The operating system for introducer-led growth
RQ helps professional firms send, manage, and prove referrals — with built-in compliance, clear tracking, and real visibility across the firm.
How do approvers review requests?
Category: Approval Workflows
When a referral or new partner request needs approval, the designated approvers are notified by email. They can also view all pending requests in the Approval Requests tab in RQ. From there, approvers can: • Approve – the referral is sent or the partner is added • Edit – modify the referral before approving • Reject – block the request with a reason All decisions are logged with timestamps for a full audit trail.