Please be sure to register the referral prior to any communication with an agent or company. Following is the basic information you need to place a referral with Referral Center:
- Customer’s Name
- Customer’s Address
- Customer’s Phone Number
- Customer Should Be Expecting A Call From An Agent
- Broker Or Agent Preference (if applicable) & contact information
This preparation can make the referral process more efficient. Once you have gathered this basic information, please fill out the online Referral Form. Our referrals are good for 24 months. The customer does not have to be ready to buy or sell immediately.
Referral Center will then register the referral with the broker and agent of your choice. If you do not have a broker preference, we have resources to help you choose a brokerage company that services the area of your lead. Usually, we can place a referral with a brokerage company the same day. The brokerage company should then contact the customer within 24 hours of us registering them. The customer will NOT be contacted by Referral Center. Once the referral has been placed, you will receive a confirmation email.
Following the placement of the referral, we enter the referral into our comprehensive, fully integrated computer tracking system. By placing your referral into the system, we can accurately keep track of information concerning the referral, including referral acceptance and status updates. Every 30 days, we request an update on the status of the referral from the broker. Once a referral is pending, we request an update from the brokerage every 14 days. As we gather information, it is added to our tracking system and the updates are emailed to you.
We request that the referral check is processed and mailed to us by the brokerage with the proper paperwork within 10-15 days of closing. Once received, we will process your check within 2-3 business days. Our accounting department requires that our referring agents have a completed W9 on file prior to issuing a check. You’ll receive an email notification the same day your check is mailed.
Finally, after the transaction has closed, usually within 10-15 days, the broker will issue a referral check to Referral Center. Once all of the information has been received, and we have the proper paperwork, we will issue your check. You will receive an E-mail the same day we mail the check to you.