Log in to your brokerage's system as a System Admin User. 

Click "Reports" in the main dashboard menu to trigger the dropdown menu. 

Click "Transaction Referral" in the submenu. 

The Transaction Referrals page displays all of the referrals associated with transactions in the system. In this example, we'll search for a referral for the user Justin Thyme by using the Listing/Buying Agent search bar. 

Click "Justin Thyme" from the dropdown menu. 

Locate the desired transaction and click the "Green" icon to trigger the Action row. 

Locate the Referral column and review the name of the referring entity and the referral amount. Note that you can click the "Download CSV file" button at the bottom of the page to download the contents of the table into an Excel file. 

1701 Bryant Street1, Denver, CO 80014

TransactionID: 49ea8941-25e3-52f8-ec60-992b1734d69c

This button will refer you to the Edit Transaction page. Locate the Referrals section. 

 Agent Breakdown Commission Detail Change Status
Transaction Documents
Toggle Dropdown

The Referrals section will list all of the referrals tied to the transaction. You also have the option to update the referral information or add new referrals. 

This scribe reviews how to generate a Transaction Referral Report.

How to Generate a Transaction Referral Report