Follow the steps to successfully complete the referral form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling out the receiving and referring office information. Provide the names of the agents, along with their respective broker/office names, addresses, email addresses, and phone numbers.
3. Next, enter the client/customer information, including their name, home phone number, current address, and work phone number. Include their city, state, zip code, cell phone, fax phone, and email address. Designate if the client is a buyer, seller, or both.
4. Provide additional information if necessary in the designated section. This can include any specific details related to the client or transaction.
5. For the property to be listed, complete the address section, including city, state, and zip code. Indicate the need to sell by date and the reason for selling.
6. Outline the buyer preferences by specifying the price range, desired location, type of property (e.g., multi-family, condo/townhouse), number of bedrooms and baths, square footage, and any other requirements.
7. Finally, fill in the referral agreement section, specifying the referral fee percentage or flat fee, and provide the dates and signatures required for both the referring and receiving brokers.
8. After completing all sections, make sure to review the form for accuracy. You can then save changes, download, print, or share the form as needed.

Complete your documents online today to streamline your real estate transactions.