Real estate IT: mark referrals connected after confirmation

Referral coordinators miss recipient confirmations, leaving records stale and risking delayed commission processing. This updates referral status after confirmation so commissions aren't missed.

Overview

Missed recipient confirmations create stale referral records and delay commission processing for real estate firms. This workflow marks referrals 'Agents connected' after confirmation, giving operations and referral coordinators accurate status so commissions aren't missed and reconciliation is simpler.

Notable Features

Mark referrals as Agents connected
Verify recipient confirmation before update
Notify referral coordinators of changes