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 know about direct referrals:

1. You can choose to withhold client contact information when submitting a first-come, first-serve referral.  Click here to read more information on this topic.
   
2. Push notifications and email notifications are sent to the Receiving Parties of a first-come, first-serve referral when it is submitted.
   
3. First-come, first-serve referrals expire after 14 days if a receiving party has not accepted it.
   
4. In order to use the first-come, first-serve method simply create a referral, and when doing so, select more than one Member to send your referral to.  The same referral input form is used for all three referral exchange methods. 
   
5. The first Member to claim the referral gets the referral.  When this happens all other members who did not successfully claim the referral are notified as such. 

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