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.
What happens after a referral is approved?
Category: Approval Workflows
Once approved, the referral journey continues. If client consent is required, a consent letter is sent to the client first. Otherwise, the referral goes directly to the partner. All actions are logged, so you have a complete record of who approved it and when.