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Submit Form Realtor / Broker Client Referral Form To help serve you and your client with maximum efficiency, please complete this form and email to LewisBroker@LewisMC.com, or fax to (909) 9315562PLEASE
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How to fill out a broker-to-broker written referral
How to fill out a broker-to-broker written referral
01
Start by gathering all the necessary information about the client who is being referred.
02
Write a professional and concise introduction of yourself as the referring broker.
03
Include the reason for the referral, such as why the client is being referred and what their specific needs or goals are.
04
Provide a detailed description of the client's requirements, preferences, and any specific property criteria they may have.
05
Include any relevant documentation or supporting materials that may help the receiving broker understand the client's situation better.
06
Clearly state the desired outcome or objective of the referral.
07
Provide your contact information and encourage the receiving broker to reach out for further discussion or clarification.
08
Sign and date the referral letter to make it official and professional.
Who needs a broker-to-broker written referral?
01
Anyone who requires assistance in finding or connecting with a real estate broker outside their local area.
02
Real estate investors looking for opportunities in different regions or cities.
03
Clients relocating to a new area who need help finding a reliable broker in their destination.
04
Brokers collaborating on cross-border transactions.
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What is a broker-to-broker written referral?
A broker-to-broker written referral is a formal agreement between two real estate brokers where one broker refers a client to another broker, typically in exchange for a referral fee.
Who is required to file a broker-to-broker written referral?
Both brokers involved in the referral, the referring broker and the receiving broker, are typically required to file a broker-to-broker written referral.
How to fill out a broker-to-broker written referral?
To fill out a broker-to-broker written referral, each broker must provide their contact information, the client’s information, details about the property, and the agreed-upon referral fee, then both parties should sign the document.
What is the purpose of a broker-to-broker written referral?
The purpose of a broker-to-broker written referral is to clearly outline the terms of the referral agreement, ensure that both brokers are compensated for their services, and maintain a formal record of the transaction.
What information must be reported on a broker-to-broker written referral?
The information that must be reported includes the names and contact details of both brokers, the client's name and contact information, property details, and the referral fee structure.
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