Referrals

Owned by Fiona Hardy
Last updated: Aug 24, 2022
4 min read

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:

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

 

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

 

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

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

  • 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

  • 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:

Related articles

Â