Route partner referrals for real estate agents instantly

Real estate agents tagging contacts as partner referrals risk missed commissions when referral info is entered manually and partners don't receive leads. Partners receive referrals so handoffs improve.

Overview

Real estate agents lose commissions when partner leads sit unshared and manual entry creates handoff delays. This workflow routes partner-tagged contacts into partner referral systems and updates contact stages, ensuring partners receive leads and missed follow-ups are eliminated.

Notable Features

Create incoming buyer referral records
Notify partners when referrals created
Advance CRM contact stage