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Why would an Active referral in the portal show XXX?
The agent made an update to a status in their portal of a passive referral, reflecting that they are following up or working with the client. This would upgrade this from a passive to an active. The contact details would still remind XX out
Can I get an instant notification for passives?
There is no way to get an instant email for passives, these will always be sent out in a 1 day delay but they will populate into the agent portal immediately. Reinforce best practices on how to contact.
What kind of email notifications will I be receiving?
The most common email notification received is for passive referrals. So active referral opportunities like appointments come in via text. Passive referrals come in via email with the body of the email stating something like: “We’ve been busy promoting you…”. Do you remember what a passive referral is and how to work…
SGD asking why passive referrals still have XXX phone numbers
* First go to their agent contact and verify they own the zip code (territory associations, with the check box marked) * If owned, go to the portal and login as the agent, and ensure the date added to the referral is after the date they purchased zip codes. * Check activity in the agent contact to ensure they didn…
What are Passive referrals?
SOLD.com provides two different types of referrals: Active appointments, and passive referrals. Appointments are easy to understand but in some cases there are questions about how to work Passive referrals. The Concierge team is working hard to make contact with every consumer who visits our site, but in some cases i…
Best practice scripts for active and passive referrals
Active Referrals Definition: Active referrals are either a consumer who has selected you from their recommendation report or where SOLD.com scheduled a consultation for an agent to meet the client and the agent was assigned. Scripts At time of agent selection (no appointment set) “Hi {{Client Name}}, my Name is {…
