p></li></ul><p><br></p><p><br></p> 42000103099 82 42000045696 2019-02-14T14:33:16-07:00 42007841068 1 2 1 1 Outbound Referrals - Manage the Referrals you Submit 2019-02-21T18:16:44-07:00 42000489841 1 2018-12-03T18:06:21-07:00 0 0 Inbound Referrals - Manage received referrals from start to finish. All the referrals sent to you by the Radius Referral Concierge will appear here based on their sales stage. Use the “Search Bar” to quickly find a referral received. “Filter” the referrals by Referral Status, Client type.  "Sort" the referrals by alphabetical order, upcoming appointments, etc. Star your clients for quick access and find them easily under “Starred” View an estimate of your potential earnings when the deal closes, beside the sales stage, according to the payment terms. With your inbound referrals dashboard you'll now be able to update your referrals easily, which keeps everyone informed throughout the sales process! <p><strong><span style="font-size: 14px;"><br>Inbound Referrals</span></strong><span style="font-size: 14px;"> - Manage received referrals from start to finish.</span></p><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;">All the referrals sent to you by the Radius Referral Concierge will appear here based on their sales stage.</span></p><p><br></p><p><br></p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42015371092/original/XpOhDVtfXYXYAKSg-18GRFXRcFH_z6ghnQ.png?1550179704" data-fileid="42015371092" class="fr-fic fr-dib" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42015371092/original/XpOhDVtfXYXYAKSg-18GRFXRcFH_z6ghnQ.png?1550179704" data-uniquekey="1550179696942" style="width: 500px;"></p><p><br></p><ul><li dir="ltr"><p dir="ltr"><span style="font-size: 14px;">Use the “<strong>Search Bar</strong>” to quickly find a referral received.</span></p></li><li dir="ltr"><p dir="ltr"><span style="font-size: 14px;">“<strong>Filter</strong>” the referrals by Referral Status, Client type. </span></p></li><li dir="ltr"><p dir="ltr"><span style="font-size: 14px;">"<strong>Sort</strong>" the referrals by alphabetical order, upcoming appointments, etc.</span></p></li><li><p><span style="font-size: 14px;">Star your clients for quick access and find them easily under “<strong>Starred</strong>”</span></p></li><li><span style="font-size: 14px;">View an estimate of your <strong>potential earnings</strong> when the deal closes, beside the sales stage, according to the <a href="https://knowledgebase.radiusagent.com/support/solutions/articles/42000016378-payment-terms" target="_top">payment terms</a>.</span></li></ul><p><span style="font-size: 14px;"><span class="fr-video fr-dvb fr-draggable"><iframe width="640" height="360" src="//player.vimeo.com/video/314615356" frameborder="0" allowfullscreen="" sandbox="allow-scripts allow-forms allow-same-origin allow-presentation" class="fr-draggable"></iframe></span><br></span></p><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;">With your inbound referrals dashboard you'll now be able to update your referrals easily, which keeps everyone informed throughout the sales process!</span></p><p><br></p> 42000103099 57 42000048400 2019-05-14T14:20:47-07:00 42007841068 2 2 0 0 Inbound Referrals - Manage the Referrals you Receive 2019-02-21T18:16:44-07:00 42007841068 1 2018-05-02T02:47:43-07:00 0 1 First, complete your referral agreement (located in your account). This agreement shows our team that you are ready to submit/receive referrals from our network of agents. Next, make sure your profile is completed with accurate information!  Completed profiles are 80% more likely to be matched with leads. Feel free to add specialties, awards, designations and anything else you'd like potential clients to know. Agents who have completed profiles, or who have submitted referrals to Radius have a higher possibility of being matched. <p><span style="font-size: 14px;">First, complete your referral agreement (located in your account). This agreement shows our team that you are ready to submit/receive referrals from our network of agents.</span></p><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;">Next, make sure your <strong>profile is completed with accurate information</strong>! </span></p><p><span style="font-size: 14px;"><br></span></p><p><span style="font-size: 14px;">Completed profiles are 80% more likely to be matched with leads. Feel free to add specialties, awards, designations and anything else you'd like potential clients to know. Agents who have completed profiles, or who have submitted referrals to Radius have a higher possibility of being matched.</span></p> 42000103099 163 42000016405 2018-11-07T16:17:47-07:00 42007841068 8 <div rel="clipboard_data"><p>First, complete your referral agreement (located in your account). This agreement shows our team that you are ready to submit/receive referrals from our network of agents.</p><p><br></p><p>Next, make sure your profile is completed with accurate information!&nbsp;</p><p><br></p><p>Completed profiles are 80% more likely to be matched with leads. Feel free to add specialties, awards, designations and anything else you'd like potential clients to know.&nbsp;</p></div><p><br></p> 2 0 1 How can I Receive a Referral 2019-02-21T18:16:03-07:00 42000489841 1 2018-07-11T02:28:39-07:00 0 2 You can make sure your profile has accurate data on the Radius app! Sync your MLS if its available on our list for your active listings, add your specialties, awards, designations and anything else you'd like potential clients to know. <p><span style="font-size: 14px;">You can make sure your profile has accurate data on the Radius app! Sync your MLS if its available on our list for your active listings, add your specialties, awards, designations and anything else you'd like potential clients to know.</span></p> 42000103099 53 42000035909 2018-11-07T16:18:44-07:00 42007841068 10 2 0 2 How to Improve my Chances of Getting Matched with a Referral 2019-02-21T18:16:03-07:00 42000489841 1 2019-04-17T10:00:25-07:00 0 0 Lead Marketplace - Discover referrals in your area with the Radius Lead Marketplace. To learn more about a lead (type, location, budget, pre-qualified, timeline, and additional information) simply click on the lead. If the lead that fits your criteria, simply click "accept"  Once you have clicked "consider me" we will let you know if it's a match. If you are selected you'll receive a notification letting you know the lead's contact information. <p>Lead Marketplace - Discover referrals in your area with the Radius Lead Marketplace.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42019604667/original/vhUy50AHxUrSkUf_ZKE-bUTk_B30hbEfBQ.png?1555517775" class="fr-fic fr-dib" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42019604667/original/vhUy50AHxUrSkUf_ZKE-bUTk_B30hbEfBQ.png?1555517775" data-fileid="42019604667" data-uniquekey="1555517715427" style="width: 200px;"></p><p>To learn more about a lead (type, location, budget, pre-qualified, timeline, and additional information) simply click on the lead.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42019605355/original/De_NcHYkEGWYHldl8ABGSPubNRx4m-b9AA.png?1555518309" class="fr-fic fr-dib" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42019605355/original/De_NcHYkEGWYHldl8ABGSPubNRx4m-b9AA.png?1555518309" data-fileid="42019605355" data-uniquekey="1555517715427" style="width: 200px;"></p><p>If the lead that fits your criteria, simply click "accept" </p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42019606232/original/KpEq6Bg9hltb2VZtPWpoyyqo2sWxuQ0ynA.png?1555519004" class="fr-fic fr-dib" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42019606232/original/KpEq6Bg9hltb2VZtPWpoyyqo2sWxuQ0ynA.png?1555519004" data-fileid="42019606232" data-uniquekey="1555517715427" style="width: 200px;"></p><p>Once you have clicked "consider me" we will let you know if it's a match. If you are selected you'll receive a notification letting you know the lead's contact information.</p> 42000103099 21 42000057350 2019-05-07T14:22:35-07:00 42007841068 11 2 0 0 Lead Marketplace 2019-04-17T10:00:25-07:00 42007841068 1 2019-06-20T16:57:07-07:00 0 0 You can use our agent search feature to find specific agents in our network to send referrals to!  When you go to submit a referral on the app there is an option to click if you already have an agent in mind. Simply search the agent's name, city, or zip code. Once you have found the agent you can simply select them and then proceed next.  We also recommend indicating the agents name  that in the notes as well to make sure our Concierge team is informed. <p>You can use our agent search feature to find specific agents in our network to send referrals to! </p><ol><li>When you go to submit a referral on the app there is an option to click if you already have an agent in mind.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42023632622/original/ppigAOuPq1MCMoAAOLdNpLLvzfR0F-0XUQ.PNG?1561074828" class="fr-fic fr-dib" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42023632622/original/ppigAOuPq1MCMoAAOLdNpLLvzfR0F-0XUQ.PNG?1561074828" data-fileid="42023632622" data-uniquekey="1561060043388" style="width: 250px;"></li><li>Simply search the agent's name, city, or zip code.<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42023632745/original/kMXaZbNooYJijndneop6VGRAjIo0S3XKHg.PNG?1561074996" class="fr-fic fr-dib" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42023632745/original/kMXaZbNooYJijndneop6VGRAjIo0S3XKHg.PNG?1561074996" data-fileid="42023632745" data-uniquekey="1561060043388" style="width: 250px;"></li><li><p>Once you have found the agent you can simply select them and then proceed next. <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42023632757/original/PqDMve7a8OIvn6qZsnym2NqTkVhs6-1Nhw.PNG?1561075012" class="fr-fic fr-dib" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42023632757/original/PqDMve7a8OIvn6qZsnym2NqTkVhs6-1Nhw.PNG?1561075012" data-fileid="42023632757" data-uniquekey="1561060043388" style="width: 250px;"></p></li><li>We also recommend indicating the agents name  that in the notes as well to make sure our Concierge team is informed.</li></ol> 42000103099 2 42000060704 2019-06-20T16:57:07-07:00 42007841068 12 2 0 0 How to Send a Referral to a Specific Agent 2019-06-20T16:57:07-07:00 42007841068