Check if partners cover the destination area. Use Invite to target specific agents. Wait for cross-brand window if needed.

Receiving party may not have signed (7-day deadline), update overdue, or Referral Contact action needed.

Check My Referrals tab (Inbound/Outbound). Cancelled/deactivated referrals are in history. Check with your Referral Contact.

All receiving parties notified. Check for update alert.