Outbound Referrals - Manage the Referrals you Submit

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2019-02-21T18:14:50-07:00

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Sending & Receiving Referrals 2

2019-02-21T18:14:50-07:00

2018-10-29T21:29:25-07:00

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.

All the referrals submitted by you to the Radius Referral Concierge appear here, based on their sales stage. <img src="https://lh3.googleusercontent.com/q7eX0hfX7G_xVVC9G-WmuROFwI9ewsyMp0yHApUguNqQ-ODRyVIIVnhL2D-9NOfpj9WW6xflOzatlR4Rxp4BqVfdHbatAQQkX850ouvTp1HjmS522T2yeRv2EAKHH4NexiRg4O5S" class="fr-dii" style="width: 202px; height: 415.279px;"> Outbound Referrals List View <ol><li dir="ltr">Find the submitted referrals under Pipeline when </li></ol><ul><li dir="ltr">The referral is Submitted initially </li><li dir="ltr">The Concierge is Contacting your client to understand their requirements </li><li dir="ltr">Your client has been Contacted </li><li dir="ltr">The referral is Qualified by the Concierge</li><li dir="ltr">The Concierge is Comparing your client’s requirements with the listings of agents</li><li dir="ltr">A primary Agent is Chosen from the 3 assigned agents</li></ul> NOTE: For CRS DesigneesThe 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 <ul><li dir="ltr">The referral is Disqualified</li><li dir="ltr">The referral is Archived</li></ul>----------------------------------------------------------------------------------------------------------------------------- <ul><li dir="ltr">Use the “Search Bar” to quickly find a referral submitted.</li><li dir="ltr">“Filter” the referrals by Referral Status, Client type. </li></ul> <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;">Filter Referral Status <ul><li dir="ltr">Sort the referrals by alphabetical order, upcoming appointments, etc.</li><li dir="ltr">Star your clients for quick access and find them easily under “Starred”</li></ul> <img src="https://lh3.googleusercontent.com/ElIQxoWh-He6THy9-KYtc_sl3BJ3RnVe7Efh1sC3N1AHIqdDul8b3GeHuAYst3WAeNhvKSM05eaQFSleBtqlJHsYoe2RkoCyXipY4I_Skix98zGhAnstMr8xqDLva6Pk76MU2IHI" class="fr-dii" style="width: 215px; height: 442.918px;"> Starred View <ul><li dir="ltr">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>.</li></ul>

42000103099

82 42000045696

2019-02-14T14:33:16-07:00

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Outbound Referrals - Manage the Referrals you Submit

2019-02-21T18:16:44-07:00

42000489841

2018-12-03T18:06:21-07:00

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!

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. <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;"> <ul><li dir="ltr">Use the “Search Bar” to quickly find a referral received.</li><li dir="ltr">“Filter” the referrals by Referral Status, Client type. </li><li dir="ltr">"Sort" the referrals by alphabetical order, upcoming appointments, etc.</li><li>Star your clients for quick access and find them easily under “Starred”</li><li>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" target="_top">payment terms</a>.</li></ul><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> With your inbound referrals dashboard you'll now be able to update your referrals easily, which keeps everyone informed throughout the sales process!

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57 42000048400

2019-05-14T14:20:47-07:00

42007841068

Inbound Referrals - Manage the Referrals you Receive

2019-02-21T18:16:44-07:00

42007841068

2018-05-02T02:47:43-07:00

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.

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.

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163 42000016405

2018-11-07T16:17:47-07:00

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<div rel="clipboard_data">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. </div>

How can I Receive a Referral

2019-02-21T18:16:03-07:00

42000489841

2018-07-11T02:28:39-07:00

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.

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.

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53 42000035909

2018-11-07T16:18:44-07:00

42007841068

How to Improve my Chances of Getting Matched with a Referral

2019-02-21T18:16:03-07:00

42000489841

2019-04-17T10:00:25-07:00

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.

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;">To learn more about a lead (type, location, budget, pre-qualified, timeline, and additional information) simply click on the lead.<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;">If the lead that fits your criteria, simply click "accept" <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;">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.

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21 42000057350

2019-05-07T14:22:35-07:00

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Lead Marketplace

2019-04-17T10:00:25-07:00

42007841068

2019-06-20T16:57:07-07:00

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.

You can use our agent search feature to find specific agents in our network to send referrals to! <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>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;"></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>

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2 42000060704

2019-06-20T16:57:07-07:00

42007841068

How to Send a Referral to a Specific Agent

2019-06-20T16:57:07-07:00

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