As on 8th March 2023

In our ongoing effort to improve the Global Referral Network, we are pleased to announce that we have released new features, improvements, and bug fixes to the platform:

New features & Improvements

• Guidance on uploading IRS W9 Tax Forms are now available in the system. When your referral reaches the closing stage, a message in the UI will be displayed to remind you or your partner to upload the necessary tax forms in the referral page. For more information, please refer to our - W9 FORM

• Referral Contact can now set Payment Preferences for every office they manage.

• Re-assigning functionality - A referral to another Office or Agent. For the Receiving Side Referral Contact, you can now re-assign your inbound referrals to a different Office or Agent that you manage in a single step. In the UI, a link to view your team in the Professional Directory is also available so you can search for the right Office/Agent to assign your referral.