Get Referral Form Instructions-1.doc

This guide provides comprehensive instructions for users to successfully complete the Referral Form Instructions-1.doc online. By following these steps, you will navigate through the form with ease, ensuring all necessary information is accurately provided.

Follow the steps to effectively complete your referral form.

1. Press the ‘Get Form’ button to retrieve the form and open it in your preferred online editor.
2. In Section 1, fill out the receiving office details. Enter the names of the sending and receiving agents, the firm names, and their corresponding addresses, including city, state, and zip code. Don't forget to include both business and home phone numbers, as well as the fax number for each office.
3. In Section 2, provide the seller's information. Input the seller's name, address, and contact details. Additionally, specify when the initial contact should be made and offer any additional helpful information that could assist in the sale process.
4. In Section 3, complete the buyer's information. This includes the buyer's name, new employer, and their address. Enter their business phone, home phone, position, approximate salary, and whether their home must be sold first. Include details regarding the buyer's preferred location, cash available for purchase and closing costs, home size and type desired, and other relevant comments. Also, note the number of family members and their ages.
5. In Section 4, confirm the realtor's acceptance of the referral. Enter the prospect's name along with any comments. Document the dates when the prospect was contacted and the first appointment was scheduled. Clearly indicate your acceptance of the referral and specify the percentage of the gross commission that will be sent as a referral fee, ensuring to sign and date the form.
6. Once all sections are filled out, review the form for accuracy. Save changes, then choose to download, print, or share the completed referral form as needed.

Start filling out your Referral Form Instructions-1.doc online today.