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How to Create a Referral

Creating referrals for SIR: Referral Contact model, no Market, client info shared before signing.

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How to Create a Referral

Most SIR offices use a Referral Contact model where the Referral Contact manages referral activity for the office. Your ability to create referrals depends on your office's configuration.

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).

Important: Client Information Sharing

Unlike other brands, SIR shares client contact information with the receiving side before the agreement is signed. This is the default behavior and is unique to SIR.

Method cannot be changed after publishing. Drafts auto-save. If unsure about your office's configuration, contact your Referral Contact or office manager.

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