Do I need to enter client contact information when submitting a referral?
No, you do not need to enter client contact information when submitting a referral. That said before you make the decision to withhold that information from the referral input form you should know the following:
- If you are a Member whose profession type is "Real Estate Sales", and you are exchanging a referral with another "Real Estate Sales" Member you must include the client contact information in order for NuOp to produce a legally binding referral agreement.
- If the client contact information is entered NuOp automatically provides the information to the Receiving Party after they have accepted the referral agreement terms. If you do not enter the contact information you will need to do this manually.
- If you do choose to enter your client's contact information that information is never revealed to any other Member of the community until the referral exchange process is complete and the referral has been assigned, by you, to the Member of your choosing. Only then is the client information revealed to the Member who you chose for your referral.
When I receive a referral, how do I see the client's information?
The client's info Will Not be revealed until both parties have accepted the referral agreement. You Will Not be able to see the client's info if the sending party chose not to include it in the referral agreement. If that happens, then you will need ...
What is a Direct Referral?
A Direct Referral is where a Member sends a referral directly to another Member. Below are some important things to know about direct referrals: You can choose to withhold client contact information when submitting a direct referral. Click here to ...
Does NuOp create legally binding referral agreements when Members exchange referrals?
A legally binding referral agreement is only created automatically through NuOp when all of the following criteria are met: Members with the profession type "Real Estate Sales" exchange a referral with one another. The client's contact information ...
Referral Exchange Methods
NuOp provides it's members with three referral exchange methods: Open Referral Direct Referral First-come, First-serve These three methods are all able to be accomplished by filling out one simple referral input form. In other words, you don't need ...
Which Members are able to have NuOp create a legally binding referral agreement when exchanging referrals?
All NuOp members can create legally binding referral agreements for their profession. You need to include your the clients information when submitting the referral information so that one legally binding agreement can be distinguished from another. ...