Dashboard
Five numbers on load. Open any section below for the detail behind it.
Needs Your Attention
Partners drifting past their tier window ▾
Recent Referrals
Latest entries across both directions ▾
Top Referrers, Last 12 Months
Ranked by settled, paid referrals ▾
Partners
Every agent, broker, accountant, and connector on file, referral or not.
Two statuses, read together. Partnership Status shows whether they have agreed to refer, and Tier shows how active that relationship is right now. A partner can only be Active, Warm, Needs Attention, Dormant, or Cold once they have said yes, everyone else sits in Not Yet Asked, Asked (Pending), Declined, or Working Contact.
Referral History
Every referral logged, in either direction. A partner being Active does not mean every one of their matters is a paid referral, that is set per entry below.
Relationship Log
Every call, coffee, email, and event, across every partner.
Reactivation Queue
Referral partners sorted by longest time since last contact. This is the working list for the re-engagement campaign.
Where to start. Work from the top down. These are agreed referral partners who have gone quiet, not the Not Yet Asked backlog, that queue lives on the Partners tab until each one gets a first outreach.
Not Yet Asked, Outreach Backlog
Legacy contacts, never asked about a referral arrangement
Disclosure Tracker
Compliance record for fee-paying referral arrangements. Under the Conveyancers (Professional Conduct) Regulations, a client must be told in writing when a referral fee applies, before the referral proceeds.
Analytics
The same numbers as the rest of the app, read as trend instead of text.
Paid Referrals by Month
Last 8 months, both directions
Referral Fees, Owed vs Received
By month, dollar value
Partners by Tier
Agreed referral partners only