As on 13th July 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
Payment Admin
✔️ Added functionality to capture Network Fee refunds
Referral Details Page
✔️ Improved the printable Disposition page layout
- Added the LRE mailing address and ACH instructions
- Arranged the page layout according to the design
✔️ Updated UI on the Referral Details page:
- All titles are now capitalized
- Changed the label "Information" to "Fee Details" on the Transactions & Fees tab
Referral Creation Form
✔️ Restricted the usage of Client Sources to only Relos with assigned role codes
✔️ Added Programs functionality to companies/offices
✔️ Added functionality to auto-populate the Registered Broker Address field with the HQ address
- With this update, the system will automatically fetch the HQ address associated with the Sending Office and populate it in the Registered Broker Address field. This field is disabled so users cannot edit it.
✔️ Agents count on the Referral Destination Market section (above the map) is now hidden
Analytics Dashboard
✔️ Added the "Out of Network" filter to the Analytics Dashboard to filter by external referrals
Other
✔️ Added new cancellation/deactivation reasons
📌 Bug Fixes
✔️ Changed "How is the Leading RE Commission fee calculated?" to "How is the Network Fee calculated?"
✔️ Changed "Network Fee Leading RE Done On:" to "Network Fee Done On:"
✔️ Lined up columns on the Transactions and Fees tab (transposed the Referral Fee according to the contract and the fee payable to sending side)