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Certified International Property Specialist (CAPS)C IIM PS Global R E F E R Realty, R A L F OR LLC M Referral FormDISCLAIMER: In order to assist members, NEAR created this sample Referral Form, which

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How to fill out keller williams realty referral

01

Step 1: Start by obtaining a referral form from Keller Williams Realty. This can usually be found on their website or requested from a local office.

02

Step 2: Fill out the personal information section of the form, including your name, contact details, and any relevant identification or agent licensing numbers.

03

Step 3: Provide details about the referral, such as the client's name, contact information, and their real estate needs or preferences.

04

Step 4: Indicate the name of the agent or office you are referring the client to, along with their contact information.

05

Step 5: If there is any additional information or special instructions regarding the referral, make sure to include it in the designated section of the form.

06

Step 6: Review the completed referral form for accuracy and completeness.

07

Step 7: Submit the referral form to Keller Williams Realty either electronically or through the designated submission method.

08

Step 8: Follow up with Keller Williams Realty and the referred agent or office to ensure they have received the referral and provide any necessary updates or communication as required.

Who needs keller williams realty referral?

01

Anyone looking to refer a client to a Keller Williams Realty agent or office may need to fill out a Keller Williams Realty referral. This could include individuals who have a client interested in buying or selling property and want to connect them with a knowledgeable and experienced Keller Williams agent, or real estate agents who want to refer a client to a different Keller Williams agent or office in a different area or market.

02

Additionally, anyone who is part of the Keller Williams Realty network and has agreed to participate in the company's referral program may also need to fill out a referral form when receiving a referral from another agent or office within the network.

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What is keller williams realty referral?

Keller Williams Realty referral is a program where agents refer clients to other agents within the Keller Williams network.

Who is required to file keller williams realty referral?

Keller Williams agents who refer clients to other agents are required to file the referral.

How to fill out keller williams realty referral?

To fill out a Keller Williams Realty referral, agents need to provide details about the client being referred and the receiving agent.

What is the purpose of keller williams realty referral?

The purpose of Keller Williams Realty referral is to facilitate referrals within the Keller Williams network and provide a seamless experience for clients.

What information must be reported on keller williams realty referral?

Information such as client details, referring agent details, and receiving agent details must be reported on Keller Williams Realty referral.

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