Real Estate Agent Referral Program Benefits Explained Workflow

Step 1: Receive Referral

Type: Send Email

This business workflow step involves receiving referrals from various sources such as existing clients, partners, or online platforms. The process begins when a referral is made, either electronically or through direct communication. The referral typically includes basic information about the individual or business being referred, such as name, contact details, and any relevant background data. The next steps in this workflow involve evaluating the suitability of the referral for your services or products. This might include reviewing their specific needs, checking if they meet the necessary criteria for potential clients, and ensuring that there are no conflicts of interest. Once the evaluation is complete, further actions such as initiating contact or scheduling a meeting can be taken based on the outcome of this process.