When I receive a referral, how do I see the client's information?

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 to reach out to the sending party.

So once both parties have accepted the referral agreement, you will then need to click on the Referrals tab at the of the page. On this page you will see Received and Sent referrals, so make sure you are in the Received view and to do that just click on Received. Then click the Accepted Referral Card, there you will see all the Client's info in what we call "Client Cards." 


The video below will show you how to see the clients info:



The video below shows how the clients info is not revealed until both parties have accepted the agreement:

    • Related Articles

    • 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 ...

    • 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 ...

    • 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 ...

    • What is an Open Referral?

      The open referral method is used by Members for one, (or both) of the following reasons: They need help finding the right professional for their client referral. They want to promote themselves. There are three simple steps to completing an Open ...

    • 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 ...