Save time and simplify your referral process

We’re excited to announce a powerful new feature on RQ: bulk uploading new referrals. This allows you to upload multiple referrals using a simple template, making it easy to schedule and send them in just a few clicks.

Ideal for firms managing high referral volumes, bulk uploading streamlines the referral process during busy periods, such as at the end of the month, or after self-assessment season.
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Why we built it

Managing high volumes of referrals can be time-consuming, especially during peak periods. Based on user feedback, we developed this functionality to simplify the process and reduce administrative effort.

With bulk uploading, your team can:

• Minimise repetitive data entry
• Stay efficient during busy times, such as quarterly referrals or tax season
• Focus on delivering great service rather than handling tedious tasks
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What our customers are saying

We requested this feature and RQ delivered! The software is continually being developed to meet the users’ needs. Previously the task of sending multiple referrals was repetitive and time consuming. This new feature streamlines the process, saves valuable time, and helps to keep us compliant!

Anita Lavelle, Adviser, Davidson Stant

How it works

1. Download the Template
   To bulk upload new referrals, visit refer.rq.app/refer-client. For historical referrals, go to your referrals dashboard. From there, simply download the spreadsheet template.
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2. Enter Referral Details
   Fill out the template with adviser emails, firm details, client names, and the required services for each referral.
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3. Upload to RQ
   Once your template is ready, easily upload it to RQ by either dragging and dropping the file or selecting it from your desktop.
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4. Review Your Referrals
   You’ll then see a table of processed referrals, where you can make any final adjustments to ensure everything is accurate.
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5. Review and Send
   When you’re ready, click “Send.” All referrals will be processed at once, with consent letters sent if required, and introductions made to the appropriate teams or advisers. For historical referrals, no emails will be sent, but they’ll be available on your dashboard.

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Try out bulk uploading today

Download the template from your referrals dashboard, or reach out to us at hello@rq.app for more information. You can also connect with us directly using the chat feature within RQ.