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Referrer Field in Contacts - please include both First and Last Name
Under Review August 12, 2025
Currently in Contacts in the referrer field only the referrer's first name shows. This makes it impossible to sort contacts by referrer for reporting for marketing / managing relationships with referrers. (For brokers with older books this information is not contained within imported settled deals from Flex) Further - In the weekly referrer email the fields shown are : referrers first name (only), referrer physical address and phone no, plus clients first name (only). This would be much more meaningful if we had Refer first + last name / Referrer Mobile / Referrer email / Client First + Last name.
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