Adding the referred by field

On the Hawksoft homepage click the gear icon and select Client Misc Info



In an open field, type Referred By and select Text from the dropdown menu and then click OK



Tracking referrals by client

Go to the profile of a customer who was referred and press the Action tab at the top of the screen and then select Internal



Click Change Client/Policy



Select Client Misc Info and enter the Customer ID of the individual who made the referral

Rocket Referrals can also accept a name in either: First Last or Last, First format. This name should match exactly how the client is entered in Hawksoft.



If the person who referred is not a client (e.g. center of influence, Realtor, mortgage broker add them to Rocket Referrals as a professional contact