Viewing the Referrals dashboard

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.

1. Click Reports on the main navigation bar
2. In the dropdown menu, click Referrals dashboard

If referrals have been made (either via one of our 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
  • Instructed - If an individual contact chooses one of the conveyancers that has been referred, they become instructed
  • Expired - A single expiry is represented if an individual contact doesn't choose any of the conveyancers that has 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
  • Invoiced - A referral that has been invoiced
• Who the top referrers are
• Any upcoming referral fees (only visible to Group Administrators)
  • Referred - Your potential pipeline payment
  • Instructed - 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 from which you can view information such as:

• the Property address
• links to view the contact (Client), the Property, and the sales progression
• Status badges for tracking
• Referral notes so you can more easily understand the latest details