Referral Placement

Here is how…

Following is the basic information you need to place a referral with the Referral Center:

1. Customer’s Name
2. Customer’s Home Address
3. Customer’s Phone Number
4. Best Time For an Agent To Contact The Customer
5. If You Have A Broker Or Agent Preference
6. Any Other Helpful Information

This preparation can make the referral process more efficient. Once you have gathered the basic information, call the Referral Center toll free (877) 841-8100 to place the referral. You can also fill out the eREFERRAL FORM. Our referrals are good for fourteen months. The customer does not have to be ready to buy or sell immediately.

The 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. The customer will then be contacted by that broker or agent. The customer will NOT be contacted by the Referral Center. Once the referral has been placed, you will receive a written confirmation of the lead. If you are an eMember, you will receive your confirmation electronically and you can view all broker comments directly on this site.

Follow-up with your referral customers is very important. Proper follow up with your customer can make the difference between a successful or unsuccessful transaction. To help with our goal of quality service for your referral lead, please contact your referral customer two or three days after you placed the referral with the Referral Center. Make sure they have been contacted by an agent and are satisfied with the agent. If your referral customer is unhappy with the broker selection or services provided, please let us know. We may be able to help . . . but only if we know there is a problem. CLICK HERE to complete a Referral Update Form to let us know any new information about your referral.

Proper communication with the customer will help increase the chances that your referral will run smoothly, and that you will be receiving a referral fee after closing.