REAL ESTATE REFERRAL MANAGEMENT PROCESS

Created by ChecklistGuro (https://checklistguro.com)

[ ] Create Referral Lead: Create a new entry in the 'Referrals' data model when a new lead is identified.
[ ] Update Referral Status: Update the status of the referral entry (e.g., from 'New' to 'Contacted' or 'Converted').
[ ] Assign Agent to Lead: Create a task for a real estate agent to perform the initial outreach to the referral.
[ ] Follow-up Task: Create a recurring task to check in with the lead if no contact has been made within 48 hours.
[ ] Retrieve Referrer Details: Fetch contact information and history of the person who sent the referral.
[ ] Send Thank You to Referrer: Send an automated email to the person who provided the referral to acknowledge receipt.
[ ] Notify Agent of New Lead: Send an email notification to the assigned agent containing lead details.
[ ] Calculate Referral Fee: Calculate the commission split or referral fee amount based on the estimated property value.
[ ] Update Referral Commission: Update the 'Referral Fee' field in the Referral entry with the calculated value.
[ ] Get Referral History: Retrieve all previous successful referrals from the same source to assess lead quality.
[ ] Calculate Total Referral Volume: Sum the total value of all 'Closed' referrals within the current month.
[ ] Send Lead Alert SMS: Send an urgent SMS to the agent when a high-priority referral is entered.
[ ] Verify Documentation: Create a task to ensure all necessary legal and contact documents are uploaded to the entry.
[ ] Mark Lead as Converted: Update the referral entry to 'Closed/Won' once a property transaction is completed.
[ ] Monthly Referral Performance Report: Generate a report summarizing conversion rates, total revenue, and top referrers.
[ ] Remove Duplicate Leads: Delete a referral entry if it is identified as a duplicate of an existing record.

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