Professionals and organizations can pay for referrals via two methods:
Heritage Web dashboard
Email notifications
To start receiving referrals, professionals and organizations need to have at least one active published listing in our network. Professionals and organizations with active listings will automatically be notified of any matched referrals based on information listed in their listing(s).
Heritage Web Dashboard
To purchase referrals through the Heritage Web dashboard:
Go to the Heritage Web dashboard
Log into your account
Select “Referrals” in the header menu
Click “Paid Referrals”. Any new matched referrals will be shown
Review the matched referrals you have received
Click “Buy Referral” for the specific referral you wish to purchase
Complete the payment
Receive a follow-up email with the potential client’s contact information
You can also view the referral’s information in the dashboard by clicking on the referral you just purchased to view the detail page for that request
Email Notifications
To purchase referrals through matched referral email notifications:
Click “Request an Invoice” in the notification email
You will receive an invoice from us through Stripe.com
Complete the payment
Receive a follow-up email with the potential client’s contact information
Referral Purchased Already
When purchasing a referral, you might be redirected to a “Referral Purchased Already” page. This means that another professional or organization has purchased the referral.
Each referral is sold exclusively to one professional or organization; only the purchaser will receive the contact information of the potential client. Once a referral is purchased, it is no longer available to other matched professionals or organizations for purchase.
Expired Referral
When purchasing a referral, you may be redirected to an “Expired Referral” page. Matched referrals are available for purchase within 60 days of being notified, after which the referral expires and is no longer available for purchase.