Internal Referral Form

For direct referrals, please submit the form below ONLY where customer needs first contact.

Any questions ask the Customer Experience Team at info@settleeasy.com.au or on 1800 88 66 88.

"*" indicates required fields

Phone

This field is for validation purposes and should be left unchanged.

ActionStep Matter No. (if available)

Full Deal Value*

First name*

Last name*

Phone*

Email*

Property address*

State*

Transaction type*

Contract review*

Primary referral source*

Referring office

Referring agent/broker*

Submitting Conveyancer*

This field is hidden when viewing the form

Conveyancer

Date lead received*

Does Customer Success need to contact the customer?*

'Yes' if Customer Success needs to nurture and convert the customer. 'No' if you have or will be speaking with the customer.

Has this customer converted?*

'Yes' if the customer is proceeding with a contract review or transaction. 'No' if the customer has not been converted yet.

Conversion date (optional)

This field is hidden when viewing the form

Platform

'Yes' if this is an online transaction. 'No' if this is an offline transaction.

Notes

Internal Referral Form 1