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Eastern Connecticut Association REALTORSBROKER TO BROKER REFERRAL FORMREFERRING BROKER INFORMATIONRECEIVING BROKER INFORMATIONCompany Name:Company Name:Street Address:Street Address:City, State Zip:City,
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How to fill out broker to broker referral
How to fill out broker to broker referral
01
Step 1: Gather all necessary information about the referral such as the name of the client, contact information, and reason for referral.
02
Step 2: Contact the receiving broker and discuss the referral, providing them with all relevant details.
03
Step 3: Fill out the broker to broker referral form provided by the receiving broker. Ensure all fields are completed accurately and legibly.
04
Step 4: Submit the referral form to the receiving broker either electronically or in person.
05
Step 5: Follow up with the receiving broker to confirm that the referral has been received and is being processed.
06
Step 6: Maintain communication with both the client and the receiving broker regarding the progress and outcome of the referral.
07
Step 7: Provide any additional information or support requested by the receiving broker throughout the referral process.
Who needs broker to broker referral?
01
Real estate agents who have clients looking to buy or sell properties in different areas or regions may need broker to broker referral.
02
Brokers who specialize in specific types of properties or markets may also need broker to broker referral to connect their clients with other brokers who have expertise in the desired area.
03
Clients who are relocating or purchasing properties in areas where their current broker does not have a strong network may seek broker to broker referral to ensure they find a reputable and knowledgeable broker in the new location.
04
Brokerages that have a network of affiliated brokers across different regions or countries often utilize broker to broker referral to efficiently connect clients with the right broker who can best serve their needs.
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