.png){kind=logo}
How do I populate contract as Sending Party?
The contract is created by the agent or office that generates the referral (the Sending Party). The Sending Party will be asked to provide their name and address that will appear on the contract in step 5 of the referral creation process.
1. The Name and Role are entered in Step 5 of the referral creation process and will appear in the top left section of the Contract:
Input:
Output:
Note:
Note:The “Name” field will be initially populated with the RC Name, but users can change this to suit their purpose (Agent/RC/Company/Any Name).
The “Role” field was previously preset to “Sales Associate”; now users can choose from the following options from a drop-down list:
- Sales Associate
- Relocation Director
- Referral Coordinator
- Referral Contact
- Do not specify the role
2. The Sending Party information is retrieved from the assigned Office and Agent, which are selected in the first step of referral creation. This is the form that appears after clicking the “Create Referral” button in the Dashboard.
Input:
Output:
- Sending Agent Name is not mandatory, and if the user doesn’t provide this, this field will be omitted from the contract.
- Sending Office Name is mandatory, and depending on the selected Office, its address will be retrieved. The office address is retrieved from Dash.