Get Coldwell Banker St Croix Realty

This guide provides a detailed walkthrough for users looking to fill out the Coldwell Banker St Croix Realty online. Whether you are a first-time user or need a refresher, this comprehensive guide will help you navigate each section of the form with ease.

Follow the steps to complete your referral agreement efficiently.

1. Press the ‘Get Form’ button to access the referral agreement form and open it in your document viewer.
2. Fill in the date at the top of the form where indicated. This should reflect the date you are completing the referral agreement.
3. Enter the name of the originating agent in the appropriate field to identify who is referring the client.
4. Provide the originating agent’s contact phone number and email address to facilitate communication.
5. In the section for referred client names, write the names of the clients you are referring, ensuring accuracy for future correspondence.
6. Fill in the client address and their contact information to allow for direct contact.
7. Specify the referral type by selecting one or more options, including listing, buying, or rental, by checking the appropriate boxes.
8. Add any additional comments or notes in the comments section to provide further context or details regarding the referral.
9. Complete the section for the destination firm by entering its name and date, identifying who will be receiving the referral.
10. Input the address of the destination firm along with the name and contact details of the destination agent.
11. Review the agreement statement carefully. Ensure that you understand the agreement to pay Coldwell Banker St Croix Realty the specified percentage fee of the gross commission earned.
12. Provide your signature and date in the signature sections for both the originating broker/agent and the destination broker/agent.
13. After ensuring all fields are completed accurately, save your changes and download or print the form as needed for your records.
14. Share the completed form by faxing or emailing a copy to the originating agent as instructed.

Complete your documents online effortlessly with our step-by-step guidance.