How do I reassign a receiving agent?
Reassigning a receiving agent is possible by the Referral Contact of the particular office.
To reassign the Receiving Agent, the receiving company's RC must take the following steps:
- Log in to the platform and navigate to the Referral #xxxx details page.
- Click the Reassign Agent link on the Referral Details tab, under Receiving Agent information, and the receiving office RC should be able to reassign the referral to a different agent.
If you have any problems, please contact SIRReferrals@immobel.com.
Please keep in mind that if the sending office DIRECTED a referral to a specific agent, the receiving Referral Contact may be unable to reassign the referral.