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, the tutorial below will guide them through the steps. Once their profile is added, you’ll be able to initiate your transfer.
How to Add Your Advisor Profile to the Advisor Directory
Whether you're collaborating with another agency on a placement 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
- How to View All Incoming and Outgoing Client Transfers
- How to Accept or Decline a Client Transfer
- How to Cancel or Resend a Client Transfer
How to Transfer a Client to Another Agency
1) Navigate to the Relevant Client profile
First, you'll need to navigate to the client profile you'd like to transfer. In the example below, we went to Nadia's profile.
2) Click Actions
In the upper right, click the Actions button.
3) Choose Transfer Client
Next, click the Transfer client option under Other Actions.
4) Select the Advisor You Would Like to Transfer To
Note: Transferring a client does not delete it from your Pipeline. Instead, it copies the client information to the recipient agency.
- Search for the advisor you would like to transfer this client to. You can search by advisor location, name, or email.
- Click Select advisor
5) Transfer Your Client
- Click Transfer client
How to View All Incoming and Outgoing 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 or Decline a Client Transfer
From your Client Pipeline view, click on the Transfers tab. From this tab, you are able to accept or decline any incoming client transfers.
How to Cancel or Resend a Client Transfer
1) From the Client Profile
Navigate to the client profile whose transfer you'd like to update. In the example below, we went to Nadia's profile.
2) Click Actions
In the upper right, click the Actions button.
3) Choose Transfer Client
Next, click the Transfer client option under Other Actions.
4) Cancel or Resend Your Transfer
From here, you are able to cancel or resend your client transfer.
1) From the Transfers Tab
From your Client Pipeline view, click on the Transfers tab. From this tab, you are able to cancel or resend any of your outgoing client transfers.
Have more questions? Feel free to reach out to us at support@seniorplace.io!