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.
Click here to learn more about NuOp's process of legally binding referral agreements.
Related Articles
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 ...
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 ...
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 ...