Referral Exchange Methods

Referral Exchange Methods

NuOp provides it's members with three referral exchange methods:

  1. Open Referral
  2. Direct Referral
  3. 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 to actually choose a method when filling out the form.  You simply need to answer a few short questions and the system handles the rest. 

The referral input process is so simple that you should just get started.  The "Create Referral" button is viewable from pretty much anywhere on the platform. Just click it to get started. 

Each of the three methods noted above are different ways to exchange a current or future client referral.  It should be noted that NuOp also provides it's Members with the ability to track past referrals. Tracking a past referral is also accomplished through the referral input form, which again, is accessed through the "Create Referral" button. 

Tracking referrals is extremely important because it helps you identify where your client referrals are coming from and going to.  
    • Related Articles

    • What is a first-come, first-serve referral?

      A first-come, first-serve referral is where a Member submits their referral and selects more than one Member, (between 2 to 5 Members), to receive it. The first Member to “accept” the referral gets the referral.   Below are some important things to ...
    • 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 ...
    • Claiming an Open Opportunity

      Claiming an Open Opportunity An Opportunity is a referral that needs to be filled. An Open Opportunity is an opportunity exchange method that a NuOp member can use when they do not know who to send their opportunity (referral) to.  In other words, if ...
    • Opportunity Notifications

      To best explain how opportunity notifications work, let's take a look at notifications from the perspective of our three referral exchange methods.  Remember, a "referral" is a type of "opportunity" that a Member can create: Open Referral Direct ...
    • 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 ...