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This feature allows you to introduce your client to one of our experienced loan officers.

1. Select a Loan Officer: To begin, choose the loan officer from the list that you wish to refer.
2. Enter Client Details: Input the client's name and cell phone number.
3. Send Referral: Click the "Send Referral" link. This will open your default texting app with the referral details pre-populated. Simply click "Send" to complete the referral.
4. Loan Officer Notified: The selected loan officer will receive an email notification about your referral, enabling them to promptly reach out to your client.
5. Client Receives the Referral: Your client will receive a text message with a hyperlink. This link directs them to the selected loan officer’s application page, where they can fill out their loan application, check their loan status, and upload or view any relevant documents