Get Keller Williams Referral Form

Completing the Keller Williams Referral Form online is an essential step in facilitating real estate referrals efficiently. This guide provides clear, step-by-step instructions to help users navigate the form with confidence, ensuring all required information is accurately submitted.

Follow the steps to fill out the Keller Williams Referral Form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In Section 1, enter the receiving office information, including the agent's name, tax ID number, firm name, address, city, state, zip code, and business, home, and fax phone numbers.
3. Complete the sending office information with the same details for the agent sending the referral.
4. In Section 2, provide seller information, including the seller's name, address, property address, business and home phone numbers, and any additional helpful information.
5. Move to Section 3 for buyer information. Fill in details such as the buyer's name, new employer, addresses, phone numbers, and information about home sale, preferred location, budget, household size, and comments related to the buyer's situation.
6. In Section 4, complete the realtor's acceptance of referral by including the prospect's name, comments, and important dates such as when the prospect was contacted and the date of the first appointment.
7. Ensure the receiving sales associate and broker sign and date the form to confirm acceptance of the referral and agreement to the referral fee.
8. After filling out all sections, review the form for any missing information. You can then save your changes, download, print, or share the completed form as needed.

Start filling out the Keller Williams Referral Form online today to streamline your referral process.