Within Alto, you'll earn commission every time you make a successful referral with one of our linked partners or conveyancers.
So, to stay on top of things, you can keep track of all of your referrals with the Referrals dashboard.
- Click Reports on the main toolbar
- In the dropdown menu, click Referrals dashboard
If referrals have been made (either via one of our Client Service Referral integrations or as a Conveyancer referral/case), you can view an analytical/graphical view within the dashboard to easily understand:
- The number of referrals made
- The status of referrals (at an individual contact level)
- Referred - One or more referrals have been sent to an individual contact, but are still pending
- In progress - If an individual contact chooses one of the conveyancers that've been referred, they become instructed and therefore show as in progress
- Lost - A single loss is represented if an individual contact doesn't choose any of the conveyancers that've been referred, within the 14 days that the quote is valid
- Payment due - A successful referral that resulted in an instruction, that's tied to a transaction, and is now complete
- Who the top referrers are
- Any upcoming referral payments
- Referred - Your potential pipeline payment
- In progress - Payment that is confirmed for when the transaction completes
- Payment due - Payment that is due as the transaction is now completed
- Invoiced - Payment that has been invoiced
You can also click View full conveyancer table to drill into leaderboard details which you may find useful for:
- Running any incentives programs
- Understanding how different conveyancers perform compared to others
- Tracking and understanding what payments are scheduled (i.e. referral fees)