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REFERRAL AGREEMENT Referring agent name: Phone: () Referring agent signature: Email: Referring agents company name: Company address: Bidding clients name: Date: / / Client signature (optional): The
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How to fill out a referral agreement - discover:

01
Start by gathering the necessary information: Before filling out the referral agreement, you will need to collect details such as the names and contact information of both the referrer and the person being referred. You may also need specific information related to the referral, such as the product or service being referred, the terms of the referral, or any applicable commission or reward structure.
02
Read the agreement carefully: Take the time to thoroughly review the referral agreement before filling it out. Familiarize yourself with its terms and conditions, including any obligations or requirements for the referrer and the referred person.
03
Fill in the required fields: The referral agreement will likely have blank spaces or sections that need to be completed. Carefully fill in the required information, ensuring accuracy and clarity. Common fields may include names, addresses, contact details, and any specific referral-related information.
04
Specify the terms and conditions: Referral agreements often outline specific terms and conditions that both the referrer and the referred person must adhere to. Make sure to clearly indicate these conditions in the agreement. This could include conditions for eligibility, timelines for submitting referrals, obligations related to confidentiality or non-disclosure, and any eligibility criteria for receiving rewards or commissions.
05
Seek legal advice if necessary: If you are uncertain about any legal aspects of the referral agreement, it is advisable to consult with a legal professional. They can provide guidance and ensure that the agreement complies with any applicable laws or regulations.

Who needs a referral agreement - discover:

01
Individuals offering referral services: If you are involved in a business or profession that includes referring clients, customers, or contacts to other parties, a referral agreement can help define the terms of the arrangement. This could include professionals such as real estate agents, recruiters, or affiliate marketers.
02
Businesses with referral programs: Many companies have referral programs to encourage customers, employees, or partners to refer new business. In these cases, a referral agreement can establish the terms of the program, including any rewards, commissions, or criteria for success.
03
Startups or entrepreneurs seeking partnerships: When starting a new business or venturing into new markets, partnerships and collaborations can be valuable. A referral agreement can formalize referral relationships, ensuring that both parties understand the terms and expectations.
Note: It is important to customize and adapt the referral agreement to the specific circumstances and legal requirements of your situation.
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A referral agreement is a contract in which one party agrees to refer potential customers or clients to another party in exchange for a commission or fee.
Individuals or businesses who have entered into a referral agreement are required to file it for record-keeping purposes.
To fill out a referral agreement, include the names of the parties involved, the referral fee or commission structure, and the terms and conditions of the agreement.
The purpose of a referral agreement is to outline the terms of the referral relationship between the parties and ensure fair compensation for the referring party.
The referral agreement should include the names of the parties, the referral fee or commission structure, the term of the agreement, and any conditions or restrictions.
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