What is Referral Agreement?
The referral platform contains an integrated contract feature to ensure that all parties are protected and the necessary information is stored within the platform. This is a legally binding document containing the terms of the referral (internal referral reference number, referral fee percentage, and the details of both parties). Both parties agree to these terms prior to signing, and both parties need to sign the contract before client information is released and the referral is made AWARDED AND ACTIVE.