
This the only
place that a listing referral may be created. Any user is able to create/submit a
listing referral if - if
valuation exist, but is older than 21 days - no
listings present - no
referrals of status draft/submitted/accepted status (only declined &
expired).
Select New Referral when you
want to add a referral.

![]() | ||
|---|---|---|
|
Referring office * |
( mandatory) Displayed is the office that is reffering the property. |
Bryanston |
|
Office referred to * |
( mandatory) Displayed is the office that is being reffered to. |
Benoni East |
|
Status |
The status of the referral. |
Draft |
|
Comments |
Additional information the office that is being referred to may find useful about the property or the client. |
The client has relocated to a residence close to you. |

![]() | ||
|---|---|---|
|
Add Owner |
Select the 'Add Owner' link and add the owner of the property to the referral. Once you have done that teh owners details will be displayed. |
............. |
|
History |
An audit trail of all the individuals that have been involved with the referral. |
............. |

![]() | |
|---|---|
|
Created |
Displayed is the date the referral was created. |
|
Referring Office |
Displayed is the office that is referring the property. |
|
Office Referred to |
Displayed is the office that has been referred to the property. |
|
Status |
The status of the referral. If status = submitted an email notification send to all parties. After 48 hours it must be accepted. |