Real Estate Referral Form Template
Effortlessly Manage Client Referrals with This Simple Template
Are you struggling to connect your real estate clients with trusted professionals? This real estate referral form template helps you streamline the referral process and strengthen your network. With easy drag-and-drop features, you can customize your form to gather essential information, simplify the client-finding process, and improve collaboration with other agents. You'll save time, enhance your reputation, and gain referrals more effectively-start using the live template today.
When to use this form
Use this form when you want to refer a buyer or seller to another agent or broker and need clear terms and a smooth handoff. It fits when a lead is outside your market, you lack niche expertise, you are at capacity, or your license is not active in the target state. Brokerages use it to capture client consent, define the referral fee, and track status through closing. It also helps teams route relocation clients or second-home prospects. For simple introductions in other industries, you can start with a general Referral form, but for property deals this version collects fee and deal details you need.
Must Ask Real Estate Referral Questions
- What are the client's full name and contact details?
Accurate name, email, phone, and preferred contact time help the receiving agent respond fast. Clear contact data cuts back-and-forth and prevents missed opportunities.
- What is the client's goal (buy, sell, or rent) and target timeline?
Stating intent and timing sets urgency and follow-up cadence. It helps match the client with an agent experienced in that path.
- Which locations, property type, and budget are in scope?
Area, home type, and price range filter candidates and save everyone time. You avoid mismatches and set expectations before the first call.
- What referral fee, payment trigger, and exclusivity do you agree to?
Putting fee percentage, when it is earned, and whether the referral is exclusive in writing avoids disputes. It also guides accounting at closing.
- Do you have the client's consent to share details, and how were you introduced?
Consent protects privacy and builds trust with the client. For in-house handoffs, you can record consent with a Self referral form.
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