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Get Realtor Referral Form
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How to fill out the Realtor Referral Form online
This guide will assist you in completing the Realtor Referral Form online with clarity and ease. By following the detailed steps, you will be able to provide all necessary information accurately.
Follow the steps to successfully complete the Realtor Referral Form.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- In the 'Receiving Agent Information' section, enter the agent's name, office name, address, city, state or province, zip or postal code, country, email address, primary phone number, cell phone number, and fax number as applicable.
- Next, complete the 'Referral Agent Information' section with the same details for the referring agent, ensuring all information is accurate and current.
- In the 'Client Information' section, input the client's full name, current home phone number, address, work phone number, city, state or province, zip or postal code, cell phone number, email address, and country, along with the number of adults and children involved in the move.
- Provide any additional information about the client's home finding trip and expected moving date in the corresponding fields.
- Fill out the 'Current Property Information' with details about the client’s property status, listing price, pre-qualification status, lender information, and reason for moving.
- Under 'Desired Property Information,' specify the price range, estimated down payment, desired monthly payment, preferred home style (e.g., single family home, condo/town home), number of bedrooms and baths, square footage, area familiarity, preferred area, school requirements, and any additional needs.
- Complete the 'Referral Agreement Details' section by indicating the agreed-upon referral fee and the basis of that fee, whether it is for listing, selling, or commission.
- Finally, have both parties sign the form, provide the date for each signature, and ensure all fields are filled before saving changes, downloading, printing, or sharing the form.
Get started on completing your Realtor Referral Form online today to ensure a seamless referral process.
When asking for a real estate referral, be direct and personable in your approach. Explain your value and how you can assist the person they might refer. A well-prepared Realtor Referral Form can serve as a tool to make this process smoother and more professional. Remember, the key is to express confidence and gratitude in advance for any referrals they can provide.
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