Entering A Referral (Outgoing)

Entering A Referral (Outgoing)

If your company has placed an outgoing referral and you need to enter that transaction, once the client closes on a home you would enter this as other income.  To start another income transaction you will need the closing date, commission amount, and the agent receiving the commission.  


  • Click on Financials and go to Transactions (Admins can only access this section)

  • At the top select +Other Income

  • Enter in all information about the referral *Make sure to choose the type Referral Income    

This is how you will enter in all other income transactions.

  • Click Finish

  • This will open up the other income transaction and you can further manipulate the financials, agent fees, collect paperwork as your office requires

To see other income transactions or closed transactions, use the filters at the top of the Transactions tab


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