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Inventory Center - Manage Non-Realtor Referral Assignments

Inventory Center - Manage Non-Realtor Referral Assignments

In this article:

Assign Non-Realtor Referral to Unit

The Assign Non-Realtor function allows you to include a referral fee as part of the contract. The Non-Realtor you are assigning to the unit must be added as a registrant in the Sales Center prior to assignment.

1 – In the Inventory Center, click on the appropriate Component tab, if applicable. You won't see Component tabs if there is only one.
2 – Click on the unit in the Inventory List.

3 – Click on Contract.

4 – Click on Assign Non-Realtor Referral.

5 – Begin to type the first few letters of registrant’s first or last name in the Search For space. As you type, names containing the letters you are typing will appear in a dropdown list.

6 – Select the registrant from the list. This will move the name to the right under Non-Realtor Information.

7 – Enter the dollar amount of the referral commission.

8 – Click Save.

The registrant and the commission amount will be listed in the Non-Realtor Referrals section of the Inventory Contract page.

The registrant will also be listed in the Non-Realtor Referrals section of the inventory profile. Clicking on the registrant’s name will bring up the registrant profile.

Update/Edit Non-Realtor Referral Amount

1 – In the Inventory Center, click on the appropriate Component tab, if applicable. You won't see Component tabs if there is only one.
2 – Click on the unit in the Inventory List.

3 – Click on Contract.

4 – Click on the edit icon Inventory Center beside the registrant’s name.

5 – Update the dollar amount as needed and Save.

Unassign Non-Realtor Referral

1 – In the Inventory Center, click on the appropriate Component tab, if applicable. You won't see Component tabs if there is only one.
2 – Click on the unit in the Inventory List.

3 – Click on Contract.

4 – Click on the edit icon Inventory Center beside the registrant’s name.

5 – Click on Unassign.

6 – You will be asked if you want to remove the non-realtor referral. Click OK.

Warning: The registrant and associated referral commission will be removed from the inventory profile and associated reporting.