referral agent

this video shows how to track real-estatereferrals using realtyjuggler. referrals are an important part of a real-estatepractice. agents sometimes get referrals from otheragents, people in their sphere, and other sources. first, i'll edit the common sources of referralsby clicking on "settings", and then "preferences". i'll click on the "general" icon, and scrolldown where the referral sources are listed. each line is a referral source. i'll edit this list by typing into it. i am going to add the web site "sallysellshouses.com"as a common referral source.

don't worry about including every possible referral source. if you have a source that's not in this list, not in this list, you can still type it inlater when you specify the referral source for a particular prospect or contact. lets add in a referral source for a contactrecord. i'll go back to the "main" screen, and thenclick on the "contacts" icon. from here, i'll click on the "new contact"button, and enter "william penn" as the name of my contact record. to track how "william" heard about me, i'llclick on the "referred by" field. i can just type in my referral source, or ican select from the drop-down menu here.

as you can, see my new referral source islisted in this drop-down. i'll select "sallysellshouses.com" for myreferral source. lets add in a referral source for a prospectrecord. i'll go back to the "main" screen, and theni'll click on the "prospects" icon. from here, i'll click on the "new prospect"button, and enter "jack smith" as the name of a new prospect. to track how jack heard about me, i'll usethe "referral source" field. this "referral source" field can be used totrack wherever the referral came from. if the referral came from another person,i can enter the name of that person.

if the referral came from a yard sign or someadvertising or a web site, i can enter that information as well. when i click on the "referral source" field,i have a list of common referral sources in this drop-down menu. but, in my case, i'll type in a unique referralsource of "sally adams". since the referral is from another person,i'll also add "sally" to my parties by clicking on the "parties" tab on the left. i'll click "new party". since i have known "sally" for many years,she is already in my contacts database,

so, i'll click on the first name field here andselect "look up contact" and find her in my database. if i had just met sally, i could have typedher contact information in here, and then added her to my contacts database instead. i'll change the role of my party to "referral". here at the bottom of the "referral" partysection is some additional information. is "sally" a real-estate agent? yes. and i can enter information about the referralfee - i received the referral,

and i am also going to pay a 25% referral fee to sally. since sally is going to want to hear fromme regularly about the progress of this referral, i'll fill in contact every in 14 days. that way, i'll be reminded to call sally andlet her know about "jack smith's" progress in finding a home. video tutorial 44 has additional informationon how the touch cycle works. the referral fee information will automaticallybe part of my commission calculation when we go to closing. now that we have entered some referral information,lets see how we can track which referral sources

are the most valuable to us. from the "main" screen, i'll click on the"goals" icon. i'll click on the "referral map" icon here, and this will show me all my referral sources. i can select from this drop-down menu to specify the database i want to display. the number in parentheses shows how many peoplecame to me from that particular referral source. i can hover over a specific referral sourceto see additional information about that source. the size of font for each referral sourceshows how important that source is. the larger the font, the more important thatreferral source is. in my case, most of my leads are coming from"open houses"

for additional information on how referralswork, click on the two manual links at the bottom of the "goals" section. the first is a manual on the goals section,and this second manual has detailed instructions for referral management.