Whether you are sending or a receiving a referral agreement, you can create the referral file in the Side App to generate the documents needed.
Navigate to the Client Referrals page, choose which direction the referral is needed and provide the information requested:
You can add the required documents, once the details are created
Once you submit the referral details, a referral agreement will be created (entered information will automatically load and you can add any details needed) and prepare for signatures via Docusign:
Once entered, you will be able to review, select "prepare envelope" when ready, and then "Send Envelope" for signature.
After the referral has been sent out for signatures, you can review the status directly in the Side app under Referrals
Note, If you are receiving a referral payment: Once funds arrive we will manually create the transaction in the Side app and send out a commission form to you for the amount received. Once you confirm the distribution details, the payments will be sent.