Referral Checks Process - Referral Agent

Referral Checks Process - Referral Agent

When a referral agent receives a referral check we need to be sure to have the appropriate documentation.    

 

How to handle the referral once the check arrives:

  1. All referral checks are to be payable to BHHS Drysdale Properties and should be sent to the home office.
  2. If you receive a referral agent’s referral check in your office send an email to Closings@bhhsdrysdale.com, with the closing statement (if you received), check, referral agreement and loose check form. Subject line should be Referral - the property address - Agent Name, body of email is not needed
  3.  A SkySlope file will need to be created for any and all referrals. 
  4. Closings will close the file in SkySlope – AC does not close
  5. Mail the check with loose check form to the Home Office, Attention: Accounting
  6. Accounting will issue check and mail to agent directly
  7. After the check has been sent to the Home Office, if agent is questioning where their referral check, check the SkySlope file log for status.  If there is nothing notated, email only Accounting@bhhsdrysdale.com
  8. After 24 hours archive the transaction and deactivate the agent in SkySlope.
Company check to be mailed to the home office attention Accounting:
BHHS Drysdale Properties
588 San Ramon Valley Blvd #250
Danville, CA 94526

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