I) Endorsement of Pre-qualified Referrals

1. You can access new Referrals in your Leads CRM and will receive notifications about it via email, SMS, and on the platform.

II) Accepting Pre-qualified Referrals

1. Review the pre-qualification details of the Referral.

2. Accept or Decline the Referral.

Note: Some Referrals may choose not to disclose certain information. The Partner has complete discretion to Accept or Decline.

Tip: Accepting is risk-free. You can still accept the Referral even if they don't match your criteria to introduce other properties they may show interest.

III) Introduction to the Referral After Accepting

1. A Property Assistance Officer will initiate an email involving the Referral and the Partner to introduce them to each other.

2. The Partner must then take over the conversation, introducing the property the Buyer Referral showed interest in and guiding them through the sales process.

Tip: Give the Referral a heads-up by introducing yourself via SMS before calling them.

IV) Updating the Referral Status in Leads CRM

1. Update the status of the Buyer Referrals regularly via the ‘Status’ feature in your Leads CRM.

2. Share your feedback about the Referrals with your Partner Coordinator. (Watch out for the Referral Feedback form coming soon for easier feedback submission)

Tip: Weekly or monthly reports are available to provide insight into your performance.