Registering a Referrer

Agencies will need to be approved - Registering a New Agency

Referrers registering themselves

Referrers will need to register themselves by finding their approved agency and applying under them.

First a referrer will need to navigate to [YourAgency].furniturebank.net/public/agency/

Find their agency from the list of agencies and click on the agency. 

Ensure that you are under the right agency by checking the name at the top of the agency.

Once the form is complete and submitted, a admin will need to approve before the referrer can login.

Admin registering a Referrer

First navigate to the agency where you would like to add the referrer either through Agencies->Search or Agencies->List. 

Once in the profile click on the Add Referrer button in the top-right corner.

Fill out the details required in the form and click add.

Adding a referrer does not automatically approve them. You will need to open up their profile and click approve for them to receive login details.

• Related Articles

• Registering a New Agency

  There are two ways to register a new agency: 1) have the agency register themselves 2) register the agency through the admin area. 1) Have an agency register themselves Navigate to [YourAgency].furniturebank.net/public/agency At the top click on ...

• Approving and unapproving Referrers

  The requesting referrer is automatically approved when an agency is approved through the new agency list. Referrers can only be approved through their profiles. To get to a referrer profile, search for them (Referrers -> Search) through the Awaiting ...

• Approving and unapproving an Agency

  Approving an Agency There are two ways to approve an agency: from the New Agency list or through the agency profile. New Agency List In the client module, navigate to Agencies-> New Agencies. This section will list all the new agencies applying to ...

• Scheduling a Client

  New referrals first arrive under referrals on the side menu. This will bring up the list of all new and unapproved referrals list newest first. Each new referral needs to be first approved. The process of approval is really for a person to review the ...