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How to Respond to a Referral You Received

Responding to SIR referrals — no Market, client info shared early.

Updated this week

How to Respond to a Referral You Received

Direct: Accept or Decline. Invite: Click Apply; sender chooses.

Note: SIR does not have Market Referrals, so there is no Marketplace tab to browse.

Your office's Referral Contact may handle inbound referrals depending on your office configuration. When awarded: 7 days to sign. Reminders at Day 2, 5, 6.

Important: Client contact information is shared with you before the agreement is signed. This is unique to SIR.

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