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Referrals

The referral network connects you with professional real estate brokerages nationwide. A contact might want to buy a property listed on your website and also indicate that they want to sell a house. If your brokerage serves the zip code for the sale, Market Leader marks the contact as a listing opportunity. If your brokerage does not serve the area of the sale, Market Leader automatically refers the contact to another brokerage within the network that serves the zip code of the sale. The system assigns referrals based on the zip codes you enter in Communities Served of the Website view.

Incoming Referrals

When a contact registers with another brokerage in the referral network, and wants to sell a home in your area, the contact appears on the Incoming Referral list. As soon as possible, review the referral terms. If you agree to the terms, assign an agent and accept the contact.

Manage Incoming Referrals

  1. Make sure you are logged into the Market Leader Admin interface.
  2. In the navigation list, click Referrals.
  3. To accept a referral,
    1. For a specific referral, click Accept.
    2. Review the terms of the referral.
    3. If you agree, check I agree to the referral terms above.
    4. In the Assign To Agent list, select an agent.

      The Assign To Agent list includes all active agents.

    5. Click Accept Referral.

      Until you accept the terms, the Accept Referral button is inoperable. If you do not agree to the terms, click Cancel.

Outgoing Referrals

When a contact wants to sell a home outside of your area, the system refers the contact to other real estate brokers who serve the area of the sale. If a broker agrees to referral terms and accepts a referral, they agree to pay a referral commission when the sale closes.

View Outgoing Referrals

  1. Make sure you are logged into the Market Leader Admin interface.
  2. In the navigation list, click Referrals.
  3. Click Outgoing Referrals.

For each outgoing referral, the Outgoing Referrals view displays the following information.

  • Name
  • Agent
  • Property information
  • Date the contact signed up on the agent's website
  • Brokerage the contact was referred to
  • Date the brokerage accepted the referral

See Also