If you're submitting a referral agreement, follow these steps to create a transaction file and upload the signed documentation in Radius Office.
How to Submit a Referral Transaction
Follow the steps below to create and submit a Referral Transaction through the Radius Office dashboard.
Step 1: Sign In to Radius Office
Sign in to your Radius Office account from the web dashboard.
Step 2: Open My Transactions
Navigate to My Transactions.
Click + Transaction in the top-right corner.
Step 3: Select Referral as the Transaction Type
Select Referral as the transaction type.
Select the appropriate State.
Select the current Transaction Status.
Click Next.
Step 4: Complete the Referral Details
Continue through the transaction setup and complete the required information in the Coversheet.
To enter the referral-specific information:
Open Referral Details.
Enter all required referral information.
Review the information to make sure it is accurate.
Click save & proceed
Step 5: Add Documents for Auditing
After submitting the referral transaction, you must add the required documents through the Auditing Dashboard.
Open the Auditing Dashboard.
Locate the referral transaction.
Upload all required referral documents.
Make sure the required documents have been added to the appropriate transaction.
Referral Transaction Process
My Transactions → + Transaction → Referral → Select State & Status → Next → Referral Details → Submit → Auditing Dashboard → Upload Required Documents
Important: Make sure all required referral information and documents are submitted so the transaction can proceed through the auditing process.
