How to Change a Referral Agreement

If the agreement has been sent for signature and you need to fix a receiving agent’s or broker’s name or email, you can update it yourself — no need to contact the office:

Open the referral agreement from your dashboard.
Click Update Recipients.
Correct the name and/or email of the receiving agent and/or broker, then click Update Recipients. A fresh signing invitation is sent to the updated recipient automatically.

You can only update a party who hasn’t signed yet. Once someone has signed, their name and email are locked (“Already signed — cannot change”). To change details for a party who has already signed, follow the steps under Incomplete Agreement to void and start over.

To change a fully executed agreement you need to:

Complete a new referral agreement on our website
**Insert the following note in the “Notes” section: **This agreement shall override and replace the previous agreement, dated [insert date of previous agreement] for the named client(s).

If the referral agreement was sent, but not fully executed, and you need to make a change other than a recipient’s name or email:

Notify the office to void the old agreement by emailing us

​Some referral agreements that have been sent and/or fully executed by SignWell may need to be changed due to an error or a change in the agreement.

Some referral agreements that have been sent and/or fully executed by SignWell may need to be changed due to an error or a change in the agreement.