Student University Referral Workflow

Dashboard

Built for Boomerang International

From student enquiry to university offer β€” tracked in one premium workspace.

Manage every applicant, document, referral, follow-up and offer without losing visibility in spreadsheets or chat threads.

βœ“ Shared team view βœ“ Follow-up reminders βœ“ Export-ready reports βœ“ Commission forecast
Maya ChenMatched Β· Monash Malaysia
Referral sentFollow-up due in 2 days

Due follow-ups

0 due

Recent activity

live demo

Student referral database

Search, filter, edit and export every referral record.

CRM view
StudentTarget courseUniversityStatusCommissionOwnerFollow-up

Referral pipeline

See exactly where each student is stuck and what needs action.

board view

Course demand

report

Referral status mix

report

Client call agenda

close next phase
  • Confirm workflow: enquiry β†’ eligibility β†’ match β†’ referral β†’ offer β†’ closed.
  • Fix reporting: clarify what was previously β€œnot right” and make it visible here.
  • Access model: decide who can add students, edit statuses, and export reports.
  • Automation: choose reminder rules for each stage.
  • Commercial next step: database, login, file uploads, commission rules, audit trail and PDF/Excel exports.

Commission calculator

forecast

Estimate referral income from tuition value and commission percentage.

Estimated commission$2,160

Commission rules

business logic
  • Potential: all active students with tuition and commission rate.
  • Expected: referred and offer-stage students likely to convert.
  • Won: closed students marked with a commission value.

Commission forecast by student

Track expected referral income alongside each applicant.

finance view
StudentUniversityStatusTuitionRateCommissionOwner

Recommended next phase

Production Referral OS

This demo runs in the browser. The paid production version would add secure login, cloud database, audit history, document uploads, automated reminders, and branded exports.

πŸ” Login & rolesπŸ—‚ Document uploads⏰ Reminder queueπŸ“ˆ Reporting dashboardπŸ“€ Excel/PDF exportπŸ’° Commission rules🧾 Audit trail

Demo controls

Reset browser demo data before presenting if needed.

New student