All About Client Transfers
Note: This transfer process is limited to advisors on Senior Place that have added their profile to the Advisor Directory. If your intended recipient hasn’t done so yet, this tutorial below will guide them through the steps. Once their profile is added, you’ll be able to initiate your transfer.
Whether you're collaborating with another agency on a client or are sharing a lead with an agency that services a different region, you can transfer client information from your Senior Place account to theirs, simplifying the collaboration process.
How to Transfer a Client to Another Agency
1) Navigate to the Relevant Client Profile > Actions
- Navigate to the client profile you'd like to transfer. Then select Actions.
- Choose Transfer client
2) Select the Advisor You Would Like to Transfer To
Note: Transferring a client does not delete it from your pipeline. It copies the clients information to the recipient agency and the profile in your account remains.
Click Select advisor to choose the contact you'd like to transfer this client to
3) Confirm Your Transfer
Click Transfer client. By default the Include notes and Include files options are selected. If you'd like to opt out of sharing these details then uncheck these options.
How to View All Client Transfers
From your Client Pipeline view, click on the Transfers tab. From this tab, you are able to view all incoming and outgoing client transfers.
How to Accept, Decline, or Resend a Client Transfer
From the Transfers Tab
From your Client Pipeline view, click on the Transfers tab. From this tab, you are able to accept, decline, or resend any active client transfers.
From the Client Profile
1) Click Actions > Transfer client
- From within the client profile you'd like to transfer, click Actions.
- Choose Transfer Client.
2) Cancel or Resend Your Transfer
From here, you are able to cancel or resend your client transfer.
Have more questions? Feel free to reach out to us at support@seniorplace.com!