Real Estate Referral Management Process

Start of the Workflow/Process.

Create a new entry in the 'Referrals' data model when a new lead is identified.

Update the status of the referral entry (e.g., from 'New' to 'Contacted' or 'Converted').

Create a task for a real estate agent to perform the initial outreach to the referral.

Create a recurring task to check in with the lead if no contact has been made within 48 hours.

Fetch contact information and history of the person who sent the referral.

Send an automated email to the person who provided the referral to acknowledge receipt.

Send an email notification to the assigned agent containing lead details.

Calculate the commission split or referral fee amount based on the estimated property value.

Update the 'Referral Fee' field in the Referral entry with the calculated value.

Retrieve all previous successful referrals from the same source to assess lead quality.

Sum the total value of all 'Closed' referrals within the current month.

Send an urgent SMS to the agent when a high-priority referral is entered.

Create a task to ensure all necessary legal and contact documents are uploaded to the entry.

Update the referral entry to 'Closed/Won' once a property transaction is completed.

Generate a report summarizing conversion rates, total revenue, and top referrers.

Delete a referral entry if it is identified as a duplicate of an existing record.

End of the Workflow/Process.