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 ...
How to create a referral
How to create a Referral In this article we will show you how to create a referral and the different ways you can send one. Note you can create an unlimited amount of referrals on NuOp for free! PS: Check out the attached video for an example. ...
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 ...
How To Create A Contact
Creating contacts is one critical element of success while using "My Network" so in this article we will really quickly go through how to do just that. Ideally you would want to import your contacts but sometimes manually creating a contact is ...
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 ...