Utilizing the Referral Network System in Loop

Article Purpose: This article explains how to utilize the referral network system within the Loop software, covering setting up your profile, sending referrals, and tracking their progress.

Prerequisites:

• Ensure the "Out of Area Seller" widget is added to your lobby screen.
• Verify your referral network settings (bio, referral fee, radius) are correctly configured in your settings.

Steps:

1. Identifying Out-of-Area Sellers:

• The "Out of Area Seller" widget on your lobby screen will display potential sellers outside your referral radius.
• When you have a buyer that would be an out of area seller, you'll see the closest three agents.

2. Sending a Referral:

• Locate the "Send Referral" button next to the agent you wish to refer the seller to.
• Click "Send Referral."
• Confirm the details in the pop-up window.
• Click "Send Referral" again.
• A confirmation message will appear, indicating the referral has been successfully sent.

3. Claiming a Referral (Receiving Agent):

• The receiving agent (e.g., Scott) will find the referral in their "Inquiries" section under "Seller."
• It is crucial for the receiving agent to click into the inquiry and click "Claim."
• A message will confirm that the inquiry has been successfully claimed.

4. Tracking Referral Progress (Referring Agent):

• The referring agent (e.g., Jane) can track the referral's progress in the "Network Referrals" section at the bottom of the left-hand menu in Loop.
• This section displays major milestones, allowing the referring agent to monitor the receiving agent's actions.

5. Receiving Agent Updates (Example):

• The receiving agent will book an appraisal for the referred seller.
• They will enter the relevant details, including dates and times, and confirm the booking.
• Once the appraisal has been booked, the referring agent can see that this milestone has been completed.

6. Monitoring Milestones:

• The referring agent can see the progress of the referral through all the milestones.
• The system displays the date and time of each action taken by the receiving agent.

Key Points:

• The "Out of Area Seller" widget and referral network settings are essential for using the system.
• Receiving agents must claim inquiries to proceed.
• The "Network Referrals" section provides a comprehensive overview of referral progress.
• This system allows for easy tracking of the referral process.

Support:

• For any questions or assistance, please contact the support team at support@loop.software.