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Referrals

The referral network connects you with professional real estate brokerages nationwide. When a contact is looking to buy a property on your website and indicates that they have a house to sell as well, Vision will mark the contact as a listing opportunity if your brokerage serves that zip code. If your brokerage does not work the area the contact is looking to sell in, then Vision will automatically refer the contact to a brokerage within the network that serves that zip code. Referrals are assigned based on the zip codes you have entered within Communities Served in the Website section in the system.

Incoming Referrals

Contacts who register on other brokerage websites who need to sell a home in your area will appear on the Incoming Referral list for you to review. As soon as possible, review the terms. If you agree to the terms, assign an agent, and accept the contact.

To open the Incoming Referrals page

In the left navigation, click Referrals

To accept a referral

In the Actions column, click Accept

Review the terms of the referral

If you agree, click the I agree to the referral terms above check box

In the Assign to agent list, select an agent

Click the Accept Referral button

NOTES:

If you don't agree to the terms, then click the Cancel button.

Referrals agent list will have all active agents

Outgoing Referrals

When your brokerage has a contact that needs to sell a home outside of your area, the contact is referred to other real estate brokerages who serve that area. If that brokerage agrees to the terms and accepts the referral then they have also agreed to pay you a referral commission if that lead closes.

To open the Outgoing Referrals page

In the left navigation, click Referrals

Click the Outgoing Referrals tab

The Outgoing Referrals page contains the following information for each referral:

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 Using the System, Editing Agent Profiles