1. Home
  2. Online Manual
  3. My MLS
  4. Automatically Refer Service Partners

Automatically Refer Service Partners

Print Friendly, PDF & Email
  1. When adding a Service Partner to your contact list, you have the option to automatically refer your service partner to clients you add in connectMLS.
    • Every time you add a new client to connectMLSconnectMLS will refer your Service Partner to your new client.
    • Your Service Partner’s contact information will display on your client’s private connectMLS web page.
    • Your Service Partner will receive a notification in connectMLS that they have been referred to your client. 
  2. Check the box to automatically refer your Service Partner to your clients, and additional options will open. If you choose not to automatically refer your service partner to your clients, click Finish and you can later manually refer your Service Partners to your clients. 
  3. Next, select the type of clients you want to refer to your Service Partner.
    • When a new client’s type matches the selected types, your Service Partner will be referred to them.
    • You can change any of your clients’ types by editing their information from your My Clients contact list.
    • connectMLS will not refer your Service Partner to previously added contacts. 
    • You can select as many different client types as you would like. To refer all of your clients in connectMLS to your Service Partner, click the Select All option.
  4. Finally, choose how you would like your referred Service Partner to contact your clients.
    • If you are adding a Service Partner (SP) to your contact list, you can select only one option, because only Valued Service Partners (VSP) have access to your referred clients’ contact information. Service Partners (SP) must contact you to gain more information on your referral.
    • If you are adding a Valued Service Partner (VSP) to your contact list, you can choose from all three contact options listed below. 
      • Only Valued Service Partners (VSP) have access to your clients’ contact information.
  5. Click Finish when completed. From this point forward when you add a client to connectMLS that matches the client type you selected, this service partner will be referred to them.
    • Click here to view how Valued Service Partners (VSP) and Service Partners (SP) view their Referral information from their private connectMLS web page, and how your clients view the Service Partners (SP) and Valued Service Partners (VSP) you refer to them on their private, connectMLS Client web page.

Previous_ButtonNext_Button

Updated on January 20, 2021

Related Articles