Get the free Keller Williams Referral Form.doc

KELLER WILLIAMS REALTY REFERRAL INFORMATION FORM SECTION 1 RECEIVING OFFICE SENDING OFFICE TO: Agent: FROM: Firm Name: Firm Name: Address: Address: City/State/Zip: City/State/Zip: Business Phone:

How to fill out keller williams referral formdoc

How to fill out the Keller Williams referral formdoc:

1. Start by obtaining the Keller Williams referral formdoc. You can typically find this form on the Keller Williams website or ask your local Keller Williams office for a copy.
2. Begin by providing your contact information in the designated fields. This may include your name, phone number, email address, and any other relevant details.
3. Next, you will need to input the referral recipient's information. This includes their name, contact information, and any additional details that may be required.
4. Fill out the referral details section, which typically includes the reason for the referral, any specific requirements or preferences, and any other relevant information.
5. If applicable, provide any necessary documentation or supporting materials with the referral formdoc. This may include documents such as property listings or client profiles.
6. Review the completed formdoc to ensure all information is accurate and complete. Make any necessary changes or additions before submitting.
7. Submit the filled-out referral formdoc to the appropriate Keller Williams contact. This may be a specific individual or department within the company. Double-check the submission instructions to ensure it reaches the intended recipient.
8. Keep a copy of the filled-out formdoc for your records. This will help you track and follow up on any referrals made.

Who needs Keller Williams referral formdoc:

1. Real estate agents who want to refer clients to other Keller Williams agents. The referral formdoc helps facilitate the referral process and ensures that all necessary information is communicated.
2. Clients who are looking to work with a Keller Williams agent in a different location. By filling out the referral formdoc, they can provide their information and preferences to be matched with an appropriate agent.
3. Keller Williams agents who want to be part of the referral network and receive referrals from other agents. By completing the referral formdoc, they can indicate their areas of expertise and availability to receive referrals.

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