Outgoing Referral Process

1. Outgoing Referral Process Step 1 The referring agent e-mails or faxes the referral information to the Outbound Referral Coordinator and follows up with a call, if extra instructions are necessary AT ALL TIMES Contact between referring agent and client is encouraged, as well as contact between referring agent and destination agent Step 2 Outbound Coordinator contacts the referred customer within 24 hours Step 3 The referral is placed with a destination broker/ relocation department within the CARTUS Network within 24 hours Step 7 [Your Company Name] Relo Dept will let the referring agent know of any status changes (i.e., pending, closed out, etc.) Your Company Name Relo Dept Step 4 The Destination Broker provides [Your Company Name] Relo Dept with the name and telephone number of the assigned agent through CARTUS Broker Center within 24 hours Step 6 [Your Company Name] Relo Dept will keep in contact with the Destination Broker via Broker Center Step 5 [Your Company Name] Relo Dept provides the referring agent with the assigned agent’s name and telephone number via e-mail within 24 hours of receipt