Send referral agreement and log requests for referrers
Send referral agreement and log requests for referrers
Your referral contacts flagged for agreements often stall partner onboarding and outreach. Get requests sent and logged so coordinators have signed agreements available same day.
Overview
When a contact flags that a referral agreement is needed, coordinators waste time chasing signatures and outreach stalls. This flow sends the agreement and logs the request automatically so partners are ready for outreach same day and coordinators have audit-ready records.