Real Estate Referral Form Template
Send and receive agent referrals with a form that captures the client's details, property requirements, and referral fee agreement — so nothing gets lost between brokerages.
Referrals are valuable — but only when the handoff is clean. A referral form captures the client's contact information, buying or selling situation, timeline, price range, and the agreed referral fee percentage in one structured submission, giving the receiving agent everything they need to make a strong first impression.
This template covers the referring agent's details, receiving agent's details, client name and contact information, transaction type (buyer or seller), property type, desired location, price range, estimated timeline, any special requirements, and the referral fee agreement terms. A signature field confirms both parties agree to the referral arrangement before client contact is made.
Real estate agents, brokers, and referral networks use this form to manage cross-market referrals efficiently. Route the completed form to the receiving agent automatically. Store signed referral agreements in your transaction management system. Set up a reminder workflow to follow up on referral status at key milestones.
Add signature fields for both the referring and receiving agent. The form can be completed by one party and shared with the other for their signature.
Connect the form to your CRM so each referral creates a lead record. Update status fields as the referral progresses through the pipeline.
Yes — add a number or text field for the agreed referral percentage and include it in the agreement statement both parties sign.
Use conditional logic to show separate fee fields for buyer-side and seller-side referrals when both apply to the same client.
Control workspace permissions so only the referring and receiving agents — and relevant brokerage staff — can access the submission.
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