If you're submitting a referral agreement, follow these steps to create a transaction file and upload the signed documentation in Radius Office.
Step 1: Locate the Client
Go to the My Active Clients page.
Find and click on the contact card for the client you’re referring.
Step 2: Update Client Status
In the contact card, open the Status dropdown.
Select "In Contract" to begin the transaction process.
Step 3: Add Contract Details
A pop-up window will appear. Click the "Add Contract Details" button.
A new transaction file will be created. It will auto-fill with the client’s existing information
Step 4: File Type
In the Property Information section:
Set the File Type to "External Referral Agreement".
Step 5: Representing
In the Property Information section:
Update the Representing field to "Referral".
Step 6: Submit the Referral
Complete all required cover sheet fields.
Click "Submit" at the bottom of the page.
Step 7: Upload the Signed Referral Agreement
After submitting the file, click the Documents tab at the top of the page.
Upload your signed Referral Fee Agreement (RFA) to the transaction.
