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How to fill out keller williams referral form

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How to fill out keller williams referral form

01
Start by getting a copy of the Keller Williams referral form. This form is generally available on the official Keller Williams website or can be obtained from a Keller Williams agent.
02
Fill out the basic information section of the referral form. This includes your name, contact information, and the name of the person you are referring.
03
Provide details about the referral. This may include the reason for the referral, the type of property or service needed, and any specific requirements or preferences.
04
If applicable, indicate whether you have any financial interest in the referral.
05
Review the completed form for accuracy and completeness. Make sure all required fields are filled out properly.
06
Sign the referral form to indicate your agreement and consent to the referral process.
07
Submit the form to the appropriate Keller Williams representative or agent. This can usually be done via email, fax, or in person.
08
Keep a copy of the referral form for your records.
09
Follow up with the Keller Williams representative or agent to ensure that the referral process is progressing as desired.

Who needs keller williams referral form?

01
Anyone who wants to refer a potential client to a Keller Williams agent or receive a referral from a Keller Williams agent needs the Keller Williams referral form.
02
This includes individuals who have a client or contact looking to buy, sell, or rent a property and want to connect them with a Keller Williams agent.
03
It also includes Keller Williams agents who want to refer a potential client to another Keller Williams agent in a different location or market.
04
Using the referral form helps facilitate the referral process and ensures that all necessary information is communicated between the parties involved.
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The Keller Williams referral form is a document used by agents within the Keller Williams real estate network to facilitate the referral of clients between agents.
Any Keller Williams agent who is referring a client to another agent within the Keller Williams network is required to file the referral form.
To fill out the Keller Williams referral form, agents should provide the necessary client information, specify the referral details, and include their contact information along with that of the receiving agent.
The purpose of the Keller Williams referral form is to document the referral process and ensure that referring and receiving agents receive appropriate commissions for their services.
The information that must be reported on the Keller Williams referral form includes the client's name, contact details, property details, referral fee agreement, and the involved agents' information.
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