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The Referral Partner Report records how many leads a specific referral partner provides. It also records the conversion rates of the leads sent over by your referral partners. This enables you to understand how leads provided by the referral partner are performing. Creating a partner in a web application or mobile application as a referral partner adds them to the Referral Partner Report. The results can also be filtered in the following ways to allow you to gain insights into your partners differently.
Date Range
Branches
Campaigns
This article covers:
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How to View Referral Partner Reports
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Column Name | Description |
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Referral Partner Type | Type of referral partner |
Referral Partner Name | Name of referral partner |
Referral Partner Status | Status section that the lead is currently in |
Referral Partner Company Name (Branch) | Branch of the referral partner |
Primary Agent Name | Agent Name of the agent initially assigned to a lead |
Referral Partner Company Brand | Company of the referral partner |
Total Leads | Total amount of leads |
Conversion Rate | Amounts of lead provided/funded |
Application | Leads tied to the real estate agent (hyperlinked) |
Funded | How many of the leads reached funded status |
Additional Columns
You can filter down to add columns to a Referral Partner Report.
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