Referral Partner Guide

Natex Group Referral Partner FAQ

Answers to the most common questions about your role as a Referral Partner with The Natex Group, LLC.

Your Role vs. Our Role

Your Role as a Referral Partner

What is expected of you

  • Refer clients who may need services outside your area of expertise.
  • Stay in contact with your client.
  • Track the progress of your referral.
  • Receive updates as they become available.
  • Earn your agreed-upon referral compensation when a transaction closes.

The Natex Group's Role

What we handle for you

  • Speak directly with the client.
  • Explain available services and determine which fits their needs.
  • Coordinate with the appropriate company or provider.
  • Handle all backend operations, documentation, and communications.
  • Follow up with the client and provide status updates when available.
The Simple Rule

Refer. Track. Stay Connected. Earn.

You refer the client. The Natex Group handles everything else.

FAQ

Frequently Asked Questions

The Natex Group works with established companies and service providers. Our role is to connect clients with the appropriate resources. The reviewing company will determine eligibility and whether assistance can be provided.
No. Referral Partners are not involved in backend operations. All communications are handled through The Natex Group and the appropriate service provider.
No. Backend operations are handled by The Natex Group and the respective company. Referral Partners are not part of that process.
No. Client files are confidential and are managed directly by The Natex Group and the service provider.
The Natex Group contacts the client, evaluates their needs, and connects them with the appropriate service. The service provider then reviews the file and determines eligibility.
Simply tell your client: "I have a resource that may be able to help. The Natex Group will contact you directly to discuss your options." Nothing more is required.
No. Your role is not to explain services. Your role is to identify a potential need and make the referral.
Refer the client to The Natex Group. We will answer all service-related questions.
No. Referral Partners should never guarantee approvals, outcomes, timelines, or results. All decisions are made by the respective company after review.

Ready to Become a Referral Partner?

Book a call with our team to get started.

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