Leverage your book of business with Referral Requests.
Send a referral request in just two clicks to help your business grow.
How to Leverage Your Connections
Creating a Referral
Navigate to the Spark Platform and click Contacts on the left-hand menu.
Select the profile of the client to whom you wish to send a referral.
In the client's profile, on the far right, click the Edit contact dropdown and select Send referral request.
Your client will receive an email:
The client will see a link in the email:
This link will bring them to the following site with your agent information. They will click Let's get started.
The client will fill out the form and, when finished, click on Make a referral.
An email is sent to the referred person to fill out a Permission to Contact (PTC) form. They will click on the link in the email to get started with the process.
The link will take them to an introductory page. They will click Let's get started to begin filling out the PTC form.
The referred person will fill out the PTC form and click Connect with <Agent Name>.
The referral and their information are now stored as a Contact in the Spark Platform.