A referral from a partner to a banker, typically in reverse fashion where a banker is instructed to “put in notes”.
Yo Cori, it’s Akash. I just wanted to follow up to see how your meeting went with that reverse referral you sent me late last week. My notes are in, I’m going to need you to close this before the end of the week, because I’m currently behind Bob this month in PVCs.
by PETEROC June 11, 2023