Transaction Referral Report

Overview:

In this article, we will cover how to locate and use the Transaction Referral Report. Please find the available resources below.

Permission Level:  Admin 

Report Details:

• This report lists all current, pending, and closed transactions associated with an External Referral.
• Use pre-select filter search options or a custom date range to locate transactions within a time frame based on the close date.
• Ability to Search by:
  • Property address
  • Agent's name
  • Seller or Buyer name
  • Referral Company name
  • Transaction status
• Can sort by any column in the table
• Displays Referral Amount
• Displays Commissions/Accounting Transaction Status
• Ability to export to CSV/Excel

Navigation:

Click directly on image to enlarge