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Referral functionality allows an applicant, vendor or contact to be referred to pre-set companies For - for example, a sales applicant could be referred for conveyancing or to a financial services or removal company

In the situation where Where multiple contacts exist on a record, individual referrals can be made for each contact

Referrals can be reported on using Power Reports or standard reports - both types export to Microsoft Excel

Referral functionality needs to be set-up & configured, click here to contact Reapit Support

The Referrals panel is found at the bottom of the applicant/property/contact screen:

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1. Referrals panel

The panel lists all referral companies that are relevant to the current record

  • The icons beside the referral companies indicate the current status of the referral
    e.g. email sent, referral successful or referral not actioned

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Tip

Hovering over a referral which has been actioned displays further information about it, such as who actioned the referral, the date, the current status, the amount paid

2. Generating a referral

Clicking an entry in the referrals panel can initiate one or all of the following:

  • generate a predefined email

  • open a predefined webpage

  • launch a specific form

After the referral has been completed, a message is displayed to confirm that the referral has been sent:

  • clicking Yes

    • updates the referral status

    • logs it in the journal

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3. Progressing a referral

To progress a referral, click the referral for further options

These options are dependent on configuration therefore might not be accessible

When a referral is marked as Succeeded:

  • Once a referral has been marked as succeeded or paid, clicking the link offers a Create New option

    This could be needed in a situation such as where a purchase falls through and a second conveyancing referral is needed

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4. Reporting - Power Reports

Referrals can be reported on using Power Reports or via standard reporting (see section 5)

From Reports on main menu:

  • Click Power Reports and select the report type of Referrals

  • Select criteria to narrow down the results returned in the report

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  • After clicking Run Report, use the grid functions to sort and/or group the report results

Excel output options

  • Click Print for the option to produce two types of report

  • Both options output the report results to Microsoft Excel either as a Standard Report list or in 
    League Report style

5. Reporting - standard reports

From Reports on main menu:

  • Click MI Analysis and select Referral Reports

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  • Select type of Referral Report or League Table Report (both types are exported to Excel)

  • Enter the report criteria to narrow down the results

  • Click Report to run the report

The example below is in Referral Report style showing all referrals for one office made in one day:

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