If you referred business to a Real (internal) agent, entering a referral transaction is unnecessary. A referral transaction will be created automatically when the agent you referred to enters the transaction. Learn more about this process here: How do I track the status of a Referral from another Real Agent?
If you referred business to an outside (external) agent, you need to create a referral in reZEN. You should create the referral in reZEN when the sale price and closing date is firm. If you want to see the overall referral process, go to: How do I refer my client to another agent?
This takes 30 seconds - watch the video below or keep reading for details.
When you are in the Real App, make sure you are in "My Transactions" (left hand side) and click "Create Referral" on the top right.
The system will walk you through a series of questions.
Once you've completed all the steps, review and click "Create Referral." The system will create a transaction, just like any other transaction.