Partner Agent Handbook 2023 - Flipbook - Page 17
Referring a Property...
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Click Refer a property located in the navigation pane on the left-hand side.
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• Prompt to enter customer details, then click ‘Search’.
TIP: it can sometimes be best to use the customer’s mobile number or email
address in the search bar to keep results to a minimum.
• The customer may already be registered within our database of almost
600,000 customers, so if located, then select from the relevant entry from
the results shown by clicking ‘Use Customer.’
• Alternatively, if the customer cannot be found, click ‘Add New Customer’.
17 | Partner Agent Handbook
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