How to Create a Referral
In most SIR offices, the Referral Contact manages referral creation and activity for the office. Your office's configuration determines who can create referrals.
The Process
The platform guides you through: client information, destination market, placement method (Invite, Direct, or External β Market Referrals are not available for SIR), client preferences, and referral fee (default 25%, negotiable).
SIR-Specific: Client Information
Your client's contact information will be shared with the receiving side before the agreement is signed. This is unique to SIR β all other brands share client info only after both parties sign.
Placement Methods for SIR
Direct: Recommended when you know your partner. Invite: When you want to choose from several candidates. External: For partners outside the GRN.
Method cannot be changed after publishing. Drafts auto-save.
