The client status link is a private, read-only page your client opens to see where their referral stands. You turn it on for a referral you sent and share it with them. It's on Pro and up: Pro, Pro Max, and every member on Brokerage, Agency and Enterprise.
Turn it on and share it
- Open the referral on your Referral Desk (click the client's name).
- Under Client status link, click Turn on.
- Click Copy link and send it to your client by text or email.
It's off until you turn it on, one referral at a time, and only you, the sender, can turn it on.
What your client sees
A Refervia page that greets them by first name and shows:
- your partner's name and business, and the referral type;
- where it stands: Sent, Contacted, In progress or Completed, with the date it last changed;
- a line about the current step, like "(your partner) has your referral and will reach out soon."
It never shows phone numbers, emails or anything else from the referral. If the referral is declined or withdrawn, the page says it's closed and to reach out to the person who referred them. The page is kept out of search engines.
Your partner keeps it current just by updating the status, so a quick Contacted shows your client someone is on it.
Opens, turning it off, and when it ends
- Under the link you see how many times it was opened, like Opened 3 times. Your own visits don't count.
- Click Turn off any time. The page stops working right away and tells your client the link isn't active. Turn on brings the same link back.
- It ends on its own 90 days after the referral closes.
Good to know
- It's for referrals you send to a partner. Posts to your Team Referral Queue and withdrawn referrals don't have one, and the partner who received the referral doesn't see the switch.
- On Free, the referral shows what the link does and that it comes with Pro. On Brokerage Free and Agency Free, it comes with Brokerage or Agency.
- Pair it with automatic reminders: your partner hears from Refervia if the referral is still New a day later.
Trouble?
- "I don't see Client status link": it shows on referrals you sent to a partner that haven't been withdrawn. Open one from your Referral Desk.
- "My client says the link doesn't work": you may have turned it off, or the referral closed more than 90 days ago.
- "Couldn't copy": select the link and copy it.
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