Lead Capture & Intake
Collect referrals directly through embeddable website forms or shared submission links for corporate partners. Every submission automatically populates the database for assignment, tracking, and follow-up.
Relocation
Constellation1 Relocation is a cloud-based relocation management platform built for brokerages running active referral programs. Manage referrals, agreements, status updates, agent assignments, and reporting from one centralized system designed around relocation workflows.
Corporate partner, agent, and relocation team notified.
Managing a relocation referral program means coordinating incoming leads, outgoing referrals, agent assignments, signed agreements, status update schedules, and compliance documentation simultaneously across multiple corporate partners with different requirements and timelines.
Constellation1 Relocation consolidates the entire process from referral intake through agreement execution and final reporting into one centralized workflow. Relocation teams gain clearer visibility, more consistent follow-up, and fewer manual coordination gaps across every referral.
Collect referrals directly through embeddable website forms or shared submission links for corporate partners. Every submission automatically populates the database for assignment, tracking, and follow-up.
Maintain visibility into every referral with automated status tracking and scheduled updates flowing between the platform, agents, and corporate partners. Reduce manual chasing while keeping every stakeholder informed.
Streamline incoming and outgoing referral intake with pre-populated Express Forms and configurable action plans. Automate referral letters, assignments, scheduled follow-ups, and workflow steps around your department's process.
Schedule recurring update requests, client communications, and status check-ins automatically. Configure recipients, timing, and workflow triggers once, then let AutoPilot handle ongoing delivery.
Send, track, and store signed referral agreements directly within each customer record using integrated eSign workflows and centralized audit tracking.
Collaborate with agents on digitized ERC Broker Market Analysis forms directly inside the platform. Reduce manual handling and eliminate disconnected third-party workflows.
Track referral activity, conversion performance, agent participation, and office-level results from one reporting system without consolidating data manually across tools.
Integrations
Pricing
Process unlimited referrals. Store unlimited files and documents. Add agents and corporate partners as needed. Support and training included.
Every deployment is configured to your referral workflows, corporate partner requirements, and team structure. See how Relocation can drive your process.