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Referrals

Referrals

This guide has been reviewed against our global client base and classed as relevant to all regions

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

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: