Referral Management
Referrals are a distinct part of brokerage business. RealDesk helps office administrators track referral clients, linked referral deals, and documentation across the office so referral activity does not disappear into email threads.
Key capabilities
- Referral client records — Track referral relationships separately from standard buyer/seller clients when needed.
- Linked referral deals — Connect referral activity to deal records for production and compliance visibility.
- Office-wide search — Find referral clients and related deals across agents and offices.
- Documentation continuity — Keep referral context available when office staff answer agent or compliance questions.
- Pipeline awareness — Monitor active and inactive referral activity alongside deals and listings.
How agents and office staff work together
Agents enter referral clients and related deal activity. Office administrators monitor brokerage referral volume, assist with questions, and ensure referral deals stay visible in brokerage reporting.
Typical workflow
- A referral client is recorded when the brokerage receives or sends a referral.
- Agents maintain referral details and link referral deals when transactions begin.
- Office staff monitor referral activity across the brokerage from the same workspace used for deals and listings.
See how RealDesk supports referral tracking across your office. Book an intro meeting.