Update a Referral

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Referral Follow-Up  After your referral lead has been placed with a full-service brokerage firm, your follow-up with the customer is crucial to make sure they are happy with the service and that the broker is able to service their needs.Our responsibility  As a part of our regular program, we contact the broker, every 45 days in writing. We request a written “status update” for every active referral in our system.  As we gather information, it is added to our computer database and a copy is sent to you to keep you current on the status of your referral lead.

Your responsibility  In addition to the information we provide to you, as you discover information about your lead (property is sold, they are looking in another area, they postponed their decision, etc.) please let us know.  We will confirm the information with the broker, if needed, and update our tracking system.  You can help us keep our information as accurate as possible.

Either call us toll free with the information at (877) 841-8100, or use the eReferral Update Form to update your referral lead.