We love receiving your referrals! Please note that we’ve updated our policy concerning when referrals are submitted: the customer’s Application ID is now required on the referral form.
- When does an ID get generated? After your referral submits an application.
- Where do they find their ID? On their confirmation email.
- How do you get their ID? Upon request directly from your referral.
- What do you do next? See steps below!
Three Easy Steps to a Successful Referral:
- Visit Trio Residential and select ‘refer a client‘ in the top right corner.
- Fill out the referral form and select ‘submit’ at the bottom
- Start receiving basic status updates regarding your referral’s application!
Remember, before Trio can share application details with you, the customer is required to complete a release form and upload it to their application with their financial information.
Should you have any questions, email us at info@thinktrio.com or call us at 855-873-8746.
Team Trio